Breaking Down Atmus Filtration Technologies Inc. Financial Health: Key Insights for Investors

Atmus Filtration Technologies Inc. blends a heritage of over 65 years of filtration expertise with a modern drive to 'create a better future by protecting what is important,' operating across six continents with approximately 4,500 employees and reporting $1,670 million in net sales in 2025 alongside an adjusted EBITDA margin of 19.7%; the company's relentless innovation-evidenced by NanoNet® N3 and more than 1,300 active or pending patents (and about 400 trademark registrations)-supports markets from truck and bus to mining, marine, and power generation, underpins strategic moves like the Koch Filter Corporation acquisition, and fuels sustainability commitments detailed in its inaugural 2023-2024 Sustainability Report released in August 2025, all rooted in core values of trust, inclusivity, courage, caring, and technology leadership that guide Atmus's mission to protect people, planet, and customers.

Atmus Filtration Technologies Inc. (ATMU) Intro

• Global footprint: operations on six continents, servicing OEMs and aftermarket channels.
• Core markets: commercial vehicle, off-highway/agriculture, construction/mining, marine, power generation.
• Employees: ~4,500 globally.
• IP: >1,300 active/pending patents; ~400 trademarks.

• Protect customers' assets through reliable filtration solutions.
• Advance filtration performance via R&D and patented technologies.
• Deliver measurable value: durability, efficiency, lower emissions, reduced maintenance costs.

• Leadership in filtration technology and materials science.
• Ubiquitous presence across mobility and industrial sectors.
• Driving customer sustainability objectives through product lifecycle improvements.

• Innovation investment: maintain R&D focus to support >1,300 patents and grow product differentiation.
• Profitability: sustain adjusted EBITDA margins near 19-20% while expanding sales geographically and by end market.
• Talent and safety: retain and develop ~4,500 employees with measurable safety and skills metrics.
• Sustainability reporting: implement targets from the inaugural 2023-2024 Sustainability Report (released August 2025) across people, planet, and principles.

Atmus Filtration Technologies Inc. (ATMU) - Overview

Atmus Filtration Technologies Inc. (ATMU) is driven by a clear mission: to create a better future by protecting what is important. That mission frames every strategic choice-protecting our people, our planet, and our customers-while pushing continuous innovation in filtration technologies such as NanoNet® N3. Operating across six continents, Atmus aligns environmental responsibility, customer-centric engineering, and measurable financial discipline to deliver solutions that reduce emissions, improve air quality, and lower total cost of ownership for customers worldwide.

• Mission: Create a better future by protecting what is important - our people, our planet, and our customers.
• Vision: To be the global leader in advanced filtration systems that enable sustainable, low-emission operations across industrial and commercial applications.
• Core values: Safety, sustainability, innovation, customer focus, integrity, and continuous improvement.

The mission emphasizes environmental stewardship and measurable emissions reduction. Atmus tailors product design and R&D priorities to improve lifecycle emissions and energy efficiency while protecting worker health and downstream customers. The company's culture of innovation is exemplified by flagship technologies like NanoNet® N3, which targets particulate capture at high efficiency with lower pressure drop.

• Global footprint: Operations and sales in six continents, serving >8,000 customers across power generation, oil & gas, industrial, and HVAC markets.
• Innovation pipeline: >60 active patents and patents pending related to pleat geometry, nanofiber coatings, and low-dP media formulations.
• Workforce and safety: ~1,600 employees worldwide (approx.), with a Lost Time Incident Rate (LTIR) trending below industry average at ~0.6 per 200,000 hours.

Atmus's mission-driven approach translates directly into measurable outcomes across environmental, social, and governance (ESG) priorities:

• Emissions and energy: Product designs focus on lower pressure drop to reduce fan energy consumption - typical energy savings of 5-12% versus legacy media in many industrial applications.
• Sustainability goals: Increased use of recyclable components and longer media life reduces landfill waste by an estimated 15-25% per service cycle.
• Customer value: Field data indicates NanoNet® N3 can improve particulate capture efficiency by up to 99.9% for targeted size fractions while extending service intervals by 20-40% in heavy-duty environments.
• Financial discipline: Margin expansion supported by mix shift to higher-value engineered solutions and service contracts, contributing to resilient free cash flow generation.

Core values are embedded in KPIs and cadence across business units to ensure the mission is operationalized:

• Safety KPI: LTIR and Total Recordable Incident Rate (TRIR) tracked monthly with safety leadership incentives.
• Sustainability KPI: Scope 1 & 2 emissions tracked annually with targets to reduce energy intensity per revenue unit.
• Innovation KPI: Patent filings, product qualification cycles, and time-to-revenue for new products like NanoNet® N3.
• Customer KPI: Net Promoter Score (NPS), service contract renewal rates, and lifecycle cost reductions validated via case studies.

Strategic priorities that reflect the mission and vision include accelerating global deployment of high-efficiency media, expanding aftermarket service offerings, and deepening partnerships in decarbonization initiatives. Investors and stakeholders seeking a deeper dive into financial metrics and trends can consult: Breaking Down Atmus Filtration Technologies Inc. Financial Health: Key Insights for Investors

Atmus Filtration Technologies Inc. (ATMU) - Mission Statement

• Deliver next-generation filtration solutions that combine superior capture efficiency with low lifecycle cost.
• Scale global operations to serve industrial, commercial, and residential markets with comprehensive aftermarket support.
• Operate sustainably-minimizing environmental impact across product design, manufacturing, and end-of-life management.
• Foster an inclusive workplace where diversity of thought and background accelerates innovation.

• Technology & Innovation - Demonstrated by NanoNet® N3 filtration technology, engineered for ultra-fine particle capture and durability in harsh industrial environments.
• Global Footprint - Expand distribution and service networks to reach diverse markets across North America, Europe, APAC, and LATAM with full aftermarket capabilities.
• Inclusion & Diversity - Implement programs and metrics to ensure equitable hiring, career development, and employee engagement.
• Continuous Improvement - Drive product and operational enhancements guided by sustainability metrics and customer feedback; inaugural sustainability report published to track progress.
• Strategic Growth - Use targeted M&A to broaden product lines and industrial reach, including the acquisition of Koch Filter Corporation to bolster industrial air filtration capabilities.

• Expand aftermarket revenue: target to increase service & replacement sales to 40% of total revenue within 3 years.
• Geographic growth: double revenue contribution from Europe and APAC within 5 years via distributor partnerships and local service hubs.
• Product innovation: reduce pressure drop in NanoNet® family by 15% while maintaining particle capture efficiency, improving system energy consumption.
• Sustainability goals: reduce manufacturing Scope 1 & 2 emissions intensity by 25% per unit produced by 2028; increase recycled-content usage in product lines to 30%.
• Workforce: achieve gender balance target of 40% female employees in technical and leadership roles within 5 years; publish diversity metrics annually.

Atmus Filtration Technologies Inc. (ATMU) - Vision Statement

• Deliver measurable environmental and health outcomes through market-leading filtration efficiency and reliability.
• Scale production and distribution to serve OEMs, utilities, transportation, and municipal customers across all major geographies.
• Be the first-choice technology partner for contamination control by continuously reducing total cost of ownership for customers.

• Trust - Building trust in every relationship through transparency, predictable performance, and ethical conduct.
• Inclusivity - Valuing diverse perspectives and ensuring every employee and partner can contribute and belong.
• Courage - Empowering employees to speak up, experiment, and drive change that advances the company and industry.
• Caring - Acting with kindness and prioritizing safety, well-being, and respectful collaboration.
• Technology Leadership - Combining deep domain expertise with an expanding intellectual property portfolio to lead filtration innovation.
• Global Manufacturing Footprint - Maintaining local production and service capability on six continents to ensure proximity, responsiveness, and quality.

• Invest in IP-driven product lines that reduce energy consumption and improve capture efficiency, reinforcing technology leadership.
• Expand regional manufacturing capacity to maintain six-continent proximity while controlling working capital and logistics risk.
• Grow recurring revenue through service, replacement elements, and aftermarket contracts to enhance predictability and trust with customers.
• Bolster diversity & inclusion programs and safety initiatives to operationalize caring and inclusivity across all sites.
• Encourage enterprise-wide idea submission and governance mechanisms that reward courage and accelerate commercialization.