Atmus Filtration Technologies Business Summary

Atmus Filtration Technologies Inc. (ATMU) operates as a global leader in the design and manufacture of advanced filtration and media solutions, primarily generating revenue through the sale of high-margin aftermarket filters (86% of sales) and first-fit OEM components (14% of sales). Following its January 2026 acquisition of Koch Filter Corporation, the company restructured into two primary business segments: Power Solutions, which serves the global on-highway and off-highway commercial vehicle markets, and Industrial Solutions, which targets high-growth sectors including data centers, commercial HVAC, and power generation. Atmus maintains a dominant market position through its iconic Fleetguard brand and long-term supply agreements with major OEMs like Cummins, PACCAR, and the Traton Group. Its primary direct competitors include Donaldson Company, Inc., Mann+Hummel, and Parker-Hannifin Corporation, against whom Atmus differentiates itself through its proprietary NanoNet and StrataPore media technologies and a vast global distribution network spanning six continents. The leadership team is headlined by Chief Executive Officer Steph Disher, who previously served as Vice President of Cummins Filtration and led the company through its 2023 IPO and subsequent separation from Cummins Inc. Supporting her are Jack Kienzler as Senior Vice President and Chief Financial Officer, and Greg Hoverson, who serves as Vice President and Chief Technical Officer, bringing extensive engineering pedigree from his tenure at Cummins. The executive suite also includes Rakesh Gangwani, President of Industrial Solutions, and Charles Masters, President of Power Solutions. The company’s Board of Directors is chaired by Stephen Macadam and was recently expanded in February 2026 with the appointment of Heath Sharp, CEO of Reliance Worldwide Corporation. Notable institutional backing includes significant positions held by Charles Schwab Investment Management and BlackRock, reflecting investor confidence in the company’s transition from a corporate subsidiary to an independent industrial powerhouse.