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Side-by-side financial comparison of Atmus Filtration Technologies Inc. (ATMU) and PROCORE TECHNOLOGIES, INC. (PCOR). 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 $349.1M, roughly 1.3× PROCORE TECHNOLOGIES, INC.). Atmus Filtration Technologies Inc. runs the higher net margin — 10.7% vs -10.8%, a 21.5% gap on every dollar of revenue. On growth, PROCORE TECHNOLOGIES, INC. posted the faster year-over-year revenue change (15.6% vs 9.8%). PROCORE TECHNOLOGIES, INC. produced more free cash flow last quarter ($109.2M vs $31.2M). Over the past eight quarters, PROCORE TECHNOLOGIES, INC.'s revenue compounded faster (13.8% 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.
Procore Technologies is an American construction management software as a service company founded in 2002, with headquarters in Carpinteria, California. Procore hosts a platform to connect those involved in the construction industry on a global platform. The software allows for the creation of simplified workflows and displays a consolidated view of construction products that includes the tracking of tasks, management of project workflows, and scheduling.
ATMU vs PCOR — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $446.6M | $349.1M |
| Net Profit | $48.0M | $-37.6M |
| Gross Margin | 28.5% | 80.1% |
| Operating Margin | 15.8% | -12.3% |
| Net Margin | 10.7% | -10.8% |
| Revenue YoY | 9.8% | 15.6% |
| Net Profit YoY | 19.7% | 39.6% |
| EPS (diluted) | $0.58 | $-0.25 |
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 | $349.1M | ||
| Q3 25 | $447.7M | $338.9M | ||
| Q2 25 | $453.5M | $323.9M | ||
| Q1 25 | $416.5M | $310.6M | ||
| Q4 24 | $406.7M | $302.0M | ||
| Q3 24 | $403.7M | $295.9M | ||
| Q2 24 | $432.6M | $284.3M | ||
| Q1 24 | $426.6M | $269.4M |
| Q4 25 | $48.0M | $-37.6M | ||
| Q3 25 | $54.8M | $-9.1M | ||
| Q2 25 | $59.9M | $-21.1M | ||
| Q1 25 | $44.7M | $-33.0M | ||
| Q4 24 | $40.1M | $-62.3M | ||
| Q3 24 | $43.8M | $-26.4M | ||
| Q2 24 | $56.2M | $-6.3M | ||
| Q1 24 | $45.5M | $-11.0M |
| Q4 25 | 28.5% | 80.1% | ||
| Q3 25 | 28.9% | 79.7% | ||
| Q2 25 | 28.9% | 79.1% | ||
| Q1 25 | 26.5% | 79.1% | ||
| Q4 24 | 26.3% | 81.2% | ||
| Q3 24 | 27.6% | 81.4% | ||
| Q2 24 | 30.5% | 83.1% | ||
| Q1 24 | 26.2% | 83.0% |
| Q4 25 | 15.8% | -12.3% | ||
| Q3 25 | 18.3% | -4.4% | ||
| Q2 25 | 18.0% | -9.3% | ||
| Q1 25 | 15.6% | -11.7% | ||
| Q4 24 | 13.4% | -21.9% | ||
| Q3 24 | 15.7% | -12.3% | ||
| Q2 24 | 18.4% | -5.2% | ||
| Q1 24 | 16.1% | -7.0% |
| Q4 25 | 10.7% | -10.8% | ||
| Q3 25 | 12.2% | -2.7% | ||
| Q2 25 | 13.2% | -6.5% | ||
| Q1 25 | 10.7% | -10.6% | ||
| Q4 24 | 9.9% | -20.6% | ||
| Q3 24 | 10.8% | -8.9% | ||
| Q2 24 | 13.0% | -2.2% | ||
| Q1 24 | 10.7% | -4.1% |
| Q4 25 | $0.58 | $-0.25 | ||
| Q3 25 | $0.66 | $-0.06 | ||
| Q2 25 | $0.72 | $-0.14 | ||
| Q1 25 | $0.54 | $-0.22 | ||
| Q4 24 | $0.49 | $-0.42 | ||
| Q3 24 | $0.52 | $-0.18 | ||
| Q2 24 | $0.67 | $-0.04 | ||
| Q1 24 | $0.54 | $-0.08 |
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 | $768.5M |
| Total DebtLower is stronger | $570.0M | — |
| Stockholders' EquityBook value | $378.5M | $1.3B |
| Total Assets | $1.4B | $2.2B |
| Debt / EquityLower = less leverage | 1.51× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $236.4M | $768.5M | ||
| Q3 25 | $218.3M | $684.0M | ||
| Q2 25 | $190.8M | $620.9M | ||
| Q1 25 | $183.3M | $566.7M | ||
| Q4 24 | $184.3M | $775.4M | ||
| Q3 24 | $196.8M | $756.9M | ||
| Q2 24 | $160.5M | $735.4M | ||
| Q1 24 | $149.2M | $744.6M |
| 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 | $1.3B | ||
| Q3 25 | $336.7M | $1.2B | ||
| Q2 25 | $316.3M | $1.2B | ||
| Q1 25 | $265.3M | $1.2B | ||
| Q4 24 | $227.4M | $1.3B | ||
| Q3 24 | $221.2M | $1.3B | ||
| Q2 24 | $178.1M | $1.3B | ||
| Q1 24 | $121.8M | $1.2B |
| Q4 25 | $1.4B | $2.2B | ||
| Q3 25 | $1.3B | $2.1B | ||
| Q2 25 | $1.3B | $2.0B | ||
| Q1 25 | $1.2B | $1.9B | ||
| Q4 24 | $1.2B | $2.1B | ||
| Q3 24 | $1.2B | $2.0B | ||
| Q2 24 | $1.2B | $2.0B | ||
| Q1 24 | $1.1B | $1.9B |
| 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 | $114.9M |
| Free Cash FlowOCF − Capex | $31.2M | $109.2M |
| FCF MarginFCF / Revenue | 7.0% | 31.3% |
| Capex IntensityCapex / Revenue | 3.6% | 1.6% |
| Cash ConversionOCF / Net Profit | 0.99× | — |
| TTM Free Cash FlowTrailing 4 quarters | $148.8M | $282.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $47.5M | $114.9M | ||
| Q3 25 | $82.1M | $88.5M | ||
| Q2 25 | $44.4M | $30.8M | ||
| Q1 25 | $28.7M | $66.0M | ||
| Q4 24 | $20.0M | $29.1M | ||
| Q3 24 | $70.7M | $39.3M | ||
| Q2 24 | $22.9M | $58.7M | ||
| Q1 24 | $-8.2M | $69.1M |
| Q4 25 | $31.2M | $109.2M | ||
| Q3 25 | $68.9M | $83.1M | ||
| Q2 25 | $32.4M | $27.9M | ||
| Q1 25 | $16.3M | $62.0M | ||
| Q4 24 | $10.0M | $17.4M | ||
| Q3 24 | $54.3M | $35.7M | ||
| Q2 24 | $11.3M | $56.8M | ||
| Q1 24 | $-18.8M | $67.1M |
| Q4 25 | 7.0% | 31.3% | ||
| Q3 25 | 15.4% | 24.5% | ||
| Q2 25 | 7.1% | 8.6% | ||
| Q1 25 | 3.9% | 20.0% | ||
| Q4 24 | 2.5% | 5.8% | ||
| Q3 24 | 13.5% | 12.1% | ||
| Q2 24 | 2.6% | 20.0% | ||
| Q1 24 | -4.4% | 24.9% |
| Q4 25 | 3.6% | 1.6% | ||
| Q3 25 | 2.9% | 1.6% | ||
| Q2 25 | 2.6% | 0.9% | ||
| Q1 25 | 3.0% | 1.3% | ||
| Q4 24 | 2.5% | 3.9% | ||
| Q3 24 | 4.1% | 1.2% | ||
| Q2 24 | 2.7% | 0.7% | ||
| Q1 24 | 2.5% | 0.8% |
| Q4 25 | 0.99× | — | ||
| Q3 25 | 1.50× | — | ||
| Q2 25 | 0.74× | — | ||
| Q1 25 | 0.64× | — | ||
| Q4 24 | 0.50× | — | ||
| 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% |
PCOR
| US | $298.3M | 85% |
| Non Us | $50.9M | 15% |
