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Side-by-side financial comparison of Atmus Filtration Technologies Inc. (ATMU) and CALERES INC (CAL). Click either name above to swap in a different company.
CALERES INC is the larger business by last-quarter revenue ($790.1M vs $446.6M, roughly 1.8× Atmus Filtration Technologies Inc.). Atmus Filtration Technologies Inc. runs the higher net margin — 10.7% vs 0.3%, a 10.4% gap on every dollar of revenue. On growth, Atmus Filtration Technologies Inc. posted the faster year-over-year revenue change (9.8% vs 6.6%). Atmus Filtration Technologies Inc. produced more free cash flow last quarter ($31.2M vs $-12.4M). Over the past eight quarters, CALERES INC's revenue compounded faster (6.5% 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.
Caleres Inc. is an American footwear company that owns and operates a variety of footwear brands. Its headquarters is located in Clayton, Missouri, a suburb of St. Louis. The company was founded in 1878 as Bryan, Brown & Company in St. Louis, though it underwent several name changes. The Hamilton-Brown Shoe Company was the largest manufacturer of shoes in America in the early 20th century, but it went bankrupt in June 1939.
ATMU vs CAL — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $446.6M | $790.1M |
| Net Profit | $48.0M | $2.4M |
| Gross Margin | 28.5% | 41.8% |
| Operating Margin | 15.8% | 1.5% |
| Net Margin | 10.7% | 0.3% |
| Revenue YoY | 9.8% | 6.6% |
| Net Profit YoY | 19.7% | -94.2% |
| EPS (diluted) | $0.58 | $0.07 |
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 | $790.1M | ||
| Q3 25 | $447.7M | $658.5M | ||
| Q2 25 | $453.5M | $614.2M | ||
| Q1 25 | $416.5M | $639.2M | ||
| Q4 24 | $406.7M | $740.9M | ||
| Q3 24 | $403.7M | $683.3M | ||
| Q2 24 | $432.6M | $659.2M | ||
| Q1 24 | $426.6M | $697.1M |
| Q4 25 | $48.0M | $2.4M | ||
| Q3 25 | $54.8M | $6.7M | ||
| Q2 25 | $59.9M | $6.9M | ||
| Q1 25 | $44.7M | $4.9M | ||
| Q4 24 | $40.1M | $41.4M | ||
| Q3 24 | $43.8M | $30.0M | ||
| Q2 24 | $56.2M | $30.9M | ||
| Q1 24 | $45.5M | $55.7M |
| Q4 25 | 28.5% | 41.8% | ||
| Q3 25 | 28.9% | 43.4% | ||
| Q2 25 | 28.9% | 45.4% | ||
| Q1 25 | 26.5% | 43.0% | ||
| Q4 24 | 26.3% | 44.1% | ||
| Q3 24 | 27.6% | 45.5% | ||
| Q2 24 | 30.5% | 46.9% | ||
| Q1 24 | 26.2% | 43.9% |
| Q4 25 | 15.8% | 1.5% | ||
| Q3 25 | 18.3% | 1.4% | ||
| Q2 25 | 18.0% | 1.9% | ||
| Q1 25 | 15.6% | 1.2% | ||
| Q4 24 | 13.4% | 7.7% | ||
| Q3 24 | 15.7% | 6.2% | ||
| Q2 24 | 18.4% | 6.5% | ||
| Q1 24 | 16.1% | 4.4% |
| Q4 25 | 10.7% | 0.3% | ||
| Q3 25 | 12.2% | 1.0% | ||
| Q2 25 | 13.2% | 1.1% | ||
| Q1 25 | 10.7% | 0.8% | ||
| Q4 24 | 9.9% | 5.6% | ||
| Q3 24 | 10.8% | 4.4% | ||
| Q2 24 | 13.0% | 4.7% | ||
| Q1 24 | 10.7% | 8.0% |
| Q4 25 | $0.58 | $0.07 | ||
| Q3 25 | $0.66 | $0.20 | ||
| Q2 25 | $0.72 | $0.21 | ||
| Q1 25 | $0.54 | $0.17 | ||
| Q4 24 | $0.49 | $1.19 | ||
| Q3 24 | $0.52 | $0.85 | ||
| Q2 24 | $0.67 | $0.88 | ||
| Q1 24 | $0.54 | $1.56 |
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 | $34.0M |
| Total DebtLower is stronger | $570.0M | — |
| Stockholders' EquityBook value | $378.5M | $616.8M |
| Total Assets | $1.4B | $2.1B |
| Debt / EquityLower = less leverage | 1.51× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $236.4M | $34.0M | ||
| Q3 25 | $218.3M | $191.5M | ||
| Q2 25 | $190.8M | $33.1M | ||
| Q1 25 | $183.3M | $29.6M | ||
| Q4 24 | $184.3M | $33.7M | ||
| Q3 24 | $196.8M | $51.8M | ||
| Q2 24 | $160.5M | $30.7M | ||
| Q1 24 | $149.2M | $21.4M |
| 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 | — |
| Q4 25 | $378.5M | $616.8M | ||
| Q3 25 | $336.7M | $613.3M | ||
| Q2 25 | $316.3M | $605.2M | ||
| Q1 25 | $265.3M | $599.0M | ||
| Q4 24 | $227.4M | $598.3M | ||
| Q3 24 | $221.2M | $606.1M | ||
| Q2 24 | $178.1M | $570.3M | ||
| Q1 24 | $121.8M | $560.6M |
| Q4 25 | $1.4B | $2.1B | ||
| Q3 25 | $1.3B | $2.2B | ||
| Q2 25 | $1.3B | $1.9B | ||
| Q1 25 | $1.2B | $1.9B | ||
| Q4 24 | $1.2B | $2.0B | ||
| Q3 24 | $1.2B | $2.0B | ||
| Q2 24 | $1.2B | $1.9B | ||
| Q1 24 | $1.1B | $1.8B |
| 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 | $-1.2M |
| Free Cash FlowOCF − Capex | $31.2M | $-12.4M |
| FCF MarginFCF / Revenue | 7.0% | -1.6% |
| Capex IntensityCapex / Revenue | 3.6% | 1.4% |
| Cash ConversionOCF / Net Profit | 0.99× | -0.50× |
| TTM Free Cash FlowTrailing 4 quarters | $148.8M | $14.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $47.5M | $-1.2M | ||
| Q3 25 | $82.1M | $47.3M | ||
| Q2 25 | $44.4M | $-5.7M | ||
| Q1 25 | $28.7M | $28.7M | ||
| Q4 24 | $20.0M | $-39.8M | ||
| Q3 24 | $70.7M | $79.6M | ||
| Q2 24 | $22.9M | $36.1M | ||
| Q1 24 | $-8.2M | $43.0M |
| Q4 25 | $31.2M | $-12.4M | ||
| Q3 25 | $68.9M | $35.0M | ||
| Q2 25 | $32.4M | $-26.2M | ||
| Q1 25 | $16.3M | $18.0M | ||
| Q4 24 | $10.0M | $-57.4M | ||
| Q3 24 | $54.3M | $68.5M | ||
| Q2 24 | $11.3M | $26.3M | ||
| Q1 24 | $-18.8M | $32.4M |
| Q4 25 | 7.0% | -1.6% | ||
| Q3 25 | 15.4% | 5.3% | ||
| Q2 25 | 7.1% | -4.3% | ||
| Q1 25 | 3.9% | 2.8% | ||
| Q4 24 | 2.5% | -7.7% | ||
| Q3 24 | 13.5% | 10.0% | ||
| Q2 24 | 2.6% | 4.0% | ||
| Q1 24 | -4.4% | 4.6% |
| Q4 25 | 3.6% | 1.4% | ||
| Q3 25 | 2.9% | 1.9% | ||
| Q2 25 | 2.6% | 3.3% | ||
| Q1 25 | 3.0% | 1.7% | ||
| Q4 24 | 2.5% | 2.4% | ||
| Q3 24 | 4.1% | 1.6% | ||
| Q2 24 | 2.7% | 1.5% | ||
| Q1 24 | 2.5% | 1.5% |
| Q4 25 | 0.99× | -0.50× | ||
| Q3 25 | 1.50× | 7.05× | ||
| Q2 25 | 0.74× | -0.81× | ||
| Q1 25 | 0.64× | 5.82× | ||
| Q4 24 | 0.50× | -0.96× | ||
| Q3 24 | 1.61× | 2.66× | ||
| Q2 24 | 0.41× | 1.17× | ||
| Q1 24 | -0.18× | 0.77× |
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% |
CAL
| Brand Portfolio | $383.7M | 49% |
| Landed Wholesale | $148.1M | 19% |
| Wholesale E Commerce | $75.0M | 9% |
| Ecommerce | $68.8M | 9% |
| Stuart Weitzman Brand | $45.8M | 6% |
| Landed Wholesale Ecommerce Drop Ship | $30.6M | 4% |
| First Cost Wholesale | $14.9M | 2% |
| Clt Brand Solutions | $10.2M | 1% |
| License And Royalty | $2.1M | 0% |
