Atmus Filtration Technologies Inc. (ATMU) 16th Annual Wells Fargo Industrials & Materials Conference June 11, 2026 10:30 AM EDT
Company Participants
Jack Kienzler – SVP, CFO & Chief Accounting Officer
Conference Call Participants
Jerry Revich – Wells Fargo Securities, LLC, Research Division
Presentation
Jerry Revich
Wells Fargo Securities, LLC, Research Division
Good morning, everybody. Thank you so much for joining us. Once again, I’m Jerry Revich, Wells Fargo Securities, and thrilled to have with me here from Atmus Filtration, Jack Kienzler, Chief Financial Officer. Jack, thanks so much for joining our conference.
Jack Kienzler
SVP, CFO & Chief Accounting Officer
Thanks, Jerry, for having me, and thank you, everyone, for your interest. It’s great to be here.
Question-and-Answer Session
Jerry Revich
Wells Fargo Securities, LLC, Research Division
Jack, to kick off the conversation, I just want to go back to the 4-pillar growth strategy that you folks outlined. So you spoke about Grow Share in First-Fit, Accelerate Aftermarket, Transform the Supply Chain, and Expand into Industrial Filtration. You’ve made progress on all 4 points. Let’s start with first-fit share. What has been the key progress since the spin? And do you have room to drive market share higher?
Jack Kienzler
SVP, CFO & Chief Accounting Officer
Yes, it’s a great place to start. So let me just remind everybody what is all encompassed inside of that Grow Share and first-fit. So there’s really 3, I would say, broad areas that we’re focused on. The first is what we describe as Win with the Winners. And really, what that means is I want to continue to capitalize on the strong partnerships that we have with the leaders in the commercial vehicle industry, folks like PACCAR, folks like Cummins, et cetera, that we have strong relationships with.
And as they continue to