Atmus Filtration Technologies Inc. (ATMU) stock: price, suppliers, customers and institutional ownership
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
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. We design and manufacture advanced filtration products, principally under the Fleetguard brand, that enable lower emissions and provide superior asset protection. We estimate that approximately 16% of our net sales in 2022 were generated through first-fit sales to OEMs, where our products are installed as components for new vehicles and equipment, and approximately 84% were generated in the aftermarket, where our products are installed as replacement or repair parts, leading to a strong recurring revenue base. Building on our 65-year history, we continue to grow and differentiate ourselves through our global footprint, comprehensive offering of premium products, technology leadership and multi-channel path to market. --- Our Global Footprint Our global footprint serves end-users in approximately 150 countries, with approximately 49% of our net sales in 2022 from outside of the United States and Canada. We believe that we, together with our joint ventures in China and India, have a leading position in our on-highway and off-highway markets (our “core markets”) based on net sales in 2022. We maintain strong global customer relationships, supported by an established salesforce with work locations in 25 countries as of December 31, 2022. Also, as of December 31, 2022, we operate through 12 distribution centers, nine manufacturing facilities and five technical facilities plus 10 manufacturing facilities and two technical facilities operated by our joint ventures, giving us presence on six continents. Our Premium Products We offer a full spectrum of filtration solutions that enable lower emissions and provide superior asset protection. Our filtration products provide comprehensive and differentiated solutions, which allow our end-users to extend service intervals, reduce maintenance costs and increase uptime. Our products include fuel filters, lube filters, air filters, crankcase ventilation, hydraulic filters and coolants and other chemicals. Our broad range of products in each of our core markets enables one-stop shopping, which we believe is a key competitive advantage. Atmus was incorporated in Delaware as FILT Red, Inc. on April 1, 2022, for the purpose of holding Cummins’ filtration business in connection with the separation and this offering. On December 5, 2022, we filed a Certificate of Amendment with the Delaware Secretary of State to change our name from “FILT Red, Inc.” to “Atmus Filtration Technologies Inc.” Prior to the separation, we have had no operations. Our principal executive offices are located at 26 Century Boulevard, Nashville, Tennessee.
Of the 6 companies Atmus Filtration Technologies Inc. moves with most closely, none share its SEC classification.
Measured against 499 trading days of our own closes. Co-movement, not cause.
SIC 3714, Motor Vehicle Parts & Accessories, from each company's own filings. Largest first.
the bull case· 2
331
managers reporting a position in filings with the SEC
13fJun 30 '26+27.77%
change in shares held by the largest reporting managers last quarter
13fJun 30 '26the bear case· 4
17.60%
of revenue coming from the largest disclosed customer Cummins
10-Kfiled Feb 21 '256 of 23
of the largest reporting managers cut their stake in the latest quarter
13fJun 30 '260.13%
of the ETF's assets the largest fund weight on file
n-portJun 30 '263
of the funds on file reporting a position in the company
n-portas of Jun 30 '26Sides and captions by the model; every figure is ours. Built Sep 16 '26 for the Nov 6 '26 report. Not a forecast, not advice.
tall tick = annual report · 2 on record
331 managers report a position worth $4.5B between them, and 31 of them hold 80% of it.
ATMU (Atmus Filtration Technologies Inc.) has 1 disclosed suppliers and 12 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for its filing sentence; select again to open the company. Nearer the centre, the more the filings disclose. Extended: satellites hang off single companies, not bundled sectors.
Atmus Filtration Technologies Inc.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Motor Vehicle Parts & Accessories
High 45.20 at 10:15 am ET, low 43.86 at 3:15 pm ET.