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Side-by-side financial comparison of Atmus Filtration Technologies Inc. (ATMU) and F5, Inc. (FFIV). Click either name above to swap in a different company.
F5, Inc. is the larger business by last-quarter revenue ($811.7M vs $446.6M, roughly 1.8× Atmus Filtration Technologies Inc.). F5, Inc. runs the higher net margin — 18.2% vs 10.7%, a 7.5% gap on every dollar of revenue. On growth, F5, Inc. posted the faster year-over-year revenue change (11.0% vs 9.8%). Over the past eight quarters, F5, Inc.'s revenue compounded faster (8.0% 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.
F5, Inc. is an American technology company specializing in application security, multi-cloud management, online fraud prevention, application delivery networking (ADN), application availability and performance, and network security, access, and authorization.
ATMU vs FFIV — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $446.6M | $811.7M |
| Net Profit | $48.0M | $148.0M |
| Gross Margin | 28.5% | 81.4% |
| Operating Margin | 15.8% | 22.1% |
| Net Margin | 10.7% | 18.2% |
| Revenue YoY | 9.8% | 11.0% |
| Net Profit YoY | 19.7% | 1.5% |
| EPS (diluted) | $0.58 | $2.58 |
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 | — | $811.7M | ||
| Q4 25 | $446.6M | $822.5M | ||
| Q3 25 | $447.7M | $810.1M | ||
| Q2 25 | $453.5M | $780.4M | ||
| Q1 25 | $416.5M | $731.1M | ||
| Q4 24 | $406.7M | $766.5M | ||
| Q3 24 | $403.7M | $746.7M | ||
| Q2 24 | $432.6M | $695.5M |
| Q1 26 | — | $148.0M | ||
| Q4 25 | $48.0M | $180.1M | ||
| Q3 25 | $54.8M | $190.5M | ||
| Q2 25 | $59.9M | $189.9M | ||
| Q1 25 | $44.7M | $145.5M | ||
| Q4 24 | $40.1M | $166.4M | ||
| Q3 24 | $43.8M | $165.3M | ||
| Q2 24 | $56.2M | $144.1M |
| Q1 26 | — | 81.4% | ||
| Q4 25 | 28.5% | 81.5% | ||
| Q3 25 | 28.9% | 82.2% | ||
| Q2 25 | 28.9% | 81.0% | ||
| Q1 25 | 26.5% | 80.7% | ||
| Q4 24 | 26.3% | 81.7% | ||
| Q3 24 | 27.6% | 80.8% | ||
| Q2 24 | 30.5% | 80.4% |
| Q1 26 | — | 22.1% | ||
| Q4 25 | 15.8% | 26.0% | ||
| Q3 25 | 18.3% | 25.4% | ||
| Q2 25 | 18.0% | 25.2% | ||
| Q1 25 | 15.6% | 21.7% | ||
| Q4 24 | 13.4% | 26.8% | ||
| Q3 24 | 15.7% | 25.6% | ||
| Q2 24 | 18.4% | 23.4% |
| Q1 26 | — | 18.2% | ||
| Q4 25 | 10.7% | 21.9% | ||
| Q3 25 | 12.2% | 23.5% | ||
| Q2 25 | 13.2% | 24.3% | ||
| Q1 25 | 10.7% | 19.9% | ||
| Q4 24 | 9.9% | 21.7% | ||
| Q3 24 | 10.8% | 22.1% | ||
| Q2 24 | 13.0% | 20.7% |
| Q1 26 | — | $2.58 | ||
| Q4 25 | $0.58 | $3.10 | ||
| Q3 25 | $0.66 | $3.25 | ||
| Q2 25 | $0.72 | $3.25 | ||
| Q1 25 | $0.54 | $2.48 | ||
| Q4 24 | $0.49 | $2.82 | ||
| Q3 24 | $0.52 | $2.79 | ||
| Q2 24 | $0.67 | $2.44 |
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 | $1.4B |
| Total DebtLower is stronger | $570.0M | — |
| Stockholders' EquityBook value | $378.5M | $3.6B |
| Total Assets | $1.4B | $6.5B |
| Debt / EquityLower = less leverage | 1.51× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.4B | ||
| Q4 25 | $236.4M | $1.2B | ||
| Q3 25 | $218.3M | $1.3B | ||
| Q2 25 | $190.8M | $1.4B | ||
| Q1 25 | $183.3M | $1.3B | ||
| Q4 24 | $184.3M | $1.2B | ||
| Q3 24 | $196.8M | $1.1B | ||
| Q2 24 | $160.5M | $935.6M |
| 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 | — | $3.6B | ||
| Q4 25 | $378.5M | $3.5B | ||
| Q3 25 | $336.7M | $3.6B | ||
| Q2 25 | $316.3M | $3.5B | ||
| Q1 25 | $265.3M | $3.3B | ||
| Q4 24 | $227.4M | $3.2B | ||
| Q3 24 | $221.2M | $3.1B | ||
| Q2 24 | $178.1M | $3.0B |
| Q1 26 | — | $6.5B | ||
| Q4 25 | $1.4B | $6.3B | ||
| Q3 25 | $1.3B | $6.3B | ||
| Q2 25 | $1.3B | $6.1B | ||
| Q1 25 | $1.2B | $5.9B | ||
| Q4 24 | $1.2B | $5.9B | ||
| Q3 24 | $1.2B | $5.6B | ||
| Q2 24 | $1.2B | $5.4B |
| 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 | $525.1M |
| Free Cash FlowOCF − Capex | $31.2M | — |
| FCF MarginFCF / Revenue | 7.0% | — |
| Capex IntensityCapex / Revenue | 3.6% | — |
| Cash ConversionOCF / Net Profit | 0.99× | 3.55× |
| TTM Free Cash FlowTrailing 4 quarters | $148.8M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $525.1M | ||
| Q4 25 | $47.5M | $159.2M | ||
| Q3 25 | $82.1M | $208.1M | ||
| Q2 25 | $44.4M | $282.2M | ||
| Q1 25 | $28.7M | $256.6M | ||
| Q4 24 | $20.0M | $202.8M | ||
| Q3 24 | $70.7M | $246.5M | ||
| Q2 24 | $22.9M | $159.0M |
| Q1 26 | — | — | ||
| Q4 25 | $31.2M | $149.5M | ||
| Q3 25 | $68.9M | $191.9M | ||
| Q2 25 | $32.4M | $273.7M | ||
| Q1 25 | $16.3M | $246.1M | ||
| Q4 24 | $10.0M | $194.7M | ||
| Q3 24 | $54.3M | $240.4M | ||
| Q2 24 | $11.3M | $153.1M |
| Q1 26 | — | — | ||
| Q4 25 | 7.0% | 18.2% | ||
| Q3 25 | 15.4% | 23.7% | ||
| Q2 25 | 7.1% | 35.1% | ||
| Q1 25 | 3.9% | 33.7% | ||
| Q4 24 | 2.5% | 25.4% | ||
| Q3 24 | 13.5% | 32.2% | ||
| Q2 24 | 2.6% | 22.0% |
| Q1 26 | — | — | ||
| Q4 25 | 3.6% | 1.2% | ||
| Q3 25 | 2.9% | 2.0% | ||
| Q2 25 | 2.6% | 1.1% | ||
| Q1 25 | 3.0% | 1.4% | ||
| Q4 24 | 2.5% | 1.1% | ||
| Q3 24 | 4.1% | 0.8% | ||
| Q2 24 | 2.7% | 0.8% |
| Q1 26 | — | 3.55× | ||
| Q4 25 | 0.99× | 0.88× | ||
| Q3 25 | 1.50× | 1.09× | ||
| Q2 25 | 0.74× | 1.49× | ||
| Q1 25 | 0.64× | 1.76× | ||
| Q4 24 | 0.50× | 1.22× | ||
| Q3 24 | 1.61× | 1.49× | ||
| Q2 24 | 0.41× | 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% |
FFIV
Segment breakdown not available.
