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Upturn AI SWOT - About
Atmus Filtration Technologies Inc. (ATMU)
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Upturn Advisory Summary
04/01/2025: ATMU (5-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
AI Based Fundamental Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type Stock | Historic Profit 56.73% | Avg. Invested days 53 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.10B USD | Price to earnings Ratio 16.76 | 1Y Target Price 45.14 |
Price to earnings Ratio 16.76 | 1Y Target Price 45.14 | ||
Volume (30-day avg) 1066339 | Beta - | 52 Weeks Range 27.50 - 45.37 | Updated Date 04/2/2025 |
52 Weeks Range 27.50 - 45.37 | Updated Date 04/2/2025 | ||
Dividends yield (FY) 0.54% | Basic EPS (TTM) 2.22 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 11.12% | Operating Margin (TTM) 14.16% |
Management Effectiveness
Return on Assets (TTM) 14.33% | Return on Equity (TTM) 120.48% |
Valuation
Trailing PE 16.76 | Forward PE - | Enterprise Value 3548974155 | Price to Sales(TTM) 1.86 |
Enterprise Value 3548974155 | Price to Sales(TTM) 1.86 | ||
Enterprise Value to Revenue 2.13 | Enterprise Value to EBITDA 11.82 | Shares Outstanding 83355904 | Shares Floating 78133683 |
Shares Outstanding 83355904 | Shares Floating 78133683 | ||
Percent Insiders 0.19 | Percent Institutions 102.87 |
Analyst Ratings
Rating 4.29 | Target Price 46.57 | Buy 3 | Strong Buy 3 |
Buy 3 | Strong Buy 3 | ||
Hold 1 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Atmus Filtration Technologies Inc.
Company Overview
History and Background
Atmus Filtration Technologies Inc. was spun off from Cummins Inc. in 2023. It builds on Cummins' filtration business, focusing on engineering and manufacturing filtration solutions.
Core Business Areas
- Filtration Systems: Designs, manufactures, and sells filtration systems for engines and industrial applications. Includes air, fuel, lube, hydraulic, and coolant filters.
- Chemical Products: Develops and sells chemical solutions used in filtration and coolant systems.
Leadership and Structure
The leadership team is headed by Steph Disher (CEO). The company operates with a global structure, focusing on key markets and customer segments.
Top Products and Market Share
Key Offerings
- Air Filters: Engine air filters for on-highway and off-highway vehicles. Competitors include Donaldson, MANN+HUMMEL. Market share is substantial but not fully quantified; likely top 3 globally.
- Fuel Filters: Fuel filters for diesel and gasoline engines. Competitors include Parker Hannifin, Bosch. Market share is substantial but not fully quantified; likely top 3 globally.
- Lube Filters: Lubricating oil filters for engines. Competitors include Donaldson, MANN+HUMMEL. Market share is substantial but not fully quantified; likely top 3 globally.
Market Dynamics
Industry Overview
The filtration industry is driven by increasing engine complexity, stricter emissions regulations, and demand for improved fuel efficiency and equipment uptime. Strong growth in emerging markets.
Positioning
Atmus is positioned as a leading global provider of filtration solutions, leveraging its engineering expertise, global manufacturing footprint, and strong customer relationships.
Total Addressable Market (TAM)
The global filtration market is estimated to be worth over $30 billion. Atmus is positioned to capture a significant share through its diverse product portfolio and global presence.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Global manufacturing footprint
- Extensive product portfolio
- Engineering expertise
- Established customer relationships
Weaknesses
- Relatively new standalone company
- Dependence on the engine market
- Potential integration challenges post-spin-off
Opportunities
- Expansion into emerging markets
- Development of new filtration technologies
- Acquisitions of complementary businesses
- Increased demand for filtration due to stricter regulations
Threats
- Economic downturns
- Intense competition
- Fluctuations in raw material prices
- Technological disruptions (e.g., electric vehicles)
Competitors and Market Share
Key Competitors
- DSL
- PH
- MLHR
Competitive Landscape
Atmus benefits from its existing relationships and expertise, but must navigate competition from established players and adapt to evolving technologies.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Historical growth is embedded within Cummins' financial results pre-spin-off.
Future Projections: Analyst estimates project mid-single-digit revenue growth, driven by market expansion and new product introductions.
Recent Initiatives: Focus on optimizing operations post-spin-off, investing in R&D, and expanding into new markets.
Summary
Atmus Filtration Technologies Inc. is a newly independent company with a strong foundation from its Cummins heritage. It benefits from its global presence and technical expertise in filtration. Potential challenges include adapting to being a standalone entity and navigating competitive pressures. Overall, the company's prospects are positive with a focus on long-term growth and sustainability. Future initiatives will require them to keep up with stricter regulations in the industry.
Similar Companies
PH
Parker-Hannifin Corporation
PH
Parker-Hannifin Corporation
Sources and Disclaimers
Data Sources:
- Company press releases
- Analyst reports
- SEC filings of Cummins Inc. and Atmus Filtration Technologies Inc.
- Industry reports
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on thorough research and consultation with a qualified financial advisor. Market share data is estimated and subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Atmus Filtration Technologies Inc.
Exchange NYSE | Headquaters Nashville, TN, United States | ||
IPO Launch date 2023-05-26 | CEO, President & Director Ms. Stephanie Juanita Disher | ||
Sector Industrials | Industry Pollution & Treatment Controls | Full time employees 4500 | Website https://Atmus.com |
Full time employees 4500 | Website https://Atmus.com | ||
Atmus Filtration Technologies Inc. designs, manufactures, and sells filtration products under the Fleetguard brand in the United States and internationally. The company offers fuel filters, lube filters, air filters, crankcase ventilation, hydraulic filters and coolants and other chemicals for on-highway commercial vehicles and off-highway agriculture, construction, mining, and power generation vehicles and equipment. It develops filtration technologies, including filtration media, filter element formation, filtration systems integration; and service-related solutions, such as remote digital diagnostic and prognostic platforms, and analytics. The company was founded in 1958 and is headquartered in Nashville, Tennessee.
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