Atmus Filtration Technologies Inc (NYSE: ATMU) is a filtration technology company that designs, manufactures, and sells filtration products for on-highway commercial vehicles, off-highway equipment, and industrial applications. Revenue comes from two channels: first-fit sales to original equipment manufacturers (OEMs) and aftermarket sales through multi-channel distribution to end-users. Atmus serves end-users globally, with approximately 46% of Net sales in FY2025 generated outside of the United States and Canada, supported by an established salesforce in over 25 countries and joint ventures in China and India. The company states it holds a leading position in its core markets based on FY2025 Net sales. Growth strategy includes expanding OEM relationships, increasing product content per vehicle, accelerating aftermarket distribution, and diversifying into industrial filtration markets through organic development, acquisitions, or strategic partnerships.

Revenue model

Transactional sales through two channels: first-fit filtration products sold to OEMs for new vehicle and equipment production, and aftermarket replacement filters sold through multi-channel distribution to end-users and service networks.

Products and services

Filtration products for on-highway commercial vehicles, off-highway equipment, and industrial applications. The company is expanding its product portfolio into industrial filtration markets.

Customers and end markets

OEM customers in on-highway commercial vehicle and off-highway equipment markets; aftermarket end-users in transportation, construction, agriculture, and industrial sectors. Sales locations in over 25 countries (as of FY2025 10-K, filed 2026-02-13).

Value-chain role

Component manufacturer and aftermarket parts supplier sitting between raw material suppliers and OEM assemblers or end-user service channels. Operates joint ventures in China and India for local market presence.

Geographic exposure

Approximately 46% of Net sales in FY2025 from outside the United States and Canada. Global footprint with sales presence in over 25 countries and joint ventures in China and India.

Source: SEC 10-K, filed 2026-02-13

Industry: Motor Vehicle Parts & Accessories Peers: Borgwarner Inc