Investors looking for stocks in the Automotive - Original Equipment sector might want to consider either Aptiv PLC (APTV) or 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.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank puts an emphasis ...

LOS ANGELES and LOUISVILLE, Ky., Jan. 7, 2026 /PRNewswire/ -- Truelink Capital ("Truelink"), a Los Angeles-based private equity firm focused on growth and long-term value creation, today announced the completion of the sale of Koch Filter Corporation ("Koch Filter"), a leading provider of air filtration solutions and a subsidiary of Air Distribution Technologies, Inc. ("ADTi" or "Air Distribution Technologies"), to Atmus Filtration Technologies Inc. (NYSE: ATMU) ("Atmus Filtration Technologies" or "Atmus") ...

NASHVILLE, Tenn.--(BUSINESS WIRE)--Atmus Filtration Technologies Inc. ("Atmus†; NYSE: ATMU), a global leader in filtration and media solutions, today announced that it has closed its acquisition of Koch Filter Corporation ("Koch Filter†) from Air Distribution Technologies, Inc. ("ADTi†), a portfolio company of Truelink Capital, for a total cash consideration of approximately $450 million, subject to customary purchase price adjustments. The completion of the Koch Filter acquisition establishes. ...

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]

Summary of Atmus Filtration Technologies Conference Call Company Overview - **Company**: Atmus Filtration Technologies (NYSE: ATMU) - **Event**: 2025 Conference Call - **Date**: December 04, 2025 Key Points Operational Separation from Cummins - The full operational separation from Cummins was completed in Q3 2025, requiring more effort and resources than initially expected [3][4] - The organization is now focused on reallocating resources for growth, enhancing customer experience, and improving internal operations [5] Growth Strategy and Market Opportunities - Atmus has two strategic pillars for growth: winning new business in core markets and expanding into new customer segments [6][7] - The company is in the early stages of establishing connections with new customers and is more advanced in the aftermarket segment [8] - New distribution channels have been established, including over 100 new outlets in Latin America and a partnership with Traction in Canada [9][10] Recent Acquisition - Atmus announced the acquisition of Koch Filter for $450 million, representing a 13.9 times trailing multiple pre-synergy [13][14] - The acquisition aims to expand into industrial markets, particularly in industrial air, water, and liquid filtration [18] - Expected synergies from the acquisition include $4 million in supply chain and cost synergies [19] Financial Metrics and Capital Allocation - The acquisition is expected to enhance EBITDA margins, EPS, and return on invested capital [15][16] - The transaction will be financed through existing cash and a potential upsizing of the credit facility, targeting a net debt to EBITDA ratio of around two times [23][24] - Atmus plans to continue returning cash to shareholders through dividends and share repurchases [28][29] Market Outlook - The company expects a 20%-25% decline in the US heavy-duty and medium-duty markets in 2025, with demand remaining tepid due to regulatory uncertainties [30] - The aftermarket is also expected to remain flat, with ongoing challenges in freight activity impacting filtration demand [31][32] Pricing Strategy - Atmus has guided a 3% price increase for 2025, with 1.2% attributed to tariffs and 1.7% to base pricing [33][34] Operational Efficiency and Margin Expansion - The company has achieved over 400 basis points of margin expansion in recent years, driven by supply chain transformation and cost management initiatives [37][38] - Future initiatives will focus on targeted cost reductions and efficiency gains [39] Regulatory Environment and Global Market Trends - Emissions regulations are viewed as opportunities for growth, with the company looking to leverage advanced filtration technologies [40] - Demand trends in India and China show mixed signals, with India experiencing a slowdown in infrastructure spending and China seeing growth in zero-emissions vehicles [42][43] Aftermarket Sales and Vehicle Lifespan - The company emphasizes the significance of aftermarket sales, with vehicle lifespans of 15-20 years providing a recurring revenue stream [48] Conclusion Atmus Filtration Technologies is strategically positioned for growth following its separation from Cummins, with a focus on expanding its market presence through acquisitions and enhancing operational efficiencies. However, the company faces challenges in the current market environment, particularly regarding regulatory uncertainties and demand fluctuations.

Group 1 - Atmus Filtration Technologies (ATMU) is currently outperforming the Auto-Tires-Trucks sector, with a year-to-date return of 35.1% compared to the sector average of 10.4% [4] - The Zacks Consensus Estimate for ATMU's full-year earnings has increased by 2.6% over the past 90 days, indicating improving analyst sentiment [4] - Atmus Filtration Technologies holds a Zacks Rank of 2 (Buy), suggesting a positive earnings outlook [3] Group 2 - The Auto-Tires-Trucks sector includes 99 individual stocks and has a Zacks Sector Rank of 12, reflecting the strength of the sector [2] - Atmus Filtration Technologies is part of the Automotive - Original Equipment industry, which consists of 51 stocks and is currently ranked 83 in the Zacks Industry Rank [6] - The Automotive - Original Equipment industry has gained an average of 1.1% year-to-date, indicating that ATMU is performing better than its industry peers [6]

Core Viewpoint - Atmus Filtration Technologies (ATMU) has received a Zacks Rank 2 (Buy) upgrade due to an upward trend in earnings estimates, indicating a positive outlook for the company's stock price [1][3]. Earnings Estimates and Stock Price Impact - The Zacks rating system is based on changes in earnings estimates, which are strongly correlated with near-term stock price movements [4][6]. - Institutional investors often rely on earnings estimates to determine the fair value of stocks, leading to buying or selling actions that influence stock prices [4]. Company Performance and Outlook - The upgrade reflects an improvement in Atmus Filtration's underlying business, suggesting that investors may respond positively by driving the stock price higher [5]. - For the fiscal year ending December 2025, Atmus Filtration is expected to earn $2.64 per share, with a 2.6% increase in the Zacks Consensus Estimate over the past three months [8]. Zacks Rating System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a strong historical performance, particularly for Zacks Rank 1 stocks, which have generated an average annual return of +25% since 1988 [7]. - Atmus Filtration's upgrade to Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, indicating a strong potential for market-beating returns in the near term [10].