)
Visual
earnings real time
Atmus Filtration Technologies (ATMU) investor relations material
Atmus Filtration Technologies Goldman Sachs Industrials and Materials Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Goldman Sachs Industrials and Materials Conference 2025 summary4 Dec, 2025
Operational separation and strategic priorities
Completed full operational separation from Cummins with minimal business disruption, establishing new functions and distribution centers.
IT and other teams executed around 300 projects over several years, now shifting focus to growth initiatives.
Emphasis on enhancing customer experience through digital tools and improved internal processes.
Growth strategies and market expansion
Focused on winning new business in core first-fit markets and expanding to new customers, with early progress in both.
Aftermarket growth advanced through new distribution channels, including 100+ outlets in Latin America and a partnership with Traction in Canada.
Investing in resources and digital tools to support sales and engineering teams for continued growth.
M&A and industrial market entry
Announced acquisition of Koch Filter for $450M, expanding into industrial air filtration and diversifying end markets.
Koch Filter brings high aftermarket content, multi-channel distribution, and is expected to be EPS and EBITDA margin accretive in year one.
$4M in expected run-rate synergies, mainly from supply chain and cost efficiencies.
Acquisition financed with cash and revolver, targeting leverage reduction to 1.5x net debt/EBITDA in coming quarters.
Building M&A pipeline for further bolt-on acquisitions in industrial air, water, and liquid markets.
Industrial M&A pipeline beyond Koch Filter
Aftermarket demand inflection point signs
ZEV impact on filtration content opportunity
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Atmus Filtration Technologies earnings date
Q4 202513 Feb, 2026
Next Atmus Filtration Technologies earnings date
Q4 202513 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
)
Frequently asked questions
Atmus Filtration Technologies Inc., operating under the Fleetguard brand name, is a global leader in the design, manufacture, and sale of advanced filtration products. The company offers a comprehensive range of filtration solutions, including fuel filters, lube filters, air filters, crankcase ventilation systems, hydraulic filters, coolants, and fuel additives. These products cater to a variety of sectors such as automotive, industrial, and commercial markets, ensuring quality performance and protection. The company is headquartered in Nashville, Tennessee, and its shares are listed on the New York Stock Exchange.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage