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Side-by-side financial comparison of Atmus Filtration Technologies Inc. (ATMU) and BELLRING BRANDS, INC. (BRBR). Click either name above to swap in a different company.
BELLRING BRANDS, INC. is the larger business by last-quarter revenue ($537.3M vs $446.6M, roughly 1.2× Atmus Filtration Technologies Inc.). Atmus Filtration Technologies Inc. runs the higher net margin — 10.7% vs 8.1%, a 2.6% gap on every dollar of revenue. On growth, Atmus Filtration Technologies Inc. posted the faster year-over-year revenue change (9.8% vs 0.8%). Atmus Filtration Technologies Inc. produced more free cash flow last quarter ($31.2M vs $-7.3M). Over the past eight quarters, BELLRING BRANDS, INC.'s revenue compounded faster (4.2% 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.
Bellring Brands, Inc. develops, manufactures and sells high-quality protein and functional nutritional products including ready-to-drink shakes, protein bars, powders and snacks. Its core brands Premier Protein, Dymatize and PowerBar serve health-conscious consumers and fitness enthusiasts across North America via retail, e-commerce and specialty channels.
ATMU vs BRBR — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $446.6M | $537.3M |
| Net Profit | $48.0M | $43.7M |
| Gross Margin | 28.5% | 29.9% |
| Operating Margin | 15.8% | 14.6% |
| Net Margin | 10.7% | 8.1% |
| Revenue YoY | 9.8% | 0.8% |
| Net Profit YoY | 19.7% | -43.2% |
| EPS (diluted) | $0.58 | $0.36 |
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 | $537.3M | ||
| Q3 25 | $447.7M | $648.2M | ||
| Q2 25 | $453.5M | $547.5M | ||
| Q1 25 | $416.5M | $588.0M | ||
| Q4 24 | $406.7M | $532.9M | ||
| Q3 24 | $403.7M | $555.8M | ||
| Q2 24 | $432.6M | $515.4M | ||
| Q1 24 | $426.6M | $494.6M |
| Q4 25 | $48.0M | $43.7M | ||
| Q3 25 | $54.8M | $59.6M | ||
| Q2 25 | $59.9M | $21.0M | ||
| Q1 25 | $44.7M | $58.7M | ||
| Q4 24 | $40.1M | $76.9M | ||
| Q3 24 | $43.8M | $71.7M | ||
| Q2 24 | $56.2M | $73.7M | ||
| Q1 24 | $45.5M | $57.2M |
| Q4 25 | 28.5% | 29.9% | ||
| Q3 25 | 28.9% | 28.9% | ||
| Q2 25 | 28.9% | 35.4% | ||
| Q1 25 | 26.5% | 32.3% | ||
| Q4 24 | 26.3% | 37.5% | ||
| Q3 24 | 27.6% | 36.9% | ||
| Q2 24 | 30.5% | 36.8% | ||
| Q1 24 | 26.2% | 33.2% |
| Q4 25 | 15.8% | 14.6% | ||
| Q3 25 | 18.3% | 15.8% | ||
| Q2 25 | 18.0% | 8.2% | ||
| Q1 25 | 15.6% | 16.2% | ||
| Q4 24 | 13.4% | 21.6% | ||
| Q3 24 | 15.7% | 20.2% | ||
| Q2 24 | 18.4% | 21.7% | ||
| Q1 24 | 16.1% | 18.4% |
| Q4 25 | 10.7% | 8.1% | ||
| Q3 25 | 12.2% | 9.2% | ||
| Q2 25 | 13.2% | 3.8% | ||
| Q1 25 | 10.7% | 10.0% | ||
| Q4 24 | 9.9% | 14.4% | ||
| Q3 24 | 10.8% | 12.9% | ||
| Q2 24 | 13.0% | 14.3% | ||
| Q1 24 | 10.7% | 11.6% |
| Q4 25 | $0.58 | $0.36 | ||
| Q3 25 | $0.66 | $0.48 | ||
| Q2 25 | $0.72 | $0.16 | ||
| Q1 25 | $0.54 | $0.45 | ||
| Q4 24 | $0.49 | $0.59 | ||
| Q3 24 | $0.52 | $0.54 | ||
| Q2 24 | $0.67 | $0.56 | ||
| Q1 24 | $0.54 | $0.43 |
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 | $64.1M |
| Total DebtLower is stronger | $570.0M | $1.2B |
| Stockholders' EquityBook value | $378.5M | $-510.7M |
| Total Assets | $1.4B | $1.1B |
| Debt / EquityLower = less leverage | 1.51× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $236.4M | $64.1M | ||
| Q3 25 | $218.3M | $71.8M | ||
| Q2 25 | $190.8M | $43.7M | ||
| Q1 25 | $183.3M | $28.1M | ||
| Q4 24 | $184.3M | $49.6M | ||
| Q3 24 | $196.8M | $70.8M | ||
| Q2 24 | $160.5M | $72.6M | ||
| Q1 24 | $149.2M | $79.3M |
| Q4 25 | $570.0M | $1.2B | ||
| Q3 25 | $577.5M | $1.1B | ||
| Q2 25 | $585.0M | $1.0B | ||
| Q1 25 | $588.8M | $953.7M | ||
| Q4 24 | $592.5M | $833.4M | ||
| Q3 24 | $596.2M | $833.1M | ||
| Q2 24 | $600.0M | $832.7M | ||
| Q1 24 | $600.0M | $832.4M |
| Q4 25 | $378.5M | $-510.7M | ||
| Q3 25 | $336.7M | $-453.9M | ||
| Q2 25 | $316.3M | $-309.9M | ||
| Q1 25 | $265.3M | $-254.1M | ||
| Q4 24 | $227.4M | $-146.6M | ||
| Q3 24 | $221.2M | $-205.9M | ||
| Q2 24 | $178.1M | $-243.2M | ||
| Q1 24 | $121.8M | $-247.7M |
| Q4 25 | $1.4B | $1.1B | ||
| Q3 25 | $1.3B | $941.0M | ||
| Q2 25 | $1.3B | $993.7M | ||
| Q1 25 | $1.2B | $947.5M | ||
| Q4 24 | $1.2B | $885.2M | ||
| Q3 24 | $1.2B | $837.0M | ||
| Q2 24 | $1.2B | $804.1M | ||
| Q1 24 | $1.1B | $765.0M |
| 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 | | |
|---|---|---|
| Operating Cash FlowLast quarter | $47.5M | $-3.1M |
| Free Cash FlowOCF − Capex | $31.2M | $-7.3M |
| FCF MarginFCF / Revenue | 7.0% | -1.4% |
| Capex IntensityCapex / Revenue | 3.6% | 0.8% |
| Cash ConversionOCF / Net Profit | 0.99× | -0.07× |
| TTM Free Cash FlowTrailing 4 quarters | $148.8M | $246.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $47.5M | $-3.1M | ||
| Q3 25 | $82.1M | $169.1M | ||
| Q2 25 | $44.4M | $40.3M | ||
| Q1 25 | $28.7M | $48.2M | ||
| Q4 24 | $20.0M | $3.0M | ||
| Q3 24 | $70.7M | $40.1M | ||
| Q2 24 | $22.9M | $69.0M | ||
| Q1 24 | $-8.2M | $16.3M |
| Q4 25 | $31.2M | $-7.3M | ||
| Q3 25 | $68.9M | $168.1M | ||
| Q2 25 | $32.4M | $38.5M | ||
| Q1 25 | $16.3M | $47.6M | ||
| Q4 24 | $10.0M | $1.7M | ||
| Q3 24 | $54.3M | $38.9M | ||
| Q2 24 | $11.3M | $68.9M | ||
| Q1 24 | $-18.8M | $16.0M |
| Q4 25 | 7.0% | -1.4% | ||
| Q3 25 | 15.4% | 25.9% | ||
| Q2 25 | 7.1% | 7.0% | ||
| Q1 25 | 3.9% | 8.1% | ||
| Q4 24 | 2.5% | 0.3% | ||
| Q3 24 | 13.5% | 7.0% | ||
| Q2 24 | 2.6% | 13.4% | ||
| Q1 24 | -4.4% | 3.2% |
| Q4 25 | 3.6% | 0.8% | ||
| Q3 25 | 2.9% | 0.2% | ||
| Q2 25 | 2.6% | 0.3% | ||
| Q1 25 | 3.0% | 0.1% | ||
| Q4 24 | 2.5% | 0.2% | ||
| Q3 24 | 4.1% | 0.2% | ||
| Q2 24 | 2.7% | 0.0% | ||
| Q1 24 | 2.5% | 0.1% |
| Q4 25 | 0.99× | -0.07× | ||
| Q3 25 | 1.50× | 2.84× | ||
| Q2 25 | 0.74× | 1.92× | ||
| Q1 25 | 0.64× | 0.82× | ||
| Q4 24 | 0.50× | 0.04× | ||
| Q3 24 | 1.61× | 0.56× | ||
| Q2 24 | 0.41× | 0.94× | ||
| Q1 24 | -0.18× | 0.28× |
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% |
BRBR
| Shakesandotherbeverages | $432.4M | 80% |
| Powders | $92.1M | 17% |
| Other Products | $12.8M | 2% |
