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Side-by-side financial comparison of Atmus Filtration Technologies Inc. (ATMU) and RH (RH). Click either name above to swap in a different company.
RH is the larger business by last-quarter revenue ($883.8M vs $446.6M, roughly 2.0× Atmus Filtration Technologies Inc.). Atmus Filtration Technologies Inc. runs the higher net margin — 10.7% vs 4.1%, a 6.6% gap on every dollar of revenue. On growth, Atmus Filtration Technologies Inc. posted the faster year-over-year revenue change (9.8% vs 8.9%). RH produced more free cash flow last quarter ($83.0M vs $31.2M). Over the past eight quarters, RH's revenue compounded faster (9.4% 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.
RH is an upscale American home-furnishings company headquartered in Corte Madera, California. The company sells its merchandise through its retail stores, catalog, and online. As of August 2018, the company operated a total of 70 galleries, 18 full-line design galleries, and 3 baby-and-child galleries. The company also has 36 outlet stores in the United States and Canada.
ATMU vs RH — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $446.6M | $883.8M |
| Net Profit | $48.0M | $36.3M |
| Gross Margin | 28.5% | 44.1% |
| Operating Margin | 15.8% | 12.0% |
| Net Margin | 10.7% | 4.1% |
| Revenue YoY | 9.8% | 8.9% |
| Net Profit YoY | 19.7% | 9.3% |
| EPS (diluted) | $0.58 | $1.83 |
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 | $883.8M | ||
| Q3 25 | $447.7M | $899.2M | ||
| Q2 25 | $453.5M | $814.0M | ||
| Q1 25 | $416.5M | $812.4M | ||
| Q4 24 | $406.7M | $811.7M | ||
| Q3 24 | $403.7M | $829.7M | ||
| Q2 24 | $432.6M | $727.0M | ||
| Q1 24 | $426.6M | $738.3M |
| Q4 25 | $48.0M | $36.3M | ||
| Q3 25 | $54.8M | $51.7M | ||
| Q2 25 | $59.9M | $8.0M | ||
| Q1 25 | $44.7M | $13.9M | ||
| Q4 24 | $40.1M | $33.2M | ||
| Q3 24 | $43.8M | $29.0M | ||
| Q2 24 | $56.2M | $-3.6M | ||
| Q1 24 | $45.5M | $11.4M |
| Q4 25 | 28.5% | 44.1% | ||
| Q3 25 | 28.9% | 45.5% | ||
| Q2 25 | 28.9% | 43.7% | ||
| Q1 25 | 26.5% | 44.7% | ||
| Q4 24 | 26.3% | 44.5% | ||
| Q3 24 | 27.6% | 45.2% | ||
| Q2 24 | 30.5% | 43.5% | ||
| Q1 24 | 26.2% | 43.5% |
| Q4 25 | 15.8% | 12.0% | ||
| Q3 25 | 18.3% | 14.3% | ||
| Q2 25 | 18.0% | 6.9% | ||
| Q1 25 | 15.6% | 8.7% | ||
| Q4 24 | 13.4% | 12.5% | ||
| Q3 24 | 15.7% | 11.6% | ||
| Q2 24 | 18.4% | 7.5% | ||
| Q1 24 | 16.1% | 8.7% |
| Q4 25 | 10.7% | 4.1% | ||
| Q3 25 | 12.2% | 5.8% | ||
| Q2 25 | 13.2% | 1.0% | ||
| Q1 25 | 10.7% | 1.7% | ||
| Q4 24 | 9.9% | 4.1% | ||
| Q3 24 | 10.8% | 3.5% | ||
| Q2 24 | 13.0% | -0.5% | ||
| Q1 24 | 10.7% | 1.5% |
| Q4 25 | $0.58 | $1.83 | ||
| Q3 25 | $0.66 | $2.62 | ||
| Q2 25 | $0.72 | $0.40 | ||
| Q1 25 | $0.54 | $0.71 | ||
| Q4 24 | $0.49 | $1.66 | ||
| Q3 24 | $0.52 | $1.45 | ||
| Q2 24 | $0.67 | $-0.20 | ||
| Q1 24 | $0.54 | $0.91 |
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 | $43.1M |
| Total DebtLower is stronger | $570.0M | — |
| Stockholders' EquityBook value | $378.5M | $3.3M |
| Total Assets | $1.4B | $4.8B |
| Debt / EquityLower = less leverage | 1.51× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $236.4M | $43.1M | ||
| Q3 25 | $218.3M | $34.6M | ||
| Q2 25 | $190.8M | $46.1M | ||
| Q1 25 | $183.3M | $30.4M | ||
| Q4 24 | $184.3M | $87.0M | ||
| Q3 24 | $196.8M | $78.3M | ||
| Q2 24 | $160.5M | $101.8M | ||
| Q1 24 | $149.2M | $123.7M |
| 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 | $3.3M | ||
| Q3 25 | $336.7M | $-40.9M | ||
| Q2 25 | $316.3M | $-110.8M | ||
| Q1 25 | $265.3M | $-163.6M | ||
| Q4 24 | $227.4M | $-183.0M | ||
| Q3 24 | $221.2M | $-234.7M | ||
| Q2 24 | $178.1M | $-289.9M | ||
| Q1 24 | $121.8M | $-297.4M |
| Q4 25 | $1.4B | $4.8B | ||
| Q3 25 | $1.3B | $4.7B | ||
| Q2 25 | $1.3B | $4.7B | ||
| Q1 25 | $1.2B | $4.6B | ||
| Q4 24 | $1.2B | $4.5B | ||
| Q3 24 | $1.2B | $4.4B | ||
| Q2 24 | $1.2B | $4.2B | ||
| Q1 24 | $1.1B | $4.1B |
| 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 | $131.9M |
| Free Cash FlowOCF − Capex | $31.2M | $83.0M |
| FCF MarginFCF / Revenue | 7.0% | 9.4% |
| Capex IntensityCapex / Revenue | 3.6% | 5.5% |
| Cash ConversionOCF / Net Profit | 0.99× | 3.64× |
| TTM Free Cash FlowTrailing 4 quarters | $148.8M | $128.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $47.5M | $131.9M | ||
| Q3 25 | $82.1M | $137.7M | ||
| Q2 25 | $44.4M | $86.6M | ||
| Q1 25 | $28.7M | $-18.8M | ||
| Q4 24 | $20.0M | $-31.4M | ||
| Q3 24 | $70.7M | $11.2M | ||
| Q2 24 | $22.9M | $56.1M | ||
| Q1 24 | $-8.2M | $-114.0M |
| Q4 25 | $31.2M | $83.0M | ||
| Q3 25 | $68.9M | $80.7M | ||
| Q2 25 | $32.4M | $34.1M | ||
| Q1 25 | $16.3M | $-69.7M | ||
| Q4 24 | $10.0M | $-96.0M | ||
| Q3 24 | $54.3M | $-37.9M | ||
| Q2 24 | $11.3M | $-10.1M | ||
| Q1 24 | $-18.8M | $-251.5M |
| Q4 25 | 7.0% | 9.4% | ||
| Q3 25 | 15.4% | 9.0% | ||
| Q2 25 | 7.1% | 4.2% | ||
| Q1 25 | 3.9% | -8.6% | ||
| Q4 24 | 2.5% | -11.8% | ||
| Q3 24 | 13.5% | -4.6% | ||
| Q2 24 | 2.6% | -1.4% | ||
| Q1 24 | -4.4% | -34.1% |
| Q4 25 | 3.6% | 5.5% | ||
| Q3 25 | 2.9% | 6.3% | ||
| Q2 25 | 2.6% | 6.5% | ||
| Q1 25 | 3.0% | 6.3% | ||
| Q4 24 | 2.5% | 8.0% | ||
| Q3 24 | 4.1% | 5.9% | ||
| Q2 24 | 2.7% | 9.1% | ||
| Q1 24 | 2.5% | 18.6% |
| Q4 25 | 0.99× | 3.64× | ||
| Q3 25 | 1.50× | 2.66× | ||
| Q2 25 | 0.74× | 10.78× | ||
| Q1 25 | 0.64× | -1.35× | ||
| Q4 24 | 0.50× | -0.95× | ||
| Q3 24 | 1.61× | 0.39× | ||
| Q2 24 | 0.41× | — | ||
| Q1 24 | -0.18× | -10.01× |
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% |
RH
| RH Segment | $835.8M | 95% |
| Waterworks Segment | $48.0M | 5% |
| Gift Card And Merchandise Credit | $4.5M | 1% |
