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Side-by-side financial comparison of Atmus Filtration Technologies Inc. (ATMU) and Frontdoor, Inc. (FTDR). Click either name above to swap in a different company.
Frontdoor, Inc. is the larger business by last-quarter revenue ($451.0M vs $446.6M, roughly 1.0× Atmus Filtration Technologies Inc.). Atmus Filtration Technologies Inc. runs the higher net margin — 10.7% vs 9.1%, a 1.7% gap on every dollar of revenue. On growth, Atmus Filtration Technologies Inc. posted the faster year-over-year revenue change (9.8% vs 5.9%). Frontdoor, Inc. produced more free cash flow last quarter ($114.0M vs $31.2M). Over the past eight quarters, Atmus Filtration Technologies Inc.'s revenue compounded faster (2.3% CAGR vs -8.8%).
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.
Frontdoor, Inc. operates a leading U.S.-focused home services and protection platform. It offers customizable home warranty plans covering repairs and replacements for household appliances, HVAC, plumbing, and electrical systems, plus on-demand access to a network of pre-vetted local service professionals for residential maintenance and repairs.
ATMU vs FTDR — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $446.6M | $451.0M |
| Net Profit | $48.0M | $41.0M |
| Gross Margin | 28.5% | 55.0% |
| Operating Margin | 15.8% | — |
| Net Margin | 10.7% | 9.1% |
| Revenue YoY | 9.8% | 5.9% |
| Net Profit YoY | 19.7% | 10.8% |
| EPS (diluted) | $0.58 | $0.57 |
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 | — | $451.0M | ||
| Q4 25 | $446.6M | $432.0M | ||
| Q3 25 | $447.7M | $618.0M | ||
| Q2 25 | $453.5M | $617.0M | ||
| Q1 25 | $416.5M | $426.0M | ||
| Q4 24 | $406.7M | $383.0M | ||
| Q3 24 | $403.7M | $540.0M | ||
| Q2 24 | $432.6M | $542.0M |
| Q1 26 | — | $41.0M | ||
| Q4 25 | $48.0M | $1.0M | ||
| Q3 25 | $54.8M | $106.0M | ||
| Q2 25 | $59.9M | $111.0M | ||
| Q1 25 | $44.7M | $37.0M | ||
| Q4 24 | $40.1M | $9.0M | ||
| Q3 24 | $43.8M | $100.0M | ||
| Q2 24 | $56.2M | $92.0M |
| Q1 26 | — | 55.0% | ||
| Q4 25 | 28.5% | 49.3% | ||
| Q3 25 | 28.9% | 57.1% | ||
| Q2 25 | 28.9% | 57.7% | ||
| Q1 25 | 26.5% | 55.2% | ||
| Q4 24 | 26.3% | 48.0% | ||
| Q3 24 | 27.6% | 56.7% | ||
| Q2 24 | 30.5% | 56.5% |
| Q1 26 | — | — | ||
| Q4 25 | 15.8% | 0.5% | ||
| Q3 25 | 18.3% | 23.0% | ||
| Q2 25 | 18.0% | 23.7% | ||
| Q1 25 | 15.6% | 11.3% | ||
| Q4 24 | 13.4% | 1.6% | ||
| Q3 24 | 15.7% | 24.8% | ||
| Q2 24 | 18.4% | 22.9% |
| Q1 26 | — | 9.1% | ||
| Q4 25 | 10.7% | 0.2% | ||
| Q3 25 | 12.2% | 17.2% | ||
| Q2 25 | 13.2% | 18.0% | ||
| Q1 25 | 10.7% | 8.7% | ||
| Q4 24 | 9.9% | 2.3% | ||
| Q3 24 | 10.8% | 18.5% | ||
| Q2 24 | 13.0% | 17.0% |
| Q1 26 | — | $0.57 | ||
| Q4 25 | $0.58 | $0.03 | ||
| Q3 25 | $0.66 | $1.42 | ||
| Q2 25 | $0.72 | $1.48 | ||
| Q1 25 | $0.54 | $0.49 | ||
| Q4 24 | $0.49 | $0.10 | ||
| Q3 24 | $0.52 | $1.30 | ||
| Q2 24 | $0.67 | $1.18 |
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 | $603.0M |
| Total DebtLower is stronger | $570.0M | $1.2B |
| Stockholders' EquityBook value | $378.5M | $230.0M |
| Total Assets | $1.4B | $2.2B |
| Debt / EquityLower = less leverage | 1.51× | 5.07× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $603.0M | ||
| Q4 25 | $236.4M | $566.0M | ||
| Q3 25 | $218.3M | $563.0M | ||
| Q2 25 | $190.8M | $562.0M | ||
| Q1 25 | $183.3M | $506.0M | ||
| Q4 24 | $184.3M | $436.0M | ||
| Q3 24 | $196.8M | $375.0M | ||
| Q2 24 | $160.5M | $419.0M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $570.0M | $1.1B | ||
| Q3 25 | $577.5M | $1.2B | ||
| Q2 25 | $585.0M | $1.2B | ||
| Q1 25 | $588.8M | $1.2B | ||
| Q4 24 | $592.5M | $1.2B | ||
| Q3 24 | $596.2M | $565.0M | ||
| Q2 24 | $600.0M | $569.0M |
| Q1 26 | — | $230.0M | ||
| Q4 25 | $378.5M | $242.0M | ||
| Q3 25 | $336.7M | $316.0M | ||
| Q2 25 | $316.3M | $254.0M | ||
| Q1 25 | $265.3M | $198.0M | ||
| Q4 24 | $227.4M | $239.0M | ||
| Q3 24 | $221.2M | $261.0M | ||
| Q2 24 | $178.1M | $214.0M |
| Q1 26 | — | $2.2B | ||
| Q4 25 | $1.4B | $2.1B | ||
| Q3 25 | $1.3B | $2.2B | ||
| Q2 25 | $1.3B | $2.2B | ||
| Q1 25 | $1.2B | $2.1B | ||
| Q4 24 | $1.2B | $2.1B | ||
| Q3 24 | $1.2B | $1.2B | ||
| Q2 24 | $1.2B | $1.2B |
| Q1 26 | — | 5.07× | ||
| Q4 25 | 1.51× | 4.73× | ||
| Q3 25 | 1.72× | 3.64× | ||
| Q2 25 | 1.85× | 4.56× | ||
| Q1 25 | 2.22× | 5.88× | ||
| Q4 24 | 2.61× | 4.90× | ||
| Q3 24 | 2.70× | 2.16× | ||
| Q2 24 | 3.37× | 2.66× |
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 | — |
| Free Cash FlowOCF − Capex | $31.2M | $114.0M |
| FCF MarginFCF / Revenue | 7.0% | 25.3% |
| Capex IntensityCapex / Revenue | 3.6% | — |
| Cash ConversionOCF / Net Profit | 0.99× | — |
| TTM Free Cash FlowTrailing 4 quarters | $148.8M | $387.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $47.5M | $101.0M | ||
| Q3 25 | $82.1M | $64.0M | ||
| Q2 25 | $44.4M | $127.0M | ||
| Q1 25 | $28.7M | $124.0M | ||
| Q4 24 | $20.0M | $58.0M | ||
| Q3 24 | $70.7M | $25.0M | ||
| Q2 24 | $22.9M | $103.0M |
| Q1 26 | — | $114.0M | ||
| Q4 25 | $31.2M | $95.0M | ||
| Q3 25 | $68.9M | $58.0M | ||
| Q2 25 | $32.4M | $120.0M | ||
| Q1 25 | $16.3M | $117.0M | ||
| Q4 24 | $10.0M | $50.0M | ||
| Q3 24 | $54.3M | $16.0M | ||
| Q2 24 | $11.3M | $91.0M |
| Q1 26 | — | 25.3% | ||
| Q4 25 | 7.0% | 22.0% | ||
| Q3 25 | 15.4% | 9.4% | ||
| Q2 25 | 7.1% | 19.4% | ||
| Q1 25 | 3.9% | 27.5% | ||
| Q4 24 | 2.5% | 13.1% | ||
| Q3 24 | 13.5% | 3.0% | ||
| Q2 24 | 2.6% | 16.8% |
| Q1 26 | — | — | ||
| Q4 25 | 3.6% | 1.4% | ||
| Q3 25 | 2.9% | 1.0% | ||
| Q2 25 | 2.6% | 1.1% | ||
| Q1 25 | 3.0% | 1.6% | ||
| Q4 24 | 2.5% | 2.1% | ||
| Q3 24 | 4.1% | 1.7% | ||
| Q2 24 | 2.7% | 2.2% |
| Q1 26 | — | — | ||
| Q4 25 | 0.99× | 101.00× | ||
| Q3 25 | 1.50× | 0.60× | ||
| Q2 25 | 0.74× | 1.14× | ||
| Q1 25 | 0.64× | 3.35× | ||
| Q4 24 | 0.50× | 6.44× | ||
| Q3 24 | 1.61× | 0.25× | ||
| Q2 24 | 0.41× | 1.12× |
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% |
FTDR
Segment breakdown not available.
