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Side-by-side financial comparison of Atmus Filtration Technologies Inc. (ATMU) and OCEANEERING INTERNATIONAL INC (OII). Click either name above to swap in a different company.
OCEANEERING INTERNATIONAL INC is the larger business by last-quarter revenue ($692.4M vs $446.6M, roughly 1.6× Atmus Filtration Technologies Inc.). Atmus Filtration Technologies Inc. runs the higher net margin — 10.7% vs 5.2%, a 5.5% gap on every dollar of revenue. On growth, Atmus Filtration Technologies Inc. posted the faster year-over-year revenue change (9.8% vs 3.6%). Atmus Filtration Technologies Inc. produced more free cash flow last quarter ($31.2M vs $-76.5M). 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.
Oceaneering International, Inc. is a subsea engineering and applied technology company based in Houston, Texas, U.S. that provides engineered services and hardware to customers who operate in marine, space, and other environments.
ATMU vs OII — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $446.6M | $692.4M |
| Net Profit | $48.0M | $36.1M |
| Gross Margin | 28.5% | — |
| Operating Margin | 15.8% | — |
| Net Margin | 10.7% | 5.2% |
| Revenue YoY | 9.8% | 3.6% |
| Net Profit YoY | 19.7% | -28.3% |
| EPS (diluted) | $0.58 | $0.36 |
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 | — | $692.4M | ||
| Q4 25 | $446.6M | $668.6M | ||
| Q3 25 | $447.7M | $742.9M | ||
| Q2 25 | $453.5M | $698.2M | ||
| Q1 25 | $416.5M | $674.5M | ||
| Q4 24 | $406.7M | $713.5M | ||
| Q3 24 | $403.7M | $679.8M | ||
| Q2 24 | $432.6M | $668.8M |
| Q1 26 | — | $36.1M | ||
| Q4 25 | $48.0M | $177.7M | ||
| Q3 25 | $54.8M | $71.3M | ||
| Q2 25 | $59.9M | $54.4M | ||
| Q1 25 | $44.7M | $50.4M | ||
| Q4 24 | $40.1M | $56.1M | ||
| Q3 24 | $43.8M | $41.2M | ||
| Q2 24 | $56.2M | $35.0M |
| Q1 26 | — | — | ||
| Q4 25 | 28.5% | 19.8% | ||
| Q3 25 | 28.9% | 20.6% | ||
| Q2 25 | 28.9% | 21.3% | ||
| Q1 25 | 26.5% | 20.0% | ||
| Q4 24 | 26.3% | 19.9% | ||
| Q3 24 | 27.6% | 19.3% | ||
| Q2 24 | 30.5% | 18.0% |
| Q1 26 | — | — | ||
| Q4 25 | 15.8% | 9.8% | ||
| Q3 25 | 18.3% | 11.6% | ||
| Q2 25 | 18.0% | 11.3% | ||
| Q1 25 | 15.6% | 10.9% | ||
| Q4 24 | 13.4% | 10.9% | ||
| Q3 24 | 15.7% | 10.5% | ||
| Q2 24 | 18.4% | 9.0% |
| Q1 26 | — | 5.2% | ||
| Q4 25 | 10.7% | 26.6% | ||
| Q3 25 | 12.2% | 9.6% | ||
| Q2 25 | 13.2% | 7.8% | ||
| Q1 25 | 10.7% | 7.5% | ||
| Q4 24 | 9.9% | 7.9% | ||
| Q3 24 | 10.8% | 6.1% | ||
| Q2 24 | 13.0% | 5.2% |
| Q1 26 | — | $0.36 | ||
| Q4 25 | $0.58 | $1.75 | ||
| Q3 25 | $0.66 | $0.71 | ||
| Q2 25 | $0.72 | $0.54 | ||
| Q1 25 | $0.54 | $0.49 | ||
| Q4 24 | $0.49 | $0.55 | ||
| Q3 24 | $0.52 | $0.40 | ||
| Q2 24 | $0.67 | $0.34 |
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 | $488.8M |
| Stockholders' EquityBook value | $378.5M | $1.1B |
| Total Assets | $1.4B | $2.6B |
| Debt / EquityLower = less leverage | 1.51× | 0.44× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $236.4M | $695.9M | ||
| Q3 25 | $218.3M | $7.0M | ||
| Q2 25 | $190.8M | $7.0M | ||
| Q1 25 | $183.3M | $7.0M | ||
| Q4 24 | $184.3M | $504.5M | ||
| Q3 24 | $196.8M | — | ||
| Q2 24 | $160.5M | — |
| Q1 26 | — | $488.8M | ||
| Q4 25 | $570.0M | $487.4M | ||
| Q3 25 | $577.5M | — | ||
| Q2 25 | $585.0M | — | ||
| Q1 25 | $588.8M | — | ||
| Q4 24 | $592.5M | $482.0M | ||
| Q3 24 | $596.2M | — | ||
| Q2 24 | $600.0M | — |
| Q1 26 | — | $1.1B | ||
| Q4 25 | $378.5M | $1.1B | ||
| Q3 25 | $336.7M | $907.7M | ||
| Q2 25 | $316.3M | $842.1M | ||
| Q1 25 | $265.3M | $773.1M | ||
| Q4 24 | $227.4M | $714.3M | ||
| Q3 24 | $221.2M | $698.0M | ||
| Q2 24 | $178.1M | $651.0M |
| Q1 26 | — | $2.6B | ||
| Q4 25 | $1.4B | $2.7B | ||
| Q3 25 | $1.3B | $2.5B | ||
| Q2 25 | $1.3B | $2.3B | ||
| Q1 25 | $1.2B | $2.3B | ||
| Q4 24 | $1.2B | $2.3B | ||
| Q3 24 | $1.2B | $2.4B | ||
| Q2 24 | $1.2B | $2.3B |
| Q1 26 | — | 0.44× | ||
| Q4 25 | 1.51× | 0.46× | ||
| Q3 25 | 1.72× | — | ||
| Q2 25 | 1.85× | — | ||
| Q1 25 | 2.22× | — | ||
| Q4 24 | 2.61× | 0.67× | ||
| 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 | $-76.5M |
| FCF MarginFCF / Revenue | 7.0% | -11.1% |
| Capex IntensityCapex / Revenue | 3.6% | 2.5% |
| Cash ConversionOCF / Net Profit | 0.99× | — |
| TTM Free Cash FlowTrailing 4 quarters | $148.8M | $238.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $47.5M | $221.1M | ||
| Q3 25 | $82.1M | $101.3M | ||
| Q2 25 | $44.4M | $77.2M | ||
| Q1 25 | $28.7M | $-80.7M | ||
| Q4 24 | $20.0M | $128.4M | ||
| Q3 24 | $70.7M | $91.9M | ||
| Q2 24 | $22.9M | $52.6M |
| Q1 26 | — | $-76.5M | ||
| Q4 25 | $31.2M | $190.7M | ||
| Q3 25 | $68.9M | $77.0M | ||
| Q2 25 | $32.4M | $46.9M | ||
| Q1 25 | $16.3M | $-106.8M | ||
| Q4 24 | $10.0M | $94.5M | ||
| Q3 24 | $54.3M | $67.0M | ||
| Q2 24 | $11.3M | $29.8M |
| Q1 26 | — | -11.1% | ||
| Q4 25 | 7.0% | 28.5% | ||
| Q3 25 | 15.4% | 10.4% | ||
| Q2 25 | 7.1% | 6.7% | ||
| Q1 25 | 3.9% | -15.8% | ||
| Q4 24 | 2.5% | 13.2% | ||
| Q3 24 | 13.5% | 9.9% | ||
| Q2 24 | 2.6% | 4.5% |
| Q1 26 | — | 2.5% | ||
| Q4 25 | 3.6% | 4.6% | ||
| Q3 25 | 2.9% | 3.3% | ||
| Q2 25 | 2.6% | 4.3% | ||
| Q1 25 | 3.0% | 3.9% | ||
| Q4 24 | 2.5% | 4.7% | ||
| Q3 24 | 4.1% | 3.7% | ||
| Q2 24 | 2.7% | 3.4% |
| Q1 26 | — | — | ||
| Q4 25 | 0.99× | 1.24× | ||
| Q3 25 | 1.50× | 1.42× | ||
| Q2 25 | 0.74× | 1.42× | ||
| Q1 25 | 0.64× | -1.60× | ||
| Q4 24 | 0.50× | 2.29× | ||
| Q3 24 | 1.61× | 2.23× | ||
| Q2 24 | 0.41× | 1.50× |
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% |
OII
Segment breakdown not available.
