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Side-by-side financial comparison of Atmus Filtration Technologies Inc. (ATMU) and MGIC INVESTMENT CORP (MTG). 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 $297.1M, roughly 1.5× MGIC INVESTMENT CORP). MGIC INVESTMENT CORP runs the higher net margin — 55.6% vs 10.7%, a 44.9% gap on every dollar of revenue. On growth, Atmus Filtration Technologies Inc. posted the faster year-over-year revenue change (9.8% vs -3.0%). Over the past eight quarters, Atmus Filtration Technologies Inc.'s revenue compounded faster (2.3% CAGR vs -1.4%).
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.
MGIC Investment Corporation NYSE: MTG ("MGIC") is a provider of private mortgage insurance in the United States. The company is headquartered in Milwaukee, Wisconsin.
ATMU vs MTG — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $446.6M | $297.1M |
| Net Profit | $48.0M | $165.3M |
| Gross Margin | 28.5% | — |
| Operating Margin | 15.8% | — |
| Net Margin | 10.7% | 55.6% |
| Revenue YoY | 9.8% | -3.0% |
| Net Profit YoY | 19.7% | -10.9% |
| EPS (diluted) | $0.58 | $0.76 |
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 | — | $297.1M | ||
| Q4 25 | $446.6M | $298.7M | ||
| Q3 25 | $447.7M | $304.5M | ||
| Q2 25 | $453.5M | $304.2M | ||
| Q1 25 | $416.5M | $306.2M | ||
| Q4 24 | $406.7M | $301.4M | ||
| Q3 24 | $403.7M | $306.6M | ||
| Q2 24 | $432.6M | $305.3M |
| Q1 26 | — | $165.3M | ||
| Q4 25 | $48.0M | $169.3M | ||
| Q3 25 | $54.8M | $191.1M | ||
| Q2 25 | $59.9M | $192.5M | ||
| Q1 25 | $44.7M | $185.5M | ||
| Q4 24 | $40.1M | $184.7M | ||
| Q3 24 | $43.8M | $200.0M | ||
| Q2 24 | $56.2M | $204.2M |
| 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% | 71.2% | ||
| Q3 25 | 18.3% | 77.2% | ||
| Q2 25 | 18.0% | 80.9% | ||
| Q1 25 | 15.6% | 76.6% | ||
| Q4 24 | 13.4% | 77.9% | ||
| Q3 24 | 15.7% | 82.9% | ||
| Q2 24 | 18.4% | 85.1% |
| Q1 26 | — | 55.6% | ||
| Q4 25 | 10.7% | 56.7% | ||
| Q3 25 | 12.2% | 62.8% | ||
| Q2 25 | 13.2% | 63.3% | ||
| Q1 25 | 10.7% | 60.6% | ||
| Q4 24 | 9.9% | 61.3% | ||
| Q3 24 | 10.8% | 65.2% | ||
| Q2 24 | 13.0% | 66.9% |
| Q1 26 | — | $0.76 | ||
| Q4 25 | $0.58 | $0.75 | ||
| Q3 25 | $0.66 | $0.83 | ||
| Q2 25 | $0.72 | $0.81 | ||
| Q1 25 | $0.54 | $0.75 | ||
| Q4 24 | $0.49 | $0.71 | ||
| Q3 24 | $0.52 | $0.77 | ||
| Q2 24 | $0.67 | $0.77 |
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 | $235.1M |
| Total DebtLower is stronger | $570.0M | — |
| Stockholders' EquityBook value | $378.5M | $5.0B |
| Total Assets | $1.4B | $6.4B |
| Debt / EquityLower = less leverage | 1.51× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $235.1M | ||
| Q4 25 | $236.4M | $369.0M | ||
| Q3 25 | $218.3M | $266.9M | ||
| Q2 25 | $190.8M | $294.9M | ||
| Q1 25 | $183.3M | $207.0M | ||
| Q4 24 | $184.3M | $229.5M | ||
| Q3 24 | $196.8M | $288.6M | ||
| Q2 24 | $160.5M | $281.8M |
| Q1 26 | — | — | ||
| 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 | — | $5.0B | ||
| Q4 25 | $378.5M | $5.1B | ||
| Q3 25 | $336.7M | $5.2B | ||
| Q2 25 | $316.3M | $5.2B | ||
| Q1 25 | $265.3M | $5.1B | ||
| Q4 24 | $227.4M | $5.2B | ||
| Q3 24 | $221.2M | $5.3B | ||
| Q2 24 | $178.1M | $5.1B |
| Q1 26 | — | $6.4B | ||
| Q4 25 | $1.4B | $6.6B | ||
| Q3 25 | $1.3B | $6.6B | ||
| Q2 25 | $1.3B | $6.5B | ||
| Q1 25 | $1.2B | $6.5B | ||
| Q4 24 | $1.2B | $6.5B | ||
| Q3 24 | $1.2B | $6.7B | ||
| Q2 24 | $1.2B | $6.5B |
| Q1 26 | — | — | ||
| 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 | $230.8M | ||
| Q3 25 | $82.1M | $215.4M | ||
| Q2 25 | $44.4M | $183.0M | ||
| Q1 25 | $28.7M | $223.7M | ||
| Q4 24 | $20.0M | $182.4M | ||
| Q3 24 | $70.7M | $182.9M | ||
| Q2 24 | $22.9M | $169.2M |
| Q1 26 | — | — | ||
| Q4 25 | $31.2M | $230.2M | ||
| Q3 25 | $68.9M | $215.1M | ||
| Q2 25 | $32.4M | $183.0M | ||
| Q1 25 | $16.3M | $223.5M | ||
| Q4 24 | $10.0M | $181.9M | ||
| Q3 24 | $54.3M | $182.5M | ||
| Q2 24 | $11.3M | $169.0M |
| Q1 26 | — | — | ||
| Q4 25 | 7.0% | 77.1% | ||
| Q3 25 | 15.4% | 70.6% | ||
| Q2 25 | 7.1% | 60.1% | ||
| Q1 25 | 3.9% | 73.0% | ||
| Q4 24 | 2.5% | 60.3% | ||
| Q3 24 | 13.5% | 59.5% | ||
| Q2 24 | 2.6% | 55.3% |
| Q1 26 | — | — | ||
| Q4 25 | 3.6% | 0.2% | ||
| Q3 25 | 2.9% | 0.1% | ||
| Q2 25 | 2.6% | 0.0% | ||
| Q1 25 | 3.0% | 0.0% | ||
| Q4 24 | 2.5% | 0.2% | ||
| Q3 24 | 4.1% | 0.1% | ||
| Q2 24 | 2.7% | 0.1% |
| Q1 26 | — | — | ||
| Q4 25 | 0.99× | 1.36× | ||
| Q3 25 | 1.50× | 1.13× | ||
| Q2 25 | 0.74× | 0.95× | ||
| Q1 25 | 0.64× | 1.21× | ||
| Q4 24 | 0.50× | 0.99× | ||
| Q3 24 | 1.61× | 0.91× | ||
| Q2 24 | 0.41× | 0.83× |
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% |
MTG
Segment breakdown not available.
