vs
Side-by-side financial comparison of Atmus Filtration Technologies Inc. (ATMU) and Essex Property Trust (ESS). Click either name above to swap in a different company.
Essex Property Trust is the larger business by last-quarter revenue ($479.6M vs $446.6M, roughly 1.1× Atmus Filtration Technologies Inc.). Essex Property Trust runs the higher net margin — 17.9% vs 10.7%, a 7.1% gap on every dollar of revenue. On growth, Atmus Filtration Technologies Inc. posted the faster year-over-year revenue change (9.8% vs 5.5%). Over the past eight quarters, Essex Property Trust's revenue compounded faster (6.0% 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.
Essex Property Trust is a publicly traded real estate investment trust that invests in apartments in California and in the Seattle metropolitan area.
ATMU vs ESS — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $446.6M | $479.6M |
| Net Profit | $48.0M | $85.7M |
| Gross Margin | 28.5% | 70.0% |
| Operating Margin | 15.8% | 31.7% |
| Net Margin | 10.7% | 17.9% |
| Revenue YoY | 9.8% | 5.5% |
| Net Profit YoY | 19.7% | -71.6% |
| EPS (diluted) | $0.58 | $1.24 |
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 | $479.6M | ||
| Q3 25 | $447.7M | $473.3M | ||
| Q2 25 | $453.5M | $469.8M | ||
| Q1 25 | $416.5M | $464.6M | ||
| Q4 24 | $406.7M | $454.5M | ||
| Q3 24 | $403.7M | $450.7M | ||
| Q2 24 | $432.6M | $442.4M | ||
| Q1 24 | $426.6M | $426.9M |
| Q4 25 | $48.0M | $85.7M | ||
| Q3 25 | $54.8M | $172.7M | ||
| Q2 25 | $59.9M | $231.5M | ||
| Q1 25 | $44.7M | $212.8M | ||
| Q4 24 | $40.1M | $301.7M | ||
| Q3 24 | $43.8M | $125.5M | ||
| Q2 24 | $56.2M | $99.0M | ||
| Q1 24 | $45.5M | $285.1M |
| Q4 25 | 28.5% | 70.0% | ||
| Q3 25 | 28.9% | 69.2% | ||
| Q2 25 | 28.9% | 70.7% | ||
| Q1 25 | 26.5% | 69.6% | ||
| Q4 24 | 26.3% | 70.0% | ||
| Q3 24 | 27.6% | 69.5% | ||
| Q2 24 | 30.5% | 70.8% | ||
| Q1 24 | 26.2% | 69.7% |
| Q4 25 | 15.8% | 31.7% | ||
| Q3 25 | 18.3% | 44.5% | ||
| Q2 25 | 18.0% | 59.5% | ||
| Q1 25 | 15.6% | 55.3% | ||
| Q4 24 | 13.4% | 67.0% | ||
| Q3 24 | 15.7% | 28.6% | ||
| Q2 24 | 18.4% | 31.1% | ||
| Q1 24 | 16.1% | 31.0% |
| Q4 25 | 10.7% | 17.9% | ||
| Q3 25 | 12.2% | 36.5% | ||
| Q2 25 | 13.2% | 49.3% | ||
| Q1 25 | 10.7% | 45.8% | ||
| Q4 24 | 9.9% | 66.4% | ||
| Q3 24 | 10.8% | 27.8% | ||
| Q2 24 | 13.0% | 22.4% | ||
| Q1 24 | 10.7% | 66.8% |
| Q4 25 | $0.58 | $1.24 | ||
| Q3 25 | $0.66 | $2.56 | ||
| Q2 25 | $0.72 | $3.44 | ||
| Q1 25 | $0.54 | $3.16 | ||
| Q4 24 | $0.49 | $4.00 | ||
| Q3 24 | $0.52 | $1.84 | ||
| Q2 24 | $0.67 | $1.45 | ||
| Q1 24 | $0.54 | $4.25 |
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 | $76.2M |
| Total DebtLower is stronger | $570.0M | — |
| Stockholders' EquityBook value | $378.5M | $5.5B |
| Total Assets | $1.4B | $13.2B |
| Debt / EquityLower = less leverage | 1.51× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $236.4M | $76.2M | ||
| Q3 25 | $218.3M | $66.0M | ||
| Q2 25 | $190.8M | $58.7M | ||
| Q1 25 | $183.3M | $98.7M | ||
| Q4 24 | $184.3M | $66.8M | ||
| Q3 24 | $196.8M | $71.3M | ||
| Q2 24 | $160.5M | $55.2M | ||
| Q1 24 | $149.2M | $499.0M |
| Q4 25 | $570.0M | — | ||
| Q3 25 | $577.5M | $6.4B | ||
| Q2 25 | $585.0M | $6.4B | ||
| Q1 25 | $588.8M | $6.8B | ||
| Q4 24 | $592.5M | — | ||
| Q3 24 | $596.2M | $6.4B | ||
| Q2 24 | $600.0M | $6.2B | ||
| Q1 24 | $600.0M | $6.6B |
| Q4 25 | $378.5M | $5.5B | ||
| Q3 25 | $336.7M | $5.6B | ||
| Q2 25 | $316.3M | $5.6B | ||
| Q1 25 | $265.3M | $5.6B | ||
| Q4 24 | $227.4M | $5.5B | ||
| Q3 24 | $221.2M | $5.4B | ||
| Q2 24 | $178.1M | $5.5B | ||
| Q1 24 | $121.8M | $5.5B |
| Q4 25 | $1.4B | $13.2B | ||
| Q3 25 | $1.3B | $13.2B | ||
| Q2 25 | $1.3B | $13.2B | ||
| Q1 25 | $1.2B | $13.2B | ||
| Q4 24 | $1.2B | $12.9B | ||
| Q3 24 | $1.2B | $12.6B | ||
| Q2 24 | $1.2B | $12.5B | ||
| Q1 24 | $1.1B | $12.9B |
| Q4 25 | 1.51× | — | ||
| Q3 25 | 1.72× | 1.15× | ||
| Q2 25 | 1.85× | 1.14× | ||
| Q1 25 | 2.22× | 1.22× | ||
| Q4 24 | 2.61× | — | ||
| Q3 24 | 2.70× | 1.18× | ||
| Q2 24 | 3.37× | 1.13× | ||
| Q1 24 | 4.93× | 1.19× |
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 | $1.1B |
| Free Cash FlowOCF − Capex | $31.2M | — |
| FCF MarginFCF / Revenue | 7.0% | — |
| Capex IntensityCapex / Revenue | 3.6% | — |
| Cash ConversionOCF / Net Profit | 0.99× | 12.53× |
| TTM Free Cash FlowTrailing 4 quarters | $148.8M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $47.5M | $1.1B | ||
| Q3 25 | $82.1M | $342.6M | ||
| Q2 25 | $44.4M | $216.1M | ||
| Q1 25 | $28.7M | $281.5M | ||
| Q4 24 | $20.0M | $1.1B | ||
| Q3 24 | $70.7M | $316.2M | ||
| Q2 24 | $22.9M | $218.9M | ||
| Q1 24 | $-8.2M | $314.9M |
| Q4 25 | $31.2M | — | ||
| Q3 25 | $68.9M | — | ||
| Q2 25 | $32.4M | — | ||
| Q1 25 | $16.3M | — | ||
| Q4 24 | $10.0M | — | ||
| Q3 24 | $54.3M | — | ||
| Q2 24 | $11.3M | — | ||
| Q1 24 | $-18.8M | — |
| Q4 25 | 7.0% | — | ||
| Q3 25 | 15.4% | — | ||
| Q2 25 | 7.1% | — | ||
| Q1 25 | 3.9% | — | ||
| Q4 24 | 2.5% | — | ||
| Q3 24 | 13.5% | — | ||
| Q2 24 | 2.6% | — | ||
| Q1 24 | -4.4% | — |
| Q4 25 | 3.6% | — | ||
| Q3 25 | 2.9% | — | ||
| Q2 25 | 2.6% | — | ||
| Q1 25 | 3.0% | — | ||
| Q4 24 | 2.5% | — | ||
| Q3 24 | 4.1% | — | ||
| Q2 24 | 2.7% | — | ||
| Q1 24 | 2.5% | — |
| Q4 25 | 0.99× | 12.53× | ||
| Q3 25 | 1.50× | 1.98× | ||
| Q2 25 | 0.74× | 0.93× | ||
| Q1 25 | 0.64× | 1.32× | ||
| Q4 24 | 0.50× | 3.54× | ||
| Q3 24 | 1.61× | 2.52× | ||
| Q2 24 | 0.41× | 2.21× | ||
| Q1 24 | -0.18× | 1.10× |
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% |
ESS
Segment breakdown not available.
