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→Stable
- 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. Multiple concerning factors at $45.09: 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. Multiple concerning factors at $45.09: Leverage penalty (D/E 2.3): -1.5; Sector modifier (Consumer Cyclical): -1.5. Chart setup: Death cross but MACD improving, RSI 74. Score 6.1/10, high confidence.
Passes 7/9 gates (positive momentum, favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, semi cycle peak clear, materials cycle peak clear). Fails on earnings proximity 7d<=7d. Suitability: aggressive.
Recent developments
updated 2026-10-29Recent Developments — Atmus Filtration Technologies I
Latest news
- NEWS Atmus Filtration Technologies (ATMU) Recently Broke Out Above the 200-Day Moving Average - Yahoo Finance — Yahoo Finance positive
- NEWS Atmus Filtration Technologies (ATMU) Recently Broke Out Above the 200-Day Moving Average - finance.yahoo.com — finance.yahoo.com positive
- NEWS Atmus Filtration Technologies Inc (ATMU) Technical Analysis: Support, Resistance, Indicators & Moving Averages - Trading — TradingKey neutral
- NEWS Atmus Filtration Technologies Inc (ATMU) Technical Analysis: Support, Resistance, Indicators & Moving Averages - trading — tradingkey.com neutral
- NEWS ATMU (Atmus Filtration Technologies Inc.) notches 15.1 percent Q4 2025 EPS beat, lifting shares 3.8 percent in today’s t — Cổng thông tin điện tử tỉnh Lào Cai positive
Generated 2026-10-29T11:48:39Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Editorial policy
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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. Multiple concerning factors at $45.09: Leverage penalty (D/E 2.3): -1.5; Sector modifier (Consumer Cyclical): -1.5. Chart setup: Death cross but MACD improving, RSI 74. Prior stop was $42.65. Score 6.1/10, high confidence.
Analyst target: $54.46 (+20.8% upside). Prior stop was $42.65. Stop-loss: $42.65.
Sector modifier (Consumer Cyclical): -1.5; Leverage penalty (D/E 2.3): -1.5; Earnings in 7 days (event risk).
Atmus Filtration Technologies I trades at a P/E of 17.2 (forward 13.8). TrendMatrix value score: 6.9/10. Verdict: Sell.
12 analysts cover ATMU with a consensus score of 4.2/5. Average price target: $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.