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Side-by-side financial comparison of Atmus Filtration Technologies Inc. (ATMU) and Noble Corp plc (NE). Click either name above to swap in a different company.
Noble Corp plc is the larger business by last-quarter revenue ($764.4M vs $446.6M, roughly 1.7× Atmus Filtration Technologies Inc.). Noble Corp plc runs the higher net margin — 11.3% vs 10.7%, a 0.6% gap on every dollar of revenue. On growth, Atmus Filtration Technologies Inc. posted the faster year-over-year revenue change (9.8% vs -17.6%). Noble Corp plc produced more free cash flow last quarter ($35.4M vs $31.2M). Over the past eight quarters, Noble Corp plc's revenue compounded faster (9.5% 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.
Barnes & Noble Booksellers is an American bookseller with the largest number of retail outlets in the United States. The company operates approximately 700+ retail stores across the United States.
ATMU vs NE — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $446.6M | $764.4M |
| Net Profit | $48.0M | $86.6M |
| Gross Margin | 28.5% | — |
| Operating Margin | 15.8% | 5.6% |
| Net Margin | 10.7% | 11.3% |
| Revenue YoY | 9.8% | -17.6% |
| Net Profit YoY | 19.7% | -10.4% |
| EPS (diluted) | $0.58 | $0.54 |
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 | $764.4M | ||
| Q3 25 | $447.7M | $798.0M | ||
| Q2 25 | $453.5M | $848.7M | ||
| Q1 25 | $416.5M | $874.5M | ||
| Q4 24 | $406.7M | $927.3M | ||
| Q3 24 | $403.7M | $800.5M | ||
| Q2 24 | $432.6M | $692.8M | ||
| Q1 24 | $426.6M | $637.1M |
| Q4 25 | $48.0M | $86.6M | ||
| Q3 25 | $54.8M | $-21.1M | ||
| Q2 25 | $59.9M | $42.9M | ||
| Q1 25 | $44.7M | $108.3M | ||
| Q4 24 | $40.1M | $96.6M | ||
| Q3 24 | $43.8M | $61.2M | ||
| Q2 24 | $56.2M | $195.0M | ||
| Q1 24 | $45.5M | $95.5M |
| 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 24 | 26.2% | — |
| Q4 25 | 15.8% | 5.6% | ||
| Q3 25 | 18.3% | 6.3% | ||
| Q2 25 | 18.0% | 15.9% | ||
| Q1 25 | 15.6% | 21.4% | ||
| Q4 24 | 13.4% | 18.4% | ||
| Q3 24 | 15.7% | 14.4% | ||
| Q2 24 | 18.4% | 30.3% | ||
| Q1 24 | 16.1% | 16.9% |
| Q4 25 | 10.7% | 11.3% | ||
| Q3 25 | 12.2% | -2.6% | ||
| Q2 25 | 13.2% | 5.1% | ||
| Q1 25 | 10.7% | 12.4% | ||
| Q4 24 | 9.9% | 10.4% | ||
| Q3 24 | 10.8% | 7.6% | ||
| Q2 24 | 13.0% | 28.1% | ||
| Q1 24 | 10.7% | 15.0% |
| Q4 25 | $0.58 | $0.54 | ||
| Q3 25 | $0.66 | $-0.13 | ||
| Q2 25 | $0.72 | $0.27 | ||
| Q1 25 | $0.54 | $0.67 | ||
| Q4 24 | $0.49 | $0.56 | ||
| Q3 24 | $0.52 | $0.40 | ||
| Q2 24 | $0.67 | $1.34 | ||
| Q1 24 | $0.54 | $0.66 |
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 | $471.4M |
| Total DebtLower is stronger | $570.0M | — |
| Stockholders' EquityBook value | $378.5M | $4.5B |
| Total Assets | $1.4B | $7.5B |
| Debt / EquityLower = less leverage | 1.51× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $236.4M | $471.4M | ||
| Q3 25 | $218.3M | $477.9M | ||
| Q2 25 | $190.8M | $338.2M | ||
| Q1 25 | $183.3M | $303.8M | ||
| Q4 24 | $184.3M | $247.3M | ||
| Q3 24 | $196.8M | $391.9M | ||
| Q2 24 | $160.5M | $162.9M | ||
| Q1 24 | $149.2M | $212.5M |
| 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 24 | $600.0M | — |
| Q4 25 | $378.5M | $4.5B | ||
| Q3 25 | $336.7M | $4.5B | ||
| Q2 25 | $316.3M | $4.6B | ||
| Q1 25 | $265.3M | $4.7B | ||
| Q4 24 | $227.4M | $4.7B | ||
| Q3 24 | $221.2M | $4.7B | ||
| Q2 24 | $178.1M | $4.0B | ||
| Q1 24 | $121.8M | $3.9B |
| Q4 25 | $1.4B | $7.5B | ||
| Q3 25 | $1.3B | $7.6B | ||
| Q2 25 | $1.3B | $7.7B | ||
| Q1 25 | $1.2B | $7.9B | ||
| Q4 24 | $1.2B | $8.0B | ||
| Q3 24 | $1.2B | $8.0B | ||
| Q2 24 | $1.2B | $5.6B | ||
| Q1 24 | $1.1B | $5.4B |
| 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× | — | ||
| Q1 24 | 4.93× | — |
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 | $187.1M |
| Free Cash FlowOCF − Capex | $31.2M | $35.4M |
| FCF MarginFCF / Revenue | 7.0% | 4.6% |
| Capex IntensityCapex / Revenue | 3.6% | 19.9% |
| Cash ConversionOCF / Net Profit | 0.99× | 2.16× |
| TTM Free Cash FlowTrailing 4 quarters | $148.8M | $432.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $47.5M | $187.1M | ||
| Q3 25 | $82.1M | $277.1M | ||
| Q2 25 | $44.4M | $216.4M | ||
| Q1 25 | $28.7M | $271.1M | ||
| Q4 24 | $20.0M | $136.2M | ||
| Q3 24 | $70.7M | $283.8M | ||
| Q2 24 | $22.9M | $106.8M | ||
| Q1 24 | $-8.2M | $128.7M |
| Q4 25 | $31.2M | $35.4M | ||
| Q3 25 | $68.9M | $139.5M | ||
| Q2 25 | $32.4M | $99.8M | ||
| Q1 25 | $16.3M | $157.5M | ||
| Q4 24 | $10.0M | $-4.4M | ||
| Q3 24 | $54.3M | $156.8M | ||
| Q2 24 | $11.3M | $-34.3M | ||
| Q1 24 | $-18.8M | $-37.9M |
| Q4 25 | 7.0% | 4.6% | ||
| Q3 25 | 15.4% | 17.5% | ||
| Q2 25 | 7.1% | 11.8% | ||
| Q1 25 | 3.9% | 18.0% | ||
| Q4 24 | 2.5% | -0.5% | ||
| Q3 24 | 13.5% | 19.6% | ||
| Q2 24 | 2.6% | -4.9% | ||
| Q1 24 | -4.4% | -6.0% |
| Q4 25 | 3.6% | 19.9% | ||
| Q3 25 | 2.9% | 17.3% | ||
| Q2 25 | 2.6% | 13.7% | ||
| Q1 25 | 3.0% | 13.0% | ||
| Q4 24 | 2.5% | 15.2% | ||
| Q3 24 | 4.1% | 15.9% | ||
| Q2 24 | 2.7% | 20.4% | ||
| Q1 24 | 2.5% | 26.2% |
| Q4 25 | 0.99× | 2.16× | ||
| Q3 25 | 1.50× | — | ||
| Q2 25 | 0.74× | 5.05× | ||
| Q1 25 | 0.64× | 2.50× | ||
| Q4 24 | 0.50× | 1.41× | ||
| Q3 24 | 1.61× | 4.64× | ||
| Q2 24 | 0.41× | 0.55× | ||
| Q1 24 | -0.18× | 1.35× |
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% |
NE
| Floaters | $559.8M | 73% |
| Jackups | $145.5M | 19% |
| Service Other | $59.1M | 8% |
