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Side-by-side financial comparison of Atmus Filtration Technologies Inc. (ATMU) and PEGASYSTEMS INC (PEGA). 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 $430.0M, roughly 1.0× PEGASYSTEMS INC). Atmus Filtration Technologies Inc. runs the higher net margin — 10.7% vs 7.6%, a 3.1% gap on every dollar of revenue. On growth, Atmus Filtration Technologies Inc. posted the faster year-over-year revenue change (9.8% vs -9.6%). PEGASYSTEMS INC produced more free cash flow last quarter ($206.5M vs $31.2M). Over the past eight quarters, PEGASYSTEMS INC's revenue compounded faster (10.7% 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.
Pegasystems Inc. (Pega) is a global software company based in Waltham, Massachusetts, in the United States, and founded in 1983. The company has been publicly traded since 1996 as PEGA (NASDAQ). Pega is a low-code platform for workflow automation and generative AI-powered decision-making for businesses.
ATMU vs PEGA — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $446.6M | $430.0M |
| Net Profit | $48.0M | $32.8M |
| Gross Margin | 28.5% | 75.2% |
| Operating Margin | 15.8% | 8.6% |
| Net Margin | 10.7% | 7.6% |
| Revenue YoY | 9.8% | -9.6% |
| Net Profit YoY | 19.7% | — |
| EPS (diluted) | $0.58 | $0.18 |
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 | — | $430.0M | ||
| Q4 25 | $446.6M | $504.3M | ||
| Q3 25 | $447.7M | $381.4M | ||
| Q2 25 | $453.5M | $384.5M | ||
| Q1 25 | $416.5M | $475.6M | ||
| Q4 24 | $406.7M | $490.8M | ||
| Q3 24 | $403.7M | $325.1M | ||
| Q2 24 | $432.6M | $351.2M |
| Q1 26 | — | $32.8M | ||
| Q4 25 | $48.0M | $234.6M | ||
| Q3 25 | $54.8M | $43.4M | ||
| Q2 25 | $59.9M | $30.1M | ||
| Q1 25 | $44.7M | $85.4M | ||
| Q4 24 | $40.1M | $119.1M | ||
| Q3 24 | $43.8M | $-14.4M | ||
| Q2 24 | $56.2M | $6.6M |
| Q1 26 | — | 75.2% | ||
| Q4 25 | 28.5% | 79.5% | ||
| Q3 25 | 28.9% | 72.2% | ||
| Q2 25 | 28.9% | 71.5% | ||
| Q1 25 | 26.5% | 78.5% | ||
| Q4 24 | 26.3% | 79.1% | ||
| Q3 24 | 27.6% | 70.2% | ||
| Q2 24 | 30.5% | 72.4% |
| Q1 26 | — | 8.6% | ||
| Q4 25 | 15.8% | 20.7% | ||
| Q3 25 | 18.3% | 3.8% | ||
| Q2 25 | 18.0% | 4.5% | ||
| Q1 25 | 15.6% | 26.7% | ||
| Q4 24 | 13.4% | 29.1% | ||
| Q3 24 | 15.7% | -3.6% | ||
| Q2 24 | 18.4% | 3.7% |
| Q1 26 | — | 7.6% | ||
| Q4 25 | 10.7% | 46.5% | ||
| Q3 25 | 12.2% | 11.4% | ||
| Q2 25 | 13.2% | 7.8% | ||
| Q1 25 | 10.7% | 18.0% | ||
| Q4 24 | 9.9% | 24.3% | ||
| Q3 24 | 10.8% | -4.4% | ||
| Q2 24 | 13.0% | 1.9% |
| Q1 26 | — | $0.18 | ||
| Q4 25 | $0.58 | $0.81 | ||
| Q3 25 | $0.66 | $0.24 | ||
| Q2 25 | $0.72 | $0.17 | ||
| Q1 25 | $0.54 | $0.91 | ||
| Q4 24 | $0.49 | $1.35 | ||
| Q3 24 | $0.52 | $-0.17 | ||
| Q2 24 | $0.67 | $0.07 |
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 | $270.0M |
| Total DebtLower is stronger | $570.0M | — |
| Stockholders' EquityBook value | $378.5M | $705.9M |
| Total Assets | $1.4B | $1.6B |
| Debt / EquityLower = less leverage | 1.51× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $270.0M | ||
| Q4 25 | $236.4M | $425.8M | ||
| Q3 25 | $218.3M | $351.4M | ||
| Q2 25 | $190.8M | $411.6M | ||
| Q1 25 | $183.3M | $371.7M | ||
| Q4 24 | $184.3M | $740.0M | ||
| Q3 24 | $196.8M | $703.0M | ||
| Q2 24 | $160.5M | $665.1M |
| Q1 26 | — | — | ||
| 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 26 | — | $705.9M | ||
| Q4 25 | $378.5M | $787.4M | ||
| Q3 25 | $336.7M | $596.8M | ||
| Q2 25 | $316.3M | $624.5M | ||
| Q1 25 | $265.3M | $611.3M | ||
| Q4 24 | $227.4M | $585.5M | ||
| Q3 24 | $221.2M | $473.0M | ||
| Q2 24 | $178.1M | $435.4M |
| Q1 26 | — | $1.6B | ||
| Q4 25 | $1.4B | $1.6B | ||
| Q3 25 | $1.3B | $1.3B | ||
| Q2 25 | $1.3B | $1.3B | ||
| Q1 25 | $1.2B | $1.3B | ||
| Q4 24 | $1.2B | $1.8B | ||
| Q3 24 | $1.2B | $1.6B | ||
| Q2 24 | $1.2B | $1.5B |
| Q1 26 | — | — | ||
| 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× | — |
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 | $206.5M |
| FCF MarginFCF / Revenue | 7.0% | 48.0% |
| Capex IntensityCapex / Revenue | 3.6% | — |
| Cash ConversionOCF / Net Profit | 0.99× | — |
| TTM Free Cash FlowTrailing 4 quarters | $148.8M | $494.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $47.5M | $158.4M | ||
| Q3 25 | $82.1M | $56.3M | ||
| Q2 25 | $44.4M | $86.3M | ||
| Q1 25 | $28.7M | $204.2M | ||
| Q4 24 | $20.0M | $95.2M | ||
| Q3 24 | $70.7M | $30.5M | ||
| Q2 24 | $22.9M | $40.1M |
| Q1 26 | — | $206.5M | ||
| Q4 25 | $31.2M | $152.4M | ||
| Q3 25 | $68.9M | $51.8M | ||
| Q2 25 | $32.4M | $84.1M | ||
| Q1 25 | $16.3M | $202.3M | ||
| Q4 24 | $10.0M | $92.4M | ||
| Q3 24 | $54.3M | $27.4M | ||
| Q2 24 | $11.3M | $38.8M |
| Q1 26 | — | 48.0% | ||
| Q4 25 | 7.0% | 30.2% | ||
| Q3 25 | 15.4% | 13.6% | ||
| Q2 25 | 7.1% | 21.9% | ||
| Q1 25 | 3.9% | 42.5% | ||
| Q4 24 | 2.5% | 18.8% | ||
| Q3 24 | 13.5% | 8.4% | ||
| Q2 24 | 2.6% | 11.1% |
| Q1 26 | — | — | ||
| Q4 25 | 3.6% | 1.2% | ||
| Q3 25 | 2.9% | 1.2% | ||
| Q2 25 | 2.6% | 0.6% | ||
| Q1 25 | 3.0% | 0.4% | ||
| Q4 24 | 2.5% | 0.6% | ||
| Q3 24 | 4.1% | 0.9% | ||
| Q2 24 | 2.7% | 0.4% |
| Q1 26 | — | — | ||
| Q4 25 | 0.99× | 0.68× | ||
| Q3 25 | 1.50× | 1.30× | ||
| Q2 25 | 0.74× | 2.87× | ||
| Q1 25 | 0.64× | 2.39× | ||
| Q4 24 | 0.50× | 0.80× | ||
| Q3 24 | 1.61× | — | ||
| Q2 24 | 0.41× | 6.06× |
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% |
PEGA
| Pega Cloud | $205.0M | 48% |
| Subscription license | $94.9M | 22% |
| Maintenance | $75.3M | 18% |
| Consulting | $54.8M | 13% |
