vs
Side-by-side financial comparison of APOGEE ENTERPRISES, INC. (APOG) and Atmus Filtration Technologies Inc. (ATMU). Click either name above to swap in a different company.
Atmus Filtration Technologies Inc. is the larger business by last-quarter revenue ($446.6M vs $351.4M, roughly 1.3× APOGEE ENTERPRISES, INC.). Atmus Filtration Technologies Inc. runs the higher net margin — 10.7% vs 4.7%, a 6.0% gap on every dollar of revenue. On growth, Atmus Filtration Technologies Inc. posted the faster year-over-year revenue change (9.8% vs 1.6%). Over the past eight quarters, APOGEE ENTERPRISES, INC.'s revenue compounded faster (2.9% CAGR vs 2.3%).
Apogee Electronics is an American manufacturer of audio interfaces, analog-to-digital and digital-to-analog converters, USB & iOS microphones, and audio production software.
Atmus Filtration Technologies Inc. designs, manufactures and distributes high-performance filtration products and tailored solutions. Its portfolio covers air, fuel, oil and hydraulic filtration systems, serving global automotive, heavy-duty vehicle, industrial equipment and aerospace end markets, for both original equipment manufacturers and aftermarket replacement customers.
APOG vs ATMU — Head-to-Head
Income Statement — Q4 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $351.4M | $446.6M |
| Net Profit | $16.6M | $48.0M |
| Gross Margin | 22.4% | 28.5% |
| Operating Margin | 7.3% | 15.8% |
| Net Margin | 4.7% | 10.7% |
| Revenue YoY | 1.6% | 9.8% |
| Net Profit YoY | 568.8% | 19.7% |
| EPS (diluted) | $0.78 | $0.58 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $351.4M | — | ||
| Q4 25 | $348.6M | $446.6M | ||
| Q3 25 | $358.2M | $447.7M | ||
| Q2 25 | $346.6M | $453.5M | ||
| Q1 25 | $345.7M | $416.5M | ||
| Q4 24 | $341.3M | $406.7M | ||
| Q3 24 | $342.4M | $403.7M | ||
| Q2 24 | $331.5M | $432.6M |
| Q1 26 | $16.6M | — | ||
| Q4 25 | $16.5M | $48.0M | ||
| Q3 25 | $23.6M | $54.8M | ||
| Q2 25 | $-2.7M | $59.9M | ||
| Q1 25 | $2.5M | $44.7M | ||
| Q4 24 | $21.0M | $40.1M | ||
| Q3 24 | $30.6M | $43.8M | ||
| Q2 24 | $31.0M | $56.2M |
| Q1 26 | 22.4% | — | ||
| Q4 25 | 23.8% | 28.5% | ||
| Q3 25 | 23.1% | 28.9% | ||
| Q2 25 | 21.7% | 28.9% | ||
| Q1 25 | 21.6% | 26.5% | ||
| Q4 24 | 26.1% | 26.3% | ||
| Q3 24 | 28.4% | 27.6% | ||
| Q2 24 | 29.8% | 30.5% |
| Q1 26 | 7.3% | — | ||
| Q4 25 | 7.1% | 15.8% | ||
| Q3 25 | 7.5% | 18.3% | ||
| Q2 25 | 2.0% | 18.0% | ||
| Q1 25 | 1.8% | 15.6% | ||
| Q4 24 | 8.4% | 13.4% | ||
| Q3 24 | 12.3% | 15.7% | ||
| Q2 24 | 12.5% | 18.4% |
| Q1 26 | 4.7% | — | ||
| Q4 25 | 4.7% | 10.7% | ||
| Q3 25 | 6.6% | 12.2% | ||
| Q2 25 | -0.8% | 13.2% | ||
| Q1 25 | 0.7% | 10.7% | ||
| Q4 24 | 6.1% | 9.9% | ||
| Q3 24 | 8.9% | 10.8% | ||
| Q2 24 | 9.4% | 13.0% |
| Q1 26 | $0.78 | — | ||
| Q4 25 | $0.77 | $0.58 | ||
| Q3 25 | $1.10 | $0.66 | ||
| Q2 25 | $-0.13 | $0.72 | ||
| Q1 25 | $0.12 | $0.54 | ||
| Q4 24 | $0.96 | $0.49 | ||
| Q3 24 | $1.40 | $0.52 | ||
| Q2 24 | $1.41 | $0.67 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $39.5M | $236.4M |
| Total DebtLower is stronger | $232.3M | $570.0M |
| Stockholders' EquityBook value | $511.8M | $378.5M |
| Total Assets | $1.1B | $1.4B |
| Debt / EquityLower = less leverage | 0.45× | 1.51× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $39.5M | — | ||
| Q4 25 | $41.3M | $236.4M | ||
| Q3 25 | $39.5M | $218.3M | ||
| Q2 25 | $32.8M | $190.8M | ||
| Q1 25 | $41.4M | $183.3M | ||
| Q4 24 | $43.9M | $184.3M | ||
| Q3 24 | $51.0M | $196.8M | ||
| Q2 24 | $30.4M | $160.5M |
| Q1 26 | $232.3M | — | ||
| Q4 25 | — | $570.0M | ||
| Q3 25 | — | $577.5M | ||
| Q2 25 | — | $585.0M | ||
| Q1 25 | $285.0M | $588.8M | ||
| Q4 24 | — | $592.5M | ||
| Q3 24 | — | $596.2M | ||
| Q2 24 | — | $600.0M |
| Q1 26 | $511.8M | — | ||
| Q4 25 | $512.3M | $378.5M | ||
| Q3 25 | $500.2M | $336.7M | ||
| Q2 25 | $481.8M | $316.3M | ||
| Q1 25 | $487.9M | $265.3M | ||
| Q4 24 | $522.1M | $227.4M | ||
| Q3 24 | $506.4M | $221.2M | ||
| Q2 24 | $480.0M | $178.1M |
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $1.4B | ||
| Q3 25 | $1.2B | $1.3B | ||
| Q2 25 | $1.2B | $1.3B | ||
| Q1 25 | $1.2B | $1.2B | ||
| Q4 24 | $1.2B | $1.2B | ||
| Q3 24 | $917.1M | $1.2B | ||
| Q2 24 | $889.0M | $1.2B |
| Q1 26 | 0.45× | — | ||
| Q4 25 | — | 1.51× | ||
| Q3 25 | — | 1.72× | ||
| Q2 25 | — | 1.85× | ||
| Q1 25 | 0.58× | 2.22× | ||
| Q4 24 | — | 2.61× | ||
| Q3 24 | — | 2.70× | ||
| Q2 24 | — | 3.37× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $122.5M | $47.5M |
| Free Cash FlowOCF − Capex | — | $31.2M |
| FCF MarginFCF / Revenue | — | 7.0% |
| Capex IntensityCapex / Revenue | 7.8% | 3.6% |
| Cash ConversionOCF / Net Profit | 7.37× | 0.99× |
| TTM Free Cash FlowTrailing 4 quarters | — | $148.8M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $122.5M | — | ||
| Q4 25 | $29.3M | $47.5M | ||
| Q3 25 | $57.1M | $82.1M | ||
| Q2 25 | $-19.8M | $44.4M | ||
| Q1 25 | $30.0M | $28.7M | ||
| Q4 24 | $31.0M | $20.0M | ||
| Q3 24 | $58.7M | $70.7M | ||
| Q2 24 | $5.5M | $22.9M |
| Q1 26 | — | — | ||
| Q4 25 | $22.9M | $31.2M | ||
| Q3 25 | $52.4M | $68.9M | ||
| Q2 25 | $-26.9M | $32.4M | ||
| Q1 25 | $19.1M | $16.3M | ||
| Q4 24 | $22.0M | $10.0M | ||
| Q3 24 | $50.2M | $54.3M | ||
| Q2 24 | $-1.8M | $11.3M |
| Q1 26 | — | — | ||
| Q4 25 | 6.6% | 7.0% | ||
| Q3 25 | 14.6% | 15.4% | ||
| Q2 25 | -7.8% | 7.1% | ||
| Q1 25 | 5.5% | 3.9% | ||
| Q4 24 | 6.4% | 2.5% | ||
| Q3 24 | 14.7% | 13.5% | ||
| Q2 24 | -0.5% | 2.6% |
| Q1 26 | 7.8% | — | ||
| Q4 25 | 1.9% | 3.6% | ||
| Q3 25 | 1.3% | 2.9% | ||
| Q2 25 | 2.1% | 2.6% | ||
| Q1 25 | 3.2% | 3.0% | ||
| Q4 24 | 2.6% | 2.5% | ||
| Q3 24 | 2.5% | 4.1% | ||
| Q2 24 | 2.2% | 2.7% |
| Q1 26 | 7.37× | — | ||
| Q4 25 | 1.77× | 0.99× | ||
| Q3 25 | 2.41× | 1.50× | ||
| Q2 25 | — | 0.74× | ||
| Q1 25 | 12.08× | 0.64× | ||
| Q4 24 | 1.48× | 0.50× | ||
| Q3 24 | 1.92× | 1.61× | ||
| Q2 24 | 0.18× | 0.41× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
APOG
| Architectural Services | $127.1M | 36% |
| Architectural Metals | $110.0M | 31% |
| Architectural Glass | $67.4M | 19% |
| Performance Surfaces | $54.3M | 15% |
ATMU
| Fuel Products | $219.1M | 49% |
| Lube | $84.8M | 19% |
| Air | $74.0M | 17% |
| Other | $68.7M | 15% |
| Related Party | $14.9M | 3% |
