vs
Side-by-side financial comparison of Atmus Filtration Technologies Inc. (ATMU) and COMMERCE BANCSHARES INC (CBSH). Click either name above to swap in a different company.
COMMERCE BANCSHARES INC is the larger business by last-quarter revenue ($475.7M vs $446.6M, roughly 1.1× Atmus Filtration Technologies Inc.). COMMERCE BANCSHARES INC runs the higher net margin — 29.8% vs 10.7%, a 19.0% gap on every dollar of revenue. On growth, COMMERCE BANCSHARES INC posted the faster year-over-year revenue change (11.1% vs 9.8%). Over the past eight quarters, COMMERCE BANCSHARES INC's revenue compounded faster (7.1% 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.
Commerce Bancshares, Inc. is a regional bank holding company headquartered in Missouri, with principal offices in Kansas City and St. Louis. It is the corporate parent of Commerce Bank, which offers a diversified line of financial services, including business and personal banking, wealth management and investments through its affiliated companies.
ATMU vs CBSH — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $446.6M | $475.7M |
| Net Profit | $48.0M | $141.6M |
| Gross Margin | 28.5% | — |
| Operating Margin | 15.8% | — |
| Net Margin | 10.7% | 29.8% |
| Revenue YoY | 9.8% | 11.1% |
| Net Profit YoY | 19.7% | 10.5% |
| EPS (diluted) | $0.58 | $0.96 |
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.
| Q1 26 | — | $475.7M | ||
| Q4 25 | $446.6M | $449.4M | ||
| Q3 25 | $447.7M | $441.0M | ||
| Q2 25 | $453.5M | $445.8M | ||
| Q1 25 | $416.5M | $428.1M | ||
| Q4 24 | $406.7M | $422.1M | ||
| Q3 24 | $403.7M | $421.4M | ||
| Q2 24 | $432.6M | $414.5M |
| Q1 26 | — | $141.6M | ||
| Q4 25 | $48.0M | $140.7M | ||
| Q3 25 | $54.8M | $141.5M | ||
| Q2 25 | $59.9M | $152.5M | ||
| Q1 25 | $44.7M | $131.6M | ||
| Q4 24 | $40.1M | $136.1M | ||
| Q3 24 | $43.8M | $138.0M | ||
| Q2 24 | $56.2M | $139.6M |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | 15.8% | 40.8% | ||
| Q3 25 | 18.3% | 41.9% | ||
| Q2 25 | 18.0% | 44.0% | ||
| Q1 25 | 15.6% | 39.2% | ||
| Q4 24 | 13.4% | 41.2% | ||
| Q3 24 | 15.7% | 42.4% | ||
| Q2 24 | 18.4% | 43.4% |
| Q1 26 | — | 29.8% | ||
| Q4 25 | 10.7% | 31.3% | ||
| Q3 25 | 12.2% | 32.1% | ||
| Q2 25 | 13.2% | 34.2% | ||
| Q1 25 | 10.7% | 30.7% | ||
| Q4 24 | 9.9% | 32.2% | ||
| Q3 24 | 10.8% | 32.8% | ||
| Q2 24 | 13.0% | 33.7% |
| Q1 26 | — | $0.96 | ||
| Q4 25 | $0.58 | $0.86 | ||
| Q3 25 | $0.66 | $1.06 | ||
| Q2 25 | $0.72 | $1.14 | ||
| Q1 25 | $0.54 | $0.98 | ||
| Q4 24 | $0.49 | $0.83 | ||
| Q3 24 | $0.52 | $1.01 | ||
| Q2 24 | $0.67 | $1.03 |
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 | — |
| Total DebtLower is stronger | $570.0M | — |
| Stockholders' EquityBook value | $378.5M | $4.3B |
| Total Assets | $1.4B | $35.7B |
| Debt / EquityLower = less leverage | 1.51× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $236.4M | — | ||
| Q3 25 | $218.3M | — | ||
| Q2 25 | $190.8M | — | ||
| Q1 25 | $183.3M | — | ||
| Q4 24 | $184.3M | — | ||
| Q3 24 | $196.8M | — | ||
| Q2 24 | $160.5M | — |
| Q1 26 | — | — | ||
| 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 26 | — | $4.3B | ||
| Q4 25 | $378.5M | $3.8B | ||
| Q3 25 | $336.7M | $3.8B | ||
| Q2 25 | $316.3M | $3.6B | ||
| Q1 25 | $265.3M | $3.5B | ||
| Q4 24 | $227.4M | $3.3B | ||
| Q3 24 | $221.2M | $3.4B | ||
| Q2 24 | $178.1M | $3.1B |
| Q1 26 | — | $35.7B | ||
| Q4 25 | $1.4B | $32.9B | ||
| Q3 25 | $1.3B | $32.3B | ||
| Q2 25 | $1.3B | $32.3B | ||
| Q1 25 | $1.2B | $32.4B | ||
| Q4 24 | $1.2B | $32.0B | ||
| Q3 24 | $1.2B | $31.5B | ||
| Q2 24 | $1.2B | $30.6B |
| Q1 26 | — | — | ||
| 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× | — |
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 | — |
| 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.
| Q1 26 | — | — | ||
| Q4 25 | $47.5M | $645.1M | ||
| Q3 25 | $82.1M | $129.0M | ||
| Q2 25 | $44.4M | $111.2M | ||
| Q1 25 | $28.7M | $138.6M | ||
| Q4 24 | $20.0M | $577.9M | ||
| Q3 24 | $70.7M | $431.7M | ||
| Q2 24 | $22.9M | $147.4M |
| Q1 26 | — | — | ||
| Q4 25 | $31.2M | $592.4M | ||
| Q3 25 | $68.9M | $113.3M | ||
| Q2 25 | $32.4M | $100.5M | ||
| Q1 25 | $16.3M | $126.0M | ||
| Q4 24 | $10.0M | $531.7M | ||
| Q3 24 | $54.3M | $419.1M | ||
| Q2 24 | $11.3M | $138.9M |
| Q1 26 | — | — | ||
| Q4 25 | 7.0% | 131.8% | ||
| Q3 25 | 15.4% | 25.7% | ||
| Q2 25 | 7.1% | 22.5% | ||
| Q1 25 | 3.9% | 29.4% | ||
| Q4 24 | 2.5% | 126.0% | ||
| Q3 24 | 13.5% | 99.5% | ||
| Q2 24 | 2.6% | 33.5% |
| Q1 26 | — | — | ||
| Q4 25 | 3.6% | 11.7% | ||
| Q3 25 | 2.9% | 3.6% | ||
| Q2 25 | 2.6% | 2.4% | ||
| Q1 25 | 3.0% | 2.9% | ||
| Q4 24 | 2.5% | 10.9% | ||
| Q3 24 | 4.1% | 3.0% | ||
| Q2 24 | 2.7% | 2.1% |
| Q1 26 | — | — | ||
| Q4 25 | 0.99× | 4.59× | ||
| Q3 25 | 1.50× | 0.91× | ||
| Q2 25 | 0.74× | 0.73× | ||
| Q1 25 | 0.64× | 1.05× | ||
| Q4 24 | 0.50× | 4.25× | ||
| Q3 24 | 1.61× | 3.13× | ||
| Q2 24 | 0.41× | 1.06× |
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% |
CBSH
Segment breakdown not available.
