ATMU Suppliers & Customers — Atmus Filtration Technologies Inc. Supply Chain from SEC Filings | Varamir

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Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.

Dependency

2 ties priced both ways

Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.

Partner	% of their revenue	% of ATMU revenue	Skew
CMICummins	0.92%	17.60%	19×
PCARPaccar	1.02%	16.50%	16×

Sources

sec edgar · verbatim disclosure

Show the filing sentences· 13

Each tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.

CMICumminssells to
“We have significant customer concentration, with Cummins, PACCAR and the Traton Group respectively accounting for approximately 17.6% , 16.5% and 12.2% of our net sales for the year ended December 31, 2024.”
ATMU
17.60%of its revenue comes from Cumminsdisclosed
CMI
0.92%of its revenue comes from ATMUderived
$311M relationship19× more of ATMU’s book than CMI’s
basisATMU fy2025 · closed 2025-12 $1.8BCMI fy2025 · closed 2025-12 $33.7Bfiled 2025-02-21
FILING10-K0001921963-25-000029filed 2025-02-21cik 0001921963
PCARPaccarsells to
“We have significant customer concentration, with Cummins, PACCAR and the Traton Group respectively accounting for approximately 17.6% , 16.5% and 12.2% of our net sales for the year ended December 31, 2024.”
ATMU
16.50%of its revenue comes from Paccardisclosed
PCAR
1.02%of its revenue comes from ATMUderived
$291M relationship16× more of ATMU’s book than PCAR’s
basisATMU fy2025 · closed 2025-12 $1.8BPCAR fy2025 · closed 2025-12 $28.4Bfiled 2025-02-21
FILING10-K0001921963-25-000029filed 2025-02-21cik 0001921963
—the Traton Groupsells to
“We have significant customer concentration, with Cummins, PACCAR and the Traton Group respectively accounting for approximately 17.6% , 16.5% and 12.2% of our net sales for the year ended December 31, 2024.”
ATMU
12.20%of its revenue comes from the Traton Groupdisclosed
the Traton Group
—annual revenue not on file, so the other side cannot be derived
$215M relationship
basisATMU fy2025 · closed 2025-12 $1.8Bfiled 2025-02-21
FILING10-K0001921963-25-000029filed 2025-02-21cik 0001921963
—Traton Groupsells to
“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.”
ATMU
11.50%of its revenue comes from Traton Groupdisclosed
Traton Group
—annual revenue not on file, so the other side cannot be derived
$203M relationship
basisATMU fy2025 · closed 2025-12 $1.8Bfiled 2026-02-13
FILING10-K0001921963-26-000015filed 2026-02-13cik 0001921963
CMICumminsbuys from
“Following full separation, Cummins continued to provide certain services to Atmus under the transition services agreement.”
FILING10-K0001921963-26-000015filed 2026-02-13cik 0001921963
DEDeeresells to
“Atmus has a strong history as a supplier to leading OEMs, including Cummins, Daimler, Deere, Doosan, Foton, Komatsu, Paccar/DAF, the Traton Group, Stellantis and Volvo.”
FILING10-K0001921963-25-000029filed 2025-02-21cik 0001921963
KMTKomatsusells to
“Atmus has a strong history as a supplier to leading OEMs, including Cummins, Daimler, Deere, Doosan, Foton, Komatsu, Paccar/DAF, the Traton Group, Stellantis and Volvo.”
FILING10-K0001921963-25-000029filed 2025-02-21cik 0001921963
STLAStellantissells to
“Atmus has a strong history as a supplier to leading OEMs, including Cummins, Daimler, Deere, Doosan, Foton, Komatsu, Paccar/DAF, the Traton Group, Stellantis and Volvo.”
FILING10-K0001921963-25-000029filed 2025-02-21cik 0001921963
—DAFsells to
“Atmus has a strong history as a supplier to leading OEMs, including Cummins, Daimler, Deere, Doosan, Foton, Komatsu, Paccar/DAF, the Traton Group, Stellantis and Volvo.”
FILING10-K0001921963-25-000029filed 2025-02-21cik 0001921963
—Daimlersells to
“Atmus has a strong history as a supplier to leading OEMs, including Cummins, Daimler, Deere, Doosan, Foton, Komatsu, Paccar/DAF, the Traton Group, Stellantis and Volvo.”
FILING10-K0001921963-25-000029filed 2025-02-21cik 0001921963
—Doosansells to
“Atmus has a strong history as a supplier to leading OEMs, including Cummins, Daimler, Deere, Doosan, Foton, Komatsu, Paccar/DAF, the Traton Group, Stellantis and Volvo.”
FILING10-K0001921963-25-000029filed 2025-02-21cik 0001921963
—Fotonsells to
“Atmus has a strong history as a supplier to leading OEMs, including Cummins, Daimler, Deere, Doosan, Foton, Komatsu, Paccar/DAF, the Traton Group, Stellantis and Volvo.”
FILING10-K0001921963-25-000029filed 2025-02-21cik 0001921963
—Volvosells to
“Atmus has a strong history as a supplier to leading OEMs, including Cummins, Daimler, Deere, Doosan, Foton, Komatsu, Paccar/DAF, the Traton Group, Stellantis and Volvo.”
FILING10-K0001921963-25-000029filed 2025-02-21cik 0001921963

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