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Side-by-side financial comparison of Atmus Filtration Technologies Inc. (ATMU) and Gogo Inc. (GOGO). 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 $230.6M, roughly 1.9× Gogo Inc.). Atmus Filtration Technologies Inc. runs the higher net margin — 10.7% vs -4.3%, a 15.1% gap on every dollar of revenue. On growth, Gogo Inc. posted the faster year-over-year revenue change (67.3% vs 9.8%). Atmus Filtration Technologies Inc. produced more free cash flow last quarter ($31.2M vs $-25.4M). Over the past eight quarters, Gogo Inc.'s revenue compounded faster (48.7% 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.
Gogo Inc. is an American provider of in-flight broadband Internet service and other connectivity services for business aircraft, headquartered in Broomfield, Colorado. Through its Gogo LLC subsidiary, Gogo previously provided in-flight WiFi to 17 airlines until the Commercial Air business was sold to Intelsat for $400 million in December 2020. According to Gogo, over 2,500 commercial aircraft and 6,600 business aircraft have been equipped with its onboard Wi-Fi services. The company is the de...
ATMU vs GOGO — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $446.6M | $230.6M |
| Net Profit | $48.0M | $-10.0M |
| Gross Margin | 28.5% | — |
| Operating Margin | 15.8% | 6.2% |
| Net Margin | 10.7% | -4.3% |
| Revenue YoY | 9.8% | 67.3% |
| Net Profit YoY | 19.7% | 64.6% |
| EPS (diluted) | $0.58 | $-0.08 |
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 | $230.6M | ||
| Q3 25 | $447.7M | $223.6M | ||
| Q2 25 | $453.5M | $226.0M | ||
| Q1 25 | $416.5M | $230.3M | ||
| Q4 24 | $406.7M | $137.8M | ||
| Q3 24 | $403.7M | $100.5M | ||
| Q2 24 | $432.6M | $102.1M | ||
| Q1 24 | $426.6M | $104.3M |
| Q4 25 | $48.0M | $-10.0M | ||
| Q3 25 | $54.8M | $-1.9M | ||
| Q2 25 | $59.9M | $12.8M | ||
| Q1 25 | $44.7M | $12.0M | ||
| Q4 24 | $40.1M | $-28.2M | ||
| Q3 24 | $43.8M | $10.6M | ||
| Q2 24 | $56.2M | $839.0K | ||
| Q1 24 | $45.5M | $30.5M |
| Q4 25 | 28.5% | — | ||
| Q3 25 | 28.9% | — | ||
| Q2 25 | 28.9% | 87.8% | ||
| Q1 25 | 26.5% | 87.3% | ||
| Q4 24 | 26.3% | — | ||
| Q3 24 | 27.6% | — | ||
| Q2 24 | 30.5% | — | ||
| Q1 24 | 26.2% | — |
| Q4 25 | 15.8% | 6.2% | ||
| Q3 25 | 18.3% | 12.9% | ||
| Q2 25 | 18.0% | 15.9% | ||
| Q1 25 | 15.6% | 15.3% | ||
| Q4 24 | 13.4% | -17.5% | ||
| Q3 24 | 15.7% | 19.0% | ||
| Q2 24 | 18.4% | 21.2% | ||
| Q1 24 | 16.1% | 33.2% |
| Q4 25 | 10.7% | -4.3% | ||
| Q3 25 | 12.2% | -0.9% | ||
| Q2 25 | 13.2% | 5.7% | ||
| Q1 25 | 10.7% | 5.2% | ||
| Q4 24 | 9.9% | -20.5% | ||
| Q3 24 | 10.8% | 10.6% | ||
| Q2 24 | 13.0% | 0.8% | ||
| Q1 24 | 10.7% | 29.2% |
| Q4 25 | $0.58 | $-0.08 | ||
| Q3 25 | $0.66 | $-0.01 | ||
| Q2 25 | $0.72 | $0.09 | ||
| Q1 25 | $0.54 | $0.09 | ||
| Q4 24 | $0.49 | $-0.22 | ||
| Q3 24 | $0.52 | $0.08 | ||
| Q2 24 | $0.67 | $0.01 | ||
| Q1 24 | $0.54 | $0.23 |
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 | $125.2M |
| Total DebtLower is stronger | $570.0M | — |
| Stockholders' EquityBook value | $378.5M | $101.1M |
| Total Assets | $1.4B | $1.3B |
| Debt / EquityLower = less leverage | 1.51× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $236.4M | $125.2M | ||
| Q3 25 | $218.3M | $133.6M | ||
| Q2 25 | $190.8M | $102.1M | ||
| Q1 25 | $183.3M | $70.3M | ||
| Q4 24 | $184.3M | $41.8M | ||
| Q3 24 | $196.8M | $176.7M | ||
| Q2 24 | $160.5M | $161.6M | ||
| Q1 24 | $149.2M | $152.8M |
| 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 | $101.1M | ||
| Q3 25 | $336.7M | $107.0M | ||
| Q2 25 | $316.3M | $102.8M | ||
| Q1 25 | $265.3M | $82.9M | ||
| Q4 24 | $227.4M | $69.3M | ||
| Q3 24 | $221.2M | $52.7M | ||
| Q2 24 | $178.1M | $52.0M | ||
| Q1 24 | $121.8M | $62.4M |
| Q4 25 | $1.4B | $1.3B | ||
| Q3 25 | $1.3B | $1.3B | ||
| Q2 25 | $1.3B | $1.3B | ||
| Q1 25 | $1.2B | $1.2B | ||
| Q4 24 | $1.2B | $1.2B | ||
| Q3 24 | $1.2B | $810.7M | ||
| Q2 24 | $1.2B | $802.7M | ||
| Q1 24 | $1.1B | $809.0M |
| 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 | $8.5M |
| Free Cash FlowOCF − Capex | $31.2M | $-25.4M |
| FCF MarginFCF / Revenue | 7.0% | -11.0% |
| Capex IntensityCapex / Revenue | 3.6% | 14.7% |
| Cash ConversionOCF / Net Profit | 0.99× | — |
| TTM Free Cash FlowTrailing 4 quarters | $148.8M | $65.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $47.5M | $8.5M | ||
| Q3 25 | $82.1M | $46.8M | ||
| Q2 25 | $44.4M | $36.7M | ||
| Q1 25 | $28.7M | $32.5M | ||
| Q4 24 | $20.0M | $-38.3M | ||
| Q3 24 | $70.7M | $25.1M | ||
| Q2 24 | $22.9M | $24.9M | ||
| Q1 24 | $-8.2M | $29.7M |
| Q4 25 | $31.2M | $-25.4M | ||
| Q3 25 | $68.9M | $27.3M | ||
| Q2 25 | $32.4M | $33.5M | ||
| Q1 25 | $16.3M | $29.7M | ||
| Q4 24 | $10.0M | $-42.6M | ||
| Q3 24 | $54.3M | $20.7M | ||
| Q2 24 | $11.3M | $21.6M | ||
| Q1 24 | $-18.8M | $28.2M |
| Q4 25 | 7.0% | -11.0% | ||
| Q3 25 | 15.4% | 12.2% | ||
| Q2 25 | 7.1% | 14.8% | ||
| Q1 25 | 3.9% | 12.9% | ||
| Q4 24 | 2.5% | -30.9% | ||
| Q3 24 | 13.5% | 20.6% | ||
| Q2 24 | 2.6% | 21.1% | ||
| Q1 24 | -4.4% | 27.0% |
| Q4 25 | 3.6% | 14.7% | ||
| Q3 25 | 2.9% | 8.7% | ||
| Q2 25 | 2.6% | 1.4% | ||
| Q1 25 | 3.0% | 1.2% | ||
| Q4 24 | 2.5% | 3.1% | ||
| Q3 24 | 4.1% | 4.4% | ||
| Q2 24 | 2.7% | 3.3% | ||
| Q1 24 | 2.5% | 1.4% |
| Q4 25 | 0.99× | — | ||
| Q3 25 | 1.50× | — | ||
| Q2 25 | 0.74× | 2.87× | ||
| Q1 25 | 0.64× | 2.70× | ||
| Q4 24 | 0.50× | — | ||
| Q3 24 | 1.61× | 2.36× | ||
| Q2 24 | 0.41× | 29.74× | ||
| Q1 24 | -0.18× | 0.97× |
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% |
GOGO
| Services | $191.9M | 83% |
| Products | $38.7M | 17% |
| Fcc Reimbursement Program | $2.0M | 1% |
