Atmus Filtration Technologies Inc. (ATMU)
NYSEIndustrialsAuto - PartsSnapshot 2026-09-04
$48.34+1.02%
Close 2026-09-04 · 1-day change
NYSEIndustrialsAuto - PartsSnapshot 2026-09-04
QuarterlyIQ Insights · ATMU
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -1.1% |
| Our one-year growth estimate | diamond | 8.4% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 9.5 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 32 industry peers · Company calendar date is not available
ATMU — dividend update
Dated 2026-08-14
Regulation FD Disclosure. On August 14, 2026, Atmus Filtration Technologies Inc. (the “Company”) issued a press release reporting that its Board of Directors declared a quarterly cash dividend in the amount of $0.06 per common share, payable on September 9, 2026, to shareholders of record at the close of business on August 27, 2026. A copy of the press release is furnished as Exhibit 99.1 hereto. The information furnished in this Item 7.01, including Exhibit 99.1, is not deemed to be “filed”…
Why it matters: Integrating Koch Filter is important for growth in Industrial Solutions. It affects total revenue.
Supportive ifIndustrial Solutions segment revenue reaches $155 million or more in Q3.
Worry ifIndustrial Solutions revenue drops below $150 million in Q3.
Why it matters: Revenue growth is key for Atmus. A slowdown could signal challenges in the market.
Worry ifQ3 revenue growth comes in below 16% year over year.
Less concerning ifQ3 revenue growth exceeds 16% year over year.
Why it matters: Successful integration is important. It helps gain benefits from the acquisition and grow.
Supportive ifManagement says the integration of Koch Filter is done by Q4 2026.
Worry ifIntegration delays happen or costs go over $7 million.
Why it matters: Higher dividends show strong cash flow. They also show a commitment to shareholders. This means management believes in future earnings.
Supportive ifAtmus announces a dividend increase above $0.055 per share in the next quarter.
Worry ifAtmus maintains the dividend at $0.055 per share without plans for an increase.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$177 on $10,000 · ±1.8% | How much price usually moves either way. |
| Bad day | $354 loss on $10,000 · 3.5% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,030 loss on $10,000 · 30.3% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Exceeding $2 billion in revenue guidance shows strong growth momentum and market demand.
Supportive ifManagement raises Q3 revenue guidance to over $2 billion. This shows strong sales growth.
Worry ifManagement cuts Q3 revenue guidance to under $1.975 billion. This shows possible weakness.
Why it matters: Confirming the raised revenue guidance shows strong demand and growth momentum.
Supportive ifManagement confirms full year 2026 revenue guidance of $1,975M to $2,030M.
Worry ifManagement cuts revenue guidance to under $1,975M.
Why it matters: Higher dividends show strong cash flow and support for shareholders.
Supportive ifThey announced a quarterly dividend over $0.06 per share.
Worry ifNo increase in quarterly dividend from the current $0.06 per share.
Why it matters: Exceeding 10% growth would show strong demand and effective integration of Koch Filter.
Supportive ifQ2 revenue growth reported above 10% year over year.
Worry ifQ2 revenue growth reported below 5% year over year.
Why it matters: A strong EBITDA margin shows good cost management and profit.
Supportive ifAdjusted EBITDA margin was above 20% in Q3.
Worry ifAdjusted EBITDA margin falls below 19.5% in Q3.
Why it matters: Kevin Carpenter's experience may help Atmus's supply chain and support growth.
Supportive ifLook for better supply chain metrics, like lower costs or quicker delivery.
Worry ifContinued supply chain disruptions or increased costs despite the new hire.
Why it matters: The Industrial Solutions segment's performance shows how well the Koch Filter acquisition is doing. It also shows the company's growth strategy.
Watch forIndustrial Solutions segment net sales were over $45 million in Q2. This shows strong growth and good integration.
Also watch forNet sales in the Industrial Solutions segment fell below $30 million. This shows there may be integration problems.