Atmus Filtration Technologies Inc.

Atmus Filtration Technologies Inc. (NYSE: ATMU) is a global leader in advanced filtration products for on-highway commercial vehicles and off-highway agriculture, construction, mining, and power generation equipment. The company designs and manufactures filtration solutions principally under the iconic Fleetguard brand, which has been a trusted name in the industry for more than 65 years. Atmus' comprehensive product portfolio includes fuel filters, lube filters, air filters, crankcase ventilation systems, hydraulic filters, and coolants and other chemicals that enable lower emissions and provide superior asset protection for customers worldwide.

The company operates through a diversified business model with approximately 86 percent of net sales generated in the aftermarket, where products are installed as replacement or repair parts, creating a strong recurring revenue base. The remaining 14 percent comes from first-fit sales to original equipment manufacturers. For the fiscal year ended December 31, 2025, Atmus generated net sales of $1,764.3 million and net income of $207.4 million. The company maintains a global footprint spanning six continents with 11 distribution centers, 10 manufacturing facilities, and five technical centers, supplemented by joint venture operations in China and India. Atmus employs approximately 4,500 persons worldwide.

Atmus' competitive advantages stem from its technology leadership, supported by approximately 350 engineers and technical specialists across five global technical centers, with roughly 25 percent holding advanced technical degrees. The company maintains a robust intellectual property portfolio comprising approximately 1,200 worldwide active or pending patents and patent applications and over 650 trademark registrations and applications. Approximately 46 percent of net sales are generated outside the United States and Canada, reflecting the company's strong international presence.

The company's largest customer is Cummins, accounting for approximately 18.8 percent of net sales, with relationships also maintained with other leading OEMs including PACCAR, the Traton Group, Daimler, Deere, Doosan, Foton, Komatsu, Stellantis, and Volvo. Collectively, the company's top customers account for approximately 70 percent of net sales. More information is available at investors.atmus.com.