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Side-by-side financial comparison of APPFOLIO INC (APPF) 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 $262.2M, roughly 1.7× APPFOLIO INC). APPFOLIO INC runs the higher net margin — 16.2% vs 10.7%, a 5.4% gap on every dollar of revenue. On growth, APPFOLIO INC posted the faster year-over-year revenue change (20.4% vs 9.8%). Over the past eight quarters, APPFOLIO INC's revenue compounded faster (15.3% CAGR vs 2.3%).
AppFolio, Inc. is an American company founded in 2006 that offers software-as-a-service (SaaS) applications and services to the real estate industry.
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.
APPF vs ATMU — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $262.2M | $446.6M |
| Net Profit | $42.4M | $48.0M |
| Gross Margin | — | 28.5% |
| Operating Margin | 19.4% | 15.8% |
| Net Margin | 16.2% | 10.7% |
| Revenue YoY | 20.4% | 9.8% |
| Net Profit YoY | 35.2% | 19.7% |
| EPS (diluted) | $1.18 | $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 | $262.2M | — | ||
| Q4 25 | $248.2M | $446.6M | ||
| Q3 25 | $249.4M | $447.7M | ||
| Q2 25 | $235.6M | $453.5M | ||
| Q1 25 | $217.7M | $416.5M | ||
| Q4 24 | $203.7M | $406.7M | ||
| Q3 24 | $205.7M | $403.7M | ||
| Q2 24 | $197.4M | $432.6M |
| Q1 26 | $42.4M | — | ||
| Q4 25 | $39.9M | $48.0M | ||
| Q3 25 | $33.6M | $54.8M | ||
| Q2 25 | $36.0M | $59.9M | ||
| Q1 25 | $31.4M | $44.7M | ||
| Q4 24 | $102.7M | $40.1M | ||
| Q3 24 | $33.0M | $43.8M | ||
| Q2 24 | $29.7M | $56.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | 28.5% | ||
| Q3 25 | — | 28.9% | ||
| Q2 25 | — | 28.9% | ||
| Q1 25 | — | 26.5% | ||
| Q4 24 | — | 26.3% | ||
| Q3 24 | — | 27.6% | ||
| Q2 24 | — | 30.5% |
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | 15.8% | ||
| Q3 25 | 14.1% | 18.3% | ||
| Q2 25 | 17.2% | 18.0% | ||
| Q1 25 | 15.5% | 15.6% | ||
| Q4 24 | 11.3% | 13.4% | ||
| Q3 24 | 20.7% | 15.7% | ||
| Q2 24 | 18.3% | 18.4% |
| Q1 26 | 16.2% | — | ||
| Q4 25 | 16.1% | 10.7% | ||
| Q3 25 | 13.5% | 12.2% | ||
| Q2 25 | 15.3% | 13.2% | ||
| Q1 25 | 14.4% | 10.7% | ||
| Q4 24 | 50.4% | 9.9% | ||
| Q3 24 | 16.0% | 10.8% | ||
| Q2 24 | 15.0% | 13.0% |
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.10 | $0.58 | ||
| Q3 25 | $0.93 | $0.66 | ||
| Q2 25 | $0.99 | $0.72 | ||
| Q1 25 | $0.86 | $0.54 | ||
| Q4 24 | $2.79 | $0.49 | ||
| Q3 24 | $0.90 | $0.52 | ||
| Q2 24 | $0.81 | $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 | $147.4M | $236.4M |
| Total DebtLower is stronger | — | $570.0M |
| Stockholders' EquityBook value | $470.2M | $378.5M |
| Total Assets | $580.6M | $1.4B |
| Debt / EquityLower = less leverage | — | 1.51× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $147.4M | — | ||
| Q4 25 | $107.0M | $236.4M | ||
| Q3 25 | $76.1M | $218.3M | ||
| Q2 25 | $73.5M | $190.8M | ||
| Q1 25 | $56.9M | $183.3M | ||
| Q4 24 | $42.5M | $184.3M | ||
| Q3 24 | $62.4M | $196.8M | ||
| Q2 24 | $59.6M | $160.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | $570.0M | ||
| Q3 25 | — | $577.5M | ||
| Q2 25 | — | $585.0M | ||
| Q1 25 | — | $588.8M | ||
| Q4 24 | — | $592.5M | ||
| Q3 24 | — | $596.2M | ||
| Q2 24 | — | $600.0M |
| Q1 26 | $470.2M | — | ||
| Q4 25 | $542.6M | $378.5M | ||
| Q3 25 | $498.9M | $336.7M | ||
| Q2 25 | $455.6M | $316.3M | ||
| Q1 25 | $462.1M | $265.3M | ||
| Q4 24 | $519.3M | $227.4M | ||
| Q3 24 | $412.8M | $221.2M | ||
| Q2 24 | $371.4M | $178.1M |
| Q1 26 | $580.6M | — | ||
| Q4 25 | $689.0M | $1.4B | ||
| Q3 25 | $640.5M | $1.3B | ||
| Q2 25 | $567.4M | $1.3B | ||
| Q1 25 | $564.7M | $1.2B | ||
| Q4 24 | $626.7M | $1.2B | ||
| Q3 24 | $523.3M | $1.2B | ||
| Q2 24 | $479.3M | $1.2B |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.51× | ||
| Q3 25 | — | 1.72× | ||
| Q2 25 | — | 1.85× | ||
| Q1 25 | — | 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 | $34.3M | $47.5M |
| Free Cash FlowOCF − Capex | — | $31.2M |
| FCF MarginFCF / Revenue | — | 7.0% |
| Capex IntensityCapex / Revenue | — | 3.6% |
| Cash ConversionOCF / Net Profit | 0.81× | 0.99× |
| TTM Free Cash FlowTrailing 4 quarters | — | $148.8M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | $47.5M | ||
| Q3 25 | $86.0M | $82.1M | ||
| Q2 25 | $52.6M | $44.4M | ||
| Q1 25 | $38.5M | $28.7M | ||
| Q4 24 | $36.6M | $20.0M | ||
| Q3 24 | $57.8M | $70.7M | ||
| Q2 24 | $50.9M | $22.9M |
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | $31.2M | ||
| Q3 25 | $84.7M | $68.9M | ||
| Q2 25 | $52.4M | $32.4M | ||
| Q1 25 | $38.2M | $16.3M | ||
| Q4 24 | $36.4M | $10.0M | ||
| Q3 24 | $57.4M | $54.3M | ||
| Q2 24 | $50.8M | $11.3M |
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | 7.0% | ||
| Q3 25 | 34.0% | 15.4% | ||
| Q2 25 | 22.2% | 7.1% | ||
| Q1 25 | 17.6% | 3.9% | ||
| Q4 24 | 17.9% | 2.5% | ||
| Q3 24 | 27.9% | 13.5% | ||
| Q2 24 | 25.8% | 2.6% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 3.6% | ||
| Q3 25 | 0.5% | 2.9% | ||
| Q2 25 | 0.1% | 2.6% | ||
| Q1 25 | 0.1% | 3.0% | ||
| Q4 24 | 0.1% | 2.5% | ||
| Q3 24 | 0.2% | 4.1% | ||
| Q2 24 | 0.0% | 2.7% |
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | 0.99× | ||
| Q3 25 | 2.56× | 1.50× | ||
| Q2 25 | 1.46× | 0.74× | ||
| Q1 25 | 1.23× | 0.64× | ||
| Q4 24 | 0.36× | 0.50× | ||
| Q3 24 | 1.75× | 1.61× | ||
| Q2 24 | 1.71× | 0.41× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
APPF
| Value Added Services | $201.4M | 77% |
| Subscription Services | $58.2M | 22% |
ATMU
| Fuel Products | $219.1M | 49% |
| Lube | $84.8M | 19% |
| Air | $74.0M | 17% |
| Other | $68.7M | 15% |
| Related Party | $14.9M | 3% |
