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Side-by-side financial comparison of Atmus Filtration Technologies Inc. (ATMU) and Hilltop Holdings Inc. (HTH). 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 $300.5M, roughly 1.5× Hilltop Holdings Inc.). Hilltop Holdings Inc. runs the higher net margin — 13.0% vs 10.7%, a 2.2% gap on every dollar of revenue. Over the past eight quarters, Atmus Filtration Technologies Inc.'s revenue compounded faster (2.3% CAGR vs 0.6%).
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.
Hilltop Holdings Inc. is a financial holding company based in Dallas, Texas. It offers financial products and banking services through three primary subsidiaries: PlainsCapital Bank, PrimeLending, and HilltopSecurities.
ATMU vs HTH — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $446.6M | $300.5M |
| Net Profit | $48.0M | $39.0M |
| Gross Margin | 28.5% | — |
| Operating Margin | 15.8% | — |
| Net Margin | 10.7% | 13.0% |
| Revenue YoY | 9.8% | — |
| Net Profit YoY | 19.7% | -12.4% |
| EPS (diluted) | $0.58 | $0.64 |
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 | — | $300.5M | ||
| Q4 25 | $446.6M | $329.9M | ||
| Q3 25 | $447.7M | $330.2M | ||
| Q2 25 | $453.5M | $303.3M | ||
| Q1 25 | $416.5M | $318.5M | ||
| Q4 24 | $406.7M | $301.1M | ||
| Q3 24 | $403.7M | $305.5M | ||
| Q2 24 | $432.6M | $297.0M |
| Q1 26 | — | $39.0M | ||
| Q4 25 | $48.0M | $41.6M | ||
| Q3 25 | $54.8M | $45.8M | ||
| Q2 25 | $59.9M | $36.1M | ||
| Q1 25 | $44.7M | $42.1M | ||
| Q4 24 | $40.1M | $35.5M | ||
| Q3 24 | $43.8M | $29.7M | ||
| Q2 24 | $56.2M | $20.3M |
| Q1 26 | — | — | ||
| Q4 25 | 28.5% | — | ||
| Q3 25 | 28.9% | — | ||
| Q2 25 | 28.9% | — | ||
| Q1 25 | 26.5% | — | ||
| Q4 24 | 26.3% | — | ||
| Q3 24 | 27.6% | — | ||
| Q2 24 | 30.5% | — |
| Q1 26 | — | — | ||
| Q4 25 | 15.8% | 16.1% | ||
| Q3 25 | 18.3% | 18.4% | ||
| Q2 25 | 18.0% | 16.3% | ||
| Q1 25 | 15.6% | 18.1% | ||
| Q4 24 | 13.4% | 14.7% | ||
| Q3 24 | 15.7% | 13.9% | ||
| Q2 24 | 18.4% | 10.0% |
| Q1 26 | — | 13.0% | ||
| Q4 25 | 10.7% | 12.6% | ||
| Q3 25 | 12.2% | 13.9% | ||
| Q2 25 | 13.2% | 11.9% | ||
| Q1 25 | 10.7% | 13.2% | ||
| Q4 24 | 9.9% | 11.8% | ||
| Q3 24 | 10.8% | 9.7% | ||
| Q2 24 | 13.0% | 6.8% |
| Q1 26 | — | $0.64 | ||
| Q4 25 | $0.58 | $0.68 | ||
| Q3 25 | $0.66 | $0.74 | ||
| Q2 25 | $0.72 | $0.57 | ||
| Q1 25 | $0.54 | $0.65 | ||
| Q4 24 | $0.49 | $0.55 | ||
| Q3 24 | $0.52 | $0.46 | ||
| Q2 24 | $0.67 | $0.31 |
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 | — |
| Total DebtLower is stronger | $570.0M | $990.8M |
| Stockholders' EquityBook value | $378.5M | $2.2B |
| Total Assets | $1.4B | $15.7B |
| Debt / EquityLower = less leverage | 1.51× | 0.46× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $236.4M | — | ||
| Q3 25 | $218.3M | — | ||
| Q2 25 | $190.8M | — | ||
| Q1 25 | $183.3M | — | ||
| Q4 24 | $184.3M | — | ||
| Q3 24 | $196.8M | — | ||
| Q2 24 | $160.5M | — |
| Q1 26 | — | $990.8M | ||
| 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 26 | — | $2.2B | ||
| Q4 25 | $378.5M | $2.2B | ||
| Q3 25 | $336.7M | $2.2B | ||
| Q2 25 | $316.3M | $2.2B | ||
| Q1 25 | $265.3M | $2.2B | ||
| Q4 24 | $227.4M | $2.2B | ||
| Q3 24 | $221.2M | $2.2B | ||
| Q2 24 | $178.1M | $2.1B |
| Q1 26 | — | $15.7B | ||
| Q4 25 | $1.4B | $15.8B | ||
| Q3 25 | $1.3B | $15.6B | ||
| Q2 25 | $1.3B | $15.4B | ||
| Q1 25 | $1.2B | $15.8B | ||
| Q4 24 | $1.2B | $16.3B | ||
| Q3 24 | $1.2B | $15.9B | ||
| Q2 24 | $1.2B | $15.6B |
| Q1 26 | — | 0.46× | ||
| 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 | — |
| Free Cash FlowOCF − Capex | $31.2M | — |
| FCF MarginFCF / Revenue | 7.0% | — |
| Capex IntensityCapex / Revenue | 3.6% | — |
| Cash ConversionOCF / Net Profit | 0.99× | — |
| TTM Free Cash FlowTrailing 4 quarters | $148.8M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $47.5M | $-38.7M | ||
| Q3 25 | $82.1M | $273.0M | ||
| Q2 25 | $44.4M | $-234.6M | ||
| Q1 25 | $28.7M | $5.8M | ||
| Q4 24 | $20.0M | $273.9M | ||
| Q3 24 | $70.7M | $515.6M | ||
| Q2 24 | $22.9M | $-435.3M |
| Q1 26 | — | — | ||
| Q4 25 | $31.2M | $-55.5M | ||
| Q3 25 | $68.9M | $271.0M | ||
| Q2 25 | $32.4M | $-234.6M | ||
| Q1 25 | $16.3M | $5.0M | ||
| Q4 24 | $10.0M | $266.8M | ||
| Q3 24 | $54.3M | $513.8M | ||
| Q2 24 | $11.3M | $-437.3M |
| Q1 26 | — | — | ||
| Q4 25 | 7.0% | -16.8% | ||
| Q3 25 | 15.4% | 82.1% | ||
| Q2 25 | 7.1% | -77.4% | ||
| Q1 25 | 3.9% | 1.6% | ||
| Q4 24 | 2.5% | 88.6% | ||
| Q3 24 | 13.5% | 168.2% | ||
| Q2 24 | 2.6% | -147.2% |
| Q1 26 | — | — | ||
| Q4 25 | 3.6% | 5.1% | ||
| Q3 25 | 2.9% | 0.6% | ||
| Q2 25 | 2.6% | 0.0% | ||
| Q1 25 | 3.0% | 0.3% | ||
| Q4 24 | 2.5% | 2.4% | ||
| Q3 24 | 4.1% | 0.6% | ||
| Q2 24 | 2.7% | 0.7% |
| Q1 26 | — | — | ||
| Q4 25 | 0.99× | -0.93× | ||
| Q3 25 | 1.50× | 5.96× | ||
| Q2 25 | 0.74× | -6.50× | ||
| Q1 25 | 0.64× | 0.14× | ||
| Q4 24 | 0.50× | 7.71× | ||
| Q3 24 | 1.61× | 17.36× | ||
| Q2 24 | 0.41× | -21.41× |
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% |
HTH
| Noninterest Income | $188.4M | 63% |
| Net Interest Income | $112.1M | 37% |
