Atmus Filtration has a perfect 4-of-4 earnings beat streak, a 56% ROE and 22% upside to the analyst target, but a confirmed downtrend below the 200-day average and 2.3x debt-to-equity limit conviction.
Thesis pillars
- Leverage Drags Score↓Deteriorating
- Perfect Earnings Beat Streak→Stable
- High Roe Weak Cash Conversion→Stable
- +2 more pillars — see the Why tab for full reasoning
Pillars as of Oct 24, 2026, based on the 10-K filed Feb 13, 2026
Atmus Filtration Technologies I (ATMU) Stock Analysis
Recovery setup
Consumer Cyclical · Auto Parts
Sell if holding. At $47.83, A.R:R 0.9:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Leverage penalty (D/E 2.3): -1.5; Sector modifier (Consumer Cyclical): -1.5.
Atmus Filtration Technologies makes filtration products under the Fleetguard brand for on-highway and off-highway commercial vehicles and equipment. Net sales of $1,764.3 million in 2025 were approximately 86% aftermarket and 14% OEM first-fit, with Cummins (18.8%), PACCAR... Read more
Sell if holding. At $47.83, A.R:R 0.9:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Leverage penalty (D/E 2.3): -1.5; Sector modifier (Consumer Cyclical): -1.5. Chart setup: Death cross but MACD improving, RSI 79. Score 6.0/10, high confidence.
Passes 6/9 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio and earnings proximity 0d<=7d. Suitability: aggressive.
Recent developments
updated Oct 30, 2026Recent Developments — Atmus Filtration Technologies I
Latest news
- NEWS Atmus Filtration Technologies Chief People Officer Renee Swan Departs for HII — fiscal.ai Oct 30, 2026 negative
- NEWS Atmus Filtration: Finally Passing My Filter (NYSE:ATMU) - Seeking Alpha — Seeking Alpha Oct 29, 2026 neutral
- NEWS Bank of America Securities Remains a Buy on Atmus Filtration Technologies, Inc. (ATMU) - The Globe and Mail — The Globe and Mail Oct 27, 2026 positive
- NEWS Atmus Filtration Technologies announces resignation of chief people officer By Investing.com - Investing.com Nigeria — Investing.com Nigeria Oct 26, 2026 neutral
- NEWS Atmus Filtration Technologies announces resignation of chief people officer By Investing.com - Investing.com Canada — Investing.com Canada Oct 26, 2026 neutral
Latest item Oct 30, 2026 · Generated 2026-11-05T11:39:29Z.
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Rating Breakdown
1 floor-breaker
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. At $47.83, A.R:R 0.9:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Leverage penalty (D/E 2.3): -1.5; Sector modifier (Consumer Cyclical): -1.5. Chart setup: Death cross but MACD improving, RSI 79. Prior stop was $44.87. Score 6.0/10, high confidence.
Analyst target: $54.46 (+13.9% upside). Prior stop was $44.87. Stop-loss: $44.87.
Sector modifier (Consumer Cyclical): -1.5; Leverage penalty (D/E 2.3): -1.5; Overbought (RSI 79).
Atmus Filtration Technologies I trades at a P/E of 18.3 (forward 14.6). TrendMatrix value score: 6.4/10. Verdict: Sell.
12 analysts rate ATMU, with a consensus score of 4.2/5. 5 analysts publish price targets averaging $63.
What does Atmus Filtration Technologies I do?Atmus Filtration Technologies makes filtration products under the Fleetguard brand for on-highway and off-highway...
Atmus Filtration Technologies makes filtration products under the Fleetguard brand for on-highway and off-highway commercial vehicles and equipment. Net sales of $1,764.3 million in 2025 were approximately 86% aftermarket and 14% OEM first-fit, with Cummins (18.8%), PACCAR (16.3%), and the Traton Group (11.5%) as the top three customers, together representing about 47% of net sales.