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Side-by-side financial comparison of Atmus Filtration Technologies Inc. (ATMU) and LCI INDUSTRIES (LCII). Click either name above to swap in a different company.
LCI INDUSTRIES is the larger business by last-quarter revenue ($932.7M vs $446.6M, roughly 2.1× Atmus Filtration Technologies Inc.). Atmus Filtration Technologies Inc. runs the higher net margin — 10.7% vs 2.0%, a 8.7% gap on every dollar of revenue. On growth, LCI INDUSTRIES posted the faster year-over-year revenue change (16.1% vs 9.8%). LCI INDUSTRIES produced more free cash flow last quarter ($64.3M vs $31.2M). Over the past eight quarters, Atmus Filtration Technologies Inc.'s revenue compounded faster (2.3% CAGR vs -1.8%).
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.
Lucky Core Industries Limited, formerly known as ICI Pakistan, is a Pakistani conglomerate company headquartered in Karachi. It manufactures polyester, pharmaceutical, agrochemical, soda ash, and veterinary medicine.
ATMU vs LCII — Head-to-Head
Income Statement — Q4 2025 vs Q4 2025
| Metric | | |
|---|---|---|
| Revenue | $446.6M | $932.7M |
| Net Profit | $48.0M | $18.7M |
| Gross Margin | 28.5% | 22.1% |
| Operating Margin | 15.8% | 3.8% |
| Net Margin | 10.7% | 2.0% |
| Revenue YoY | 9.8% | 16.1% |
| Net Profit YoY | 19.7% | 95.7% |
| EPS (diluted) | $0.58 | $0.79 |
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 | $932.7M | ||
| Q3 25 | $447.7M | $1.0B | ||
| Q2 25 | $453.5M | $1.1B | ||
| Q1 25 | $416.5M | $1.0B | ||
| Q4 24 | $406.7M | $803.1M | ||
| Q3 24 | $403.7M | $915.5M | ||
| Q2 24 | $432.6M | $1.1B | ||
| Q1 24 | $426.6M | $968.0M |
| Q4 25 | $48.0M | $18.7M | ||
| Q3 25 | $54.8M | $62.5M | ||
| Q2 25 | $59.9M | $57.6M | ||
| Q1 25 | $44.7M | $49.4M | ||
| Q4 24 | $40.1M | $9.5M | ||
| Q3 24 | $43.8M | $35.6M | ||
| Q2 24 | $56.2M | $61.2M | ||
| Q1 24 | $45.5M | $36.5M |
| Q4 25 | 28.5% | 22.1% | ||
| Q3 25 | 28.9% | 24.4% | ||
| Q2 25 | 28.9% | 24.4% | ||
| Q1 25 | 26.5% | 24.1% | ||
| Q4 24 | 26.3% | 21.1% | ||
| Q3 24 | 27.6% | 24.0% | ||
| Q2 24 | 30.5% | 25.3% | ||
| Q1 24 | 26.2% | 23.1% |
| Q4 25 | 15.8% | 3.8% | ||
| Q3 25 | 18.3% | 7.3% | ||
| Q2 25 | 18.0% | 7.9% | ||
| Q1 25 | 15.6% | 7.8% | ||
| Q4 24 | 13.4% | 2.0% | ||
| Q3 24 | 15.7% | 5.9% | ||
| Q2 24 | 18.4% | 8.6% | ||
| Q1 24 | 16.1% | 6.0% |
| Q4 25 | 10.7% | 2.0% | ||
| Q3 25 | 12.2% | 6.0% | ||
| Q2 25 | 13.2% | 5.2% | ||
| Q1 25 | 10.7% | 4.7% | ||
| Q4 24 | 9.9% | 1.2% | ||
| Q3 24 | 10.8% | 3.9% | ||
| Q2 24 | 13.0% | 5.8% | ||
| Q1 24 | 10.7% | 3.8% |
| Q4 25 | $0.58 | $0.79 | ||
| Q3 25 | $0.66 | $2.55 | ||
| Q2 25 | $0.72 | $2.29 | ||
| Q1 25 | $0.54 | $1.94 | ||
| Q4 24 | $0.49 | $0.37 | ||
| Q3 24 | $0.52 | $1.39 | ||
| Q2 24 | $0.67 | $2.40 | ||
| Q1 24 | $0.54 | $1.44 |
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 | $222.6M |
| Total DebtLower is stronger | $570.0M | $945.2M |
| Stockholders' EquityBook value | $378.5M | $1.4B |
| Total Assets | $1.4B | $3.2B |
| Debt / EquityLower = less leverage | 1.51× | 0.69× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $236.4M | $222.6M | ||
| Q3 25 | $218.3M | $199.7M | ||
| Q2 25 | $190.8M | $191.9M | ||
| Q1 25 | $183.3M | $231.2M | ||
| Q4 24 | $184.3M | $165.8M | ||
| Q3 24 | $196.8M | $161.2M | ||
| Q2 24 | $160.5M | $130.4M | ||
| Q1 24 | $149.2M | $22.6M |
| Q4 25 | $570.0M | $945.2M | ||
| Q3 25 | $577.5M | $947.8M | ||
| Q2 25 | $585.0M | $948.0M | ||
| Q1 25 | $588.8M | $938.3M | ||
| Q4 24 | $592.5M | $757.3M | ||
| Q3 24 | $596.2M | $822.5M | ||
| Q2 24 | $600.0M | $829.7M | ||
| Q1 24 | $600.0M | $855.3M |
| Q4 25 | $378.5M | $1.4B | ||
| Q3 25 | $336.7M | $1.4B | ||
| Q2 25 | $316.3M | $1.4B | ||
| Q1 25 | $265.3M | $1.4B | ||
| Q4 24 | $227.4M | $1.4B | ||
| Q3 24 | $221.2M | $1.4B | ||
| Q2 24 | $178.1M | $1.4B | ||
| Q1 24 | $121.8M | $1.4B |
| Q4 25 | $1.4B | $3.2B | ||
| Q3 25 | $1.3B | $3.2B | ||
| Q2 25 | $1.3B | $3.2B | ||
| Q1 25 | $1.2B | $3.1B | ||
| Q4 24 | $1.2B | $2.9B | ||
| Q3 24 | $1.2B | $3.0B | ||
| Q2 24 | $1.2B | $3.0B | ||
| Q1 24 | $1.1B | $3.0B |
| Q4 25 | 1.51× | 0.69× | ||
| Q3 25 | 1.72× | 0.70× | ||
| Q2 25 | 1.85× | 0.68× | ||
| Q1 25 | 2.22× | 0.69× | ||
| Q4 24 | 2.61× | 0.55× | ||
| Q3 24 | 2.70× | 0.58× | ||
| Q2 24 | 3.37× | 0.60× | ||
| Q1 24 | 4.93× | 0.63× |
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 | $78.9M |
| Free Cash FlowOCF − Capex | $31.2M | $64.3M |
| FCF MarginFCF / Revenue | 7.0% | 6.9% |
| Capex IntensityCapex / Revenue | 3.6% | 1.6% |
| Cash ConversionOCF / Net Profit | 0.99× | 4.22× |
| TTM Free Cash FlowTrailing 4 quarters | $148.8M | $278.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $47.5M | $78.9M | ||
| Q3 25 | $82.1M | $97.2M | ||
| Q2 25 | $44.4M | $112.2M | ||
| Q1 25 | $28.7M | $42.7M | ||
| Q4 24 | $20.0M | $106.6M | ||
| Q3 24 | $70.7M | $78.4M | ||
| Q2 24 | $22.9M | $192.9M | ||
| Q1 24 | $-8.2M | $-7.7M |
| Q4 25 | $31.2M | $64.3M | ||
| Q3 25 | $68.9M | $80.9M | ||
| Q2 25 | $32.4M | $99.5M | ||
| Q1 25 | $16.3M | $33.7M | ||
| Q4 24 | $10.0M | $95.7M | ||
| Q3 24 | $54.3M | $68.3M | ||
| Q2 24 | $11.3M | $180.2M | ||
| Q1 24 | $-18.8M | $-16.3M |
| Q4 25 | 7.0% | 6.9% | ||
| Q3 25 | 15.4% | 7.8% | ||
| Q2 25 | 7.1% | 9.0% | ||
| Q1 25 | 3.9% | 3.2% | ||
| Q4 24 | 2.5% | 11.9% | ||
| Q3 24 | 13.5% | 7.5% | ||
| Q2 24 | 2.6% | 17.1% | ||
| Q1 24 | -4.4% | -1.7% |
| Q4 25 | 3.6% | 1.6% | ||
| Q3 25 | 2.9% | 1.6% | ||
| Q2 25 | 2.6% | 1.2% | ||
| Q1 25 | 3.0% | 0.9% | ||
| Q4 24 | 2.5% | 1.4% | ||
| Q3 24 | 4.1% | 1.1% | ||
| Q2 24 | 2.7% | 1.2% | ||
| Q1 24 | 2.5% | 0.9% |
| Q4 25 | 0.99× | 4.22× | ||
| Q3 25 | 1.50× | 1.55× | ||
| Q2 25 | 0.74× | 1.95× | ||
| Q1 25 | 0.64× | 0.86× | ||
| Q4 24 | 0.50× | 11.17× | ||
| Q3 24 | 1.61× | 2.20× | ||
| Q2 24 | 0.41× | 3.15× | ||
| Q1 24 | -0.18× | -0.21× |
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% |
LCII
| Travel Trailer And Fifth Wheels | $378.4M | 41% |
| Chassis Chassis Partsand Slideout Mechanisms | $206.1M | 22% |
| Furnitureand Mattresses | $120.4M | 13% |
| Appliances | $69.9M | 7% |
| Other Products | $69.1M | 7% |
| Axlesand Suspension Solutions | $62.3M | 7% |
| Motorhomes | $34.2M | 4% |
