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Side-by-side financial comparison of Atmus Filtration Technologies Inc. (ATMU) and Genius Sports Ltd (GENI). Click either name above to swap in a different company.
Genius Sports Ltd is the larger business by last-quarter revenue ($510.9M vs $446.6M, roughly 1.1× Atmus Filtration Technologies Inc.). Atmus Filtration Technologies Inc. runs the higher net margin — 10.7% vs -12.3%, a 23.1% gap on every dollar of revenue. Genius Sports Ltd produced more free cash flow last quarter ($69.6M vs $31.2M). Over the past eight quarters, Genius Sports Ltd's revenue compounded faster (129.2% 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.
Genius Sports is a sports data and technology company that provides data management, video streaming and integrity services to sports leagues, bookmakers and media companies.
ATMU vs GENI — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $446.6M | $510.9M |
| Net Profit | $48.0M | $-63.0M |
| Gross Margin | 28.5% | 25.2% |
| Operating Margin | 15.8% | -11.5% |
| Net Margin | 10.7% | -12.3% |
| Revenue YoY | 9.8% | — |
| Net Profit YoY | 19.7% | — |
| EPS (diluted) | $0.58 | — |
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.
| Q4 25 | $446.6M | $510.9M | ||
| Q3 25 | $447.7M | $335.4M | ||
| Q2 25 | $453.5M | $215.2M | ||
| Q1 25 | $416.5M | $119.7M | ||
| Q4 24 | $406.7M | $413.0M | ||
| Q3 24 | $403.7M | $285.8M | ||
| Q2 24 | $432.6M | $184.1M | ||
| Q1 24 | $426.6M | $97.2M |
| Q4 25 | $48.0M | $-63.0M | ||
| Q3 25 | $54.8M | — | ||
| Q2 25 | $59.9M | $-47.3M | ||
| Q1 25 | $44.7M | $-25.5M | ||
| Q4 24 | $40.1M | $-85.5M | ||
| Q3 24 | $43.8M | $-47.1M | ||
| Q2 24 | $56.2M | $-35.5M | ||
| Q1 24 | $45.5M | $-25.2M |
| Q4 25 | 28.5% | 25.2% | ||
| Q3 25 | 28.9% | 24.2% | ||
| Q2 25 | 28.9% | 19.1% | ||
| Q1 25 | 26.5% | 10.7% | ||
| Q4 24 | 26.3% | 16.7% | ||
| Q3 24 | 27.6% | 20.5% | ||
| Q2 24 | 30.5% | 18.6% | ||
| Q1 24 | 26.2% | 9.8% |
| Q4 25 | 15.8% | -11.5% | ||
| Q3 25 | 18.3% | -15.3% | ||
| Q2 25 | 18.0% | -21.0% | ||
| Q1 25 | 15.6% | -20.3% | ||
| Q4 24 | 13.4% | -18.0% | ||
| Q3 24 | 15.7% | -13.9% | ||
| Q2 24 | 18.4% | -16.8% | ||
| Q1 24 | 16.1% | -23.7% |
| Q4 25 | 10.7% | -12.3% | ||
| Q3 25 | 12.2% | — | ||
| Q2 25 | 13.2% | -22.0% | ||
| Q1 25 | 10.7% | -21.3% | ||
| Q4 24 | 9.9% | -20.7% | ||
| Q3 24 | 10.8% | -16.5% | ||
| Q2 24 | 13.0% | -19.3% | ||
| Q1 24 | 10.7% | -25.9% |
| Q4 25 | $0.58 | — | ||
| Q3 25 | $0.66 | — | ||
| Q2 25 | $0.72 | — | ||
| Q1 25 | $0.54 | — | ||
| Q4 24 | $0.49 | — | ||
| Q3 24 | $0.52 | — | ||
| Q2 24 | $0.67 | — | ||
| Q1 24 | $0.54 | — |
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 | $280.6M |
| Total DebtLower is stronger | $570.0M | — |
| Stockholders' EquityBook value | $378.5M | $724.5M |
| Total Assets | $1.4B | $1.1B |
| Debt / EquityLower = less leverage | 1.51× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $236.4M | $280.6M | ||
| Q3 25 | $218.3M | $110.2M | ||
| Q2 25 | $190.8M | $110.2M | ||
| Q1 25 | $183.3M | $110.2M | ||
| Q4 24 | $184.3M | $100.3M | ||
| Q3 24 | $196.8M | $100.3M | ||
| Q2 24 | $160.5M | $100.3M | ||
| Q1 24 | $149.2M | $100.3M |
| 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 | $724.5M | ||
| Q3 25 | $336.7M | $572.4M | ||
| Q2 25 | $316.3M | $572.4M | ||
| Q1 25 | $265.3M | $572.4M | ||
| Q4 24 | $227.4M | $573.0M | ||
| Q3 24 | $221.2M | $573.0M | ||
| Q2 24 | $178.1M | $573.0M | ||
| Q1 24 | $121.8M | $573.0M |
| Q4 25 | $1.4B | $1.1B | ||
| Q3 25 | $1.3B | $792.3M | ||
| Q2 25 | $1.3B | $792.3M | ||
| Q1 25 | $1.2B | $792.3M | ||
| Q4 24 | $1.2B | $775.7M | ||
| Q3 24 | $1.2B | $775.7M | ||
| Q2 24 | $1.2B | $775.7M | ||
| Q1 24 | $1.1B | $775.7M |
| 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 | $81.9M |
| Free Cash FlowOCF − Capex | $31.2M | $69.6M |
| FCF MarginFCF / Revenue | 7.0% | 13.6% |
| Capex IntensityCapex / Revenue | 3.6% | 2.4% |
| Cash ConversionOCF / Net Profit | 0.99× | — |
| TTM Free Cash FlowTrailing 4 quarters | $148.8M | $33.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $47.5M | $81.9M | ||
| Q3 25 | $82.1M | $-4.8M | ||
| Q2 25 | $44.4M | $-1.2M | ||
| Q1 25 | $28.7M | $-14.6M | ||
| Q4 24 | $20.0M | $14.9M | ||
| Q3 24 | $70.7M | $-9.2M | ||
| Q2 24 | $22.9M | — | ||
| Q1 24 | $-8.2M | — |
| Q4 25 | $31.2M | $69.6M | ||
| Q3 25 | $68.9M | $-14.2M | ||
| Q2 25 | $32.4M | $-5.8M | ||
| Q1 25 | $16.3M | $-16.0M | ||
| Q4 24 | $10.0M | $11.3M | ||
| Q3 24 | $54.3M | $-11.6M | ||
| Q2 24 | $11.3M | — | ||
| Q1 24 | $-18.8M | — |
| Q4 25 | 7.0% | 13.6% | ||
| Q3 25 | 15.4% | -4.2% | ||
| Q2 25 | 7.1% | -2.7% | ||
| Q1 25 | 3.9% | -13.4% | ||
| Q4 24 | 2.5% | 2.7% | ||
| Q3 24 | 13.5% | -4.1% | ||
| Q2 24 | 2.6% | — | ||
| Q1 24 | -4.4% | — |
| Q4 25 | 3.6% | 2.4% | ||
| Q3 25 | 2.9% | 2.8% | ||
| Q2 25 | 2.6% | 2.1% | ||
| Q1 25 | 3.0% | 1.2% | ||
| Q4 24 | 2.5% | 0.9% | ||
| Q3 24 | 4.1% | 0.9% | ||
| Q2 24 | 2.7% | — | ||
| Q1 24 | 2.5% | — |
| Q4 25 | 0.99× | — | ||
| Q3 25 | 1.50× | — | ||
| Q2 25 | 0.74× | — | ||
| Q1 25 | 0.64× | — | ||
| Q4 24 | 0.50× | — | ||
| Q3 24 | 1.61× | — | ||
| Q2 24 | 0.41× | — | ||
| Q1 24 | -0.18× | — |
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% |
GENI
Segment breakdown not available.
