Atmus Filtration Technologies I ATMU

Competitive advantage analysis · industrials

Corporate Default
Overall moat score
76/100
Strong

About Atmus Filtration Technologies I

Atmus Filtration Technologies Inc. designs, manufactures, and sells filtration products under the Fleetguard brand in the United States and internationally. It offers fuel filters, lube filters, air filters, crankcase ventilation, hydraulic filters and coolants and other chemicals for on-highway commercial vehicles and off-highway agriculture, construction, mining, and power generation vehicles and equipment. The company also develops filtration technologies, including filtration … Full ATMU analysis →

Competitive advantage assessment

Key strengths

  • Margins Stable Across Cycles Operating margin volatility is low (stability score 0.92), demonstrating pricing resilience across cycles.
  • Cost Leadership Position Operating margin at 88.9th percentile with strong OpEx control demonstrates cost leadership.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Strong
82

Where ATMU ranks in Pollution & Treatment Controls

Atmus Filtration Technologies I ranks #4 of 20 scored companies in Pollution & Treatment Controls by moat score — the top 20%. The widest moat in the group is Veralto Corp (VLTO) at 82/100.

Moat scores for companies ranked near ATMU in Pollution & Treatment Controls
# Company Moat score Rating
1 Veralto Corp VLTO 82/100 Strong
2 Energy Recovery, Inc. ERII 81/100 Strong
3 Federal Signal Corporation FSS 77/100 Strong
4 Atmus Filtration Technologies I ATMU 76/100 Strong
5 Zurn Elkay Water Solutions Corp ZWS 75/100 Moderate
6 CECO Environmental Corp. CECO 65/100 Moderate
7 Euro Tech Holdings Company Limi CLWT 53/100 Moderate
8 Fuel Tech, Inc. FTEK 51/100 Moderate
9 Rain Enhancement Technologies H RAINW 49/100 Developing

See every General Corporate company ranked by moat score →

How ATMU scores on the Corporate Default defenses

Pricing Power

Score 82 · 20% of the moat score

Pricing power is the ability to raise prices without losing volume.

Cost Advantage

Score 94 · 15% of the moat score

A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.

Customer Stickiness

Score 81 · 15% of the moat score

Stickiness is what makes revenue repeat without being re-won every year.

Capital Efficiency

Score 72 · 18% of the moat score

Capital efficiency asks what the company earns on the money tied up in the business.

Resilience

Score 60 · 17% of the moat score

Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.

Scale & Market Position

Score 65 · 15% of the moat score

Scale matters only when it converts into economics.

How each Corporate Default defense is measured, in full →

Understanding ATMU's moat

What is Atmus Filtration Technologies I's moat score?

Atmus Filtration Technologies I (ATMU) scores 76 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as strong. It ranks #4 of 20 scored companies in Pollution & Treatment Controls, the top 20%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 19 companies in Pollution & Treatment Controls. Its strongest defense is Cost Advantage (94/100) and its weakest is Resilience (60/100).

How does Atmus Filtration Technologies I compare with other Pollution & Treatment Controls companies?

Atmus Filtration Technologies I ranks #4 of 20 scored companies in Pollution & Treatment Controls by moat score. The widest moat in Pollution & Treatment Controls is Veralto Corp (VLTO) at 82/100. The companies ranked closest are Federal Signal Corporation (FSS) at 77 just above it and Zurn Elkay Water Solutions Corp (ZWS) at 75 just below it.

How is the moat score calculated?

Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 19 companies in Pollution & Treatment Controls. The defenses are then weighted to produce the overall score out of 100.

Why is Atmus Filtration Technologies I scored with the Corporate Default template?

Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.

Which competitive defenses are measured for Atmus Filtration Technologies I?

The Corporate Default template measures 6 defenses, and ATMU scores: Pricing Power (82), Cost Advantage (94), Customer Stickiness (81), Capital Efficiency (72), Resilience (60), Scale & Market Position (65). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.

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