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ATMU vs CMI
Which Stock Would AI Choose? Atmus Filtration Technologies (ATMU) vs. Cummins (CMI) Stock Comparison
Key Takeaways
- ATMU operates as a specialized provider of filtration solutions primarily for commercial vehicles and equipment, while CMI delivers a broader portfolio of power solutions including engines and power generation systems.
- Recent market activity shows ATMU with a market capitalization near $4.2 billion and share price around $51.63, compared to CMI’s larger scale at approximately $87.5 billion market cap and share price near $634.20.
- ATMU is scheduled to report second-quarter 2026 results on August 7, 2026, which may influence near-term sentiment in the filtration segment.
- CMI has recently raised full-year 2026 revenue guidance and announced leadership appointments, reflecting ongoing operational adjustments across its global power markets.
- Sector exposure differs notably, with ATMU focused on filtration media and aftermarket products versus CMI’s emphasis on engine manufacturing, power systems, and related technologies.
- Relative performance in recent weeks has been shaped by broader industrial demand trends, with both companies maintaining dividend programs amid varying market conditions.
Introduction
This comparison examines Atmus Filtration Technologies (ATMU) and Cummins (CMI), two companies operating in overlapping industrial and transportation-related markets. The analysis focuses on business models, recent performance trends, and market positioning to assist traders and investors evaluating exposure to filtration technologies versus power solutions. Portfolio managers, sector analysts, and active traders monitoring industrial equities may find the relative assessment useful for understanding diversification opportunities or sector-specific momentum within the broader industrials space.
ATMU Overview and Recent Performance
Atmus Filtration Technologies (ATMU) designs, manufactures, and sells filtration products, primarily under the Fleetguard brand, serving truck, bus, agriculture, construction, and other equipment markets. The company’s operations center on aftermarket and original equipment filtration solutions. In recent market activity, the stock has traded near $51.63 with a market capitalization of approximately $4.2 billion. Performance in recent weeks has reflected steady interest in industrial filtration amid ongoing equipment utilization trends. Key developments include the upcoming release of second-quarter 2026 financial results on August 7, 2026, which is expected to provide updated visibility into revenue and margin trends. Sentiment has also been supported by consistent dividend declarations and operational appointments earlier in the year.
CMI Overview and Recent Performance
Cummins (CMI) designs, manufactures, and distributes power solutions including diesel and natural gas engines, power generation equipment, and related components for on-highway, off-highway, and stationary applications worldwide. The company maintains a significantly larger scale with a market capitalization of roughly $87.5 billion and shares trading near $634.20. Recent market activity has been influenced by previously raised 2026 revenue guidance and continued focus on operational efficiency. Developments in recent weeks include leadership promotions to vice president roles and the declaration of a quarterly dividend with an ex-date in August 2026. Broader demand patterns across power generation and international markets have contributed to positioning, while the company continues to navigate transitions in various end markets.
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Head-to-Head Comparison
ATMU and CMI operate in adjacent but distinct segments of the industrial value chain. ATMU concentrates on filtration media and replacement products with strong aftermarket exposure, while CMI focuses on engine and powertrain technologies with broader original equipment and service offerings. Growth drivers for ATMU center on equipment fleet maintenance cycles, whereas CMI benefits from power generation demand and global transportation needs. Recent momentum has varied, with ATMU awaiting earnings clarity and CMI incorporating prior guidance updates. Risk factors include supply chain variables and end-market cyclicality for both, though CMI’s larger size and diversified geographic footprint may provide different volatility characteristics. Market sentiment reflects ongoing interest in industrial efficiency themes, with sector exposure tilting toward transportation and infrastructure for each name.
Tickeron AI Verdict
Based on observable factors such as trend consistency, scale, and recent operational updates, Tickeron’s AI would currently assign a modestly higher probabilistic preference to CMI. The larger company’s established market position, raised revenue outlook from earlier periods, and ongoing dividend activity provide a broader base of stability indicators relative to ATMU’s upcoming earnings release and narrower product focus. This assessment remains probabilistic and subject to new data.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ATMU is a Buy and CMI is a StrongBuy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
ATMU’s FA Score shows that 1 FA rating(s) are green whileCMI’s FA Score has 2 green FA rating(s).
- ATMU’s FA Score: 1 green, 4 red.
- CMI’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
ATMU’s TA Score shows that 4 TA indicator(s) are bullish while CMI’s TA Score has 5 bullish TA indicator(s).
- ATMU’s TA Score: 4 bullish, 4 bearish.
- CMI’s TA Score: 5 bullish, 4 bearish.
Price Growth
ATMU (@Auto Parts: OEM) experienced а -8.03% price change this week, while CMI (@Industrial Machinery) price change was -1.91% for the same time period.
The average weekly price growth across all stocks in the @Auto Parts: OEM industry was +2.72%. For the same industry, the average monthly price growth was -0.60%, and the average quarterly price growth was +0.38%.
The average weekly price growth across all stocks in the @Industrial Machinery industry was +1.26%. For the same industry, the average monthly price growth was +0.32%, and the average quarterly price growth was -3.02%.
Reported Earning Dates
ATMU is expected to report earnings on Nov 06, 2026.
CMI is expected to report earnings on Oct 29, 2026.
Industries' Descriptions
@Auto Parts: OEM (+2.72% weekly)OEM or Original Equipment Manufacturer of auto parts refers to the original producer of a vehicles components, and so OEM car parts are usually identical to the parts used in producing the vehicle in the first place. OEM parts tend to fit the specifications of a particular model, and their compatibility is often guaranteed by the automaker itself. OEM parts could be more expensive to buy (compared to other vendors’ products) when a consumer goes for replacement. However, increased competition from aftermarket parts/third-party vendors could, in some cases, keep EOM prices in check. The industry might progress further in adopting newer technologies like 3D printing to boost supply chain performance and quality. Aptiv PLC, Magna International Inc. and BorgWarner Inc. are major OEMs for autos.
@Industrial Machinery (+1.26% weekly)The industry makes and maintains machines for consumers, the industry, and most other companies. While it has traditionally been categorized as heavy industry, some smaller companies are also branching into the light category. The industry is pivotal in providing the equipment for production in businesses like agriculture, mining, industry and construction, gas, electricity and water utilities. It also supplies supporting equipment for almost all sectors of the economy, such as equipment for heating, and air conditioning of buildings. Illinois Tool Works Inc., Parker-Hannifin Corporation and Rockwell Automation Inc are some of the major U.S. companies operating in this industry.
| ATMU | CMI | ATMU / CMI | |
| Capitalization | 4.06B | 87.8B | 5% |
| EBITDA | 344M | 5.23B | 7% |
| Gain YTD | -3.875 | 25.772 | -15% |
| P/E Ratio | 19.08 | 32.61 | 59% |
| Revenue | 1.83B | 33.9B | 5% |
| Total Cash | 210M | 3.18B | 7% |
| Total Debt | 1.06B | 8.24B | 13% |
CMI | ||
|---|---|---|
OUTLOOK RATING 1..100 | 74 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 50 Fair valued | |
PROFIT vs RISK RATING 1..100 | 7 | |
SMR RATING 1..100 | 43 | |
PRICE GROWTH RATING 1..100 | 51 | |
P/E GROWTH RATING 1..100 | 11 | |
SEASONALITY SCORE 1..100 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
| ATMU | CMI | |
|---|---|---|
| RSI ODDS (%) | N/A | 2 days ago 81% |
| Stochastic ODDS (%) | 2 days ago 76% | 2 days ago 58% |
| Momentum ODDS (%) | 2 days ago 46% | 2 days ago 67% |
| MACD ODDS (%) | 2 days ago 50% | 2 days ago 74% |
| TrendWeek ODDS (%) | 2 days ago 64% | 2 days ago 57% |
| TrendMonth ODDS (%) | 2 days ago 67% | 2 days ago 56% |
| Advances ODDS (%) | 10 days ago 75% | 11 days ago 66% |
| Declines ODDS (%) | 3 days ago 56% | 3 days ago 55% |
| BollingerBands ODDS (%) | N/A | 2 days ago 76% |
| Aroon ODDS (%) | 2 days ago 62% | 2 days ago 41% |
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ATMU and
Correlation & Price change
A.I.dvisor indicates that over the last year, ATMU has been closely correlated with PH. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if ATMU jumps, then PH could also see price increases.
| Ticker / NAME | Correlation To ATMU | 1D Price Change % | ||
|---|---|---|---|---|
| ATMU | 100% | +0.69% | ||
| PH - ATMU | 73% Closely correlated | +0.77% | ||
| DOV - ATMU | 69% Closely correlated | -0.18% | ||
| ITT - ATMU | 68% Closely correlated | -0.17% | ||
| CMI - ATMU | 67% Closely correlated | +0.77% | ||
| DCI - ATMU | 67% Closely correlated | -0.66% | ||
More | ||||
CMI and
Correlation & Price change
A.I.dvisor indicates that over the last year, CMI has been closely correlated with DOV. These tickers have moved in lockstep 70% of the time. This A.I.-generated data suggests there is a high statistical probability that if CMI jumps, then DOV could also see price increases.