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Side-by-side financial comparison of Atmus Filtration Technologies Inc. (ATMU) and Metallus Inc. (MTUS). 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 $267.3M, roughly 1.7× Metallus Inc.). Atmus Filtration Technologies Inc. runs the higher net margin — 10.7% vs 0.5%, a 10.3% gap on every dollar of revenue. On growth, Metallus Inc. posted the faster year-over-year revenue change (11.1% vs 9.8%). Atmus Filtration Technologies Inc. produced more free cash flow last quarter ($31.2M vs $900.0K). Over the past eight quarters, Atmus Filtration Technologies Inc.'s revenue compounded faster (2.3% CAGR vs -4.8%).
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.
ATMU vs MTUS — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $446.6M | $267.3M |
| Net Profit | $48.0M | $1.3M |
| Gross Margin | 28.5% | 2.2% |
| Operating Margin | 15.8% | — |
| Net Margin | 10.7% | 0.5% |
| Revenue YoY | 9.8% | 11.1% |
| Net Profit YoY | 19.7% | — |
| EPS (diluted) | $0.58 | $0.03 |
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 | — | $267.3M | ||
| Q4 25 | $446.6M | $267.3M | ||
| Q3 25 | $447.7M | $305.9M | ||
| Q2 25 | $453.5M | $304.6M | ||
| Q1 25 | $416.5M | $280.5M | ||
| Q4 24 | $406.7M | $240.5M | ||
| Q3 24 | $403.7M | $227.2M | ||
| Q2 24 | $432.6M | $294.7M |
| Q1 26 | — | $1.3M | ||
| Q4 25 | $48.0M | $-14.3M | ||
| Q3 25 | $54.8M | $8.1M | ||
| Q2 25 | $59.9M | $3.7M | ||
| Q1 25 | $44.7M | $1.3M | ||
| Q4 24 | $40.1M | $-21.4M | ||
| Q3 24 | $43.8M | $-5.9M | ||
| Q2 24 | $56.2M | $4.6M |
| Q1 26 | — | 2.2% | ||
| Q4 25 | 28.5% | 2.2% | ||
| Q3 25 | 28.9% | 11.4% | ||
| Q2 25 | 28.9% | 10.6% | ||
| Q1 25 | 26.5% | 7.8% | ||
| Q4 24 | 26.3% | 4.5% | ||
| Q3 24 | 27.6% | 5.3% | ||
| Q2 24 | 30.5% | 8.2% |
| Q1 26 | — | — | ||
| Q4 25 | 15.8% | -7.7% | ||
| Q3 25 | 18.3% | 3.6% | ||
| Q2 25 | 18.0% | 2.8% | ||
| Q1 25 | 15.6% | 1.0% | ||
| Q4 24 | 13.4% | -10.1% | ||
| Q3 24 | 15.7% | -3.1% | ||
| Q2 24 | 18.4% | 2.1% |
| Q1 26 | — | 0.5% | ||
| Q4 25 | 10.7% | -5.3% | ||
| Q3 25 | 12.2% | 2.6% | ||
| Q2 25 | 13.2% | 1.2% | ||
| Q1 25 | 10.7% | 0.5% | ||
| Q4 24 | 9.9% | -8.9% | ||
| Q3 24 | 10.8% | -2.6% | ||
| Q2 24 | 13.0% | 1.6% |
| Q1 26 | — | $0.03 | ||
| Q4 25 | $0.58 | $-0.34 | ||
| Q3 25 | $0.66 | $0.19 | ||
| Q2 25 | $0.72 | $0.09 | ||
| Q1 25 | $0.54 | $0.03 | ||
| Q4 24 | $0.49 | $-0.46 | ||
| Q3 24 | $0.52 | $-0.13 | ||
| Q2 24 | $0.67 | $0.10 |
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 | $156.7M |
| Total DebtLower is stronger | $570.0M | — |
| Stockholders' EquityBook value | $378.5M | $686.0M |
| Total Assets | $1.4B | $1.1B |
| Debt / EquityLower = less leverage | 1.51× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $156.7M | ||
| Q4 25 | $236.4M | $156.7M | ||
| Q3 25 | $218.3M | $191.5M | ||
| Q2 25 | $190.8M | $190.8M | ||
| Q1 25 | $183.3M | $180.3M | ||
| Q4 24 | $184.3M | $240.7M | ||
| Q3 24 | $196.8M | $254.6M | ||
| Q2 24 | $160.5M | $272.8M |
| Q1 26 | — | — | ||
| Q4 25 | $570.0M | — | ||
| Q3 25 | $577.5M | $0 | ||
| Q2 25 | $585.0M | $0 | ||
| Q1 25 | $588.8M | $5.4M | ||
| Q4 24 | $592.5M | $5.4M | ||
| Q3 24 | $596.2M | $13.2M | ||
| Q2 24 | $600.0M | $13.2M |
| Q1 26 | — | $686.0M | ||
| Q4 25 | $378.5M | $686.0M | ||
| Q3 25 | $336.7M | $697.7M | ||
| Q2 25 | $316.3M | $690.0M | ||
| Q1 25 | $265.3M | $686.1M | ||
| Q4 24 | $227.4M | $690.5M | ||
| Q3 24 | $221.2M | $712.7M | ||
| Q2 24 | $178.1M | $736.3M |
| Q1 26 | — | $1.1B | ||
| Q4 25 | $1.4B | $1.1B | ||
| Q3 25 | $1.3B | $1.2B | ||
| Q2 25 | $1.3B | $1.1B | ||
| Q1 25 | $1.2B | $1.1B | ||
| Q4 24 | $1.2B | $1.1B | ||
| Q3 24 | $1.2B | $1.1B | ||
| Q2 24 | $1.2B | $1.1B |
| Q1 26 | — | — | ||
| Q4 25 | 1.51× | — | ||
| Q3 25 | 1.72× | 0.00× | ||
| Q2 25 | 1.85× | 0.00× | ||
| Q1 25 | 2.22× | 0.01× | ||
| Q4 24 | 2.61× | 0.01× | ||
| Q3 24 | 2.70× | 0.02× | ||
| Q2 24 | 3.37× | 0.02× |
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 | $900.0K |
| FCF MarginFCF / Revenue | 7.0% | 0.3% |
| Capex IntensityCapex / Revenue | 3.6% | 0.0% |
| Cash ConversionOCF / Net Profit | 0.99× | — |
| TTM Free Cash FlowTrailing 4 quarters | $148.8M | $-25.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $47.5M | $-1.9M | ||
| Q3 25 | $82.1M | $22.0M | ||
| Q2 25 | $44.4M | $34.8M | ||
| Q1 25 | $28.7M | $-38.9M | ||
| Q4 24 | $20.0M | $13.9M | ||
| Q3 24 | $70.7M | $-15.3M | ||
| Q2 24 | $22.9M | $8.3M |
| Q1 26 | — | $900.0K | ||
| Q4 25 | $31.2M | $-37.2M | ||
| Q3 25 | $68.9M | $-6.4M | ||
| Q2 25 | $32.4M | $17.0M | ||
| Q1 25 | $16.3M | $-66.4M | ||
| Q4 24 | $10.0M | $-1.3M | ||
| Q3 24 | $54.3M | $-32.9M | ||
| Q2 24 | $11.3M | $-5.8M |
| Q1 26 | — | 0.3% | ||
| Q4 25 | 7.0% | -13.9% | ||
| Q3 25 | 15.4% | -2.1% | ||
| Q2 25 | 7.1% | 5.6% | ||
| Q1 25 | 3.9% | -23.7% | ||
| Q4 24 | 2.5% | -0.5% | ||
| Q3 24 | 13.5% | -14.5% | ||
| Q2 24 | 2.6% | -2.0% |
| Q1 26 | — | 0.0% | ||
| Q4 25 | 3.6% | 13.2% | ||
| Q3 25 | 2.9% | 9.3% | ||
| Q2 25 | 2.6% | 5.8% | ||
| Q1 25 | 3.0% | 9.8% | ||
| Q4 24 | 2.5% | 6.3% | ||
| Q3 24 | 4.1% | 7.7% | ||
| Q2 24 | 2.7% | 4.8% |
| Q1 26 | — | — | ||
| Q4 25 | 0.99× | — | ||
| Q3 25 | 1.50× | 2.72× | ||
| Q2 25 | 0.74× | 9.41× | ||
| Q1 25 | 0.64× | -29.92× | ||
| Q4 24 | 0.50× | — | ||
| Q3 24 | 1.61× | — | ||
| Q2 24 | 0.41× | 1.80× |
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% |
MTUS
Segment breakdown not available.
