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Side-by-side financial comparison of Atmus Filtration Technologies Inc. (ATMU) and DIODES INC (DIOD). Click either name above to swap in a different company.
Atmus Filtration Technologies Inc. is the larger business by last-quarter revenue ($446.6M vs $391.6M, roughly 1.1× DIODES INC). Atmus Filtration Technologies Inc. runs the higher net margin — 10.7% vs 2.6%, a 8.1% gap on every dollar of revenue. On growth, DIODES INC posted the faster year-over-year revenue change (15.4% vs 9.8%). Atmus Filtration Technologies Inc. produced more free cash flow last quarter ($31.2M vs $12.4M). Over the past eight quarters, DIODES INC's revenue compounded faster (13.9% 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.
Diodes Incorporated is a global semiconductor manufacturer that designs, produces and supplies discrete, analog and mixed-signal semiconductor products. Its solutions serve key end markets including automotive, industrial, consumer electronics, personal computing and communications infrastructure, with a worldwide customer base.
ATMU vs DIOD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $446.6M | $391.6M |
| Net Profit | $48.0M | $10.2M |
| Gross Margin | 28.5% | 31.1% |
| Operating Margin | 15.8% | 3.4% |
| Net Margin | 10.7% | 2.6% |
| Revenue YoY | 9.8% | 15.4% |
| Net Profit YoY | 19.7% | 23.8% |
| EPS (diluted) | $0.58 | $0.23 |
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 | $391.6M | ||
| Q3 25 | $447.7M | $392.2M | ||
| Q2 25 | $453.5M | $366.2M | ||
| Q1 25 | $416.5M | $332.1M | ||
| Q4 24 | $406.7M | $339.3M | ||
| Q3 24 | $403.7M | $350.1M | ||
| Q2 24 | $432.6M | $319.8M | ||
| Q1 24 | $426.6M | $302.0M |
| Q4 25 | $48.0M | $10.2M | ||
| Q3 25 | $54.8M | $14.3M | ||
| Q2 25 | $59.9M | $46.1M | ||
| Q1 25 | $44.7M | $-4.4M | ||
| Q4 24 | $40.1M | $8.2M | ||
| Q3 24 | $43.8M | $13.7M | ||
| Q2 24 | $56.2M | $8.0M | ||
| Q1 24 | $45.5M | $14.0M |
| Q4 25 | 28.5% | 31.1% | ||
| Q3 25 | 28.9% | 30.7% | ||
| Q2 25 | 28.9% | 31.5% | ||
| Q1 25 | 26.5% | 31.5% | ||
| Q4 24 | 26.3% | 32.7% | ||
| Q3 24 | 27.6% | 33.7% | ||
| Q2 24 | 30.5% | 33.6% | ||
| Q1 24 | 26.2% | 33.0% |
| Q4 25 | 15.8% | 3.4% | ||
| Q3 25 | 18.3% | 3.0% | ||
| Q2 25 | 18.0% | 2.6% | ||
| Q1 25 | 15.6% | 0.4% | ||
| Q4 24 | 13.4% | 3.5% | ||
| Q3 24 | 15.7% | 6.2% | ||
| Q2 24 | 18.4% | 1.2% | ||
| Q1 24 | 16.1% | 4.3% |
| Q4 25 | 10.7% | 2.6% | ||
| Q3 25 | 12.2% | 3.6% | ||
| Q2 25 | 13.2% | 12.6% | ||
| Q1 25 | 10.7% | -1.3% | ||
| Q4 24 | 9.9% | 2.4% | ||
| Q3 24 | 10.8% | 3.9% | ||
| Q2 24 | 13.0% | 2.5% | ||
| Q1 24 | 10.7% | 4.6% |
| Q4 25 | $0.58 | $0.23 | ||
| Q3 25 | $0.66 | $0.31 | ||
| Q2 25 | $0.72 | $0.99 | ||
| Q1 25 | $0.54 | $-0.10 | ||
| Q4 24 | $0.49 | $0.18 | ||
| Q3 24 | $0.52 | $0.30 | ||
| Q2 24 | $0.67 | $0.17 | ||
| Q1 24 | $0.54 | $0.30 |
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 | $377.0M |
| Total DebtLower is stronger | $570.0M | $25.7M |
| Stockholders' EquityBook value | $378.5M | $1.9B |
| Total Assets | $1.4B | $2.4B |
| Debt / EquityLower = less leverage | 1.51× | 0.01× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $236.4M | $377.0M | ||
| Q3 25 | $218.3M | $386.4M | ||
| Q2 25 | $190.8M | $327.3M | ||
| Q1 25 | $183.3M | $343.9M | ||
| Q4 24 | $184.3M | $316.1M | ||
| Q3 24 | $196.8M | $319.3M | ||
| Q2 24 | $160.5M | $273.9M | ||
| Q1 24 | $149.2M | $276.0M |
| Q4 25 | $570.0M | $25.7M | ||
| Q3 25 | $577.5M | $24.9M | ||
| Q2 25 | $585.0M | $26.4M | ||
| Q1 25 | $588.8M | $20.5M | ||
| Q4 24 | $592.5M | $20.7M | ||
| Q3 24 | $596.2M | $22.2M | ||
| Q2 24 | $600.0M | $20.3M | ||
| Q1 24 | $600.0M | $20.9M |
| Q4 25 | $378.5M | $1.9B | ||
| Q3 25 | $336.7M | $1.9B | ||
| Q2 25 | $316.3M | $1.9B | ||
| Q1 25 | $265.3M | $1.8B | ||
| Q4 24 | $227.4M | $1.8B | ||
| Q3 24 | $221.2M | $1.8B | ||
| Q2 24 | $178.1M | $1.8B | ||
| Q1 24 | $121.8M | $1.7B |
| Q4 25 | $1.4B | $2.4B | ||
| Q3 25 | $1.3B | $2.5B | ||
| Q2 25 | $1.3B | $2.5B | ||
| Q1 25 | $1.2B | $2.4B | ||
| Q4 24 | $1.2B | $2.4B | ||
| Q3 24 | $1.2B | $2.4B | ||
| Q2 24 | $1.2B | $2.4B | ||
| Q1 24 | $1.1B | $2.4B |
| Q4 25 | 1.51× | 0.01× | ||
| Q3 25 | 1.72× | 0.01× | ||
| Q2 25 | 1.85× | 0.01× | ||
| Q1 25 | 2.22× | 0.01× | ||
| Q4 24 | 2.61× | 0.01× | ||
| Q3 24 | 2.70× | 0.01× | ||
| Q2 24 | 3.37× | 0.01× | ||
| Q1 24 | 4.93× | 0.01× |
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 | $38.1M |
| Free Cash FlowOCF − Capex | $31.2M | $12.4M |
| FCF MarginFCF / Revenue | 7.0% | 3.2% |
| Capex IntensityCapex / Revenue | 3.6% | 6.6% |
| Cash ConversionOCF / Net Profit | 0.99× | 3.74× |
| TTM Free Cash FlowTrailing 4 quarters | $148.8M | $137.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $47.5M | $38.1M | ||
| Q3 25 | $82.1M | $79.1M | ||
| Q2 25 | $44.4M | $41.5M | ||
| Q1 25 | $28.7M | $56.7M | ||
| Q4 24 | $20.0M | $81.8M | ||
| Q3 24 | $70.7M | $54.4M | ||
| Q2 24 | $22.9M | $14.4M | ||
| Q1 24 | $-8.2M | $-31.1M |
| Q4 25 | $31.2M | $12.4M | ||
| Q3 25 | $68.9M | $62.8M | ||
| Q2 25 | $32.4M | $21.1M | ||
| Q1 25 | $16.3M | $40.8M | ||
| Q4 24 | $10.0M | $62.1M | ||
| Q3 24 | $54.3M | $39.4M | ||
| Q2 24 | $11.3M | $-3.5M | ||
| Q1 24 | $-18.8M | $-51.5M |
| Q4 25 | 7.0% | 3.2% | ||
| Q3 25 | 15.4% | 16.0% | ||
| Q2 25 | 7.1% | 5.8% | ||
| Q1 25 | 3.9% | 12.3% | ||
| Q4 24 | 2.5% | 18.3% | ||
| Q3 24 | 13.5% | 11.2% | ||
| Q2 24 | 2.6% | -1.1% | ||
| Q1 24 | -4.4% | -17.1% |
| Q4 25 | 3.6% | 6.6% | ||
| Q3 25 | 2.9% | 4.2% | ||
| Q2 25 | 2.6% | 5.6% | ||
| Q1 25 | 3.0% | 4.8% | ||
| Q4 24 | 2.5% | 5.8% | ||
| Q3 24 | 4.1% | 4.3% | ||
| Q2 24 | 2.7% | 5.6% | ||
| Q1 24 | 2.5% | 6.7% |
| Q4 25 | 0.99× | 3.74× | ||
| Q3 25 | 1.50× | 5.54× | ||
| Q2 25 | 0.74× | 0.90× | ||
| Q1 25 | 0.64× | — | ||
| Q4 24 | 0.50× | 9.93× | ||
| Q3 24 | 1.61× | 3.95× | ||
| Q2 24 | 0.41× | 1.80× | ||
| Q1 24 | -0.18× | -2.22× |
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% |
DIOD
| Distributor | $253.1M | 65% |
| Direct Sales | $138.5M | 35% |
