ATMU on NYSE

Atmus Filtration Technologies Inc.

Atmus Filtration Technologies Inc. is a global leaders of filtration products for on-highway commercial vehicles and off-highway agriculture.1 It is headquartered in Nashville, Tennessee.1

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Last updated Oct 21, 2026.

Overview

Compare with STANDARD MOTOR PRODUCTS, INC., Gentherm Incorporated or Dorman Products, Inc., or pick any stock.

  • TickerATMU on NYSE1
  • IndustryMotor Vehicle Parts & Accessories1
  • HeadquartersNashville, Tennessee1
  • Business address26 Century Boulevard, Suite 500, Nashville, Tn 372142
  • Filer categoryLarge accelerated filer2

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 installed as replacement o r repair parts, leading to a strong recurring revenue base. Building on Atmus’ more than 65-year history, Atmus continues to grow and differentiate itself through its global footprint, comprehensive o…4 From its latest annual report

Financials

From the company’s reports to the SEC. Every number links to the filing it came from.

Key numbers, fiscal 2025

28.2%Gross margin5
16.9%Operating margin5
11.8%Net margin5
5.7%Revenue growth, 20255
54.8%Return on equity5
1.43×Debt to equity5
$148.8MFree cash flow5

What sells

Revenue by product, business segment and region, as the company reports it to the SEC.

Products and services

Fuel Products brought in 45% of the revenue Atmus Filtration Technologies Inc. broke down this way in fiscal 2025.

  1. Fuel Products$797.6M545%up 11% from 2024
  2. Lube$348.8M520%up 7% from 2024
  3. Other$316.4M518%down 5% from 2024
  4. Air$301.5M517%up 4% from 2024
Products and services by year
Products and services202320242025
Fuel Products$705.2M$720.2M$797.6M
Lube$305.4M$326.8M$348.8M
Other$335.1M$334.0M$316.4M
Air$282.4M$288.6M$301.5M

Regions

United States brought in 51% of the revenue Atmus Filtration Technologies Inc. broke down this way in fiscal 2025.

  1. United States$892.3M551%up 14% from 2024
  2. Outside the United States$872.0M549%down 2% from 2024
Regions by year
Regions202320242025
United States$746.5M$782.3M$892.3M
Outside the United States$881.6M$887.3M$872.0M

Where the money goes

Where each dollar of revenue went, fiscal 2025

  • Cost of revenue72¢$1.3B
  • Research and development2¢$40.7M
  • Selling, general and admin10¢$184.3M
  • Income tax3¢$58.8M
  • Profit12¢$207.4M

Out of $1.8B in revenue.5

Where each dollar of operating cash went, fiscal 2025

  • Capital spending27¢$53.9M
  • Share buybacks30¢$60.7M
  • Kept or used elsewhere43¢$88.1M

Out of $202.7M of cash from operations.5

Financial statements

Revenue675$1.8B in 2025+23% since 2021
0$500.0M$1.0B$1.5B$2.0B2021: $1.4B$1.4B20212022: $1.6B$1.6B2022+9%2023: $1.6B$1.6B2023+4%2024: $1.7B$1.7B2024+3%2025: $1.8B$1.8B2025+6%
Gross profit675$498.3M in 2025+43% since 2021
0$200.0M$400.0M$600.0M2021: $349.3M$349.3M20212022: $359.2M$359.2M2022+3%2023: $432.7M$432.7M2023+20%2024: $462.1M$462.1M2024+7%2025: $498.3M$498.3M2025+8%
Operating income675$299.0M in 2025+40% since 2021
0$100.0M$200.0M$300.0M2021: $213.5M$213.5M20212022: $203.9M$203.9M2022−4%2023: $248.4M$248.4M2023+22%2024: $266.2M$266.2M2024+7%2025: $299.0M$299.0M2025+12%
Net income675$207.4M in 2025+22% since 2021
0$100.0M$200.0M$300.0M2021: $170.1M$170.1M20212022: $170.4M$170.4M2022+0%2023: $171.3M$171.3M2023+1%2024: $185.6M$185.6M2024+8%2025: $207.4M$207.4M2025+12%

Every line of the income statement as filed: the last 3 fiscal years, latest first.5

Period ending2025-12-312024-12-312023-12-31
Cost of sales$1.3B$1.2B$1.2B
GROSS MARGIN$498.3M$462.1M$432.7M
Selling, general and administrative expenses$184.3M$187.6M$174.7M
Research, development and engineering expenses$40.7M$40.6M$42.5M
Equity, royalty and interest income from investees$33.8M$34.3M$33.6M
Other operating expense, net$8.1M$2.0M$700.0K
OPERATING INCOME$299.0M$266.2M$248.4M
Interest expense$33.4M$40.6M$25.8M
Other income, net$600.0K$9.2M$3.8M
INCOME BEFORE INCOME TAXES$266.2M$234.8M$226.4M
Income tax expense$58.8M$49.2M$55.1M
NET INCOME$207.4M$185.6M$171.3M
Weighted-average shares for basic EPS (in shares)82.2M shares83.2M shares83.3M shares
Weighted-average shares for diluted EPS (in shares)82.8M shares83.6M shares83.4M shares
Basic earnings per share (in dollars per share)$2.52$2.23$2.06
Diluted earnings per share (in dollars per share)$2.50$2.22$2.05
NET SALES$1.8B$1.7B$1.6B

Compare Atmus Filtration Technologies Inc. with another company

Corporate structure

Atmus Filtration Technologies Inc. sits at the top of its group. 31 entities, 20 countries on record. Switch between the flow chart and the network, and select any entity to see its details.

Major holders of Atmus Filtration Technologies Inc.

  • Invesco Filed SCHEDULE 13G on Atmus Filtration Technologies Inc., latest Aug 13, 2026
  • FMR LLC Filed SCHEDULE 13G/A on Atmus Filtration Technologies Inc., latest Aug 6, 2026 (4 filings since Nov 12, 2024)
  • VANGUARD PORTFOLIO MANAGEMENT LLC Filed SCHEDULE 13G on Atmus Filtration Technologies Inc., latest Jul 31, 2026
  • BlackRock Filed SCHEDULE 13G/A on Atmus Filtration Technologies Inc., latest May 6, 2026 (2 filings since Oct 25, 2024)
  • VANGUARD CAPITAL MANAGEMENT LLC Filed SCHEDULE 13G on Atmus Filtration Technologies Inc., latest Apr 29, 2026
  • VANGUARD GROUP INC Filed SCHEDULE 13G/A on Atmus Filtration Technologies Inc., latest Mar 26, 2026 (2 filings since Jun 10, 2024)
  • EMINENCE CAPITAL, LP Filed SCHEDULE 13G/A on Atmus Filtration Technologies Inc., latest Feb 17, 2026 (3 filings since Feb 14, 2025)
  • PRICE T ROWE ASSOCIATES INC /MD/ Filed SCHEDULE 13G on Atmus Filtration Technologies Inc., latest Feb 17, 2026 (3 filings since Feb 14, 2025)
  • Cummins Filed SC 13G/A on Atmus Filtration Technologies Inc., latest Mar 20, 2024 (2 filings since Feb 14, 2024)
  • Atmus Filtration Technologies Inc. Nashville, Tennessee
    • Atmus Filtration (Shanghai) Co. Ltd. Subsidiary · China
    • Atmus Filtration Belgium BV Subsidiary · Belgium
    • Atmus Filtration Belgium BV, Lebanon Branch Subsidiary · Lebanon
    • Atmus Filtration Brasil Ltda. Subsidiary · Brazil
    • Atmus Filtration France SARL Subsidiary · France
    • Atmus Filtration Germany GmbH Subsidiary · Germany
    • Atmus Filtration Inc. Subsidiary · Indiana, United States
    • Atmus Filtration International Corporation Subsidiary · Indiana, United States
    • Atmus Filtration International Corporation, Australia Branch Subsidiary · Australia
    • Atmus Filtration International Corporation, Japan Branch Subsidiary · Japan
    • Atmus Filtration International Corporation, South Africa Branch Subsidiary · South Africa
    • Atmus Filtration IP Inc. Subsidiary · Delaware, United States
    • Atmus Filtration Korea Ltd. Subsidiary · South Korea
    • Atmus Filtration Products and Equipment (Shanghai) Co., Ltd. Subsidiary · China
    • CMI Filtration México Comercializadora, S. de R.L. de C.V. Subsidiary · Mexico
    • CMI Filtration México Manufactura, S. de R.L. de C.V. Subsidiary · Mexico
    • Cummins Filtration Sarl, Sucursal en Espana Subsidiary · Spain
    • Filt Red Technologies India Private Limited Subsidiary · India
    • Filtrium Fibertechnologies Pvt. Ltd. Subsidiary · India
    • Fleetgaurd UK Limited Subsidiary · United Kingdom
    • Fleetguard Colombia SAS Subsidiary · Colombia
    • Fleetguard Filters Pvt. Ltd. Subsidiary · India
    • Fleetguard Filtration Pte. Ltd. Subsidiary · Singapore
    • Fleetguard Italy S.r.l. Subsidiary · Italy
    • Fleetguard Poland sp. z o.o. Subsidiary · Poland
    • and 5 more

Built from subsidiaries listed in Exhibit 21 of annual reports filed with the SEC; major holders from Schedules 13D and 13G. Each entity in the chart links to its source.

What it owns

What Atmus Filtration Technologies Inc. reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.

Property and equipment

ItemLatestA year beforeChange
Finance-lease assets$2.1M5 Dec 31, 2025$1.5M5 Dec 31, 2024+40.0%
Operating-lease assets (leased space)$39.5M5 Dec 31, 2025$37.3M5 Dec 31, 2024+5.9%

Investments

ItemLatestA year beforeChange
Cash and cash equivalents$236.4M5 Dec 31, 2025$184.3M5 Dec 31, 2024+28.3%

Intangibles and goodwill

ItemLatestA year beforeChange
Goodwill$84.7M5 Dec 31, 2025$84.7M5 Dec 31, 20240%

Inventory

ItemLatestA year beforeChange
Inventory, total$282.3M5 Dec 31, 2025$266.6M5 Dec 31, 2024+5.9%
Finished goods$217.2M5 Dec 31, 2025$213.3M5 Dec 31, 2024+1.8%

Properties, in its own words

Atmus maintains strong global customer relationships, supported by an established salesforce with work locations in over 25 countries as of December 31, 2025. Also, as of December 31, 2025, Atmus operates through 11 distribution centers, 10 manufacturing facilities and five technical facilities plus 10 manufacturing facilities and two technical facilities operated by its joint ventures, giving Atmus presence on six continents. Our corporate headquarters are located in Nashville, Tennessee. We consider our properties to be suitable for their present purposes, well-maintained and in good operating condition.

Our headquarters and principal facilities are as follows:

The rest of Item 2

Facility Type · U.S. Facilities · Facilities Outside the U.S.

Headquarters · Tennessee: Nashville (30,500 square feet), leased.

Manufacturing · Wisconsin: Neillsville (166,000 square feet), owned. · Australia: Kilsyth (129,000 square feet), leased.Brazil: São Paulo (76,000 square feet), leased.China: Shanghai (109,000 square feet), leased.Mexico: San Luis Potosi (472,000 square feet), leased.South Africa: Johannesburg (30,200 square feet), leased.South Korea: Mado (95,000 square feet), leased; Suwon (64,000 square feet), owned.

Technology · Wisconsin: Stoughton (59,000 square feet), leased. · China: Wuhan (23,000 square feet), leased.India: Pune (20,500 square feet), leased.

Manufacturing and technology · Tennessee: Cookeville (385,000 square feet), leased. · France: Quimper (98,000 square feet), owned.

Item 2 of the 10-K filed Feb 13, 2026.4

Leadership

Who has led Atmus Filtration Technologies Inc., and when. Pick a name to see everywhere that person has worked.

Chief executive

  1. Steph Disher2023–now

Chief financial officer

  1. Jack Kienzler2023–now
2025
Board members and other officers (18)

Subsidiaries and ownership

Subsidiaries (Exhibit 21)

  • Atmus Filtration (Shanghai) Co. Ltd. China3
  • Atmus Filtration Belgium BV Belgium3
  • Atmus Filtration Belgium BV, Lebanon Branch Lebanon3
  • Atmus Filtration Brasil Ltda. Brazil3
  • Atmus Filtration France SARL France3
  • Atmus Filtration Germany GmbH Germany3
  • Atmus Filtration IP Inc. Delaware3
  • Atmus Filtration Inc. Indiana3
  • Atmus Filtration International Corporation Indiana3
  • Atmus Filtration International Corporation, Australia Branch Australia3
  • Atmus Filtration International Corporation, Japan Branch Japan3
  • Atmus Filtration International Corporation, South Africa Branch South Africa3
  • Atmus Filtration Korea Ltd. South Korea3
  • Atmus Filtration Products and Equipment (Shanghai) Co., Ltd. China3
  • CMI Filtration México Comercializadora, S. de R.L. de C.V. Mexico3
  • CMI Filtration México Manufactura, S. de R.L. de C.V. Mexico3
  • Cummins Filtration Sarl, Sucursal en Espana Spain3
  • Filt Red Technologies India Private Limited India3
  • Filtrium Fibertechnologies Pvt. Ltd. India3
  • Fleetgaurd UK Limited United Kingdom3
  • Fleetguard Colombia SAS Colombia3
  • Fleetguard Filters Pvt. Ltd. India3
  • Fleetguard Filtration Pte. Ltd. Singapore3
  • Fleetguard Italy S.r.l. Italy3
All 30 listed subsidiaries
  • Fleetguard Poland sp. z o.o. Poland3
  • Fleetguard UK Limited Merkezi İngiltere Izmir Merkez Şubesi Turkey3
  • Fleetguard US Singapore LLC Delaware3
  • Fleetguard USA NewCo LLC Delaware3
  • Koch Filter Corporation Kentucky3
  • Shanghai Fleetgaurd Filter Co. Ltd. China3

The subsidiaries the company lists in Exhibit 21 of its annual report, as filed.

Former names

  • FILT Red, Inc.Apr 21, 2022 to Jul 26, 20222

Timeline

  1. Aug 14, 20268-K Regulation FD disclosure29
  2. Aug 7, 20268-K Results of operations30
  3. May 13, 20268-K Regulation FD disclosure31
  4. May 12, 20268-K Shareholder vote32
  5. May 11, 20268-K Executive or director change33
  6. May 1, 20268-K Results of operations34
  7. Feb 13, 20268-K Results of operations35
  8. Feb 9, 20268-K Regulation FD disclosure36
  9. Feb 6, 20268-K Executive or director change37
  10. Jan 7, 20268-K Entered a material agreement; New debt or obligation; Regulation FD disclosure38
  11. Nov 24, 20258-K Entered a material agreement; New debt or obligation; Regulation FD disclosure39
  12. Nov 12, 20258-K Regulation FD disclosure40
  13. May 25, 2023New chief executive Steph Disher becomes CEO10

Calendar

Coming up

  1. Nov 6, 2026Reports results for the quarter ending Sep/2026 A year earlier it reported $0.69 a share, on Nov 7, 2025.41

When it reported results

  1. Aug 7, 2026Reported quarterly or annual results30
  2. May 1, 2026Reported quarterly or annual results34
  3. Feb 13, 2026Reported quarterly or annual results35
  4. Nov 7, 2025Reported quarterly or annual results42
  5. Aug 8, 2025Reported quarterly or annual results43
  6. May 2, 2025Reported quarterly or annual results44
  7. Feb 21, 2025Reported quarterly or annual results45
  8. Nov 8, 2024Reported quarterly or annual results46

Upcoming dates from Nasdaq's calendar; past results from the company's 8-K filings (Item 2.02). The full markets calendar

Filings

246 filings to the SEC since October 2021: 3 annual reports, 10 quarterly reports, 35 major events, 124 insider forms, 19 large holders, 55 other. The latest 20:

  1. Aug 18, 20264 EDGAR
  2. Aug 17, 2026144 EDGAR
  3. Aug 14, 20268-K EDGAR
  4. Aug 13, 20264 EDGAR
  5. Aug 13, 2026SCHEDULE 13G EDGAR
  6. Aug 7, 202610-Q EDGAR
  7. Aug 7, 20268-K EDGAR
  8. Aug 6, 2026SCHEDULE 13G/A EDGAR
  9. Jul 31, 2026SCHEDULE 13G EDGAR
  10. Jun 2, 20264 EDGAR
  11. Jun 2, 20264 EDGAR
  12. Jun 2, 20264 EDGAR
  13. Jun 2, 20264 EDGAR
  14. Jun 1, 2026144 EDGAR
  15. Jun 1, 2026144 EDGAR
  16. Jun 1, 2026144 EDGAR
  17. Jun 1, 2026144 EDGAR
  18. May 28, 2026SD EDGAR
  19. May 13, 20264 EDGAR
  20. May 13, 20264 EDGAR

The 246 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

16 open-market trades by officers, directors and large owners since October 2021: 8 buys and 8 sales. Grants, option exercises and gifts are left out.

DateWhoTradeSharesPriceValueFiling
Aug 17, 2026Swan ReneeChief People OfficerSale3,870$50.89$196.9KForm 4
Aug 12, 2026Macadam Stephen E.DirectorBuy2,000$49.78$99.6KForm 4
Jun 1, 2026Swan ReneeChief People OfficerSale2,566$45.25$116.1KForm 4
Jun 1, 2026Kienzler JackChief Financial OfficerSale5,132$45.25$232.2KForm 4
Jun 1, 2026Masters CharlesSenior Vice PresidentSale2,890$45.25$130.8KForm 4
Jun 1, 2026Disher StephanieChief Executive OfficerSale25,652$45.25$1.2MForm 4
May 12, 2026HAGGERTY GRETCHEN RDirectorBuy1,973$55.74$110.0KForm 4
Nov 13, 2025Donoso DiegoDirectorSale20$48.84$977Form 4
Sep 5, 2025Donoso DiegoDirectorBuy15$45.81$687Form 4
Aug 13, 2025Donoso DiegoDirectorBuy25$45.00$1.1KForm 4
Apr 2, 2025Donoso DiegoDirectorSale40$37.79$1.5KForm 4
Aug 23, 2024HAGGERTY GRETCHEN RDirectorBuy5,849$34.20$200.0KForm 4
Aug 7, 2024Macadam Stephen E.DirectorBuy8,250$31.56$260.4KForm 4
Nov 9, 2023Macadam Stephen E.DirectorBuy5,200$19.49$101.3KForm 4
May 30, 2023CUMMINS INC10% ownerSale16,243,070Form 4
May 26, 2023Macadam Stephen E.DirectorBuy4,600$21.75$100.0KForm 4

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

Executive pay

What the company paid its top executives, from the summary compensation table in its proxy statement. Total pay includes salary, bonus, stock and option awards and other pay, as the company valued them.

YearExecutiveAgeSalaryTotal pay
2025Stephanie J. DisherChief Executive Officer50$912.5K$7.0M56
2025Laura HeltebranSVP, Chief Legal Officer & Corporate Secretary$318.2K$2.0M56
2025Jack KienzlerSVP & Chief Financial Officer$520.0K$1.8M56
2025Charles MastersSVP & President, Power Solutions$490.0K$1.4M56
2025Renee SwanSVP & Chief People Officer$416.0K$1.1M56
2024Stephanie J. DisherChief Executive Officer50$856.2K$6.1M56
2024Jack KienzlerSVP & Chief Financial Officer$498.8K$1.9M56
2024Charles MastersSVP & President, Power Solutions$449.2K$1.3M56
2024Renee SwanSVP & Chief People Officer$412.0K$1.1M56
2023Stephanie J. DisherChief Executive Officer50$684.2K$8.8M56
2023Jack KienzlerSVP & Chief Financial Officer$408.6K$2.4M56
2023Renee SwanSVP & Chief People Officer$153.0K$1.8M56
2023Charles MastersSVP & President, Power Solutions$380.1K$1.6M56

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.

FundSharesValueShare of the fundChange
BlackRock, Inc.12,387,072$631.6M0.0%+5,576,211
Fmr LLC5,316,383$271.1M0.0%+378,606
Vanguard Portfolio Management LLC4,604,869$234.8M0.0%+915,399
Invesco Ltd.4,457,550$227.3M0.0%+1,113,650
Vanguard Capital Management LLC3,609,746$184.1M0.0%+43,260
State Street Corp3,256,278$166.0M0.0%+1,361,164
Goldman Sachs Group Inc2,903,771$148.1M0.0%−387,165
Geode Capital Management, LLC2,868,271$146.3M0.0%+223,186
Neuberger Berman Group LLC2,420,647$123.4M0.1%+1,246,437
Channing Capital Management, LLC1,725,956$88.0M2.0%+340,032
Jupiter Topco LLC1,631,709$83.2M0.0%New
Morgan Stanley1,618,166$82.5M0.0%−118,828
First Trust Advisors LP1,586,834$80.9M0.0%−615,982
Dimensional Fund Advisors LP1,460,934$74.5M0.0%+157,962
Wellington Management Group Llp1,445,763$73.7M0.0%+59,342
Westwood Holdings Group Inc1,397,165$71.2M0.5%+157,979
Mangrove Partners Im, LLC1,211,236$61.8M4.1%−103,991
Frontier Capital Management Co LLC1,157,930$59.0M0.6%+415,709
Port Capital LLC1,034,293$52.7M2.2%+125,613
Royce & Associates LP995,247$50.7M0.4%+217,512
Charles Schwab Investment Management Inc957,068$48.8M0.0%+16,443
Nuveen, LLC930,518$47.4M0.0%−514,232
Raymond James Financial Inc915,569$46.7M0.0%+93,845
Northern Trust Corp852,441$43.5M0.0%+125,935
Marshall Wace, Llp806,251$41.1M0.0%+483,642

13F reports cover disclosed long positions in U.S. stocks only.

SEC filer profile

How Atmus Filtration Technologies Inc. is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

  • Name on EDGARAtmus Filtration Technologies Inc.1
  • CIK0001921963
  • Employer ID (EIN)88-16110794
  • Filer statusLarge accelerated filer not an emerging growth company; not a smaller reporting company; not a shell company4
  • Incorporated inDelaware4
  • Fiscal year endsDecember 311
  • Industry code (SIC)3714 Motor Vehicle Parts & Accessories1
  • SEC reviewing officeOffice of Manufacturing, Division of Corporation Finance1
  • Business address26 Century Boulevard, Suite 500, Nashville, TN 372141
  • Phone61551473391
  • Shares outstanding81,595,527 as of Jul 31, 20269
  • Public float$3.0B as of Jun 30, 20254
  • AuditorPricewaterhouseCoopers LLP, Nashville, Tennessee PCAOB ID 238; it also attests to the company’s internal control over financial reporting4
  • On EDGAR sinceApr 21, 20221
  • Filings246 in all: 4 (100), 8-K (35), 3 (22), 10-Q (10), 425 (7), SCHEDULE 13G (7), SCHEDULE 13G/A (7), CORRESP (6)1
    All 32 form types

    144 (5), UPLOAD (5), DEF 14A (4), DEFA14A (4), SC 13G (4), 10-K (3), ARS (3), SD (3), 4/A (2), DRS/A (2), DRSLTR (2), EFFECT (2), S-1/A (2), 424B3 (1), 424B4 (1), 8-A12B (1), CERT (1), DRS (1), PRE 14A (1), S-1 (1), S-4 (1), S-4/A (1), S-8 (1), SC 13G/A (1)

  • Latest filingsAnnual report (10-K) Feb 13, 2026
    Quarterly report (10-Q) Aug 7, 2026
    Proxy statement (DEF 14A) Mar 30, 2026
    Latest 8-K (8-K) Aug 14, 2026

Securities registered for trading

ClassSymbolExchange
Common Stock, $0.0001 par valueATMUNew York Stock Exchange

From the cover page of the 10-K filed Feb 13, 2026 (Section 12(b) of the Exchange Act).4

Risk factors and legal proceedings

The risks Atmus Filtration Technologies Inc. names in Item 1A of its 10-K filed Feb 13, 2026: 42 risks under these headings, as written.4

  • Risks Related to Our Business Operations
  • Risks Related to Legal and Regulatory Issues
  • Risks Related to Cybersecurity and Information Technology Infrastructure
  • Risks Related to Finance and Financial Market Conditions
  • Risks Related to Macroeconomic and Geopolitical Conditions
  • Risks Related to Atmus’ Relationship with Cummins
  • Risks Related to Atmus’ Capital Structure
  • Risks Related to Ownership of Atmus Common Stock
  • We have significant customer concentration, with Cummins, PACCAR and the Traton Group respectively accounting for approximately 18.8%, 16.3% and 11.5% of our net sales for the year ended December 31, 2025. The loss of such net sales to any of such significant customers would have a material and adverse effect on our business, financial condition, results of operations and cash flows.
  • The loss of a top OEM relationship, or changes in the preferences of our aftermarket end-users, could adversely impact the recurring nature of our aftermarket sales.
  • We derive significant earnings from investees that we do not directly control.
  • We face significant competition in the markets we serve and maintaining a competitive advantage requires consistent investment with uncertain returns.
The other 38 risks
  • Evolving customer needs and developing technologies may threaten our existing business and growth.
  • Our ability to attract and retain qualified personnel is critical to our success.
  • We face risks from strategic transactions, such as acquisitions, divestitures, joint ventures and other similar arrangements that we may pursue or undertake.
  • Our long term performance targets assume certain ongoing productivity improvements; if we do not successfully manage productivity improvements, we may not realize the expected benefits.
  • We may be adversely impacted by work stoppages and other labor matters.
  • Our products are exposed to variability in material and commodity costs.
  • Interruptions in the supply of critical materials and components could materially and adversely affect our business.
  • Complexity of supply chain and manufacturing could perpetuate the inability to meet demand and result in the loss of customers.
  • A number of our customers operate in similar cyclical industries and economic conditions in these industries could impact our sales.
  • Our business is exposed to potential claims related to warranties and claims for support outside of standard warranty obligations.
  • Our products are subject to recall for performance or safety-related issues.
  • Inability or failure to adequately protect or enforce our intellectual property could reduce or eliminate any competitive advantage and reduce our sales and profitability and the cost of protecting or enforcing our intellectual property may be significant.
  • Unexpected events, including natural disasters, may increase our cost of doing business or disrupt our operations.
  • Sales of counterfeit versions of our products, as well as unauthorized sales of our products, may adversely affect our business, financial condition, results of operations or cash flows.
  • Our products are subject to statutory and regulatory requirements that can significantly increase our costs and could have a material adverse impact on our business, financial condition, results of operations or cash flows.
  • We operate our business on a global basis and changes in international, national and regional trade laws, regulations, and policies affecting and/or restricting international trade could adversely impact the demand for our products and our competitive position.
  • Unanticipated changes in our effective tax rate, the adoption of new tax legislation or exposure to additional income tax liabilities could adversely affect our profitability and cash flow. In addition, audits by tax authorities could result in additional tax payments for prior periods.
  • Changes in tax law relating to multinational corporations could adversely affect our tax position.
  • Our global operations are subject to laws and regulations that impose significant compliance costs and create reputational and legal risk.
  • We may be adversely impacted by the effects of climate change and may incur increased costs and experience other impacts due to climate change.
  • Our operations are subject to increasingly stringent environmental laws and regulations, and we are also subject to laws requiring cleanup of contaminated property.
  • Our information technology environment and our products are exposed to potential security or data breaches or other disruptions, which may adversely impact our operations.
  • A number of our operations depend on information technology infrastructure and assets that are increasing in complexity, which are undergoing changes as a result of the Separation.
  • We are subject to foreign currency exchange rate and other related risks.
  • We have recorded goodwill as a result of prior acquisitions, and an economic downturn could cause these balances to become impaired, requiring write-downs that would reduce our operating income.
  • Increased tariffs or the imposition of other barriers to international trade could impact the cost of our products, demand for our products and our competitive position.
  • Political, economic and social uncertainty in geographies where we have significant operations or large offerings of our products could significantly change the dynamics of our competition, customer and end-user base and product offerings and impact our growth opportunities globally.
  • Risks arising from uncertainty in worldwide and regional market and economic conditions may harm our business and make it difficult to project long-term performance.
  • Risks Related to our Relationship with Cummins
  • We, or Cummins, may fail to perform under various transaction agreements that were executed as part of the IPO.
  • We may have received better terms from unaffiliated third parties than the terms we received in our agreements with Cummins.
  • Risks Related to our Capital Structure
  • Changes in the capital and credit markets may negatively affect our ability to access financing to support strategic initiatives.
  • We have substantial indebtedness and may incur substantial additional debt from time to time, which may impact our ability to service all our indebtedness and react to changes in our industry and limit our ability to seek further financing on favorable terms.
  • Substantially all of our assets, subject to certain exceptions, are pledged as security for our term loan and revolving credit facility, and if we default on our obligations, we may suffer adverse consequences, including foreclosure on our assets.
  • Risks Related to Ownership of our Common Stock
  • The price of our common stock may fluctuate substantially, and you could lose all or part of your investment in our common stock as a result.
  • Our stock repurchase program could affect the price of our common stock and may be suspended or terminated at any time, which may result in a decrease in the trading price of our common stock.
  • We cannot guarantee the payment of dividends on our common stock, or the timing, or amount of any such dividends.
  • Applicable laws and regulations and provisions of our Charter and Bylaws may discourage takeover attempts and business combinations that shareholders might consider in their best interests.
  • The provision of our Charter designating the Court of Chancery in the State of Delaware and the federal district courts for the District of Delaware as the exclusive forums for certain types of lawsuits may have the effect of discouraging lawsuits against our directors and officers.

Legal proceedings

The matters described under Legal Proceedings in Note 14, Commitments and Contingencies to the Consolidated Financial Statements are incorporated herein by reference.

The opening of Item 3, Legal Proceedings.4

Sources

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