Atmus Filtration Acquires Koch Filter for $450M
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 24 2025
0mins
Should l Buy ATMU?
Source: SeekingAlpha
Atmus Filtration Technologies Inc has announced a definitive agreement to acquire Koch Filter Corporation for $450 million in cash, expected to close in Q1 2026.
This acquisition will allow Atmus to expand its presence in the rapidly growing air filtration markets, including industrial and commercial HVAC, data centers, and power generation. Koch Filter generated $156 million in revenue for the fiscal year 2025, and the purchase price represents a 13.9x multiple of its Adjusted EBITDA.
Atmus CEO Steph Disher emphasized that this acquisition will enhance operational excellence and innovation, leveraging Koch Filter's established customer relationships to accelerate growth.
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Analyst Views on ATMU
Wall Street analysts forecast ATMU stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for ATMU is 58.00 USD with a low forecast of 54.00 USD and a high forecast of 60.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
4 Analyst Rating
3 Buy
1 Hold
0 Sell
Strong Buy
Current: 60.570
Low
54.00
Averages
58.00
High
60.00
Current: 60.570
Low
54.00
Averages
58.00
High
60.00
About ATMU
Atmus Filtration Technologies Inc. is engaged in filtration and media solutions. The Company designs and manufactures advanced filtration products, principally under the Fleetguard brand, that enable lower emissions and provide superior asset protection. It serves customers across the truck, bus, agriculture, construction, mining, marine and power generation vehicle, and equipment markets, along with providing comprehensive aftermarket support and solutions. Its products include fuel filters, lube filters, air filters, crankcase ventilation, hydraulic filters and coolants and other chemicals. It offers products for first fit and aftermarket applications to original equipment manufacturers, dealers/distributors, and end-users. The Company produces and sells Fleetguard branded products across North America, Europe, South America, Asia, Australia, and the African continents. Its Fleetguard branded products are available through distribution centers worldwide.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Atmus Filtration Technologies Declares Quarterly Cash Dividend
- Quarterly Cash Dividend: Atmus Filtration Technologies has declared a cash dividend of $0.055 per share, payable on March 4, 2026, reflecting the company's commitment to shareholder returns and enhancing investor confidence.
- Record Date for Shareholders: The record date for this dividend is set for February 20, 2026, ensuring that investors holding shares by this date will receive the dividend, which may encourage long-term holding among shareholders.
- Company Background: With over 65 years of innovation and engineering expertise, Atmus focuses on high-performance filtration solutions, operating in two segments: Power Solutions and Industrial Solutions, underscoring its leadership in the filtration industry.
- Global Workforce: Atmus employs nearly 5,000 people worldwide, committed to creating a better future by protecting what is important, which reflects the company's dedication to sustainability and responsible business practices.
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- Industry Background: Sharp currently serves as CEO of Reliance Worldwide Corporation, where he successfully transformed the company from a regional manufacturer into a global publicly listed leader, providing valuable international market operational experience that will aid Atmus in effectively operating across diverse cultures.
- Strategic Importance: With Sharp's appointment, the Atmus Board has increased from seven to eight members, enhancing the board's expertise, particularly in critical areas such as manufacturing excellence, product innovation, and disciplined commercial expansion, thereby strengthening the company's competitiveness in the global market.
- Future Outlook: Sharp expressed his admiration for Atmus's focus on innovation capabilities and customer-driven execution, looking forward to collaborating with the board and leadership team to drive continued growth and deliver value for customers and shareholders.
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- Investor Conference Call: The company will hold a conference call at 10:00 AM CT on the same day to discuss its financial results, aiming to enhance communication with investors and improve transparency and trust.
- Company Background: With over 65 years of innovation and engineering expertise, Atmus is committed to delivering high-performance filtration solutions across its Power Solutions and Industrial Solutions segments, underscoring its leadership in the market.
- Global Workforce: Atmus employs nearly 5,000 people worldwide, reflecting its extensive influence in the filtration technology sector and commitment to sustainable future development.
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- Quarterly Cash Dividend: Atmus Filtration Technologies has declared a cash dividend of $0.055 per share, payable on March 4, 2026, reflecting the company's commitment to shareholder returns and enhancing investor confidence.
- Record Date for Shareholders: The record date for this dividend is set for February 20, 2026, ensuring that investors holding shares by this date will receive the dividend, which may encourage long-term holding among shareholders.
- Company Background: With over 65 years of innovation and engineering expertise, Atmus focuses on high-performance filtration solutions, operating in two segments: Power Solutions and Industrial Solutions, underscoring its leadership in the filtration industry.
- Global Workforce: Atmus employs nearly 5,000 people worldwide, committed to creating a better future by protecting what is important, which reflects the company's dedication to sustainability and responsible business practices.
See More
Atmus Appoints Heath Sharp to Board of Directors
- New Board Member: Atmus Filtration Technologies Inc. has appointed Heath Sharp to its Board of Directors, bringing over 30 years of leadership experience in manufacturing, product development, and commercial execution, which is expected to significantly support the company's global expansion and long-term growth strategy.
- Industry Background: Sharp currently serves as CEO of Reliance Worldwide Corporation, where he successfully transformed the company from a regional manufacturer into a global publicly listed leader, providing valuable international market operational experience that will aid Atmus in effectively operating across diverse cultures.
- Strategic Importance: With Sharp's appointment, the Atmus Board has increased from seven to eight members, enhancing the board's expertise, particularly in critical areas such as manufacturing excellence, product innovation, and disciplined commercial expansion, thereby strengthening the company's competitiveness in the global market.
- Future Outlook: Sharp expressed his admiration for Atmus's focus on innovation capabilities and customer-driven execution, looking forward to collaborating with the board and leadership team to drive continued growth and deliver value for customers and shareholders.
See More
Atmus Filtration Technologies to Report Q4 and Full Year 2025 Results
- Earnings Announcement: Atmus Filtration Technologies will report its fourth quarter and full year 2025 financial results before market open on February 13, 2026, providing investors with critical performance data and future outlook.
- Investor Conference Call: The company will hold a conference call at 10:00 AM CT on the same day to discuss its financial results, aiming to enhance communication with investors and improve transparency and trust.
- Company Background: With over 65 years of innovation and engineering expertise, Atmus is committed to delivering high-performance filtration solutions across its Power Solutions and Industrial Solutions segments, underscoring its leadership in the market.
- Global Workforce: Atmus employs nearly 5,000 people worldwide, reflecting its extensive influence in the filtration technology sector and commitment to sustainable future development.
See More
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- Regulatory Approval: American Axle has received approval from China's State Administration for Market Regulation for its planned $1.44 billion acquisition of Dowlais Group, with the deal expected to close in Q1 2026, marking a significant expansion in the global auto parts market.
- Market Consolidation: The merger will combine American Axle and Dowlais into a larger, more diversified global auto parts supplier focused on electric vehicle technology, thereby enhancing competitive positioning and customer service capabilities.
- Shareholder Structure: Post-merger, American Axle shareholders will own approximately 51% of the combined entity, while Dowlais shareholders will hold about 49% and receive cash plus American Axle shares, ensuring a balanced interest for both parties.
- Compliance Requirements: The Chinese regulator mandates that the merged company must continue supplying customers in China on fair and reasonable terms, ensuring that local automakers are not harmed, thus maintaining a competitive market environment.
See More
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- Optimistic Industry Outlook: According to FIDU's 2026 outlook for the industrial sector, the overall industry is viewed positively with further upside anticipated, providing investors with attractive investment opportunities.
- Market Focus Shift: As the earnings season kicks off, investor attention on these A+ rated industrial stocks is likely to increase, potentially driving their stock prices higher and influencing overall market sentiment.
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