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Side-by-side financial comparison of Atmus Filtration Technologies Inc. (ATMU) and ONESPAWORLD HOLDINGS Ltd (OSW). 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 $242.1M, roughly 1.8× ONESPAWORLD HOLDINGS Ltd). Atmus Filtration Technologies Inc. runs the higher net margin — 10.7% vs 5.0%, a 5.8% gap on every dollar of revenue. On growth, ONESPAWORLD HOLDINGS Ltd posted the faster year-over-year revenue change (11.5% vs 9.8%). Atmus Filtration Technologies Inc. produced more free cash flow last quarter ($31.2M vs $14.9M). Over the past eight quarters, ONESPAWORLD HOLDINGS Ltd's revenue compounded faster (7.1% 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.
ATMU vs OSW — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $446.6M | $242.1M |
| Net Profit | $48.0M | $12.1M |
| Gross Margin | 28.5% | — |
| Operating Margin | 15.8% | 6.8% |
| Net Margin | 10.7% | 5.0% |
| Revenue YoY | 9.8% | 11.5% |
| Net Profit YoY | 19.7% | -16.2% |
| EPS (diluted) | $0.58 | $0.12 |
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 | $242.1M | ||
| Q3 25 | $447.7M | $258.5M | ||
| Q2 25 | $453.5M | $240.7M | ||
| Q1 25 | $416.5M | $219.6M | ||
| Q4 24 | $406.7M | $217.2M | ||
| Q3 24 | $403.7M | $241.7M | ||
| Q2 24 | $432.6M | $224.9M | ||
| Q1 24 | $426.6M | $211.2M |
| Q4 25 | $48.0M | $12.1M | ||
| Q3 25 | $54.8M | $24.3M | ||
| Q2 25 | $59.9M | $19.9M | ||
| Q1 25 | $44.7M | $15.3M | ||
| Q4 24 | $40.1M | $14.4M | ||
| Q3 24 | $43.8M | $21.6M | ||
| Q2 24 | $56.2M | $15.8M | ||
| Q1 24 | $45.5M | $21.2M |
| 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% | 6.8% | ||
| Q3 25 | 18.3% | 10.2% | ||
| Q2 25 | 18.0% | 9.2% | ||
| Q1 25 | 15.6% | 7.7% | ||
| Q4 24 | 13.4% | 7.9% | ||
| Q3 24 | 15.7% | 10.3% | ||
| Q2 24 | 18.4% | 8.4% | ||
| Q1 24 | 16.1% | 8.0% |
| Q4 25 | 10.7% | 5.0% | ||
| Q3 25 | 12.2% | 9.4% | ||
| Q2 25 | 13.2% | 8.3% | ||
| Q1 25 | 10.7% | 7.0% | ||
| Q4 24 | 9.9% | 6.6% | ||
| Q3 24 | 10.8% | 8.9% | ||
| Q2 24 | 13.0% | 7.0% | ||
| Q1 24 | 10.7% | 10.0% |
| Q4 25 | $0.58 | $0.12 | ||
| Q3 25 | $0.66 | $0.23 | ||
| Q2 25 | $0.72 | $0.19 | ||
| Q1 25 | $0.54 | $0.15 | ||
| Q4 24 | $0.49 | $0.13 | ||
| Q3 24 | $0.52 | $0.20 | ||
| Q2 24 | $0.67 | $0.15 | ||
| Q1 24 | $0.54 | $0.21 |
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 | $16.3M |
| Total DebtLower is stronger | $570.0M | $84.0M |
| Stockholders' EquityBook value | $378.5M | $542.6M |
| Total Assets | $1.4B | $707.1M |
| Debt / EquityLower = less leverage | 1.51× | 0.15× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $236.4M | $16.3M | ||
| Q3 25 | $218.3M | $29.6M | ||
| Q2 25 | $190.8M | $35.0M | ||
| Q1 25 | $183.3M | $22.6M | ||
| Q4 24 | $184.3M | $57.4M | ||
| Q3 24 | $196.8M | $48.8M | ||
| Q2 24 | $160.5M | $62.5M | ||
| Q1 24 | $149.2M | $65.4M |
| Q4 25 | $570.0M | $84.0M | ||
| Q3 25 | $577.5M | $85.2M | ||
| Q2 25 | $585.0M | $96.2M | ||
| Q1 25 | $588.8M | $97.4M | ||
| Q4 24 | $592.5M | $98.6M | ||
| Q3 24 | $596.2M | $98.7M | ||
| Q2 24 | $600.0M | $123.8M | ||
| Q1 24 | $600.0M | $138.6M |
| Q4 25 | $378.5M | $542.6M | ||
| Q3 25 | $336.7M | $552.8M | ||
| Q2 25 | $316.3M | $548.3M | ||
| Q1 25 | $265.3M | $530.6M | ||
| Q4 24 | $227.4M | $554.5M | ||
| Q3 24 | $221.2M | $540.1M | ||
| Q2 24 | $178.1M | $532.7M | ||
| Q1 24 | $121.8M | $515.5M |
| Q4 25 | $1.4B | $707.1M | ||
| Q3 25 | $1.3B | $732.6M | ||
| Q2 25 | $1.3B | $731.8M | ||
| Q1 25 | $1.2B | $708.7M | ||
| Q4 24 | $1.2B | $746.4M | ||
| Q3 24 | $1.2B | $734.0M | ||
| Q2 24 | $1.2B | $756.8M | ||
| Q1 24 | $1.1B | $763.6M |
| Q4 25 | 1.51× | 0.15× | ||
| Q3 25 | 1.72× | 0.15× | ||
| Q2 25 | 1.85× | 0.18× | ||
| Q1 25 | 2.22× | 0.18× | ||
| Q4 24 | 2.61× | 0.18× | ||
| Q3 24 | 2.70× | 0.18× | ||
| Q2 24 | 3.37× | 0.23× | ||
| Q1 24 | 4.93× | 0.27× |
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 | $20.0M |
| Free Cash FlowOCF − Capex | $31.2M | $14.9M |
| FCF MarginFCF / Revenue | 7.0% | 6.2% |
| Capex IntensityCapex / Revenue | 3.6% | 2.1% |
| Cash ConversionOCF / Net Profit | 0.99× | 1.65× |
| TTM Free Cash FlowTrailing 4 quarters | $148.8M | $68.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $47.5M | $20.0M | ||
| Q3 25 | $82.1M | $33.2M | ||
| Q2 25 | $44.4M | $20.3M | ||
| Q1 25 | $28.7M | $10.1M | ||
| Q4 24 | $20.0M | $16.6M | ||
| Q3 24 | $70.7M | $28.6M | ||
| Q2 24 | $22.9M | $18.7M | ||
| Q1 24 | $-8.2M | $15.0M |
| Q4 25 | $31.2M | $14.9M | ||
| Q3 25 | $68.9M | $27.6M | ||
| Q2 25 | $32.4M | $17.6M | ||
| Q1 25 | $16.3M | $8.4M | ||
| Q4 24 | $10.0M | $13.2M | ||
| Q3 24 | $54.3M | $27.5M | ||
| Q2 24 | $11.3M | $17.6M | ||
| Q1 24 | $-18.8M | $13.7M |
| Q4 25 | 7.0% | 6.2% | ||
| Q3 25 | 15.4% | 10.7% | ||
| Q2 25 | 7.1% | 7.3% | ||
| Q1 25 | 3.9% | 3.8% | ||
| Q4 24 | 2.5% | 6.1% | ||
| Q3 24 | 13.5% | 11.4% | ||
| Q2 24 | 2.6% | 7.8% | ||
| Q1 24 | -4.4% | 6.5% |
| Q4 25 | 3.6% | 2.1% | ||
| Q3 25 | 2.9% | 2.2% | ||
| Q2 25 | 2.6% | 1.1% | ||
| Q1 25 | 3.0% | 0.8% | ||
| Q4 24 | 2.5% | 1.5% | ||
| Q3 24 | 4.1% | 0.5% | ||
| Q2 24 | 2.7% | 0.5% | ||
| Q1 24 | 2.5% | 0.6% |
| Q4 25 | 0.99× | 1.65× | ||
| Q3 25 | 1.50× | 1.36× | ||
| Q2 25 | 0.74× | 1.02× | ||
| Q1 25 | 0.64× | 0.66× | ||
| Q4 24 | 0.50× | 1.15× | ||
| Q3 24 | 1.61× | 1.33× | ||
| Q2 24 | 0.41× | 1.19× | ||
| Q1 24 | -0.18× | 0.71× |
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% |
OSW
| Services | $197.3M | 82% |
| Products | $44.8M | 18% |
