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Side-by-side financial comparison of Atmus Filtration Technologies Inc. (ATMU) and Oportun Financial Corp (OPRT). 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 $247.7M, roughly 1.8× Oportun Financial Corp). Atmus Filtration Technologies Inc. runs the higher net margin — 10.7% vs 1.4%, a 9.4% gap on every dollar of revenue. On growth, Atmus Filtration Technologies Inc. posted the faster year-over-year revenue change (9.8% vs -1.3%). Over the past eight quarters, Atmus Filtration Technologies Inc.'s revenue compounded faster (2.3% CAGR vs -0.5%).
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.
Oportun Financial Corp is a US-based fintech firm that provides accessible, responsible financial services including personal loans, credit cards, and savings products to underserved low-to-moderate income consumers, many with limited or no credit history, leveraging proprietary AI underwriting to deliver fair terms while mitigating operational risk.
ATMU vs OPRT — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $446.6M | $247.7M |
| Net Profit | $48.0M | $3.4M |
| Gross Margin | 28.5% | — |
| Operating Margin | 15.8% | 2.6% |
| Net Margin | 10.7% | 1.4% |
| Revenue YoY | 9.8% | -1.3% |
| Net Profit YoY | 19.7% | -61.0% |
| EPS (diluted) | $0.58 | $0.07 |
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 | $247.7M | ||
| Q3 25 | $447.7M | $238.7M | ||
| Q2 25 | $453.5M | $234.3M | ||
| Q1 25 | $416.5M | $235.9M | ||
| Q4 24 | $406.7M | $250.9M | ||
| Q3 24 | $403.7M | $250.0M | ||
| Q2 24 | $432.6M | $250.4M | ||
| Q1 24 | $426.6M | $250.5M |
| Q4 25 | $48.0M | $3.4M | ||
| Q3 25 | $54.8M | $5.2M | ||
| Q2 25 | $59.9M | $6.9M | ||
| Q1 25 | $44.7M | $9.8M | ||
| Q4 24 | $40.1M | $8.7M | ||
| Q3 24 | $43.8M | $-30.0M | ||
| Q2 24 | $56.2M | $-31.0M | ||
| Q1 24 | $45.5M | $-26.4M |
| 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% | 2.6% | ||
| Q3 25 | 18.3% | 6.0% | ||
| Q2 25 | 18.0% | 4.3% | ||
| Q1 25 | 15.6% | 5.6% | ||
| Q4 24 | 13.4% | 89.6% | ||
| Q3 24 | 15.7% | -15.8% | ||
| Q2 24 | 18.4% | -19.6% | ||
| Q1 24 | 16.1% | -12.2% |
| Q4 25 | 10.7% | 1.4% | ||
| Q3 25 | 12.2% | 2.2% | ||
| Q2 25 | 13.2% | 2.9% | ||
| Q1 25 | 10.7% | 4.1% | ||
| Q4 24 | 9.9% | 200.1% | ||
| Q3 24 | 10.8% | -12.0% | ||
| Q2 24 | 13.0% | -12.4% | ||
| Q1 24 | 10.7% | -10.6% |
| Q4 25 | $0.58 | $0.07 | ||
| Q3 25 | $0.66 | $0.11 | ||
| Q2 25 | $0.72 | $0.14 | ||
| Q1 25 | $0.54 | $0.21 | ||
| Q4 24 | $0.49 | $0.26 | ||
| Q3 24 | $0.52 | $-0.75 | ||
| Q2 24 | $0.67 | $-0.78 | ||
| Q1 24 | $0.54 | $-0.68 |
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 | $105.5M |
| Total DebtLower is stronger | $570.0M | — |
| Stockholders' EquityBook value | $378.5M | $390.1M |
| Total Assets | $1.4B | $3.3B |
| Debt / EquityLower = less leverage | 1.51× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $236.4M | $105.5M | ||
| Q3 25 | $218.3M | $104.6M | ||
| Q2 25 | $190.8M | $96.8M | ||
| Q1 25 | $183.3M | $78.5M | ||
| Q4 24 | $184.3M | $60.0M | ||
| Q3 24 | $196.8M | $71.8M | ||
| Q2 24 | $160.5M | $72.9M | ||
| Q1 24 | $149.2M | $69.2M |
| 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 | $390.1M | ||
| Q3 25 | $336.7M | $383.9M | ||
| Q2 25 | $316.3M | $376.0M | ||
| Q1 25 | $265.3M | $366.1M | ||
| Q4 24 | $227.4M | $353.8M | ||
| Q3 24 | $221.2M | $327.6M | ||
| Q2 24 | $178.1M | $354.1M | ||
| Q1 24 | $121.8M | $382.0M |
| Q4 25 | $1.4B | $3.3B | ||
| Q3 25 | $1.3B | $3.2B | ||
| Q2 25 | $1.3B | $3.2B | ||
| Q1 25 | $1.2B | $3.2B | ||
| Q4 24 | $1.2B | $3.2B | ||
| Q3 24 | $1.2B | $3.3B | ||
| Q2 24 | $1.2B | $3.3B | ||
| Q1 24 | $1.1B | $3.3B |
| 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 | $413.4M |
| Free Cash FlowOCF − Capex | $31.2M | — |
| FCF MarginFCF / Revenue | 7.0% | — |
| Capex IntensityCapex / Revenue | 3.6% | — |
| Cash ConversionOCF / Net Profit | 0.99× | 121.45× |
| TTM Free Cash FlowTrailing 4 quarters | $148.8M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $47.5M | $413.4M | ||
| Q3 25 | $82.1M | $99.0M | ||
| Q2 25 | $44.4M | $104.5M | ||
| Q1 25 | $28.7M | $101.0M | ||
| Q4 24 | $20.0M | $393.5M | ||
| Q3 24 | $70.7M | $108.5M | ||
| Q2 24 | $22.9M | $107.7M | ||
| Q1 24 | $-8.2M | $85.9M |
| Q4 25 | $31.2M | — | ||
| Q3 25 | $68.9M | — | ||
| Q2 25 | $32.4M | — | ||
| Q1 25 | $16.3M | — | ||
| Q4 24 | $10.0M | — | ||
| Q3 24 | $54.3M | — | ||
| Q2 24 | $11.3M | — | ||
| Q1 24 | $-18.8M | — |
| Q4 25 | 7.0% | — | ||
| Q3 25 | 15.4% | — | ||
| Q2 25 | 7.1% | — | ||
| Q1 25 | 3.9% | — | ||
| Q4 24 | 2.5% | — | ||
| Q3 24 | 13.5% | — | ||
| Q2 24 | 2.6% | — | ||
| Q1 24 | -4.4% | — |
| Q4 25 | 3.6% | — | ||
| Q3 25 | 2.9% | — | ||
| Q2 25 | 2.6% | — | ||
| Q1 25 | 3.0% | — | ||
| Q4 24 | 2.5% | — | ||
| Q3 24 | 4.1% | — | ||
| Q2 24 | 2.7% | — | ||
| Q1 24 | 2.5% | — |
| Q4 25 | 0.99× | 121.45× | ||
| Q3 25 | 1.50× | 19.05× | ||
| Q2 25 | 0.74× | 15.20× | ||
| Q1 25 | 0.64× | 10.34× | ||
| Q4 24 | 0.50× | 45.04× | ||
| Q3 24 | 1.61× | — | ||
| Q2 24 | 0.41× | — | ||
| Q1 24 | -0.18× | — |
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% |
OPRT
Segment breakdown not available.
