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ATMU or ETN or ROK
Which Stock Would AI Choose? Atmus Filtration Technologies (ATMU) vs. Eaton Corporation (ETN) vs. Rockwell Automation (ROK) Stock Comparison
Key Takeaways
- Scale and Scope Divergence: ETN operates as a $158-billion industrial giant with diverse power management exposure, while ROK and ATMU are more focused — on industrial automation and filtration, respectively — creating distinct risk-reward profiles.
- Momentum Leadership: Eaton has consistently delivered record quarterly results, fueled by data center and electrification megatrends, giving it the strongest top-line momentum of the three.
- Turnaround Underway at Rockwell: Rockwell Automation posted a sharp fiscal fourth-quarter recovery with 13% organic sales growth, signaling a potential inflection after a subdued fiscal 2025.
- Niche Strength at Atmus: ATMU has outperformed despite cyclical truck-market headwinds, driven by aftermarket share gains and pricing power, though its smaller market cap introduces higher relative volatility.
- Divergent Valuation Profiles: ETN trades at a premium forward P/E (price-to-earnings) multiple reflecting its growth trajectory, ROK occupies a middle ground with margin expansion potential, and ATMU offers a lower absolute valuation but with narrower diversification.
Introduction
Industrial sector stocks have drawn renewed attention from investors navigating a complex macro environment marked by evolving trade policy, infrastructure spending tailwinds, and the accelerating electrification of the global economy. This comparison examines three publicly traded companies — Atmus Filtration Technologies (ATMU), Eaton Corporation (ETN), and Rockwell Automation (ROK) — each occupying a distinct niche within the industrial landscape. From heavy-duty filtration to intelligent power management and factory automation, these three stocks represent different bets on industrial growth. This analysis is designed for investors and traders seeking a data-driven, side-by-side assessment of relative performance, business model resilience, and market positioning in the current environment.
ATMU Overview and Recent Performance
Atmus Filtration Technologies is a global leader in filtration and media solutions, serving customers across truck, bus, agriculture, construction, mining, marine, and power generation markets. Originally part of Cummins, the company completed its full operational separation in recent quarters, marking a significant milestone that has allowed management to redirect resources toward growth initiatives. In its most recent quarterly report, ATMU posted net sales of $448 million, representing a 10.9% year-over-year increase, with adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization) margin improving to 20.4%. The company raised its full-year revenue guidance to a range of $1.72 billion to $1.75 billion. Stock performance has been strong over the past year, with the share price appreciating more than 35% and recently trading near all-time highs. Notably, ATMU has achieved this momentum while facing a forecasted 20% to 25% decline in U.S. heavy and medium-duty truck markets — a headwind it has partially offset through aftermarket share gains, pricing actions, and expansion into industrial filtration. The company has also been actively repurchasing shares under a $150 million authorization, signaling confidence in its standalone trajectory.
ETN Overview and Recent Performance
Eaton Corporation is an intelligent power management company with a diversified portfolio spanning electrical components, aerospace, vehicle, and eMobility segments. With a market capitalization approaching $158 billion, ETN is the largest and most diversified of the three names examined here. The company delivered record results in its most recent fiscal year, with full-year sales reaching $27.4 billion — a 10% increase driven by 8% organic growth — and record adjusted earnings per share (EPS) of $12.07, up 12% year over year. The standout driver has been the Electrical Americas segment, where twelve-month rolling average orders accelerated by 16%, fueled by surging demand from data center customers. Backlog growth of 29% in the Electrical sector and 16% in Aerospace provides extended revenue visibility. Segment margins reached a record 24.5% for the full year. Looking ahead, Eaton guided for 7% to 9% organic growth, underscoring management's confidence in multi-year tailwinds from digitalization, reindustrialization, and infrastructure investment. The stock has reflected this operational strength, though it experienced some price consolidation in recent quarters after a multi-year rally.
ROK Overview and Recent Performance
Rockwell Automation is the world's largest pure-play industrial automation and digital transformation company, providing hardware, software, and lifecycle services to manufacturers across discrete, process, and hybrid industries. The company's fiscal 2025 (ended September 2025) was a year of two halves: muted organic growth of just 1% for the full year gave way to a sharp fourth-quarter acceleration, with organic sales surging 13% year over year. Adjusted EPS for the quarter reached $3.34, up 32%, driven by higher volume, price realization, and cost discipline. Total annual recurring revenue (ARR) grew 8%, reflecting expanding software and cybersecurity adoption. Rockwell achieved over $325 million in structural productivity savings, exceeding its original target, and generated record free cash flow of $1.36 billion. Management is also simplifying operations through the planned dissolution of the Sensia joint venture, which, while reducing annualized revenue by approximately $250 million, is expected to be margin-accretive. For fiscal 2026, ROK guided for reported sales growth of 3% to 7% and adjusted EPS of $11.20 to $12.20. The stock surged approximately 38% in calendar 2025, reflecting improving sentiment around the automation cycle.
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Head-to-Head Comparison
When placed side by side, these three industrial stocks reveal meaningful contrasts. Eaton stands apart in scale and diversification: its $27.4 billion revenue base spans electrical systems, aerospace, and vehicle markets, providing built-in resilience against weakness in any single end market. Rockwell Automation, with $8.3 billion in annual sales, is far more concentrated in factory automation and software, making it more sensitive to manufacturing capital expenditure (CapEx) cycles but also offering higher operating leverage when those cycles turn upward. Atmus, at roughly $1.7 billion in revenue, is the smallest and most narrowly focused, with its fortunes closely tied to heavy-duty vehicle and off-highway equipment markets.
On growth, Eaton holds the clearest near-term advantage, with sustained double-digit organic expansion underpinned by structural demand from data centers and grid modernization. Rockwell's growth has been choppier but its recent quarterly acceleration and expanding ARR base suggest a cyclical recovery is taking hold. ATMU has delivered impressive growth considering the cyclical headwinds in its core truck markets, but its ability to sustain double-digit gains depends heavily on continued market-share capture and industrial filtration penetration.
Valuation sensitivity differs markedly. ETN's premium multiple — approximately 30 to 33 times trailing earnings in recent trading — reflects its growth runway, but leaves the stock more vulnerable to compression if megatrend enthusiasm fades. ROK trades at a moderate multiple relative to its own history, with margin expansion and free cash flow generation providing valuation support. ATMU, with a smaller market capitalization and higher relative volatility, can experience sharper percentage swings in response to both company-specific and macro developments, making it the most sentiment-sensitive name of the three.
Risk factors also diverge. Eaton and Rockwell face exposure to trade policy and tariff uncertainty, which can impact input costs and customer CapEx decisions. ATMU faces a more idiosyncratic risk in the form of a forecasted 20% to 25% contraction in North American truck production, alongside ongoing costs related to its post-separation IT stabilization. All three companies are subject to the broader industrial cycle, but their varying end-market exposures mean they are unlikely to move in lockstep.
Tickeron AI Verdict
Based on observable factors including trend consistency, backlog visibility, margin trajectory, and exposure to secular growth themes, Tickeron's AI-driven analysis would likely favor Eaton Corporation (ETN) among the three in the current environment. The combination of record-level backlog, accelerating orders in high-growth verticals such as data centers and aerospace, and consistent margin expansion gives ETN a profile that aligns well with momentum-oriented AI models. Rockwell Automation (ROK) presents an attractive secondary case, particularly if the automation cycle continues to strengthen and margin expansion delivers on management's fiscal 2026 targets. Atmus Filtration Technologies (ATMU) offers a compelling niche growth story, but its smaller scale, narrower diversification, and truck-market cyclicality introduce variables that AI models would weigh carefully. As market conditions evolve, relative positioning among these three industrials may shift — which is precisely why AI-driven tools that continuously reassess probabilistic outcomes can add value to the decision-making process.
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.
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 whileETN’s FA Score has 1 green FA rating(s), and ROK’s FA Score reflects 2 green FA rating(s).
- ATMU’s FA Score: 2 green, 3 red.
- ETN’s FA Score: 1 green, 4 red.
- ROK’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 6 TA indicator(s) are bullish while ETN’s TA Score has 4 bullish TA indicator(s), and ROK’s TA Score reflects 4 bullish TA indicator(s).
- ATMU’s TA Score: 6 bullish, 4 bearish.
- ETN’s TA Score: 4 bullish, 4 bearish.
- ROK’s TA Score: 4 bullish, 4 bearish.
Price Growth
ATMU (@Auto Parts: OEM) experienced а +4.28% price change this week, while ETN (@Industrial Machinery) price change was +1.02% , and ROK (@Industrial Machinery) price fluctuated +0.07% for the same time period.
The average weekly price growth across all stocks in the @Auto Parts: OEM industry was -0.88%. For the same industry, the average monthly price growth was -6.31%, and the average quarterly price growth was -0.73%.
The average weekly price growth across all stocks in the @Industrial Machinery industry was -1.66%. For the same industry, the average monthly price growth was -10.08%, and the average quarterly price growth was -7.38%.
Reported Earning Dates
ATMU is expected to report earnings on Aug 07, 2026.
ETN is expected to report earnings on Jul 31, 2026.
ROK is expected to report earnings on Aug 04, 2026.
Industries' Descriptions
@Auto Parts: OEM (-0.88% 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 (-1.66% 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 | ETN | ROK | |
| Capitalization | 4.37B | 157B | 51.4B |
| EBITDA | 344M | 6.22B | 1.66B |
| Gain YTD | 3.382 | 27.610 | 19.566 |
| P/E Ratio | 21.00 | 39.54 | 47.99 |
| Revenue | 1.83B | 28.5B | 8.8B |
| Total Cash | 210M | 751M | 423M |
| Total Debt | 1.06B | 21.8B | 4.05B |
ETN | ROK | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 22 | 62 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 65 Fair valued | 61 Fair valued | |
PROFIT vs RISK RATING 1..100 | 21 | 37 | |
SMR RATING 1..100 | 44 | 32 | |
PRICE GROWTH RATING 1..100 | 49 | 22 | |
P/E GROWTH RATING 1..100 | 47 | 41 | |
SEASONALITY SCORE 1..100 | 50 | 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.
ROK's Valuation (61) in the Industrial Machinery industry is in the same range as ETN (65) in the Electrical Products industry. This means that ROK’s stock grew similarly to ETN’s over the last 12 months.
ETN's Profit vs Risk Rating (21) in the Electrical Products industry is in the same range as ROK (37) in the Industrial Machinery industry. This means that ETN’s stock grew similarly to ROK’s over the last 12 months.
ROK's SMR Rating (32) in the Industrial Machinery industry is in the same range as ETN (44) in the Electrical Products industry. This means that ROK’s stock grew similarly to ETN’s over the last 12 months.
ROK's Price Growth Rating (22) in the Industrial Machinery industry is in the same range as ETN (49) in the Electrical Products industry. This means that ROK’s stock grew similarly to ETN’s over the last 12 months.
ROK's P/E Growth Rating (41) in the Industrial Machinery industry is in the same range as ETN (47) in the Electrical Products industry. This means that ROK’s stock grew similarly to ETN’s over the last 12 months.
| ATMU | ETN | ROK | |
|---|---|---|---|
| RSI ODDS (%) | N/A | N/A | N/A |
| Stochastic ODDS (%) | 3 days ago 43% | 3 days ago 54% | 3 days ago 61% |
| Momentum ODDS (%) | 3 days ago 88% | 3 days ago 66% | 3 days ago 55% |
| MACD ODDS (%) | 3 days ago 81% | 3 days ago 67% | 3 days ago 63% |
| TrendWeek ODDS (%) | 3 days ago 78% | 3 days ago 69% | 3 days ago 63% |
| TrendMonth ODDS (%) | 3 days ago 70% | 3 days ago 67% | 3 days ago 62% |
| Advances ODDS (%) | 3 days ago 76% | 4 days ago 65% | 3 days ago 63% |
| Declines ODDS (%) | 7 days ago 56% | 11 days ago 55% | 7 days ago 52% |
| BollingerBands ODDS (%) | 7 days ago 70% | N/A | 3 days ago 52% |
| Aroon ODDS (%) | 3 days ago 63% | 3 days ago 63% | 3 days ago 56% |
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ETN and
Correlation & Price change
A.I.dvisor indicates that over the last year, ETN has been closely correlated with CMI. These tickers have moved in lockstep 67% of the time. This A.I.-generated data suggests there is a high statistical probability that if ETN jumps, then CMI could also see price increases.
ROK and
Correlation & Price change
A.I.dvisor indicates that over the last year, ROK has been closely correlated with EMR. These tickers have moved in lockstep 75% of the time. This A.I.-generated data suggests there is a high statistical probability that if ROK jumps, then EMR could also see price increases.