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Side-by-side financial comparison of Atmus Filtration Technologies Inc. (ATMU) and Kimco Realty (KIM). Click either name above to swap in a different company.
Kimco Realty is the larger business by last-quarter revenue ($558.0M vs $446.6M, roughly 1.2× Atmus Filtration Technologies Inc.). Kimco Realty runs the higher net margin — 29.8% vs 10.7%, a 19.1% gap on every dollar of revenue. On growth, Atmus Filtration Technologies Inc. posted the faster year-over-year revenue change (9.8% vs 4.0%). Over the past eight quarters, Kimco Realty's revenue compounded faster (5.6% 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.
Kimco Realty Corporation, headquartered in Jericho, New York, is a real estate investment trust that invests in shopping centers.
ATMU vs KIM — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $446.6M | $558.0M |
| Net Profit | $48.0M | $166.3M |
| Gross Margin | 28.5% | — |
| Operating Margin | 15.8% | 37.2% |
| Net Margin | 10.7% | 29.8% |
| Revenue YoY | 9.8% | 4.0% |
| Net Profit YoY | 19.7% | 23.7% |
| EPS (diluted) | $0.58 | $0.46 |
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 | — | $558.0M | ||
| Q4 25 | $446.6M | $542.5M | ||
| Q3 25 | $447.7M | $535.9M | ||
| Q2 25 | $453.5M | $525.2M | ||
| Q1 25 | $416.5M | $536.6M | ||
| Q4 24 | $406.7M | $525.4M | ||
| Q3 24 | $403.7M | $507.6M | ||
| Q2 24 | $432.6M | $500.2M |
| Q1 26 | — | $166.3M | ||
| Q4 25 | $48.0M | $151.2M | ||
| Q3 25 | $54.8M | $137.8M | ||
| Q2 25 | $59.9M | $163.0M | ||
| Q1 25 | $44.7M | $132.8M | ||
| Q4 24 | $40.1M | $166.0M | ||
| Q3 24 | $43.8M | $136.0M | ||
| Q2 24 | $56.2M | $119.7M |
| 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 | — | 37.2% | ||
| Q4 25 | 15.8% | 36.4% | ||
| Q3 25 | 18.3% | 34.9% | ||
| Q2 25 | 18.0% | 39.2% | ||
| Q1 25 | 15.6% | 33.6% | ||
| Q4 24 | 13.4% | 31.7% | ||
| Q3 24 | 15.7% | 33.7% | ||
| Q2 24 | 18.4% | 32.1% |
| Q1 26 | — | 29.8% | ||
| Q4 25 | 10.7% | 27.9% | ||
| Q3 25 | 12.2% | 25.7% | ||
| Q2 25 | 13.2% | 31.0% | ||
| Q1 25 | 10.7% | 24.8% | ||
| Q4 24 | 9.9% | 31.6% | ||
| Q3 24 | 10.8% | 26.8% | ||
| Q2 24 | 13.0% | 23.9% |
| Q1 26 | — | $0.46 | ||
| 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 | — |
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 | — |
| Stockholders' EquityBook value | $378.5M | $10.4B |
| Total Assets | $1.4B | $19.6B |
| Debt / EquityLower = less leverage | 1.51× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $236.4M | $211.6M | ||
| Q3 25 | $218.3M | $159.3M | ||
| Q2 25 | $190.8M | $226.6M | ||
| Q1 25 | $183.3M | $131.3M | ||
| Q4 24 | $184.3M | $688.6M | ||
| Q3 24 | $196.8M | $789.0M | ||
| Q2 24 | $160.5M | $126.4M |
| Q1 26 | — | — | ||
| Q4 25 | $570.0M | $7.7B | ||
| Q3 25 | $577.5M | — | ||
| Q2 25 | $585.0M | — | ||
| Q1 25 | $588.8M | — | ||
| Q4 24 | $592.5M | $8.0B | ||
| Q3 24 | $596.2M | — | ||
| Q2 24 | $600.0M | — |
| Q1 26 | — | $10.4B | ||
| Q4 25 | $378.5M | $10.4B | ||
| Q3 25 | $336.7M | $10.5B | ||
| Q2 25 | $316.3M | $10.5B | ||
| Q1 25 | $265.3M | $10.6B | ||
| Q4 24 | $227.4M | $10.7B | ||
| Q3 24 | $221.2M | $10.5B | ||
| Q2 24 | $178.1M | $10.6B |
| Q1 26 | — | $19.6B | ||
| Q4 25 | $1.4B | $19.7B | ||
| Q3 25 | $1.3B | $19.9B | ||
| Q2 25 | $1.3B | $19.8B | ||
| Q1 25 | $1.2B | $19.7B | ||
| Q4 24 | $1.2B | $20.3B | ||
| Q3 24 | $1.2B | $20.1B | ||
| Q2 24 | $1.2B | $19.5B |
| Q1 26 | — | — | ||
| Q4 25 | 1.51× | 0.74× | ||
| Q3 25 | 1.72× | — | ||
| Q2 25 | 1.85× | — | ||
| Q1 25 | 2.22× | — | ||
| Q4 24 | 2.61× | 0.75× | ||
| 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 | $258.4M | ||
| Q3 25 | $82.1M | $332.4M | ||
| Q2 25 | $44.4M | $305.4M | ||
| Q1 25 | $28.7M | $223.8M | ||
| Q4 24 | $20.0M | $239.5M | ||
| Q3 24 | $70.7M | $295.9M | ||
| Q2 24 | $22.9M | $294.1M |
| Q1 26 | — | — | ||
| Q4 25 | $31.2M | — | ||
| Q3 25 | $68.9M | — | ||
| Q2 25 | $32.4M | — | ||
| Q1 25 | $16.3M | $205.4M | ||
| Q4 24 | $10.0M | — | ||
| Q3 24 | $54.3M | — | ||
| Q2 24 | $11.3M | — |
| Q1 26 | — | — | ||
| Q4 25 | 7.0% | — | ||
| Q3 25 | 15.4% | — | ||
| Q2 25 | 7.1% | — | ||
| Q1 25 | 3.9% | 38.3% | ||
| Q4 24 | 2.5% | — | ||
| Q3 24 | 13.5% | — | ||
| Q2 24 | 2.6% | — |
| Q1 26 | — | — | ||
| Q4 25 | 3.6% | 0.0% | ||
| Q3 25 | 2.9% | 0.0% | ||
| Q2 25 | 2.6% | 0.0% | ||
| Q1 25 | 3.0% | 3.4% | ||
| Q4 24 | 2.5% | — | ||
| Q3 24 | 4.1% | — | ||
| Q2 24 | 2.7% | — |
| Q1 26 | — | — | ||
| Q4 25 | 0.99× | 1.71× | ||
| Q3 25 | 1.50× | 2.41× | ||
| Q2 25 | 0.74× | 1.87× | ||
| Q1 25 | 0.64× | 1.69× | ||
| Q4 24 | 0.50× | 1.44× | ||
| Q3 24 | 1.61× | 2.18× | ||
| Q2 24 | 0.41× | 2.46× |
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% |
KIM
| Revenues from rental properties, net | $552.8M | 99% |
| Management and other fee income | $5.2M | 1% |
