Atmus Filtration Technologies (ATMU) AGM 2026 summary
Event summary combining transcript, slides, and related documents.
AGM 2026 summary
15 May, 2026Opening remarks and agenda
The meeting was called to order by the board chair, with all directors, senior management, and auditors present.
The agenda included formal business as set forth in the notice and proxy statement, followed by a Q&A session.
Quorum was confirmed, and voting procedures were explained to shareholders.
Board and executive committee updates
Four directors were nominated for election to serve a one-year term expiring at the next annual meeting.
The board is transitioning to annual director elections following a declassification approved last year.
Shareholder proposals
Three items were up for vote: election of directors, advisory vote on executive compensation, and ratification of the independent auditor.
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Latest events from Atmus Filtration Technologies
- Aftermarket-led filtration platform pairs 18.6% FY23 adjusted EBITDA margin with growth plans.ATMU
Investor presentation - Aftermarket-led sales reached $1.67bn, with a 19.7% adjusted EBITDA margin in FY24.ATMU
Corporate presentation - Sales grew 13.9%, margins held, and FY26 guidance rose.ATMU
Q3 2026 - Record Q2 2026 sales and raised guidance highlight strong performance and outlook.ATMU
Q2 2026 - Growth pillars advance, Koch integration boosts industrial filtration, and M&A pipeline remains active.ATMU
16th Annual Wells Fargo Industrials & Materials Conference - Flat aftermarket, second-half first-fit recovery, and Cook Filter integration drive outlook.ATMU
Bank of America’s 33th Annual Industrials, Transportation and Airlines Key Leaders Conference - Q1 2026 sales up 14.7% to $478M, with higher margins and reaffirmed full-year guidance.ATMU
Q1 2026 - Strong 2025 results and Koch Filter acquisition set stage for robust 2026 growth.ATMU
Q4 2025 - Adjusted EBITDA margin rose to 19.6% despite lower sales and ongoing tariff headwinds.ATMU
Q1 2025