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Side-by-side financial comparison of Atmus Filtration Technologies Inc. (ATMU) and Forestar Group Inc. (FOR). 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 $273.0M, roughly 1.6× Forestar Group Inc.). Atmus Filtration Technologies Inc. runs the higher net margin — 10.7% vs 5.6%, a 5.1% gap on every dollar of revenue. On growth, Atmus Filtration Technologies Inc. posted the faster year-over-year revenue change (9.8% vs 9.0%). Atmus Filtration Technologies Inc. produced more free cash flow last quarter ($31.2M vs $-157.1M). Over the past eight quarters, Atmus Filtration Technologies Inc.'s revenue compounded faster (2.3% CAGR vs -9.6%).
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.
Forestar Group Inc. is a residential lot development company based in Arlington, Texas. The company has operations in 51 markets in 21 states and delivered 11,518 residential lots during the twelve-month period ended December 31, 2020. The company is publicly traded on the New York Stock Exchange and in October 2017 became a majority-owned subsidiary of D.R. Horton, Inc., the largest homebuilder by volume in the United States since 2002. The company primarily acquires entitled real estate and...
ATMU vs FOR — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $446.6M | $273.0M |
| Net Profit | $48.0M | $15.4M |
| Gross Margin | 28.5% | 20.1% |
| Operating Margin | 15.8% | 7.6% |
| Net Margin | 10.7% | 5.6% |
| Revenue YoY | 9.8% | 9.0% |
| Net Profit YoY | 19.7% | -6.7% |
| EPS (diluted) | $0.58 | $0.30 |
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 | $273.0M | ||
| Q3 25 | $447.7M | $670.5M | ||
| Q2 25 | $453.5M | $390.5M | ||
| Q1 25 | $416.5M | $351.0M | ||
| Q4 24 | $406.7M | $250.4M | ||
| Q3 24 | $403.7M | $551.3M | ||
| Q2 24 | $432.6M | $318.4M | ||
| Q1 24 | $426.6M | $333.8M |
| Q4 25 | $48.0M | $15.4M | ||
| Q3 25 | $54.8M | $86.9M | ||
| Q2 25 | $59.9M | $32.9M | ||
| Q1 25 | $44.7M | $31.6M | ||
| Q4 24 | $40.1M | $16.5M | ||
| Q3 24 | $43.8M | $81.5M | ||
| Q2 24 | $56.2M | $38.7M | ||
| Q1 24 | $45.5M | $45.0M |
| Q4 25 | 28.5% | 20.1% | ||
| Q3 25 | 28.9% | 22.3% | ||
| Q2 25 | 28.9% | 20.4% | ||
| Q1 25 | 26.5% | 22.6% | ||
| Q4 24 | 26.3% | 22.0% | ||
| Q3 24 | 27.6% | 23.9% | ||
| Q2 24 | 30.5% | 22.5% | ||
| Q1 24 | 26.2% | 24.9% |
| Q4 25 | 15.8% | 7.6% | ||
| Q3 25 | 18.3% | 16.9% | ||
| Q2 25 | 18.0% | 11.2% | ||
| Q1 25 | 15.6% | 11.6% | ||
| Q4 24 | 13.4% | 8.7% | ||
| Q3 24 | 15.7% | 19.7% | ||
| Q2 24 | 18.4% | 16.2% | ||
| Q1 24 | 16.1% | 17.6% |
| Q4 25 | 10.7% | 5.6% | ||
| Q3 25 | 12.2% | 13.0% | ||
| Q2 25 | 13.2% | 8.4% | ||
| Q1 25 | 10.7% | 9.0% | ||
| Q4 24 | 9.9% | 6.6% | ||
| Q3 24 | 10.8% | 14.8% | ||
| Q2 24 | 13.0% | 12.2% | ||
| Q1 24 | 10.7% | 13.5% |
| Q4 25 | $0.58 | $0.30 | ||
| Q3 25 | $0.66 | $1.70 | ||
| Q2 25 | $0.72 | $0.65 | ||
| Q1 25 | $0.54 | $0.62 | ||
| Q4 24 | $0.49 | $0.32 | ||
| Q3 24 | $0.52 | $1.59 | ||
| Q2 24 | $0.67 | $0.76 | ||
| Q1 24 | $0.54 | $0.89 |
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 | $211.7M |
| Total DebtLower is stronger | $570.0M | $793.2M |
| Stockholders' EquityBook value | $378.5M | $1.8B |
| Total Assets | $1.4B | $3.2B |
| Debt / EquityLower = less leverage | 1.51× | 0.44× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $236.4M | $211.7M | ||
| Q3 25 | $218.3M | $379.2M | ||
| Q2 25 | $190.8M | $189.2M | ||
| Q1 25 | $183.3M | $174.3M | ||
| Q4 24 | $184.3M | $132.0M | ||
| Q3 24 | $196.8M | $481.2M | ||
| Q2 24 | $160.5M | $359.2M | ||
| Q1 24 | $149.2M | $416.2M |
| Q4 25 | $570.0M | $793.2M | ||
| Q3 25 | $577.5M | $802.7M | ||
| Q2 25 | $585.0M | $872.8M | ||
| Q1 25 | $588.8M | $872.5M | ||
| Q4 24 | $592.5M | $806.8M | ||
| Q3 24 | $596.2M | $706.4M | ||
| Q2 24 | $600.0M | $706.1M | ||
| Q1 24 | $600.0M | $705.7M |
| Q4 25 | $378.5M | $1.8B | ||
| Q3 25 | $336.7M | $1.8B | ||
| Q2 25 | $316.3M | $1.7B | ||
| Q1 25 | $265.3M | $1.6B | ||
| Q4 24 | $227.4M | $1.6B | ||
| Q3 24 | $221.2M | $1.6B | ||
| Q2 24 | $178.1M | $1.5B | ||
| Q1 24 | $121.8M | $1.5B |
| Q4 25 | $1.4B | $3.2B | ||
| Q3 25 | $1.3B | $3.1B | ||
| Q2 25 | $1.3B | $3.1B | ||
| Q1 25 | $1.2B | $3.0B | ||
| Q4 24 | $1.2B | $3.0B | ||
| Q3 24 | $1.2B | $2.8B | ||
| Q2 24 | $1.2B | $2.7B | ||
| Q1 24 | $1.1B | $2.6B |
| Q4 25 | 1.51× | 0.44× | ||
| Q3 25 | 1.72× | 0.45× | ||
| Q2 25 | 1.85× | 0.52× | ||
| Q1 25 | 2.22× | 0.53× | ||
| Q4 24 | 2.61× | 0.50× | ||
| Q3 24 | 2.70× | 0.44× | ||
| Q2 24 | 3.37× | 0.47× | ||
| Q1 24 | 4.93× | 0.48× |
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 | $-157.0M |
| Free Cash FlowOCF − Capex | $31.2M | $-157.1M |
| FCF MarginFCF / Revenue | 7.0% | -57.5% |
| Capex IntensityCapex / Revenue | 3.6% | 0.0% |
| Cash ConversionOCF / Net Profit | 0.99× | -10.19× |
| TTM Free Cash FlowTrailing 4 quarters | $148.8M | $93.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $47.5M | $-157.0M | ||
| Q3 25 | $82.1M | $256.3M | ||
| Q2 25 | $44.4M | $15.8M | ||
| Q1 25 | $28.7M | $-19.8M | ||
| Q4 24 | $20.0M | $-450.0M | ||
| Q3 24 | $70.7M | $119.2M | ||
| Q2 24 | $22.9M | $-61.7M | ||
| Q1 24 | $-8.2M | $-59.2M |
| Q4 25 | $31.2M | $-157.1M | ||
| Q3 25 | $68.9M | $255.6M | ||
| Q2 25 | $32.4M | $15.0M | ||
| Q1 25 | $16.3M | $-20.5M | ||
| Q4 24 | $10.0M | — | ||
| Q3 24 | $54.3M | $118.4M | ||
| Q2 24 | $11.3M | $-62.3M | ||
| Q1 24 | $-18.8M | $-59.8M |
| Q4 25 | 7.0% | -57.5% | ||
| Q3 25 | 15.4% | 38.1% | ||
| Q2 25 | 7.1% | 3.8% | ||
| Q1 25 | 3.9% | -5.8% | ||
| Q4 24 | 2.5% | — | ||
| Q3 24 | 13.5% | 21.5% | ||
| Q2 24 | 2.6% | -19.6% | ||
| Q1 24 | -4.4% | -17.9% |
| Q4 25 | 3.6% | 0.0% | ||
| Q3 25 | 2.9% | 0.1% | ||
| Q2 25 | 2.6% | 0.2% | ||
| Q1 25 | 3.0% | 0.2% | ||
| Q4 24 | 2.5% | 0.0% | ||
| Q3 24 | 4.1% | 0.1% | ||
| Q2 24 | 2.7% | 0.2% | ||
| Q1 24 | 2.5% | 0.2% |
| Q4 25 | 0.99× | -10.19× | ||
| Q3 25 | 1.50× | 2.95× | ||
| Q2 25 | 0.74× | 0.48× | ||
| Q1 25 | 0.64× | -0.63× | ||
| Q4 24 | 0.50× | -27.27× | ||
| Q3 24 | 1.61× | 1.46× | ||
| Q2 24 | 0.41× | -1.59× | ||
| Q1 24 | -0.18× | -1.32× |
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% |
FOR
| D.R.Horton Inc. | $183.8M | 67% |
| Other | $89.2M | 33% |
