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Side-by-side financial comparison of Atmus Filtration Technologies Inc. (ATMU) and Dynatrace, Inc. (DT). Click either name above to swap in a different company.
Dynatrace, Inc. is the larger business by last-quarter revenue ($515.5M vs $446.6M, roughly 1.2× Atmus Filtration Technologies Inc.). Atmus Filtration Technologies Inc. runs the higher net margin — 10.7% vs 7.8%, a 3.0% gap on every dollar of revenue. On growth, Dynatrace, Inc. posted the faster year-over-year revenue change (18.2% vs 9.8%). Atmus Filtration Technologies Inc. produced more free cash flow last quarter ($31.2M vs $27.2M). Over the past eight quarters, Dynatrace, Inc.'s revenue compounded faster (16.3% 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.
Dynatrace, Inc. is an American multinational technology company that provides an AI-powered observability platform. Their software is used to monitor, analyze, and optimize application performance, software development, cyber security practices, IT infrastructure, and user experience.
ATMU vs DT — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $446.6M | $515.5M |
| Net Profit | $48.0M | $40.1M |
| Gross Margin | 28.5% | 81.4% |
| Operating Margin | 15.8% | 14.1% |
| Net Margin | 10.7% | 7.8% |
| Revenue YoY | 9.8% | 18.2% |
| Net Profit YoY | 19.7% | -88.9% |
| EPS (diluted) | $0.58 | $0.13 |
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 | $515.5M | ||
| Q3 25 | $447.7M | $493.8M | ||
| Q2 25 | $453.5M | $477.3M | ||
| Q1 25 | $416.5M | $445.2M | ||
| Q4 24 | $406.7M | $436.2M | ||
| Q3 24 | $403.7M | $418.1M | ||
| Q2 24 | $432.6M | $399.2M | ||
| Q1 24 | $426.6M | $380.8M |
| Q4 25 | $48.0M | $40.1M | ||
| Q3 25 | $54.8M | $57.2M | ||
| Q2 25 | $59.9M | $48.0M | ||
| Q1 25 | $44.7M | $39.3M | ||
| Q4 24 | $40.1M | $361.8M | ||
| Q3 24 | $43.8M | $44.0M | ||
| Q2 24 | $56.2M | $38.6M | ||
| Q1 24 | $45.5M | $37.9M |
| Q4 25 | 28.5% | 81.4% | ||
| Q3 25 | 28.9% | 81.8% | ||
| Q2 25 | 28.9% | 82.1% | ||
| Q1 25 | 26.5% | 80.9% | ||
| Q4 24 | 26.3% | 81.1% | ||
| Q3 24 | 27.6% | 81.4% | ||
| Q2 24 | 30.5% | 81.3% | ||
| Q1 24 | 26.2% | 81.1% |
| Q4 25 | 15.8% | 14.1% | ||
| Q3 25 | 18.3% | 14.8% | ||
| Q2 25 | 18.0% | 13.1% | ||
| Q1 25 | 15.6% | 9.6% | ||
| Q4 24 | 13.4% | 10.9% | ||
| Q3 24 | 15.7% | 11.2% | ||
| Q2 24 | 18.4% | 10.5% | ||
| Q1 24 | 16.1% | 6.1% |
| Q4 25 | 10.7% | 7.8% | ||
| Q3 25 | 12.2% | 11.6% | ||
| Q2 25 | 13.2% | 10.0% | ||
| Q1 25 | 10.7% | 8.8% | ||
| Q4 24 | 9.9% | 82.9% | ||
| Q3 24 | 10.8% | 10.5% | ||
| Q2 24 | 13.0% | 9.7% | ||
| Q1 24 | 10.7% | 10.0% |
| Q4 25 | $0.58 | $0.13 | ||
| Q3 25 | $0.66 | $0.19 | ||
| Q2 25 | $0.72 | $0.16 | ||
| Q1 25 | $0.54 | $0.12 | ||
| Q4 24 | $0.49 | $1.19 | ||
| Q3 24 | $0.52 | $0.15 | ||
| Q2 24 | $0.67 | $0.13 | ||
| Q1 24 | $0.54 | $0.13 |
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 | $1.2B |
| Total DebtLower is stronger | $570.0M | — |
| Stockholders' EquityBook value | $378.5M | $2.7B |
| Total Assets | $1.4B | $4.1B |
| Debt / EquityLower = less leverage | 1.51× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $236.4M | $1.2B | ||
| Q3 25 | $218.3M | $1.3B | ||
| Q2 25 | $190.8M | $1.3B | ||
| Q1 25 | $183.3M | $1.1B | ||
| Q4 24 | $184.3M | $1.0B | ||
| Q3 24 | $196.8M | $1.0B | ||
| Q2 24 | $160.5M | $1.0B | ||
| Q1 24 | $149.2M | $836.9M |
| 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 | $2.7B | ||
| Q3 25 | $336.7M | $2.8B | ||
| Q2 25 | $316.3M | $2.7B | ||
| Q1 25 | $265.3M | $2.6B | ||
| Q4 24 | $227.4M | $2.6B | ||
| Q3 24 | $221.2M | $2.1B | ||
| Q2 24 | $178.1M | $2.1B | ||
| Q1 24 | $121.8M | $2.0B |
| Q4 25 | $1.4B | $4.1B | ||
| Q3 25 | $1.3B | $4.1B | ||
| Q2 25 | $1.3B | $4.1B | ||
| Q1 25 | $1.2B | $4.1B | ||
| Q4 24 | $1.2B | $3.7B | ||
| Q3 24 | $1.2B | $3.3B | ||
| Q2 24 | $1.2B | $3.3B | ||
| Q1 24 | $1.1B | $3.4B |
| 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 | $33.8M |
| Free Cash FlowOCF − Capex | $31.2M | $27.2M |
| FCF MarginFCF / Revenue | 7.0% | 5.3% |
| Capex IntensityCapex / Revenue | 3.6% | 1.3% |
| Cash ConversionOCF / Net Profit | 0.99× | 0.84× |
| TTM Free Cash FlowTrailing 4 quarters | $148.8M | $465.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $47.5M | $33.8M | ||
| Q3 25 | $82.1M | $32.0M | ||
| Q2 25 | $44.4M | $269.7M | ||
| Q1 25 | $28.7M | $162.8M | ||
| Q4 24 | $20.0M | $42.2M | ||
| Q3 24 | $70.7M | $23.6M | ||
| Q2 24 | $22.9M | $230.7M | ||
| Q1 24 | $-8.2M | $131.7M |
| Q4 25 | $31.2M | $27.2M | ||
| Q3 25 | $68.9M | $27.8M | ||
| Q2 25 | $32.4M | $262.2M | ||
| Q1 25 | $16.3M | $148.2M | ||
| Q4 24 | $10.0M | $37.6M | ||
| Q3 24 | $54.3M | $20.1M | ||
| Q2 24 | $11.3M | $227.4M | ||
| Q1 24 | $-18.8M | $121.9M |
| Q4 25 | 7.0% | 5.3% | ||
| Q3 25 | 15.4% | 5.6% | ||
| Q2 25 | 7.1% | 54.9% | ||
| Q1 25 | 3.9% | 33.3% | ||
| Q4 24 | 2.5% | 8.6% | ||
| Q3 24 | 13.5% | 4.8% | ||
| Q2 24 | 2.6% | 57.0% | ||
| Q1 24 | -4.4% | 32.0% |
| Q4 25 | 3.6% | 1.3% | ||
| Q3 25 | 2.9% | 0.8% | ||
| Q2 25 | 2.6% | 1.6% | ||
| Q1 25 | 3.0% | 3.3% | ||
| Q4 24 | 2.5% | 1.1% | ||
| Q3 24 | 4.1% | 0.8% | ||
| Q2 24 | 2.7% | 0.8% | ||
| Q1 24 | 2.5% | 2.6% |
| Q4 25 | 0.99× | 0.84× | ||
| Q3 25 | 1.50× | 0.56× | ||
| Q2 25 | 0.74× | 5.62× | ||
| Q1 25 | 0.64× | 4.14× | ||
| Q4 24 | 0.50× | 0.12× | ||
| Q3 24 | 1.61× | 0.54× | ||
| Q2 24 | 0.41× | 5.97× | ||
| Q1 24 | -0.18× | 3.47× |
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% |
DT
| Subscription And Circulation | $493.4M | 96% |
| Services | $22.1M | 4% |
