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Side-by-side financial comparison of Aptiv (APTV) and Atmus Filtration Technologies Inc. (ATMU). Click either name above to swap in a different company.
Aptiv is the larger business by last-quarter revenue ($5.2B vs $446.6M, roughly 11.5× Atmus Filtration Technologies Inc.). Atmus Filtration Technologies Inc. runs the higher net margin — 10.7% vs 2.7%, a 8.1% gap on every dollar of revenue. On growth, Atmus Filtration Technologies Inc. posted the faster year-over-year revenue change (9.8% vs 5.0%). Aptiv produced more free cash flow last quarter ($651.0M vs $31.2M). Over the past eight quarters, Aptiv's revenue compounded faster (2.5% CAGR vs 2.3%).
Aptiv PLC is an American automotive technology supplier with headquarters in Schaffhausen, Switzerland. Aptiv grew out of the now-defunct American company, Delphi Automotive Systems, which itself was formerly a component of General Motors.
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.
APTV vs ATMU — Head-to-Head
Income Statement — Q4 2025 vs Q4 2025
| Metric | | |
|---|---|---|
| Revenue | $5.2B | $446.6M |
| Net Profit | $138.0M | $48.0M |
| Gross Margin | 18.7% | 28.5% |
| Operating Margin | 8.2% | 15.8% |
| Net Margin | 2.7% | 10.7% |
| Revenue YoY | 5.0% | 9.8% |
| Net Profit YoY | -48.5% | 19.7% |
| EPS (diluted) | $0.63 | $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.
| Q4 25 | $5.2B | $446.6M | ||
| Q3 25 | $5.2B | $447.7M | ||
| Q2 25 | $5.2B | $453.5M | ||
| Q1 25 | $4.8B | $416.5M | ||
| Q4 24 | $4.9B | $406.7M | ||
| Q3 24 | $4.9B | $403.7M | ||
| Q2 24 | $5.1B | $432.6M | ||
| Q1 24 | $4.9B | $426.6M |
| Q4 25 | $138.0M | $48.0M | ||
| Q3 25 | $-355.0M | $54.8M | ||
| Q2 25 | $393.0M | $59.9M | ||
| Q1 25 | $-11.0M | $44.7M | ||
| Q4 24 | $268.0M | $40.1M | ||
| Q3 24 | $363.0M | $43.8M | ||
| Q2 24 | $938.0M | $56.2M | ||
| Q1 24 | $218.0M | $45.5M |
| Q4 25 | 18.7% | 28.5% | ||
| Q3 25 | 19.5% | 28.9% | ||
| Q2 25 | 19.1% | 28.9% | ||
| Q1 25 | 19.1% | 26.5% | ||
| Q4 24 | 19.6% | 26.3% | ||
| Q3 24 | 18.6% | 27.6% | ||
| Q2 24 | 19.2% | 30.5% | ||
| Q1 24 | 17.9% | 26.2% |
| Q4 25 | 8.2% | 15.8% | ||
| Q3 25 | -3.4% | 18.3% | ||
| Q2 25 | 9.3% | 18.0% | ||
| Q1 25 | 9.3% | 15.6% | ||
| Q4 24 | 9.8% | 13.4% | ||
| Q3 24 | 10.4% | 15.7% | ||
| Q2 24 | 8.7% | 18.4% | ||
| Q1 24 | 8.5% | 16.1% |
| Q4 25 | 2.7% | 10.7% | ||
| Q3 25 | -6.8% | 12.2% | ||
| Q2 25 | 7.5% | 13.2% | ||
| Q1 25 | -0.2% | 10.7% | ||
| Q4 24 | 5.5% | 9.9% | ||
| Q3 24 | 7.5% | 10.8% | ||
| Q2 24 | 18.6% | 13.0% | ||
| Q1 24 | 4.4% | 10.7% |
| Q4 25 | $0.63 | $0.58 | ||
| Q3 25 | $-1.63 | $0.66 | ||
| Q2 25 | $1.80 | $0.72 | ||
| Q1 25 | $-0.05 | $0.54 | ||
| Q4 24 | $1.22 | $0.49 | ||
| Q3 24 | $1.48 | $0.52 | ||
| Q2 24 | $3.47 | $0.67 | ||
| Q1 24 | $0.79 | $0.54 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.9B | $236.4M |
| Total DebtLower is stronger | $7.5B | $570.0M |
| Stockholders' EquityBook value | $9.2B | $378.5M |
| Total Assets | $23.4B | $1.4B |
| Debt / EquityLower = less leverage | 0.81× | 1.51× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.9B | $236.4M | ||
| Q3 25 | $1.6B | $218.3M | ||
| Q2 25 | $1.4B | $190.8M | ||
| Q1 25 | $1.1B | $183.3M | ||
| Q4 24 | $1.6B | $184.3M | ||
| Q3 24 | $1.8B | $196.8M | ||
| Q2 24 | $2.2B | $160.5M | ||
| Q1 24 | $941.0M | $149.2M |
| Q4 25 | $7.5B | $570.0M | ||
| Q3 25 | $7.6B | $577.5M | ||
| Q2 25 | $7.8B | $585.0M | ||
| Q1 25 | $7.6B | $588.8M | ||
| Q4 24 | $7.8B | $592.5M | ||
| Q3 24 | $8.3B | $596.2M | ||
| Q2 24 | $5.5B | $600.0M | ||
| Q1 24 | $4.7B | $600.0M |
| Q4 25 | $9.2B | $378.5M | ||
| Q3 25 | $9.3B | $336.7M | ||
| Q2 25 | $9.7B | $316.3M | ||
| Q1 25 | $9.0B | $265.3M | ||
| Q4 24 | $8.8B | $227.4M | ||
| Q3 24 | $8.9B | $221.2M | ||
| Q2 24 | $11.5B | $178.1M | ||
| Q1 24 | $11.1B | $121.8M |
| Q4 25 | $23.4B | $1.4B | ||
| Q3 25 | $23.5B | $1.3B | ||
| Q2 25 | $23.9B | $1.3B | ||
| Q1 25 | $23.1B | $1.2B | ||
| Q4 24 | $23.5B | $1.2B | ||
| Q3 24 | $24.8B | $1.2B | ||
| Q2 24 | $24.8B | $1.2B | ||
| Q1 24 | $23.6B | $1.1B |
| Q4 25 | 0.81× | 1.51× | ||
| Q3 25 | 0.82× | 1.72× | ||
| Q2 25 | 0.80× | 1.85× | ||
| Q1 25 | 0.85× | 2.22× | ||
| Q4 24 | 0.89× | 2.61× | ||
| Q3 24 | 0.93× | 2.70× | ||
| Q2 24 | 0.48× | 3.37× | ||
| Q1 24 | 0.42× | 4.93× |
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 | $818.0M | $47.5M |
| Free Cash FlowOCF − Capex | $651.0M | $31.2M |
| FCF MarginFCF / Revenue | 12.6% | 7.0% |
| Capex IntensityCapex / Revenue | 3.2% | 3.6% |
| Cash ConversionOCF / Net Profit | 5.93× | 0.99× |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $148.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $818.0M | $47.5M | ||
| Q3 25 | $584.0M | $82.1M | ||
| Q2 25 | $510.0M | $44.4M | ||
| Q1 25 | $273.0M | $28.7M | ||
| Q4 24 | $1.1B | $20.0M | ||
| Q3 24 | $499.0M | $70.7M | ||
| Q2 24 | $643.0M | $22.9M | ||
| Q1 24 | $244.0M | $-8.2M |
| Q4 25 | $651.0M | $31.2M | ||
| Q3 25 | $441.0M | $68.9M | ||
| Q2 25 | $361.0M | $32.4M | ||
| Q1 25 | $76.0M | $16.3M | ||
| Q4 24 | $894.0M | $10.0M | ||
| Q3 24 | $326.0M | $54.3M | ||
| Q2 24 | $417.0M | $11.3M | ||
| Q1 24 | $-21.0M | $-18.8M |
| Q4 25 | 12.6% | 7.0% | ||
| Q3 25 | 8.5% | 15.4% | ||
| Q2 25 | 6.9% | 7.1% | ||
| Q1 25 | 1.6% | 3.9% | ||
| Q4 24 | 18.2% | 2.5% | ||
| Q3 24 | 6.7% | 13.5% | ||
| Q2 24 | 8.3% | 2.6% | ||
| Q1 24 | -0.4% | -4.4% |
| Q4 25 | 3.2% | 3.6% | ||
| Q3 25 | 2.7% | 2.9% | ||
| Q2 25 | 2.9% | 2.6% | ||
| Q1 25 | 4.1% | 3.0% | ||
| Q4 24 | 3.4% | 2.5% | ||
| Q3 24 | 3.6% | 4.1% | ||
| Q2 24 | 4.5% | 2.7% | ||
| Q1 24 | 5.4% | 2.5% |
| Q4 25 | 5.93× | 0.99× | ||
| Q3 25 | — | 1.50× | ||
| Q2 25 | 1.30× | 0.74× | ||
| Q1 25 | — | 0.64× | ||
| Q4 24 | 3.96× | 0.50× | ||
| Q3 24 | 1.37× | 1.61× | ||
| Q2 24 | 0.69× | 0.41× | ||
| Q1 24 | 1.12× | -0.18× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
APTV
| Electrical Distribution Systems | $2.3B | 45% |
| Engineered Components Group | $1.4B | 28% |
| Active Safety | $716.0M | 14% |
| User Experience And Other | $564.0M | 11% |
| Smart Vehicle Compute And Software | $154.0M | 3% |
ATMU
| Fuel Products | $219.1M | 49% |
| Lube | $84.8M | 19% |
| Air | $74.0M | 17% |
| Other | $68.7M | 15% |
| Related Party | $14.9M | 3% |
