ATMU at a glance
Atmus Filtration Technologies Inc. (ATMU, SEC CIK 1921963) filed its latest 10-K annual report on February 13, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on August 14, 2026 and Form 4 insider filings as recently as August 18, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Atmus Filtration Technologies Inc. (ATMU) reported revenue of $1.8 billion (up 5.7% from FY2024) and net income of $207.4 million. Diluted EPS was $2.50.
- As of June 30, 2026, 31 institutional investment managers tracked by SignalX reported holding Atmus Filtration Technologies Inc. (ATMU) shares worth $2.6 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Swan Renee on August 17, 2026 of 3,870 shares at $50.89 per share.
- In the last 90 days, ATMU insiders reported 1 open-market purchase ($100K) and 1 open-market sale ($197K) on Form 4, a net sale of $97K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.8B
- +5.7% vs prior year
- Insiders · 90 days
- 1 buy · 1 sell
- Net −$97K
- 13F holders
- 31 funds
- $2.6B · −1 vs prior quarter
- Latest 8-K
- Aug 14, 2026
- Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: filtration technology products and services for various industrial applications
- New emphasis on separation from Cummins Inc. via multiple agreements dated May 29, 2023, indicating independence steps
- Strategic shift: executed Stock Purchase Agreement with Cummins for Air Distribution Technologies on Nov 21, 2025
- Credit facilities updated with Amended and Restated Credit Agreement on Jan 7, 2026, suggesting financial restructuring or capital management
- Filing highlights extensive intercompany agreements with Cummins, reflecting transition period post-spinoff or acquisition separation
Risk Factors
- Regulatory risk: compliance with increasingly stringent environmental laws and cleanup requirements for contaminated property exposure globally
- Macroeconomic threat: 46.6% of net sales concentrated in Cummins (18.8%), PACCAR (16.3%), Traton Group (11.5%) risking revenue from any customer loss
- Operational risk: supply chain complexity and potential delays in critical materials sourcing impacting multiple manufacturing sites globally
- Market disruption risk: energy transition and electrified powertrains reducing demand for internal combustion engine filtration, Cummins aiming 2030 GHG reduction goals
- Financial risk: substantial indebtedness secured by all assets via term loan and revolving credit facility restricting financial flexibility
Management Discussion & Analysis
- Revenue $1,764.3M in 2025, up $94.7M (5.7%) YoY from $1,669.6M in 2024; driven by higher volumes $51.9M and pricing $50.0M, offset by $7.3M forex headwinds
- Gross margin $498.3M (28.2% of sales) in 2025, up $36.2M and 0.5 ppt vs 2024 margin 27.7%; improvement led by pricing and volume gains, partially offset by higher logistics and currency
- Best segment: aftermarket contributed ~86% of sales with recurring revenue base; first-fit segment (14%) experienced reduced demand in 2025
- Operating income $299.0M (16.9% margin) up $32.8M (12.3%) YoY; SG&A expense $184.3M (10.4% margin) decreased $3.3M; interest expense down $7.2M to $33.4M
- Operating cash flow $202.7M in 2025, up $97.3M YoY; capital expenditures $53.9M (3.1% of sales); share repurchases $60.7M; dividends paid $17.3M
- Management outlook: expect continued soft aftermarket demand and reduced first-fit demand in 2026 due to market cyclicality; no further one-time separation costs anticipated after 2025
- Key risks: customer concentration among Cummins, PACCAR, Traton; supply chain complexities; inflation and commodity cost variability; macroeconomic and geopolitical uncertainties; exposure to regulatory and environmental costs
AI summary of the ATMU 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- No MD&A financial results provided in the submitted excerpt
- Revenue, profitability, segment performance, cash flow, and outlook figures unavailable
Risk Factors
- New tariff risk triggered by U.S. tariff increases since February 2025 affecting China, Mexico, Canada, and India
- Regulatory risk: Supreme Court invalidated IEEPA tariffs on February 20, 2026, while refund timing and amounts remain uncertain
- Operational risk: San Luis Potosí, Mexico facility supplies U.S. and global markets
- Market risk: Tariff-driven price increases could reduce demand and competitive position
- Supply-chain risk: Shifting sourcing or production could increase costs, lose customers, or forgo opportunities
AI summary of the ATMU 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Quarterly cash dividend of $0.06 per common share declared
- September 9, 2026 payment date for shareholders of record August 27, 2026
Item EX-99.1: Item EX-99.1
- Quarterly dividend increased to $0.06 per share from $0.055, signaling higher shareholder distributions
- Dividend payable September 9, 2026, to shareholders of record August 27, 2026
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 financial results released August 7, 2026
- Press release furnished as Exhibit 99.1 contains the substantive operating results
Item EX-99.1: Item EX-99.1
- Q2 net sales reached a record $528 million, up 16.4% year over year, aided by Koch Filter, pricing, currency and higher volumes
- GAAP diluted EPS rose to $0.78 from $0.72, while adjusted EPS increased to $0.82 from $0.75
Item 7.01: Regulation FD Disclosure
- Quarterly cash dividend of $0.055 per common share declared
- Payment scheduled for June 10, 2026
AI summaries of ATMU 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ATMU
Don't miss the next ATMU filing
- Alerts as it files. A push when ATMU files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut ATMU, by share count.
- Ask anything. An AI agent that reads every ATMU filing and answers with sources.
ATMU alerts on your phone. Follow it in the SignalX Android app.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Swan Renee | Sell | Aug 17, 2026 | 3,870 | $50.89 |
| Macadam Stephen E. | Buy | Aug 12, 2026 | 2,000 | $49.78 |
| Disher Stephanie | Sell | Jun 1, 2026 | 25,652 | $45.25 |
| Masters Charles | Sell | Jun 1, 2026 | 2,890 | $45.25 |
| Swan Renee | Sell | Jun 1, 2026 | 2,566 | $45.25 |
| Kienzler Jack | Sell | Jun 1, 2026 | 5,132 | $45.25 |
| HAGGERTY GRETCHEN R | A | May 12, 2026 | 2,619 | - |
| HAGGERTY GRETCHEN R | Buy | May 12, 2026 | 1,872 | $55.74 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.7B | $1.8B |
| Gross Profit | - | $462.1M | $498.3M |
| Operating Income | - | $266.2M | $299.0M |
| Net Income | - | $185.6M | $207.4M |
| Gross Margin | - | 27.7% | 28.2% |
| Op. Margin | - | 15.9% | 16.9% |
| Net Margin | - | 11.1% | 11.8% |
| Balance Sheet | |||
| Total Assets | $1.1B | $1.2B | $1.4B |
| Equity | $80.7M | $227.4M | $378.5M |
| ROE | - | 81.6% | 54.8% |
| Per Share | |||
| EPS | - | $2.22 | $2.50 |
| Cash Flow | |||
| Operating CF | - | $105.4M | $202.7M |
| CapEx | - | $48.6M | $53.9M |
Source: XBRL data in Atmus Filtration Technologies Inc. (ATMU)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ATMU share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 31 | $2.65B |
| Q1 2026 | 32 | $2.49B |
| Q4 2025 | 29 | $2.25B |
| Q3 2025 | 30 | $1.92B |
| Q2 2025 | 30 | $1.46B |
| Q1 2025 | 26 | $1.18B |
| Q4 2024 | 22 | $884.5M |
| Q3 2024 | 19 | $316.7M |
- BlackRock+5.58M (+82%)
- State Street Corp+1.36M (+72%)
- Invesco Ltd+1.11M (+33%)
- Vanguard Portfolio Management LLC+915.4K (+25%)
- Principal Financial Group+400.1K (+486%)
- D.E. Shaw & Co−1.14M (-70%)
- Bank of America Corp−408.9K (-46%)
- Goldman Sachs Group−387.2K (-12%)
- Citadel Advisors LLC−143.0K (-62%)
- Morgan Stanley−118.8K (-7%)
- Allstate+10.2K
- Millennium Management−118.6K
- Renaissance Technologies LLC−18.7K
Source: 13F-HR filings on SEC EDGAR (aggregated from 219 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ATMU filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Aug 18, 2026 | - | - | - |
| 8-K | Aug 14, 2026 | - | Analysis | - |
| SC 13G | Aug 13, 2026 | - | - | |
| 4 | Aug 13, 2026 | - | - | - |
| 8-K | Aug 7, 2026 | - | Analysis | - |
| 10-Q | Aug 7, 2026 | Jun 30, 2026 | Analysis | |
| SC 13G | Jul 31, 2026 | - | - | |
| 4 | Jun 2, 2026 | - | - | |
| 4 | Jun 2, 2026 | - | - | |
| 4 | Jun 2, 2026 | - | - | |
| 4 | Jun 2, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| 8-K | May 13, 2026 | - | Analysis | |
| 4 | May 13, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| 8-K | May 12, 2026 | - | Analysis | |
| 8-K | May 11, 2026 | - | Analysis | |
| 8-K | May 1, 2026 | - | Analysis | - |
| 10-Q | May 1, 2026 | Mar 31, 2026 | Analysis | |
| SC 13G | Apr 29, 2026 | - | - | |
| 4 | Apr 2, 2026 | - | - | - |
| 4 | Apr 2, 2026 | - | - | - |
Related Industrials companies
- MMM · 3MSurgical & Medical Instruments & Apparatus
- AOS · A. O. SmithHousehold Appliances
- AIR · AAR CORPAircraft & Parts
- ABM · ABM INDUSTRIES INC /DE/Services-To Dwellings & Other Buildings
- ACU · ACME UNITED CORPCutlery, Handtools & General Hardware
- ADT · ADT IncServices-Detective, Guard & Armored Car Services
- AEBI · Aebi Schmidt Holding AGConstruction Machinery & Equip
- AVAV · AeroVironment IncAircraft
ATMU SEC filings: frequently asked questions
Are ATMU insiders buying or selling?
In the last 90 days, Atmus Filtration Technologies Inc. (ATMU) officers, directors and 10% owners reported 1 open-market purchase worth $99,551 by 1 insider and 1 open-market sale worth $196,956 by 1 insider on Form 4, a net sale of $97,405. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold ATMU stock?
As of June 30, 2026, the largest Atmus Filtration Technologies Inc. (ATMU) holders among the 13F filers tracked by SignalX were BlackRock ($631.6 million), FMR LLC (Fidelity) ($271.1 million), Vanguard Portfolio Management LLC ($234.8 million), Invesco Ltd ($227.3 million), T. Rowe Price Group ($223.8 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ATMU's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Atmus Filtration Technologies Inc. (ATMU) reported revenue of $1.8 billion (up 5.7% from FY2024) and net income of $207.4 million. Diluted EPS was $2.50. The figures come from the XBRL data in the 10-K.
What are the main risks in ATMU's latest 10-K?
In the 10-K filed February 13, 2026, Atmus Filtration Technologies Inc. (ATMU) flagged: Regulatory risk: compliance with increasingly stringent environmental laws and cleanup requirements for contaminated property exposure globally. Macroeconomic threat: 46.6% of net sales concentrated in Cummins (18.8%), PACCAR (16.3%), Traton Group (11.5%) risking revenue from any customer loss. (AI summary of the Risk Factors section.)
What did ATMU report in its latest 8-K?
Atmus Filtration Technologies Inc. (ATMU) filed an 8-K on August 14, 2026 reporting Item 7.01 (Regulation FD Disclosure). Quarterly cash dividend of $0.06 per common share declared.
What are the latest ATMU SEC filings?
Atmus Filtration Technologies Inc. (ATMU) filed its latest 10-K annual report on February 13, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on August 14, 2026 and a Form 4 insider filing on August 18, 2026.
What is ATMU's SEC CIK number?
Atmus Filtration Technologies Inc. (ATMU)'s SEC Central Index Key (CIK) is 1921963. EDGAR lists every ATMU filing under that number.
Ask anything about ATMU
The research agent reads ATMU's filings, financials, insider trades and 13F holders, then answers with sources.