Latest revenue
$477.5M
as of 2026-03-31
Latest net income
$48.4M
as of 2026-03-31
Net margin
10.1%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $3.99B
- Enterprise value
- $3.99B
- P/E (trailing)
- 19.2×
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 0.4%
- 52-wk high
- $66.50
- 52-wk low
- $34.58
- Beta
- —
- Shares out
- 81.7M
5-year trend
What this company does
Item 1. Business Overview Atmus is one of the global leaders of filtration products for on-highway commercial vehicles and off-highway agriculture, construction, mining and power generation vehicles and equipment. Atmus designs and manufactures advanced filtration products, principally under the Fleetguard brand, that enable lower emissions and provide superior asset protection. Atmus estimates that approximately 14% of Atmus’ net sales in 2025 were generated through first-fit sales to original equipment manufacturers (“OEM”s), where Atmus’ products are installed as components for new vehicles and equipment, and approximately 86% were generated in the aftermarket, where Atmus’ products are…
AI summary unavailable — showing raw filing excerpt
Generated from ATMU's filing dated 2026-02-13
Key risks
Table of Contents Item 1A. Risk Factors These risk factors could materially affect our business, financial condition, results of operations and cash flows. These risk factors are not exhaustive and investors are encouraged to perform their own investigation with respect to the business, financial condition and prospects of our business. You should carefully consider the following risk factors in addition to the other information included in this Annual Report on Form 10-K for the fiscal-year ended December 31, 2025, and should also carefully consider the matters addressed in the section herein entitled “Cautionary Statements and Risk Factor Summary.” We may face additional risks and…
AI summary unavailable — showing raw filing excerpt
Generated from ATMU's filing dated 2026-02-13
Profitability
Gross margin
28.2%
2.0%Operating margin
16.9%
6.3%Net margin
11.8%
5.7%Return on equity
54.8%
32.9%Return on assets
15.4%
1.5%Leverage
Debt / equity
2.57×
39.3%Long-term debt / equity
1.43×
43.1%Debt / assets
72.0%
11.0%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $477.5M | +14.6% | $48.4M | +8.3% | 10.1% |
Q4 2025 2025-12-31 | $446.6M | +9.8% | $48.0M | +19.7% | 10.7% |
Q3 2025 2025-09-30 | $447.7M | +10.9% | $54.8M | +25.1% | 12.2% |
Q2 2025 2025-06-30 | $453.5M | +4.8% | $59.9M | +6.6% | 13.2% |
Q1 2025 2025-03-31 | $416.5M | -2.4% | $44.7M | -1.8% | 10.7% |
Q4 2024 2024-12-31 | $406.7M | — | $40.1M | — | 9.9% |
Q3 2024 2024-09-30 | $403.7M | +1.9% | $43.8M | +16.5% | 10.8% |
Q2 2024 2024-06-30 | $432.6M | +4.6% | $56.2M | +21.6% | 13.0% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Motor Vehicle Parts & Accessories · SIC 3714
Your notes
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Insider activity
Insider buying
$111.8K
Insider selling
$977
Net activity
+$110.8K
Distinct insiders
2
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns ATMU
Institutional value
$1.88B
Total shares held
33.9M
Distinct holders
206
-102 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 6.8M | $386.7M | +40.3K (+0.6%) | Added |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.7M | $209.5M | — | New |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 3.6M | $202.5M | — | New |
| 4 | Invesco Ltd. | 3.3M | $189.8M | +615.4K (+22.6%) | Added |
| 5 | FIRST TRUST ADVISORS LP | 2.2M | $125.1M | +70.9K (+3.3%) | Added |
| 6 | Nuveen, LLC | 1.4M | $82.0M | +134.3K (+10.2%) | Added |
| 7 | DIMENSIONAL FUND ADVISORS LP | 1.3M | $74.0M | +45.1K (+3.6%) | Added |
| 8 | ROYCE & ASSOCIATES LP | 777.7K | $44.2M | +109.9K (+16.5%) | Added |
| 9 | Boston Trust Walden Corp | 750.6K | $42.6M | -102.9K (-12.1%) | Trimmed |
| 10 | VANGUARD FIDUCIARY TRUST CO | 564.2K | $32.0M | — | New |
| 11 | FEDERATED HERMES, INC. | 487.3K | $27.7M | +74.3K (+18.0%) | Added |
| 12 | TEACHER RETIREMENT SYSTEM OF TEXAS | 474.4K | $26.9M | -116.3K (-19.7%) | Trimmed |
| 13 | JPMORGAN CHASE & CO | 481.5K | $26.4M | +157.4K (+48.6%) | Added |
| 14 | JANE STREET GROUP, LLC | 426.6K | $24.2M | +416.5K (+4109.0%) | Added |
| 15 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 426.1K | $24.2M | -255.9K (-37.5%) | Trimmed |
| 16 | UBS Group AG | 381.7K | $21.7M | +48.0K (+14.4%) | Added |
| 17 | abrdn plc | 372.8K | $21.2M | -27.9K (-7.0%) | Trimmed |
| 18 | NEW YORK STATE COMMON RETIREMENT FUND | 362.2K | $20.6M | -47.1K (-11.5%) | Trimmed |
| 19 | Bank of New York Mellon Corp | 359.7K | $20.4M | +8.6K (+2.5%) | Added |
| 20 | DEUTSCHE BANK AG\ | 283.4K | $16.1M | +215.9K (+320.1%) | Added |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once ATMU's latest filing finishes processing.