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Side-by-side financial comparison of Atmus Filtration Technologies Inc. (ATMU) and AvalonBay Communities (AVB). Click either name above to swap in a different company.
AvalonBay Communities is the larger business by last-quarter revenue ($767.9M vs $446.6M, roughly 1.7× Atmus Filtration Technologies Inc.). AvalonBay Communities runs the higher net margin — 9040.6% vs 10.7%, a 9029.8% gap on every dollar of revenue. On growth, Atmus Filtration Technologies Inc. posted the faster year-over-year revenue change (9.8% vs 3.7%). AvalonBay Communities produced more free cash flow last quarter ($1.4B vs $31.2M). Over the past eight quarters, AvalonBay Communities's revenue compounded faster (3.8% CAGR vs 2.3%).
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.
AvalonBay Communities, Inc. is a publicly traded real estate investment trust that invests in apartments.
ATMU vs AVB — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $446.6M | $767.9M |
| Net Profit | $48.0M | $166.0M |
| Gross Margin | 28.5% | — |
| Operating Margin | 15.8% | 64.2% |
| Net Margin | 10.7% | 9040.6% |
| Revenue YoY | 9.8% | 3.7% |
| Net Profit YoY | 19.7% | -41.2% |
| EPS (diluted) | $0.58 | $1.18 |
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 | $446.6M | $767.9M | ||
| Q3 25 | $447.7M | $766.8M | ||
| Q2 25 | $453.5M | $760.2M | ||
| Q1 25 | $416.5M | $745.9M | ||
| Q4 24 | $406.7M | $740.5M | ||
| Q3 24 | $403.7M | $734.3M | ||
| Q2 24 | $432.6M | $726.0M | ||
| Q1 24 | $426.6M | $712.9M |
| Q4 25 | $48.0M | $166.0M | ||
| Q3 25 | $54.8M | $381.3M | ||
| Q2 25 | $59.9M | $268.7M | ||
| Q1 25 | $44.7M | $236.6M | ||
| Q4 24 | $40.1M | $282.1M | ||
| Q3 24 | $43.8M | $372.5M | ||
| Q2 24 | $56.2M | $253.9M | ||
| Q1 24 | $45.5M | $173.4M |
| 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 24 | 26.2% | — |
| Q4 25 | 15.8% | 64.2% | ||
| Q3 25 | 18.3% | 65.7% | ||
| Q2 25 | 18.0% | 67.6% | ||
| Q1 25 | 15.6% | 68.5% | ||
| Q4 24 | 13.4% | 63.1% | ||
| Q3 24 | 15.7% | 65.4% | ||
| Q2 24 | 18.4% | 66.6% | ||
| Q1 24 | 16.1% | 67.2% |
| Q4 25 | 10.7% | 9040.6% | ||
| Q3 25 | 12.2% | 49.7% | ||
| Q2 25 | 13.2% | 35.3% | ||
| Q1 25 | 10.7% | 31.7% | ||
| Q4 24 | 9.9% | 38.1% | ||
| Q3 24 | 10.8% | 50.7% | ||
| Q2 24 | 13.0% | 35.0% | ||
| Q1 24 | 10.7% | 24.3% |
| Q4 25 | $0.58 | $1.18 | ||
| Q3 25 | $0.66 | $2.68 | ||
| Q2 25 | $0.72 | $1.88 | ||
| Q1 25 | $0.54 | $1.66 | ||
| Q4 24 | $0.49 | $1.99 | ||
| Q3 24 | $0.52 | $2.61 | ||
| Q2 24 | $0.67 | $1.78 | ||
| Q1 24 | $0.54 | $1.22 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $236.4M | $187.2M |
| Total DebtLower is stronger | $570.0M | $9.3B |
| Stockholders' EquityBook value | $378.5M | $11.6B |
| Total Assets | $1.4B | $22.2B |
| Debt / EquityLower = less leverage | 1.51× | 0.80× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $236.4M | $187.2M | ||
| Q3 25 | $218.3M | $123.3M | ||
| Q2 25 | $190.8M | $102.8M | ||
| Q1 25 | $183.3M | $53.3M | ||
| Q4 24 | $184.3M | $108.6M | ||
| Q3 24 | $196.8M | $552.4M | ||
| Q2 24 | $160.5M | $545.8M | ||
| Q1 24 | $149.2M | $287.9M |
| Q4 25 | $570.0M | $9.3B | ||
| Q3 25 | $577.5M | $8.7B | ||
| Q2 25 | $585.0M | $8.7B | ||
| Q1 25 | $588.8M | $8.3B | ||
| Q4 24 | $592.5M | $8.1B | ||
| Q3 24 | $596.2M | $8.4B | ||
| Q2 24 | $600.0M | $8.4B | ||
| Q1 24 | $600.0M | $8.0B |
| Q4 25 | $378.5M | $11.6B | ||
| Q3 25 | $336.7M | $11.9B | ||
| Q2 25 | $316.3M | $11.9B | ||
| Q1 25 | $265.3M | $11.9B | ||
| Q4 24 | $227.4M | $11.9B | ||
| Q3 24 | $221.2M | $11.9B | ||
| Q2 24 | $178.1M | $11.7B | ||
| Q1 24 | $121.8M | $11.7B |
| Q4 25 | $1.4B | $22.2B | ||
| Q3 25 | $1.3B | $21.9B | ||
| Q2 25 | $1.3B | $21.8B | ||
| Q1 25 | $1.2B | $21.2B | ||
| Q4 24 | $1.2B | $21.0B | ||
| Q3 24 | $1.2B | $21.3B | ||
| Q2 24 | $1.2B | $21.0B | ||
| Q1 24 | $1.1B | $20.6B |
| Q4 25 | 1.51× | 0.80× | ||
| Q3 25 | 1.72× | 0.73× | ||
| Q2 25 | 1.85× | 0.72× | ||
| Q1 25 | 2.22× | 0.70× | ||
| Q4 24 | 2.61× | 0.68× | ||
| Q3 24 | 2.70× | 0.70× | ||
| Q2 24 | 3.37× | 0.71× | ||
| Q1 24 | 4.93× | 0.68× |
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 | $47.5M | $1.7B |
| Free Cash FlowOCF − Capex | $31.2M | $1.4B |
| FCF MarginFCF / Revenue | 7.0% | 183.5% |
| Capex IntensityCapex / Revenue | 3.6% | 34.1% |
| Cash ConversionOCF / Net Profit | 0.99× | 10.07× |
| TTM Free Cash FlowTrailing 4 quarters | $148.8M | $2.5B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $47.5M | $1.7B | ||
| Q3 25 | $82.1M | $477.0M | ||
| Q2 25 | $44.4M | $377.8M | ||
| Q1 25 | $28.7M | $415.9M | ||
| Q4 24 | $20.0M | $1.6B | ||
| Q3 24 | $70.7M | $486.2M | ||
| Q2 24 | $22.9M | $380.0M | ||
| Q1 24 | $-8.2M | $412.9M |
| Q4 25 | $31.2M | $1.4B | ||
| Q3 25 | $68.9M | $402.2M | ||
| Q2 25 | $32.4M | $317.1M | ||
| Q1 25 | $16.3M | $367.5M | ||
| Q4 24 | $10.0M | $1.4B | ||
| Q3 24 | $54.3M | $434.2M | ||
| Q2 24 | $11.3M | $333.0M | ||
| Q1 24 | $-18.8M | $375.4M |
| Q4 25 | 7.0% | 183.5% | ||
| Q3 25 | 15.4% | 52.5% | ||
| Q2 25 | 7.1% | 41.7% | ||
| Q1 25 | 3.9% | 49.3% | ||
| Q4 24 | 2.5% | 191.0% | ||
| Q3 24 | 13.5% | 59.1% | ||
| Q2 24 | 2.6% | 45.9% | ||
| Q1 24 | -4.4% | 52.7% |
| Q4 25 | 3.6% | 34.1% | ||
| Q3 25 | 2.9% | 9.8% | ||
| Q2 25 | 2.6% | 8.0% | ||
| Q1 25 | 3.0% | 6.5% | ||
| Q4 24 | 2.5% | 26.1% | ||
| Q3 24 | 4.1% | 7.1% | ||
| Q2 24 | 2.7% | 6.5% | ||
| Q1 24 | 2.5% | 5.3% |
| Q4 25 | 0.99× | 10.07× | ||
| Q3 25 | 1.50× | 1.25× | ||
| Q2 25 | 0.74× | 1.41× | ||
| Q1 25 | 0.64× | 1.76× | ||
| Q4 24 | 0.50× | 5.70× | ||
| Q3 24 | 1.61× | 1.31× | ||
| Q2 24 | 0.41× | 1.50× | ||
| Q1 24 | -0.18× | 2.38× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ATMU
| Fuel Products | $219.1M | 49% |
| Lube | $84.8M | 19% |
| Air | $74.0M | 17% |
| Other | $68.7M | 15% |
| Related Party | $14.9M | 3% |
AVB
Segment breakdown not available.
