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Side-by-side financial comparison of Atmus Filtration Technologies Inc. (ATMU) and Perion Network Ltd. (PERI). 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 $368.7M, roughly 1.2× Perion Network Ltd.). Atmus Filtration Technologies Inc. runs the higher net margin — 10.7% vs 2.1%, a 8.7% gap on every dollar of revenue. Atmus Filtration Technologies Inc. produced more free cash flow last quarter ($31.2M vs $-2.9M). Over the past eight quarters, Perion Network Ltd.'s revenue compounded faster (16.4% 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.
Perion Network Ltd. is a publicly traded advertising technology company that provides digital advertising technology solutions to advertisers, agencies, retailers, and publishers. Its core offerings are delivered through Perion One, a unified omnichannel advertising platform designed to support campaign planning, activation, optimisation, and measurement across channels and verticals including connected television (CTV), digital out-of-home (DOOH), display, video advertising, as well as retai...
ATMU vs PERI — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $446.6M | $368.7M |
| Net Profit | $48.0M | $7.7M |
| Gross Margin | 28.5% | — |
| Operating Margin | 15.8% | 2.0% |
| Net Margin | 10.7% | 2.1% |
| Revenue YoY | 9.8% | — |
| Net Profit YoY | 19.7% | — |
| EPS (diluted) | $0.58 | — |
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 | — | ||
| Q3 25 | $447.7M | $368.7M | ||
| Q2 25 | $453.5M | $266.5M | ||
| Q1 25 | $416.5M | $157.8M | ||
| Q4 24 | $406.7M | — | ||
| Q3 24 | $403.7M | $508.9M | ||
| Q2 24 | $432.6M | $323.6M | ||
| Q1 24 | $426.6M | $145.2M |
| Q4 25 | $48.0M | — | ||
| Q3 25 | $54.8M | $7.7M | ||
| Q2 25 | $59.9M | $5.6M | ||
| Q1 25 | $44.7M | $11.8M | ||
| Q4 24 | $40.1M | — | ||
| Q3 24 | $43.8M | $78.0M | ||
| Q2 24 | $56.2M | $45.2M | ||
| Q1 24 | $45.5M | $23.8M |
| 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% | — | ||
| Q3 25 | 18.3% | 2.0% | ||
| Q2 25 | 18.0% | -1.7% | ||
| Q1 25 | 15.6% | 5.4% | ||
| Q4 24 | 13.4% | — | ||
| Q3 24 | 15.7% | 15.1% | ||
| Q2 24 | 18.4% | 13.7% | ||
| Q1 24 | 16.1% | 16.9% |
| Q4 25 | 10.7% | — | ||
| Q3 25 | 12.2% | 2.1% | ||
| Q2 25 | 13.2% | 2.1% | ||
| Q1 25 | 10.7% | 7.5% | ||
| Q4 24 | 9.9% | — | ||
| Q3 24 | 10.8% | 15.3% | ||
| Q2 24 | 13.0% | 14.0% | ||
| Q1 24 | 10.7% | 16.4% |
| Q4 25 | $0.58 | — | ||
| Q3 25 | $0.66 | — | ||
| Q2 25 | $0.72 | — | ||
| Q1 25 | $0.54 | — | ||
| Q4 24 | $0.49 | — | ||
| Q3 24 | $0.52 | — | ||
| Q2 24 | $0.67 | — | ||
| Q1 24 | $0.54 | — |
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 | $156.2M |
| Total DebtLower is stronger | $570.0M | — |
| Stockholders' EquityBook value | $378.5M | $722.9M |
| Total Assets | $1.4B | $915.5M |
| Debt / EquityLower = less leverage | 1.51× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $236.4M | — | ||
| Q3 25 | $218.3M | $156.2M | ||
| Q2 25 | $190.8M | $156.2M | ||
| Q1 25 | $183.3M | $156.2M | ||
| Q4 24 | $184.3M | — | ||
| Q3 24 | $196.8M | $187.6M | ||
| Q2 24 | $160.5M | $187.6M | ||
| Q1 24 | $149.2M | $187.6M |
| 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 | — | ||
| Q3 25 | $336.7M | $722.9M | ||
| Q2 25 | $316.3M | $722.9M | ||
| Q1 25 | $265.3M | $722.9M | ||
| Q4 24 | $227.4M | — | ||
| Q3 24 | $221.2M | $718.1M | ||
| Q2 24 | $178.1M | $718.1M | ||
| Q1 24 | $121.8M | $718.1M |
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.3B | $915.5M | ||
| Q2 25 | $1.3B | $915.5M | ||
| Q1 25 | $1.2B | $915.5M | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.2B | $1.1B | ||
| Q2 24 | $1.2B | $1.1B | ||
| Q1 24 | $1.1B | $1.1B |
| 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 | $2.6M |
| Free Cash FlowOCF − Capex | $31.2M | $-2.9M |
| FCF MarginFCF / Revenue | 7.0% | -0.8% |
| Capex IntensityCapex / Revenue | 3.6% | 1.5% |
| Cash ConversionOCF / Net Profit | 0.99× | 0.34× |
| TTM Free Cash FlowTrailing 4 quarters | $148.8M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $47.5M | — | ||
| Q3 25 | $82.1M | $2.6M | ||
| Q2 25 | $44.4M | — | ||
| Q1 25 | $28.7M | — | ||
| Q4 24 | $20.0M | — | ||
| Q3 24 | $70.7M | $105.2M | ||
| Q2 24 | $22.9M | — | ||
| Q1 24 | $-8.2M | $17.8M |
| Q4 25 | $31.2M | — | ||
| Q3 25 | $68.9M | $-2.9M | ||
| Q2 25 | $32.4M | — | ||
| Q1 25 | $16.3M | — | ||
| Q4 24 | $10.0M | — | ||
| Q3 24 | $54.3M | $104.7M | ||
| Q2 24 | $11.3M | — | ||
| Q1 24 | $-18.8M | $17.6M |
| Q4 25 | 7.0% | — | ||
| Q3 25 | 15.4% | -0.8% | ||
| Q2 25 | 7.1% | — | ||
| Q1 25 | 3.9% | — | ||
| Q4 24 | 2.5% | — | ||
| Q3 24 | 13.5% | 20.6% | ||
| Q2 24 | 2.6% | — | ||
| Q1 24 | -4.4% | 12.2% |
| Q4 25 | 3.6% | — | ||
| Q3 25 | 2.9% | 1.5% | ||
| Q2 25 | 2.6% | — | ||
| Q1 25 | 3.0% | — | ||
| Q4 24 | 2.5% | — | ||
| Q3 24 | 4.1% | 0.1% | ||
| Q2 24 | 2.7% | — | ||
| Q1 24 | 2.5% | 0.1% |
| Q4 25 | 0.99× | — | ||
| Q3 25 | 1.50× | 0.34× | ||
| Q2 25 | 0.74× | — | ||
| Q1 25 | 0.64× | — | ||
| Q4 24 | 0.50× | — | ||
| Q3 24 | 1.61× | 1.35× | ||
| Q2 24 | 0.41× | — | ||
| Q1 24 | -0.18× | 0.75× |
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% |
PERI
| Advertising Solutions | $231.4M | 63% |
| Search Advertising | $137.3M | 37% |
