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ATMU vs PH
Which Stock Would AI Choose? Atmus Filtration Technologies (ATMU) vs. Parker-Hannifin (PH) Stock Comparison
Key Takeaways
- ATMU, a filtration specialist, reported Q1 2026 revenue growth of 14.6% to $477.5 million, beating estimates, driven by the Koch Filter acquisition, though shares fell sharply post-earnings.
- PH, a diversified motion and control leader, posted record Q3 fiscal 2026 sales of $5.49 billion (up 10.6%), with adjusted EPS of $8.17 beating expectations, but trimmed full-year guidance.
- ATMU's 1-year return stands at 47.84%, outperforming PH's 42.85%, with YTD gains of 3.05% versus PH's 0.53%.
- PH offers greater scale (market cap ~$110B vs. ATMU's $4.4B) and dividend growth (11% hike to $2.00/share), appealing to stability-focused investors.
- Both face industrial sector headwinds like tariffs and market softness, but ATMU's aftermarket focus and PH's aerospace strength provide resilience.
- Analyst targets imply upside: ATMU ~$66 (24% from ~$53), PH ~$1,043 (20% from ~$873).
Introduction
In the industrial and consumer cyclical sectors, ATMU and PH represent contrasting profiles: a nimble filtration pure-play versus a diversified motion control giant. This comparison analyzes their recent performance, growth drivers, and market positioning amid evolving industrial demand, tariff concerns, and economic shifts. Traders seeking high-momentum plays may eye ATMU's acquisition-fueled expansion, while long-term investors could favor PH's scale and cash generation. Understanding these dynamics aids in evaluating relative performance and sector rotation opportunities in today's volatile environment.
ATMU Overview and Recent Performance
Atmus Filtration Technologies Inc. (ATMU) designs, manufactures, and sells filtration products under the Fleetguard brand for on- and off-highway equipment, serving transportation and industrial markets. In recent market activity, ATMU shares experienced volatility, dropping sharply after Q1 2026 earnings despite revenue of $477.5 million (up 14.6% year-over-year) and adjusted EPS of $0.69, both surpassing estimates. The integration of the $456 million Koch Filter acquisition created a new Industrial Solutions segment, boosting higher-margin aftermarket exposure in HVAC, data centers, and power generation. Sentiment reflects caution over tariffs and execution risks, with YTD returns at 3.05% and 1-year gains of 47.84%, trading around $53 with a $4.4 billion market cap.
PH Overview and Recent Performance
Parker-Hannifin Corporation (PH) manufactures motion and control technologies for aerospace, industrial, and transportation markets worldwide. Recent weeks saw PH shares pull back after strong fiscal Q3 2026 results, with record sales of $5.49 billion (up 10.6%) and adjusted EPS of $8.17, exceeding forecasts. Aerospace growth offset softness in automotive and other areas, though full-year guidance was trimmed amid organic growth concerns. Operating cash flow hit records, supporting an 11% dividend increase to $2.00 per share. YTD performance lags at 0.53%, with 1-year returns of 42.85%; shares trade near $873 in a $110 billion market cap, reflecting balanced sentiment on stability versus near-term headwinds.
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Head-to-Head Comparison
ATMU's focused filtration model emphasizes aftermarket durability and recent M&A (mergers and acquisitions, deals where companies combine), contrasting PH's broad diversification across aerospace (strong backlog) and industrials. Growth drivers differ: ATMU leverages Koch integration for industrial air filtration amid data center demand, while PH benefits from aerospace recovery but faces automotive softness. Recent momentum favors ATMU's 48% 1-year return over PH's 43%, though PH's scale yields superior cash flow and dividends. Risks include tariffs impacting both, with ATMU more exposed to cyclical auto parts and PH to broader manufacturing slowdowns. Sector-wise, ATMU (consumer cyclical/auto parts) shows higher beta (volatility) than PH (industrials), while sentiment tilts toward PH's stability versus ATMU's growth trade-offs.
Tickeron AI Verdict
Tickeron’s AI currently leans toward PH due to its trend consistency, record backlogs, robust cash generation, and inclusion in high-performing industrials/space bots (e.g., 93% annualized returns). ATMU's catalysts like acquisitions add upside potential, but post-earnings volatility and smaller scale suggest higher risk. Probabilistic edge favors PH for relative stability in uncertain markets.
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. Disclaimers and Limitations
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 StrongBuy and PH is a Buy.
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 2 FA rating(s) are green whilePH’s FA Score has 2 green FA rating(s).
- ATMU’s FA Score: 2 green, 3 red.
- PH’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 PH’s TA Score has 5 bullish TA indicator(s).
- ATMU’s TA Score: 4 bullish, 6 bearish.
- PH’s TA Score: 5 bullish, 5 bearish.
Price Growth
ATMU (@Auto Parts: OEM) experienced а +11.68% price change this week, while PH (@Industrial Machinery) price change was +0.99% for the same time period.
The average weekly price growth across all stocks in the @Auto Parts: OEM industry was +0.49%. For the same industry, the average monthly price growth was +3.16%, and the average quarterly price growth was +9.35%.
The average weekly price growth across all stocks in the @Industrial Machinery industry was +1.32%. For the same industry, the average monthly price growth was +7.62%, and the average quarterly price growth was +20.30%.
Reported Earning Dates
ATMU is expected to report earnings on Aug 06, 2026.
PH is expected to report earnings on Aug 06, 2026.
Industries' Descriptions
@Auto Parts: OEM (+0.49% 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 (+1.32% 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 | PH | ATMU / PH | |
| Capitalization | 4.62B | 110B | 4% |
| EBITDA | 344M | 5.63B | 6% |
| Gain YTD | 9.127 | -0.113 | -8,096% |
| P/E Ratio | 22.20 | 32.26 | 69% |
| Revenue | 1.83B | 21B | 9% |
| Total Cash | 210M | 476M | 44% |
| Total Debt | 1.06B | 9.58B | 11% |
PH | ||
|---|---|---|
OUTLOOK RATING 1..100 | 55 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 86 Overvalued | |
PROFIT vs RISK RATING 1..100 | 11 | |
SMR RATING 1..100 | 39 | |
PRICE GROWTH RATING 1..100 | 58 | |
P/E GROWTH RATING 1..100 | 27 | |
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 | PH | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 77% | 2 days ago 90% |
| Stochastic ODDS (%) | 2 days ago 82% | 2 days ago 76% |
| Momentum ODDS (%) | 2 days ago 51% | 2 days ago 56% |
| MACD ODDS (%) | 2 days ago 46% | 2 days ago 49% |
| TrendWeek ODDS (%) | 2 days ago 79% | 2 days ago 69% |
| TrendMonth ODDS (%) | 2 days ago 67% | 2 days ago 58% |
| Advances ODDS (%) | 2 days ago 77% | 7 days ago 69% |
| Declines ODDS (%) | 9 days ago 53% | 2 days ago 47% |
| BollingerBands ODDS (%) | 2 days ago 67% | 2 days ago 88% |
| Aroon ODDS (%) | 6 days ago 53% | 2 days ago 65% |
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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% | +1.82% | ||
| PH - ATMU | 73% Closely correlated | -0.51% | ||
| DOV - ATMU | 69% Closely correlated | +0.06% | ||
| ITT - ATMU | 68% Closely correlated | +0.33% | ||
| CMI - ATMU | 67% Closely correlated | +3.40% | ||
| DCI - ATMU | 67% Closely correlated | -0.48% | ||
More | ||||
PH and
Correlation & Price change
A.I.dvisor indicates that over the last year, PH has been closely correlated with DOV. These tickers have moved in lockstep 82% of the time. This A.I.-generated data suggests there is a high statistical probability that if PH jumps, then DOV could also see price increases.