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Side-by-side financial comparison of Atmus Filtration Technologies Inc. (ATMU) and Paylocity Holding Corp (PCTY). 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 $387.0M, roughly 1.2× Paylocity Holding Corp). Paylocity Holding Corp runs the higher net margin — 13.0% vs 10.7%, a 2.2% gap on every dollar of revenue. On growth, Paylocity Holding Corp posted the faster year-over-year revenue change (11.3% vs 9.8%). Paylocity Holding Corp produced more free cash flow last quarter ($113.6M vs $31.2M). Over the past eight quarters, Paylocity Holding Corp's revenue compounded faster (2.7% 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.
Paylocity Holding Corporation is an American provider of cloud-based payroll, , spend management, and human capital management (HCM) software.
ATMU vs PCTY — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $446.6M | $387.0M |
| Net Profit | $48.0M | $50.2M |
| Gross Margin | 28.5% | 72.9% |
| Operating Margin | 15.8% | 18.2% |
| Net Margin | 10.7% | 13.0% |
| Revenue YoY | 9.8% | 11.3% |
| Net Profit YoY | 19.7% | 34.0% |
| EPS (diluted) | $0.58 | $0.92 |
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 | $387.0M | ||
| Q3 25 | $447.7M | $378.9M | ||
| Q2 25 | $453.5M | $369.9M | ||
| Q1 25 | $416.5M | $421.1M | ||
| Q4 24 | $406.7M | $347.7M | ||
| Q3 24 | $403.7M | $333.1M | ||
| Q2 24 | $432.6M | $324.7M | ||
| Q1 24 | $426.6M | $366.8M |
| Q4 25 | $48.0M | $50.2M | ||
| Q3 25 | $54.8M | $48.0M | ||
| Q2 25 | $59.9M | $48.6M | ||
| Q1 25 | $44.7M | $91.5M | ||
| Q4 24 | $40.1M | $37.5M | ||
| Q3 24 | $43.8M | $49.6M | ||
| Q2 24 | $56.2M | $48.8M | ||
| Q1 24 | $45.5M | $85.3M |
| Q4 25 | 28.5% | 72.9% | ||
| Q3 25 | 28.9% | 73.9% | ||
| Q2 25 | 28.9% | 73.5% | ||
| Q1 25 | 26.5% | 77.1% | ||
| Q4 24 | 26.3% | 72.6% | ||
| Q3 24 | 27.6% | 74.4% | ||
| Q2 24 | 30.5% | 74.0% | ||
| Q1 24 | 26.2% | 77.8% |
| Q4 25 | 15.8% | 18.2% | ||
| Q3 25 | 18.3% | 19.6% | ||
| Q2 25 | 18.0% | 17.9% | ||
| Q1 25 | 15.6% | 30.2% | ||
| Q4 24 | 13.4% | 13.4% | ||
| Q3 24 | 15.7% | 19.3% | ||
| Q2 24 | 18.4% | 19.4% | ||
| Q1 24 | 16.1% | 29.0% |
| Q4 25 | 10.7% | 13.0% | ||
| Q3 25 | 12.2% | 12.7% | ||
| Q2 25 | 13.2% | 13.1% | ||
| Q1 25 | 10.7% | 21.7% | ||
| Q4 24 | 9.9% | 10.8% | ||
| Q3 24 | 10.8% | 14.9% | ||
| Q2 24 | 13.0% | 15.0% | ||
| Q1 24 | 10.7% | 23.3% |
| Q4 25 | $0.58 | $0.92 | ||
| Q3 25 | $0.66 | $0.86 | ||
| Q2 25 | $0.72 | $0.87 | ||
| Q1 25 | $0.54 | $1.61 | ||
| Q4 24 | $0.49 | $0.66 | ||
| Q3 24 | $0.52 | $0.88 | ||
| Q2 24 | $0.67 | $0.85 | ||
| Q1 24 | $0.54 | $1.50 |
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 | $162.5M |
| Total DebtLower is stronger | $570.0M | $81.3M |
| Stockholders' EquityBook value | $378.5M | $1.1B |
| Total Assets | $1.4B | $7.0B |
| Debt / EquityLower = less leverage | 1.51× | 0.07× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $236.4M | $162.5M | ||
| Q3 25 | $218.3M | $165.2M | ||
| Q2 25 | $190.8M | $398.1M | ||
| Q1 25 | $183.3M | $477.8M | ||
| Q4 24 | $184.3M | $482.4M | ||
| Q3 24 | $196.8M | $778.5M | ||
| Q2 24 | $160.5M | $401.8M | ||
| Q1 24 | $149.2M | $492.7M |
| Q4 25 | $570.0M | $81.3M | ||
| Q3 25 | $577.5M | $81.3M | ||
| Q2 25 | $585.0M | $162.5M | ||
| Q1 25 | $588.8M | $243.8M | ||
| Q4 24 | $592.5M | $325.0M | ||
| Q3 24 | $596.2M | $325.0M | ||
| Q2 24 | $600.0M | $0 | ||
| Q1 24 | $600.0M | — |
| Q4 25 | $378.5M | $1.1B | ||
| Q3 25 | $336.7M | $1.1B | ||
| Q2 25 | $316.3M | $1.2B | ||
| Q1 25 | $265.3M | $1.2B | ||
| Q4 24 | $227.4M | $1.2B | ||
| Q3 24 | $221.2M | $1.1B | ||
| Q2 24 | $178.1M | $1.0B | ||
| Q1 24 | $121.8M | $1.1B |
| Q4 25 | $1.4B | $7.0B | ||
| Q3 25 | $1.3B | $4.2B | ||
| Q2 25 | $1.3B | $4.4B | ||
| Q1 25 | $1.2B | $5.2B | ||
| Q4 24 | $1.2B | $5.3B | ||
| Q3 24 | $1.2B | $4.0B | ||
| Q2 24 | $1.2B | $4.2B | ||
| Q1 24 | $1.1B | $5.0B |
| Q4 25 | 1.51× | 0.07× | ||
| Q3 25 | 1.72× | 0.07× | ||
| Q2 25 | 1.85× | 0.13× | ||
| Q1 25 | 2.22× | 0.20× | ||
| Q4 24 | 2.61× | 0.28× | ||
| Q3 24 | 2.70× | 0.29× | ||
| Q2 24 | 3.37× | 0.00× | ||
| 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 | $117.0M |
| Free Cash FlowOCF − Capex | $31.2M | $113.6M |
| FCF MarginFCF / Revenue | 7.0% | 29.4% |
| Capex IntensityCapex / Revenue | 3.6% | 0.9% |
| Cash ConversionOCF / Net Profit | 0.99× | 2.33× |
| TTM Free Cash FlowTrailing 4 quarters | $148.8M | $461.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $47.5M | $117.0M | ||
| Q3 25 | $82.1M | $86.5M | ||
| Q2 25 | $44.4M | $86.6M | ||
| Q1 25 | $28.7M | $186.0M | ||
| Q4 24 | $20.0M | $54.2M | ||
| Q3 24 | $70.7M | $91.5M | ||
| Q2 24 | $22.9M | $79.9M | ||
| Q1 24 | $-8.2M | $167.5M |
| Q4 25 | $31.2M | $113.6M | ||
| Q3 25 | $68.9M | $82.7M | ||
| Q2 25 | $32.4M | $81.1M | ||
| Q1 25 | $16.3M | $183.7M | ||
| Q4 24 | $10.0M | $51.2M | ||
| Q3 24 | $54.3M | $89.1M | ||
| Q2 24 | $11.3M | $73.6M | ||
| Q1 24 | $-18.8M | $162.0M |
| Q4 25 | 7.0% | 29.4% | ||
| Q3 25 | 15.4% | 21.8% | ||
| Q2 25 | 7.1% | 21.9% | ||
| Q1 25 | 3.9% | 43.6% | ||
| Q4 24 | 2.5% | 14.7% | ||
| Q3 24 | 13.5% | 26.8% | ||
| Q2 24 | 2.6% | 22.7% | ||
| Q1 24 | -4.4% | 44.2% |
| Q4 25 | 3.6% | 0.9% | ||
| Q3 25 | 2.9% | 1.0% | ||
| Q2 25 | 2.6% | 1.5% | ||
| Q1 25 | 3.0% | 0.5% | ||
| Q4 24 | 2.5% | 0.9% | ||
| Q3 24 | 4.1% | 0.7% | ||
| Q2 24 | 2.7% | 1.9% | ||
| Q1 24 | 2.5% | 1.5% |
| Q4 25 | 0.99× | 2.33× | ||
| Q3 25 | 1.50× | 1.80× | ||
| Q2 25 | 0.74× | 1.78× | ||
| Q1 25 | 0.64× | 2.03× | ||
| Q4 24 | 0.50× | 1.45× | ||
| Q3 24 | 1.61× | 1.84× | ||
| Q2 24 | 0.41× | 1.64× | ||
| Q1 24 | -0.18× | 1.96× |
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% |
PCTY
| Recurring Fees | $370.1M | 96% |
| Implementation Services And Other | $16.9M | 4% |
