Industrials Stocks to Sell and Buy: Janus, Atmus, and Leidos Analysis for May 2026 - News and Statistics
This article analyzes the industrials sector, which has seen a 21.6% return in the past six months, outperforming the S&P 500. It identifies two stocks to potentially sell: Janus (NYSE: JBI) due to declining sales and EPS, and Atmus Filtration Technologies (NYSE: ATMU) due to muted revenue growth and high input costs. Conversely, Leidos (NYSE: LDOS) is highlighted as a stock to watch, boasting strong order backlogs, boosted EPS through buybacks, and increased free cash flow.
Can Industrial Filtration Trends Lift Atmus Shares on Key Indices?
This article discusses how industrial filtration activity, particularly concerning Atmus Filtration Technologies (ATMU), could influence its shares on key indices. It highlights the company's focus on transportation applications, airflow engineering, and manufacturing expansion within industrial sectors. The piece emphasizes the applications for Atmus's products in various markets and the categories within its portfolio.
Atmus Filtration Technologies Inc. (NYSE:ATMU) Given Consensus Recommendation of "Moderate Buy" by Analysts
Atmus Filtration Technologies Inc. (NYSE:ATMU) has received a "Moderate Buy" consensus recommendation from analysts, with an average 12-month price target of $56.75. The company recently surpassed earnings expectations, reporting EPS of $0.69 against a $0.65 estimate, and revenue of $477.5 million, marking a 14.6% year-over-year increase. Insider buying and increased hedge fund positions further indicate positive sentiment.
Atmus Filtration declares $0.055 dividend
Atmus Filtration Technologies announced a quarterly cash dividend of $0.055 per share, payable on June 27, 2024, to shareholders of record as of June 14, 2024. This dividend declaration is part of the company's regular financial practices.
Is Atmus Filtration Technologies Inc. (ATMU) outperforming other auto-tires-trucks stocks this year?
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ON Partners Recruits Chief Supply Chain Officer for Atmus Filtration Technologies
ON Partners has successfully recruited Kevin Carpenter as the senior vice president and chief supply chain officer for Atmus Filtration Technologies Inc. Mr. Carpenter brings over 25 years of experience in leading global industrial organizations and will be responsible for procurement, manufacturing, and logistics across Atmus's operations. This strategic hire aims to strengthen Atmus's capabilities and support its growth strategy by transforming its supply chain.
Is Atmus Filtration Technologies Inc. (ATMU) outperforming other auto-tires-trucks stocks this year?
The article from MSN asks whether Atmus Filtration Technologies Inc. (ATMU) is outperforming its peers in the auto-tires-trucks sector this year. It suggests investors evaluate the stock's performance against industry competitors to assess its relative strength. The content implies a need for further analysis to answer the question posed.
Atmus Filtration Technologies Declares Quarterly Cash Dividend
Atmus Filtration Technologies (ATMU) announced a quarterly cash dividend of $0.055 per common share, payable on June 10, 2026, to shareholders of record as of May 26, 2026. This move reflects the company's confidence in its cash generation and commitment to returning value to shareholders. While analysts have a "Buy" rating with a $71.00 price target, TipRanks' AI Analyst "Spark" rates ATMU as Neutral, citing strong profitability and guidance alongside elevated leverage and declining revenue.
Atmus Filtration Technologies Declares Quarterly Dividend
Atmus Filtration Technologies Inc. (NYSE: ATMU) announced that its Board of Directors has declared a quarterly cash dividend of $0.055 per common share. The dividend is payable on June 10, 2026, to shareholders of record as of May 26, 2026. Atmus is a global leader in filtration and media solutions, serving on- and off-highway equipment markets as well as commercial and industrial HVAC applications.
Atmus (NYSE: ATMU) director receives 2,619 RSUs in annual compensation grant
Atmus Filtration Technologies Inc. director Stuart A. Taylor II was granted 2,619 Restricted Share Units (RSUs) on May 12, 2026, as part of the company's 2026-2027 Annual Director Compensation program. These RSUs, awarded at no cash cost, will fully vest on May 12, 2027, or at the next Annual Meeting of Stockholders, aligning his interests with shareholders. Following this grant, Taylor directly holds 11,697 shares of Atmus common stock, representing a routine equity compensation event.
ATMU: Flat aftermarket, second-half first-fit recovery, and Cook Filter integration drive outlook
Atmus Filtration Technologies Inc. (ATMU) is experiencing a flat global aftermarket, with growth in India and Latin America offset by weakness in agriculture. The company anticipates a recovery in first-fit markets during the second half of 2026 due to improved supply chains and expanded distribution. Margin expansion and the integration of Cook Filter are on track, with synergy targets being met.
Atmus Filtration (ATMU) director granted 2,619 RSUs in 2026-2027 award
Atmus Filtration Technologies director Heath Sharp received a grant of 2,619 Restricted Share Units (RSUs) on May 12, 2026, as part of his annual director compensation. These RSUs were granted at no cash cost and will fully vest on May 12, 2027, or at the next annual stockholders' meeting, whichever comes first. Following this transaction, Sharp directly holds 5,733 shares of Atmus Filtration.
Atmus Filtration Technologies Declares Quarterly Dividend
Atmus Filtration Technologies Inc. (NYSE: ATMU) announced that its Board of Directors has declared a quarterly cash dividend of $0.055 per common share. This dividend is payable on June 10, 2026, to shareholders of record as of the close of business on May 26, 2026. Atmus is a global leader in filtration and media solutions, operating through its Power Solutions and Industrial Solutions segments.
Atmus (ATMU) supply chain chief receives 28,509 restricted stock units in long-term award
Atmus Filtration Technologies' SVP and Chief Supply Chain Officer, Kevin N. Carpenter, was granted 28,509 restricted stock units (RSUs) as part of the company's long-term incentive programs. These RSUs, granted at no cash cost, will vest in multiple tranches starting March 1, 2027, and May 18, 2027. The award is governed by the 2022 Omnibus Incentive Plan, converting into common stock upon vesting.
Atmus Filtration Technologies Declares Quarterly Cash Dividend
Atmus Filtration Technologies (ATMU) has declared a quarterly cash dividend of $0.055 per common share, payable on June 10, 2026, to shareholders of record as of May 26, 2026. This announcement highlights the company's commitment to returning cash to shareholders and signals confidence in its financial health and cash generation abilities. Despite some financial constraints like elevated leverage and a revenue decline, the dividend reinforces its position as a global filtration specialist.
[8-K] Atmus Filtration Technologies Inc. Reports Material Event
Atmus Filtration Technologies Inc. (ATMU) reported a material event in an 8-K filing, announcing that its Board of Directors declared a quarterly cash dividend of $0.055 per common share. This dividend is payable on June 10, 2026, to shareholders of record as of May 26, 2026. The company, a global leader in filtration solutions, also detailed its business segments and global workforce.
Atmus Filtration director Haggerty buys $109,999 in common stock By Investing.com
Gretchen R. Haggerty, a director at Atmus Filtration Technologies Inc. (NYSE:ATMU), recently purchased $109,999 worth of common stock at prices between $55.71 and $55.744 per share. Additionally, she was granted 2,619 Restricted Share Units (RSUs) as part of her annual director compensation, which will vest by May 12, 2027. Following these transactions, Haggerty directly owns over 28,360 shares of the company, whose stock has seen a 44% return in the past year and maintains a "GOOD" financial health score despite appearing overvalued relative to its Fair Value.
Atmus (ATMU) director adds stock with open-market buys and RSU grant
Atmus Filtration Technologies director Gretchen R. Haggerty expanded her holdings in the company through both an RSU grant and open-market purchases. On May 12, 2026, she received 2,619 Restricted Share Units as part of her 2026-2027 Annual Director Compensation, set to vest in May 2027 or at the next Annual Meeting. Additionally, Haggerty purchased 1,973.351 shares through open-market transactions at prices ranging from $55.71 to $55.74 per share, signaling further personal investment.
Atmus Filtration declares $0.055 dividend
Atmus Filtration Technologies Inc. (NYSE: ATMU) has declared a quarterly dividend of $0.055 per share. The dividend is payable on June 25, 2024, to shareholders of record as of June 11, 2024, with an ex-dividend date of June 11, 2024.
Atmus Filtration Technologies Inc. Declares Quarterly Cash Dividend, Payable on June 10, 2026
Atmus Filtration Technologies Inc. announced that its Board of Directors has approved a quarterly cash dividend of $0.055 per common share. This dividend is scheduled to be paid on June 10, 2026, to shareholders who are on record as of the close of business on May 26, 2026. This declaration was published on May 13, 2026, at 06:44 am EDT.
Atmus Filtration declares $0.055 quarterly dividend
Atmus Filtration Technologies Inc. (NYSE:ATMU) has declared a quarterly cash dividend of $0.055 per common share, payable on June 10, 2026, to shareholders of record as of May 26, 2026. The company recently reported strong first-quarter 2026 EPS of $0.69, exceeding analyst expectations, and appointed Kevin Carpenter as Senior Vice President and Chief Supply Chain Officer. Despite positive earnings, the company's stock experienced premarket challenges.
Press Release: Atmus Filtration Technologies Declares Quarterly Dividend
Atmus Filtration Technologies has declared a quarterly dividend. Separately, Unity Software (U.US) reported its Q4 financial results, with revenue increasing 35% year-over-year to $609 million, surpassing analyst estimates, despite reporting a quarterly loss of 66 cents per share.
Atmus Filtration declares $0.055 quarterly dividend By Investing.com
Atmus Filtration Technologies Inc. (NYSE:ATMU) has announced a quarterly cash dividend of $0.055 per common share, payable on June 10, 2026, to shareholders of record by May 26, 2026. This announcement follows the company's strong first-quarter 2026 earnings, where it surpassed analyst EPS expectations with $0.69. Amid these positive financial results, the company also appointed Kevin Carpenter as Senior Vice President and Chief Supply Chain Officer.
Own Atmus stock on May 26? A $0.055 cash dividend is coming
Atmus Filtration Technologies Inc. (NYSE: ATMU) has declared a quarterly cash dividend of $0.055 per common share. This dividend is payable on June 10, 2026, to shareholders of record as of the close of business on May 26, 2026. Atmus is a global leader in filtration and media solutions, operating in Power Solutions and Industrial Solutions segments.
Atmus Filtration Technologies Declares Quarterly Dividend
Atmus Filtration Technologies Inc. (NYSE: ATMU) has announced that its Board of Directors declared a quarterly cash dividend of $0.055 per common share. This dividend is payable on June 10, 2026, to shareholders of record as of May 26, 2026. The company is a global leader in filtration and media solutions, operating under the Fleetguard® and Koch Filter® brands.
Atmus Shareholders Back Directors, Executive Pay and Auditor
Atmus Filtration Technologies, Inc. (ATMU) stockholders elected four directors to three-year terms, approved executive officer compensation, and ratified PricewaterhouseCoopers LLC as the independent auditor for fiscal year 2026 at their annual meeting on May 12, 2026. These decisions indicate broad investor support for the company's current governance and management. While Spark, TipRanks’ AI Analyst, gives ATMU a Neutral score due to strong margins and cash generation offset by high leverage, the company's outlook is improved by higher 2026 growth guidance.
[8-K] Atmus Filtration Technologies Inc. Reports Material Event
Atmus Filtration Technologies Inc. filed an 8-K report detailing the results of its Annual Meeting of Stockholders held on May 12, 2026. Shareholders elected four directors, approved executive compensation in an advisory vote, and ratified PricewaterhouseCoopers LLC as the independent auditor for 2026. The filing provides specific voting results for each proposal.
Atmus Filtration names Kevin Carpenter supply chain chief By Investing.com
Atmus Filtration Technologies Inc. has appointed Kevin Carpenter as Senior Vice President and Chief Supply Chain Officer. Carpenter, with over 25 years of experience, will oversee various aspects of the company's supply chain and advance its transformation strategy. This announcement follows Atmus Filtration's recent Q1 2026 earnings report, where the company exceeded analyst expectations with an EPS of $0.69.
5 Revealing Analyst Questions From Atmus Filtration Technologies’s Q1 Earnings Call
Atmus Filtration Technologies (ATMU) reported Q1 2026 results with a year-on-year sales increase, primarily due to the Cook Filter acquisition and price gains, exceeding analyst revenue and EPS estimates. Despite the positive financial beat, the market reacted negatively, with the stock experiencing a drop. Key analyst questions focused on pricing, the impact of the Middle East conflict, Power Solutions volume outlook, Cook Filter acquisition synergies, and aftermarket weakness, indicating areas of concern and future monitoring for the company's growth strategy.
Atmus (ATMU) SVP Kevin Carpenter files Form 3 showing no insider trades
Atmus Filtration Technologies Inc. Senior Vice President and Chief Supply Chain Officer, Kevin N. Carpenter, has filed a Form 3, an initial statement of beneficial ownership. This filing indicates his position as an officer of the company but shows no reportable transactions or beneficial ownership of Atmus securities at the time of the filing. The document confirms that Carpenter does not currently hold any direct or indirect beneficial ownership in the company's non-derivative or derivative securities.
Atmus appoints Kevin Carpenter as SVP & Chief Supply Chain Officer
Atmus has appointed Kevin Carpenter as Senior Vice President & Chief Supply Chain Officer, effective May 11, 2026. Carpenter previously served as VP of Global Operations & Integrated Supply Chain at The Toro Company and held roles at other prominent companies. The appointment was disclosed in an SEC filing and reflects a significant change in Atmus's leadership team.
Atmus Filtration Names Kevin Carpenter Chief Supply Chain Officer
Atmus Filtration Technologies (ATMU) has appointed Kevin Carpenter as Senior Vice President and Chief Supply Chain Officer, effective May 11, 2026. Carpenter, an operations veteran with over 25 years of experience, will oversee global procurement, manufacturing, safety, and logistics, with a compensation package including a $595,000 base salary. This appointment is viewed as a critical move to transform Atmus's global supply chain, strengthen resilience, and support its growth strategy for its filtration and media solutions business.
Atmus Filtration names Kevin Carpenter supply chain chief
Atmus Filtration Technologies Inc. (NYSE:ATMU) has appointed Kevin Carpenter as Senior Vice President and Chief Supply Chain Officer. Carpenter, previously with The Toro Company, brings over 25 years of experience in global industrial organizations and will oversee procurement, manufacturing, and logistics to advance the company's supply chain strategy. The company's shares have surged nearly 54% over the past year, and it reported strong Q1 2026 EPS of $0.69, exceeding analyst expectations.
Kevin Carpenter joins Atmus (NYSE: ATMU) as Senior VP, Chief Supply Chain Officer
Atmus Filtration Technologies Inc. (NYSE: ATMU) has appointed Kevin Carpenter as Senior Vice President and Chief Supply Chain Officer, effective mid-May 2026. Carpenter brings over 25 years of experience in global industrial operations and supply chains, having held senior roles at The Toro Company, Carrier Global Corporation, and Rockwell Automation. His compensation package includes a base salary of $595,000, performance-based bonuses, and long-term equity incentives, reflecting his critical role in enhancing Atmus's global supply chain capabilities.
Atmus announces Kevin Carpenter as SVP, chief supply chain officer
Atmus Filtration Technologies Inc. has appointed Kevin Carpenter as its new Senior Vice President and Chief Supply Chain Officer. This announcement was made on May 11, 2026, and is expected to strengthen the company's supply chain operations. Atmus specializes in filtration and media solutions, providing advanced filtration products primarily under the Fleetguard brand.
Atmus Announces Kevin Carpenter as SVP, Chief Supply Chain Officer
Atmus Filtration Technologies Inc. has appointed Kevin Carpenter as Senior Vice President and Chief Supply Chain Officer. Carpenter brings over 25 years of experience in leading global industrial organizations and will be responsible for procurement, manufacturing, and logistics to advance Atmus’ supply chain strategy. His appointment is expected to strengthen the company's capabilities and support its growth strategy.
5 Revealing Analyst Questions From Atmus Filtration Technologies’s Q1 Earnings Call
Atmus Filtration Technologies (ATMU) reported a Q1 sales increase driven by the Cook Filter acquisition and price gains, but the market reacted negatively. The CEO cited challenges from the Middle East conflict and muted aftermarket demand. This article highlights five key questions from analysts during the earnings call, touching on topics like pricing, Middle East risks, volume outlook, synergy opportunities, and aftermarket weakness.
BlackRock takes 14.2% position in ATMUS Filtration (ATMU)
BlackRock, Inc. has filed an amended Schedule 13G, disclosing a 14.2% beneficial ownership stake in ATMUS Filtration Technologies Inc. (ATMU), totaling 11,570,977 shares. This filing indicates a passive institutional holding, with BlackRock reporting sole voting power over 11,424,832 shares and sole dispositive power over all 11,570,977 shares. The disclosure also names iShares Core S&P Small-Cap ETF as another entity holding more than 5% within BlackRock's aggregated holdings.
Analysts Have Conflicting Sentiments on These Consumer Cyclical Companies: Atmus Filtration Technologies, Inc. (ATMU), Somnigroup International (SGI) and Magna International (MGA)
This article examines analyst ratings for three consumer cyclical companies: Atmus Filtration Technologies, Inc. (ATMU), Somnigroup International (SGI), and Magna International (MGA). J.P. Morgan maintained a Buy rating for ATMU, Piper Sandler maintained a Buy for SGI, while RBC Capital maintained a Hold for MGA, illustrating varied expert opinions within the sector. Price targets and analyst consensus ratings are provided for each company, highlighting potential upsides or current performance.
Atmus Filtration Technologies | 4: Statement of changes in beneficial ownership of securities-Officer Heltebran Laura
This article provides a statement of changes in beneficial ownership of securities for Atmus Filtration Technologies, specifically detailing transactions involving officer Laura Heltebran. The document outlines a gift of 6,170 shares of common stock to a charitable organization.
Atmus Filtration Technologies Inc. (NYSE:ATMU) Q1 2026 Earnings Call Transcript
Atmus Filtration Technologies Inc. (NYSE:ATMU) reported strong Q1 2026 earnings, beating expectations with an adjusted EPS of $0.69. The company highlighted the successful integration of Cook Filter, which is expanding its presence in industrial filtration markets and contributing significantly to revenue growth. Despite uncertainties related to the Middle East conflict and potential commodity price pressures, Atmus maintained its full-year revenue and adjusted EBITDA guidance, confident in its four-pillar growth strategy and anticipated recovery in first-fit markets.
Atmus Filtration Technologies Surpasses Q1 2026 Revenue Estimates, Sales Up 14.6% - News and Statistics
Atmus Filtration Technologies (ATMU) exceeded Q1 2026 revenue estimates, reporting sales of $477.5 million, a 14.6% increase year-over-year and 1.6% above analyst forecasts. The filtration products manufacturer also beat adjusted earnings per share expectations and showed an improved free cash flow margin. Analysts anticipate continued revenue growth of 10.6% over the next twelve months, suggesting a positive outlook for the company.
Atmus Filtration Technologies Inc. (ATMU) Q1 2026 Earnings Call Transcript Summary
This document is an earnings call transcript summary for Atmus Filtration Technologies Inc. (ATMU) covering their Q1 2026 financial results. It provides an overview of the key topics discussed during the call.
Atmus Filtration Technologies Set to Report Earnings This Friday | Market Outlook - News and Statistics
Atmus Filtration Technologies is scheduled to release its earnings report this Friday, with market expectations for revenue growth of 12.8% year over year. The company has a strong record of exceeding revenue projections and analysts have largely reaffirmed their estimates. This outlook aligns with positive investor sentiment in the gas and liquid handling sector, where peers like Gorman-Rupp and IDEX also reported strong earnings and stock performance.
A Look At Atmus Filtration Technologies (ATMU) Valuation After Strong First Quarter Earnings And Share Price Momentum
Atmus Filtration Technologies (ATMU) reported strong first-quarter 2026 results, with sales of US$477.5 million and net income of US$48.4 million, contributing to significant share price momentum. The company is considered 7.6% undervalued with a fair value estimate of $68.60, primarily due to its expansion into industrial filtration. However, its P/E ratio of 25x is above the peer average, suggesting the market might be pricing in much of the growth already.
atmu-20260331
Atmus Filtration Technologies Inc. filed its Quarterly Report on Form 10-Q for the period ended March 31, 2026, reporting a net income of $48.4 million on net sales of $477.5 million. The report details the financial performance, liquidity, and capital resources, highlighting the impact of the Koch Filter Corporation acquisition in January 2026, which led to the establishment of the Industrial Solutions segment and contributed to increased net sales and gross margin.
Atmus Filtration Technologies Inc. Q1 2026 Earnings Call Summary
Atmus Filtration Technologies Inc. (ATMU) presented its Q1 2026 earnings, highlighting strategic execution through the acquisition of Cook Filter, which established a new industrial air filtration platform. The company anticipates a volume increase in the first-fit market during the second half of 2026 due to cyclical recovery and prebuy activity. ATMU also detailed its capital allocation plans, including share repurchases and dividend payments, supported by strong liquidity.
Atmus Filtration Technologies Inc. 2026 Q1 - Results - Earnings Call Presentation (NYSE:ATMU) 2026-05-01
Atmus Filtration Technologies Inc. (NYSE:ATMU) has published its Q1 2026 earnings call presentation. The slide deck provides results and insights in conjunction with their latest earnings call. This release is part of Seeking Alpha's broader coverage of earnings call transcripts.
[8-K] Atmus Filtration Technologies Inc. Reports Material Event
Atmus Filtration Technologies Inc. reported strong first-quarter 2026 results, with net sales increasing by 14.6% to $477.5 million, largely due to the acquisition of Koch Filter and the launch of its new Industrial Solutions segment. The company also saw significant growth in GAAP net income and adjusted earnings per share, and reaffirmed its full-year 2026 financial guidance. This positive performance showcases the successful integration of Koch Filter and broad-based strength across its business segments.
Atmus Filtration Technologies (NYSE:ATMU) Exceeds Q1 CY2026 Expectations
Atmus Filtration Technologies (NYSE:ATMU) reported strong Q1 CY2026 results, surpassing Wall Street's revenue and non-GAAP EPS expectations. The company achieved $477.5 million in revenue, a 14.6% year-on-year increase, and a non-GAAP profit of $0.69 per share. CEO Steph Disher highlighted the successful integration of Koch Filter, contributing to growth within the Industrial Solutions business segment, and analysts anticipate continued revenue growth in the coming year.
