Atmus Filtration Technologies Inc. — Cyborg Score 7/10
Strong
Industrial Filtration and Environmental Solutions
Strategic Profile
With the Koch Filter acquisition, Atmus now reports two business segments: Power Solutions serving global on-and-off highway equipment markets, and Industrial Solutions addressing high-growth end markets including commercial and industrial HVAC, data centers and power generation environments. Combining 65+ years of innovation with a presence on six continents, Atmus serves customers across truck, bus, agriculture, construction, mining, marine and power generation markets with aftermarket support and solutions.
Cyborg Score Rationale
2025 full year revenue of $1,764 million grew 5.7% with strong 20.0% Adjusted EBITDA margin, while 2026 guidance projects revenue growth to $1,945-$2,015 million. Strong cash flow generation and disciplined M&A execution demonstrate operational excellence and growth strategy effectiveness.
Top Insights
Strategic platform expansion: Koch Filter acquisition (Jan 2026) establishes high-growth Industrial Solutions segment addressing $156M+ revenue opportunities in HVAC and data centers
Strong operational momentum: 2025 full-year revenue of $1,764M (+5.7% YoY) with 20.0% EBITDA margins reflects pricing power and volume growth
Robust cash generation: $158M adjusted free cash flow in 2025 supports both shareholder returns ($78M in buybacks/dividends) and strategic M&A
Positive 2026 outlook: Guidance of $1,945-$2,015M revenue and $2.75-$3.00 adjusted EPS expected to be accretive from Koch integration
Named Competitors
Parker Hannifin — Diversified filtration and fluid systems provider
Mann+Hummel — Leading filtration solutions for automotive and industrial
Donaldson Company — Industrial dust collection and filtration systems
Recent Developments
(January 2026) Completed acquisition of Koch Filter Corporation for $450M, establishing Industrial Solutions segment
(February 2026) Reported strong 2025 results with $1,764M revenue, $2.50 EPS, and 20.0% EBITDA margin
(February 2026) Announced 2026 guidance of $1,945-$2,015M revenue and $2.75-$3.00 adjusted EPS
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