Core Viewpoint - Atmus Filtration Technologies Inc. has appointed Heath Sharp to its Board of Directors, highlighting his extensive experience in scaling industrial businesses internationally [1] Company Summary - Atmus Filtration Technologies Inc. is recognized as a global leader in the filtration industry [1] - The CEO and President of Atmus, Steph Disher, emphasized Sharp's over 30 years of leadership experience in manufacturing, product development, and commercial execution [1] Leadership Impact - Heath Sharp's appointment is expected to enhance Atmus's strategic direction and operational execution due to his seasoned background in the industrial sector [1]

Investors interested in stocks from the Automotive - Original Equipment sector have probably already heard of Strattec Security (STRT) and Atmus Filtration Technologies (ATMU) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The pro ...

Company Overview - Atmus Filtration Technologies Inc. is a global leader in the filtration industry, operating for over 65 years with a focus on high-performance filtration solutions [3] - The company has two main business segments: Power Solutions, serving global on-and-off highway equipment markets through the Fleetguard® brand, and Industrial Solutions, targeting high-growth markets such as commercial and industrial HVAC, data centers, and power generation through the Koch Filter® brand [3] - Atmus is headquartered in Nashville, Tennessee, and employs nearly 5,000 people worldwide [3] Financial Reporting - Atmus will report its financial results for the fourth quarter and full year 2025 before market open on February 13, 2026 [1] - A conference call will be held on the same day at 10:00 a.m. CT to discuss the financial results with the investment community [1]

Core Viewpoint - Investors in the Automotive - Original Equipment sector may find Aptiv PLC (APTV) and Atmus Filtration Technologies (ATMU) to be attractive options, with APTV appearing to be the superior value choice based on various valuation metrics [1][6]. Group 1: Company Overview - Both APTV and ATMU currently hold a Zacks Rank of 2 (Buy), indicating positive revisions to their earnings estimates and improving earnings outlooks [3]. - APTV has a forward P/E ratio of 10.30, while ATMU has a forward P/E of 19.42, suggesting APTV may be undervalued compared to ATMU [5]. - APTV's PEG ratio is 1.00, indicating a favorable growth outlook relative to its price, whereas ATMU's PEG ratio is significantly higher at 3.35 [5]. Group 2: Valuation Metrics - APTV has a P/B ratio of 1.97, which is considerably lower than ATMU's P/B ratio of 13.24, further supporting APTV's position as a more attractive value investment [6]. - Based on the valuation metrics analyzed, APTV receives a Value grade of A, while ATMU is rated C, highlighting APTV's stronger value proposition [6]. - Traditional valuation figures such as P/E ratio, P/S ratio, earnings yield, and cash flow per share are essential for value investors in assessing stock potential [4].

Core Insights - Truelink Capital has completed the sale of Koch Filter Corporation to Atmus Filtration Technologies for $450 million in cash [1] Company Overview - Koch Filter, founded in 1966, designs and manufactures air filtration products for various commercial markets, offering a comprehensive portfolio including pleated filters, high efficiency filters, and HEPA filters [2][8] - Koch Filter operates manufacturing facilities in Louisville, KY, East Greenville, PA, Houston, TX, and Mira Loma, CA, making it one of the few independent scaled platforms in the air filtration industry [2] Leadership Transition - Azam Owaisi has been appointed as the new CEO of Air Distribution Technologies, effective immediately, bringing extensive experience from previous roles at GEA Group, Dover Corporation, Pall Corporation, IDEX Corporation, and Illinois Tool Works [3] - Doug Schuster will gradually transition from day-to-day leadership while remaining involved in the business through the first half of 2026 [3] Strategic Focus Post-Divestiture - Following the divestiture of Koch Filter, Truelink and Air Distribution Technologies will concentrate on enhancing the core ADTi platform by driving efficiencies and growth through both organic initiatives and mergers & acquisitions across three key business units: Air Control Solutions, Air Movement Solutions, and Air Distribution Solutions [4][5]

Core Viewpoint - Atmus Filtration Technologies Inc. has successfully completed the acquisition of Koch Filter Corporation for approximately $450 million, enhancing its position in the filtration and media solutions market [1] Group 1: Acquisition Details - The acquisition of Koch Filter Corporation was finalized with a total cash consideration of around $450 million, which is subject to customary purchase price adjustments [1] - Koch Filter Corporation was acquired from Air Distribution Technologies, Inc., a portfolio company of Truelink Capital [1] Group 2: Strategic Implications - The completion of this acquisition is expected to strengthen Atmus Filtration's market presence and capabilities in the filtration sector [1]

Group 1: Company Overview - Atmus Filtration Technologies (ATMU) is a notable stock in the Auto-Tires-Trucks sector, which consists of 99 individual stocks [2] - The company currently holds a Zacks Rank of 2 (Buy), indicating a favorable outlook based on earnings estimate revisions [3] Group 2: Performance Metrics - Over the past year, Atmus Filtration Technologies has gained approximately 36.7%, significantly outperforming the average gain of 17.8% in the Auto-Tires-Trucks group [4] - The Zacks Consensus Estimate for ATMU's full-year earnings has increased by 2.6% over the last 90 days, reflecting improved analyst sentiment [4] Group 3: Industry Context - Atmus Filtration Technologies is part of the Automotive - Original Equipment industry, which includes 51 companies and is currently ranked 76 in the Zacks Industry Rank [6] - In contrast, Cummins (CMI), another stock in the Auto-Tires-Trucks sector, has seen a year-to-date increase of 45.4% and belongs to the Automotive - Internal Combustion Engines industry, ranked 7 [5][7]

Core Insights - The article compares Atmus Filtration Technologies (ATMU) and Ferrari (RACE) to determine which stock is a better undervalued investment option for investors in the Automotive - Original Equipment sector [1] Group 1: Zacks Rank and Earnings Estimates - Atmus Filtration Technologies has a Zacks Rank of 2 (Buy), indicating a positive earnings outlook, while Ferrari has a Zacks Rank of 3 (Hold) [3] - The Zacks Rank system emphasizes companies with strong earnings estimate revisions, suggesting that ATMU is likely experiencing a more favorable earnings outlook compared to RACE [3] Group 2: Valuation Metrics - ATMU has a forward P/E ratio of 20.03, significantly lower than RACE's forward P/E of 37.25, indicating that ATMU may be undervalued relative to RACE [5] - The PEG ratio for ATMU is 3.46, while RACE has a PEG ratio of 4.20, suggesting that ATMU offers better value when considering expected earnings growth [5] - ATMU's P/B ratio is 12.9, compared to RACE's P/B of 21.57, further indicating that ATMU is more attractively valued [6] Group 3: Value Grades - Based on various valuation metrics, ATMU holds a Value grade of B, while RACE has a Value grade of D, reinforcing the notion that ATMU is the better investment option for value investors at this time [6]

Group 1 - The AGM was welcomed by Jette Nygaard-Andersen, introducing the Board and management members present [1] - The Board members elected by the AGM include Annette Brüls, Carsten Hellmann, Lars Rasmussen, and Marianne Wiinholt, along with employee-elected members Thomas Barfod, Roland Vendelbo Pedersen, and Nikolaj Kyhe Gundersen [2] - The Board of Directors is responsible for appointing a Chairman for the AGM, with the law firm Bech-Bruun being appointed again this year [3]

Group 1 - The company has successfully completed the full operations separation from Cummins, which was more resource-intensive than initially expected [1] - The organization is proud of the collective effort across functions that enabled the successful execution of the separation [1] - The strategic priorities moving forward will be assessed in light of the completed separation [1]