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Side-by-side financial comparison of Atmus Filtration Technologies Inc. (ATMU) and Brookfield Infrastructure Corp (BIPC). Click either name above to swap in a different company.

Brookfield Infrastructure Corp is the larger business by last-quarter revenue ($866.0M vs $446.6M, roughly 1.9× Atmus Filtration Technologies Inc.). Atmus Filtration Technologies Inc. runs the higher net margin — 10.7% vs -35.7%, a 46.4% gap on every dollar of revenue. On growth, Atmus Filtration Technologies Inc. posted the faster year-over-year revenue change (9.8% vs -4.6%).

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.

Brookfield Infrastructure Partners L.P. is a publicly traded limited partnership with corporate headquarters in Toronto, Canada, that engages in the acquisition and management of infrastructure assets on a global basis.

ATMU vs BIPC — Head-to-Head

Bigger by revenue
BIPC
BIPC
1.9× larger
BIPC
$866.0M
$446.6M
ATMU
Growing faster (revenue YoY)
ATMU
ATMU
+14.4% gap
ATMU
9.8%
-4.6%
BIPC
Higher net margin
ATMU
ATMU
46.4% more per $
ATMU
10.7%
-35.7%
BIPC

Income Statement — Q4 FY2025 vs Q2 FY2025

Metric
ATMU
ATMU
BIPC
BIPC
Revenue
$446.6M
$866.0M
Net Profit
$48.0M
$-309.0M
Gross Margin
28.5%
65.0%
Operating Margin
15.8%
62.7%
Net Margin
10.7%
-35.7%
Revenue YoY
9.8%
-4.6%
Net Profit YoY
19.7%
-148.1%
EPS (diluted)
$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.

Revenue
ATMU
ATMU
BIPC
BIPC
Q4 25
$446.6M
Q3 25
$447.7M
Q2 25
$453.5M
$866.0M
Q1 25
$416.5M
Q4 24
$406.7M
Q3 24
$403.7M
Q2 24
$432.6M
$908.0M
Q1 24
$426.6M
Net Profit
ATMU
ATMU
BIPC
BIPC
Q4 25
$48.0M
Q3 25
$54.8M
Q2 25
$59.9M
$-309.0M
Q1 25
$44.7M
Q4 24
$40.1M
Q3 24
$43.8M
Q2 24
$56.2M
$643.0M
Q1 24
$45.5M
Gross Margin
ATMU
ATMU
BIPC
BIPC
Q4 25
28.5%
Q3 25
28.9%
Q2 25
28.9%
65.0%
Q1 25
26.5%
Q4 24
26.3%
Q3 24
27.6%
Q2 24
30.5%
63.8%
Q1 24
26.2%
Operating Margin
ATMU
ATMU
BIPC
BIPC
Q4 25
15.8%
Q3 25
18.3%
Q2 25
18.0%
62.7%
Q1 25
15.6%
Q4 24
13.4%
Q3 24
15.7%
Q2 24
18.4%
61.9%
Q1 24
16.1%
Net Margin
ATMU
ATMU
BIPC
BIPC
Q4 25
10.7%
Q3 25
12.2%
Q2 25
13.2%
-35.7%
Q1 25
10.7%
Q4 24
9.9%
Q3 24
10.8%
Q2 24
13.0%
70.8%
Q1 24
10.7%
EPS (diluted)
ATMU
ATMU
BIPC
BIPC
Q4 25
$0.58
Q3 25
$0.66
Q2 25
$0.72
Q1 25
$0.54
Q4 24
$0.49
Q3 24
$0.52
Q2 24
$0.67
Q1 24
$0.54

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
ATMU
ATMU
BIPC
BIPC
Cash + ST InvestmentsLiquidity on hand
$236.4M
$1.2B
Total DebtLower is stronger
$570.0M
Stockholders' EquityBook value
$378.5M
$2.2B
Total Assets
$1.4B
$23.9B
Debt / EquityLower = less leverage
1.51×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
ATMU
ATMU
BIPC
BIPC
Q4 25
$236.4M
Q3 25
$218.3M
Q2 25
$190.8M
$1.2B
Q1 25
$183.3M
Q4 24
$184.3M
Q3 24
$196.8M
Q2 24
$160.5M
$466.0M
Q1 24
$149.2M
Total Debt
ATMU
ATMU
BIPC
BIPC
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 24
$600.0M
Stockholders' Equity
ATMU
ATMU
BIPC
BIPC
Q4 25
$378.5M
Q3 25
$336.7M
Q2 25
$316.3M
$2.2B
Q1 25
$265.3M
Q4 24
$227.4M
Q3 24
$221.2M
Q2 24
$178.1M
$3.5B
Q1 24
$121.8M
Total Assets
ATMU
ATMU
BIPC
BIPC
Q4 25
$1.4B
Q3 25
$1.3B
Q2 25
$1.3B
$23.9B
Q1 25
$1.2B
Q4 24
$1.2B
Q3 24
$1.2B
Q2 24
$1.2B
$23.7B
Q1 24
$1.1B
Debt / Equity
ATMU
ATMU
BIPC
BIPC
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×
Q1 24
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
ATMU
ATMU
BIPC
BIPC
Operating Cash FlowLast quarter
$47.5M
$478.0M
Free Cash FlowOCF − Capex
$31.2M
FCF MarginFCF / Revenue
7.0%
Capex IntensityCapex / Revenue
3.6%
Cash ConversionOCF / Net Profit
0.99×
TTM Free Cash FlowTrailing 4 quarters
$148.8M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
ATMU
ATMU
BIPC
BIPC
Q4 25
$47.5M
Q3 25
$82.1M
Q2 25
$44.4M
$478.0M
Q1 25
$28.7M
Q4 24
$20.0M
Q3 24
$70.7M
Q2 24
$22.9M
$511.0M
Q1 24
$-8.2M
Free Cash Flow
ATMU
ATMU
BIPC
BIPC
Q4 25
$31.2M
Q3 25
$68.9M
Q2 25
$32.4M
Q1 25
$16.3M
Q4 24
$10.0M
Q3 24
$54.3M
Q2 24
$11.3M
Q1 24
$-18.8M
FCF Margin
ATMU
ATMU
BIPC
BIPC
Q4 25
7.0%
Q3 25
15.4%
Q2 25
7.1%
Q1 25
3.9%
Q4 24
2.5%
Q3 24
13.5%
Q2 24
2.6%
Q1 24
-4.4%
Capex Intensity
ATMU
ATMU
BIPC
BIPC
Q4 25
3.6%
Q3 25
2.9%
Q2 25
2.6%
Q1 25
3.0%
Q4 24
2.5%
Q3 24
4.1%
Q2 24
2.7%
Q1 24
2.5%
Cash Conversion
ATMU
ATMU
BIPC
BIPC
Q4 25
0.99×
Q3 25
1.50×
Q2 25
0.74×
Q1 25
0.64×
Q4 24
0.50×
Q3 24
1.61×
Q2 24
0.41×
0.79×
Q1 24
-0.18×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

ATMU
ATMU

Fuel Products$219.1M49%
Lube$84.8M19%
Air$74.0M17%
Other$68.7M15%
Related Party$14.9M3%

BIPC
BIPC

Segment breakdown not available.

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