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Side-by-side financial comparison of Atmus Filtration Technologies Inc. (ATMU) and BRIGHT HORIZONS FAMILY SOLUTIONS INC. (BFAM). Click either name above to swap in a different company.
BRIGHT HORIZONS FAMILY SOLUTIONS INC. is the larger business by last-quarter revenue ($733.7M vs $446.6M, roughly 1.6× Atmus Filtration Technologies Inc.). On growth, Atmus Filtration Technologies Inc. posted the faster year-over-year revenue change (9.8% vs 8.8%). BRIGHT HORIZONS FAMILY SOLUTIONS INC. produced more free cash flow last quarter ($258.5M vs $31.2M). Over the past eight quarters, BRIGHT HORIZONS FAMILY SOLUTIONS INC.'s revenue compounded faster (8.5% 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.
Bright Horizons Family Solutions Inc. is a United States–based child-care provider and is the largest provider of employer-sponsored child care. It also provides back-up child care and elder care, tuition program management, education advising, and student loan repayment programs. It is headquartered in Newton, Massachusetts.
ATMU vs BFAM — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $446.6M | $733.7M |
| Net Profit | $48.0M | — |
| Gross Margin | 28.5% | 19.3% |
| Operating Margin | 15.8% | 6.2% |
| Net Margin | 10.7% | — |
| Revenue YoY | 9.8% | 8.8% |
| Net Profit YoY | 19.7% | — |
| EPS (diluted) | $0.58 | $0.38 |
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 | $733.7M | ||
| Q3 25 | $447.7M | $802.8M | ||
| Q2 25 | $453.5M | $731.6M | ||
| Q1 25 | $416.5M | $665.5M | ||
| Q4 24 | $406.7M | $674.1M | ||
| Q3 24 | $403.7M | $719.1M | ||
| Q2 24 | $432.6M | $670.1M | ||
| Q1 24 | $426.6M | $622.7M |
| Q4 25 | $48.0M | — | ||
| Q3 25 | $54.8M | $78.6M | ||
| Q2 25 | $59.9M | $54.8M | ||
| Q1 25 | $44.7M | $38.0M | ||
| Q4 24 | $40.1M | — | ||
| Q3 24 | $43.8M | $54.9M | ||
| Q2 24 | $56.2M | $39.2M | ||
| Q1 24 | $45.5M | $17.0M |
| Q4 25 | 28.5% | 19.3% | ||
| Q3 25 | 28.9% | 27.0% | ||
| Q2 25 | 28.9% | 25.0% | ||
| Q1 25 | 26.5% | 23.4% | ||
| Q4 24 | 26.3% | 20.8% | ||
| Q3 24 | 27.6% | 25.2% | ||
| Q2 24 | 30.5% | 24.2% | ||
| Q1 24 | 26.2% | 21.7% |
| Q4 25 | 15.8% | 6.2% | ||
| Q3 25 | 18.3% | 15.1% | ||
| Q2 25 | 18.0% | 11.8% | ||
| Q1 25 | 15.6% | 9.4% | ||
| Q4 24 | 13.4% | 7.2% | ||
| Q3 24 | 15.7% | 12.4% | ||
| Q2 24 | 18.4% | 10.3% | ||
| Q1 24 | 16.1% | 6.4% |
| Q4 25 | 10.7% | — | ||
| Q3 25 | 12.2% | 9.8% | ||
| Q2 25 | 13.2% | 7.5% | ||
| Q1 25 | 10.7% | 5.7% | ||
| Q4 24 | 9.9% | — | ||
| Q3 24 | 10.8% | 7.6% | ||
| Q2 24 | 13.0% | 5.8% | ||
| Q1 24 | 10.7% | 2.7% |
| Q4 25 | $0.58 | $0.38 | ||
| Q3 25 | $0.66 | $1.37 | ||
| Q2 25 | $0.72 | $0.95 | ||
| Q1 25 | $0.54 | $0.66 | ||
| Q4 24 | $0.49 | $0.50 | ||
| Q3 24 | $0.52 | $0.94 | ||
| Q2 24 | $0.67 | $0.67 | ||
| Q1 24 | $0.54 | $0.29 |
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 | $140.1M |
| Total DebtLower is stronger | $570.0M | $747.6M |
| Stockholders' EquityBook value | $378.5M | $1.3B |
| Total Assets | $1.4B | $3.9B |
| Debt / EquityLower = less leverage | 1.51× | 0.56× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $236.4M | $140.1M | ||
| Q3 25 | $218.3M | $116.6M | ||
| Q2 25 | $190.8M | $179.2M | ||
| Q1 25 | $183.3M | $112.0M | ||
| Q4 24 | $184.3M | $110.3M | ||
| Q3 24 | $196.8M | $109.9M | ||
| Q2 24 | $160.5M | $140.2M | ||
| Q1 24 | $149.2M | $63.7M |
| Q4 25 | $570.0M | $747.6M | ||
| Q3 25 | $577.5M | $747.5M | ||
| Q2 25 | $585.0M | $797.0M | ||
| Q1 25 | $588.8M | $872.7M | ||
| Q4 24 | $592.5M | $918.4M | ||
| Q3 24 | $596.2M | $925.7M | ||
| Q2 24 | $600.0M | $931.9M | ||
| Q1 24 | $600.0M | $938.1M |
| Q4 25 | $378.5M | $1.3B | ||
| Q3 25 | $336.7M | $1.4B | ||
| Q2 25 | $316.3M | $1.4B | ||
| Q1 25 | $265.3M | $1.3B | ||
| Q4 24 | $227.4M | $1.3B | ||
| Q3 24 | $221.2M | $1.4B | ||
| Q2 24 | $178.1M | $1.3B | ||
| Q1 24 | $121.8M | $1.2B |
| Q4 25 | $1.4B | $3.9B | ||
| Q3 25 | $1.3B | $3.9B | ||
| Q2 25 | $1.3B | $3.9B | ||
| Q1 25 | $1.2B | $3.8B | ||
| Q4 24 | $1.2B | $3.9B | ||
| Q3 24 | $1.2B | $3.9B | ||
| Q2 24 | $1.2B | $3.8B | ||
| Q1 24 | $1.1B | $3.8B |
| Q4 25 | 1.51× | 0.56× | ||
| Q3 25 | 1.72× | 0.52× | ||
| Q2 25 | 1.85× | 0.57× | ||
| Q1 25 | 2.22× | 0.66× | ||
| Q4 24 | 2.61× | 0.72× | ||
| Q3 24 | 2.70× | 0.66× | ||
| Q2 24 | 3.37× | 0.73× | ||
| Q1 24 | 4.93× | 0.76× |
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 | $350.7M |
| Free Cash FlowOCF − Capex | $31.2M | $258.5M |
| FCF MarginFCF / Revenue | 7.0% | 35.2% |
| Capex IntensityCapex / Revenue | 3.6% | 12.6% |
| Cash ConversionOCF / Net Profit | 0.99× | — |
| TTM Free Cash FlowTrailing 4 quarters | $148.8M | $402.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $47.5M | $350.7M | ||
| Q3 25 | $82.1M | $-17.6M | ||
| Q2 25 | $44.4M | $134.2M | ||
| Q1 25 | $28.7M | $86.2M | ||
| Q4 24 | $20.0M | $337.5M | ||
| Q3 24 | $70.7M | $-8.9M | ||
| Q2 24 | $22.9M | $109.4M | ||
| Q1 24 | $-8.2M | $116.3M |
| Q4 25 | $31.2M | $258.5M | ||
| Q3 25 | $68.9M | $-42.4M | ||
| Q2 25 | $32.4M | $115.4M | ||
| Q1 25 | $16.3M | $70.9M | ||
| Q4 24 | $10.0M | $240.2M | ||
| Q3 24 | $54.3M | $-32.2M | ||
| Q2 24 | $11.3M | $86.8M | ||
| Q1 24 | $-18.8M | $96.9M |
| Q4 25 | 7.0% | 35.2% | ||
| Q3 25 | 15.4% | -5.3% | ||
| Q2 25 | 7.1% | 15.8% | ||
| Q1 25 | 3.9% | 10.7% | ||
| Q4 24 | 2.5% | 35.6% | ||
| Q3 24 | 13.5% | -4.5% | ||
| Q2 24 | 2.6% | 13.0% | ||
| Q1 24 | -4.4% | 15.6% |
| Q4 25 | 3.6% | 12.6% | ||
| Q3 25 | 2.9% | 3.1% | ||
| Q2 25 | 2.6% | 2.6% | ||
| Q1 25 | 3.0% | 2.3% | ||
| Q4 24 | 2.5% | 14.4% | ||
| Q3 24 | 4.1% | 3.2% | ||
| Q2 24 | 2.7% | 3.4% | ||
| Q1 24 | 2.5% | 3.1% |
| Q4 25 | 0.99× | — | ||
| Q3 25 | 1.50× | -0.22× | ||
| Q2 25 | 0.74× | 2.45× | ||
| Q1 25 | 0.64× | 2.26× | ||
| Q4 24 | 0.50× | — | ||
| Q3 24 | 1.61× | -0.16× | ||
| Q2 24 | 0.41× | 2.79× | ||
| Q1 24 | -0.18× | 6.85× |
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% |
BFAM
Segment breakdown not available.
