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Side-by-side financial comparison of Atmus Filtration Technologies Inc. (ATMU) and Revolve Group, Inc. (RVLV). 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 $324.4M, roughly 1.4× Revolve Group, Inc.). Atmus Filtration Technologies Inc. runs the higher net margin — 10.7% vs 5.7%, a 5.0% gap on every dollar of revenue. On growth, Revolve Group, Inc. posted the faster year-over-year revenue change (10.4% vs 9.8%). Atmus Filtration Technologies Inc. produced more free cash flow last quarter ($31.2M vs $-13.3M). Over the past eight quarters, Revolve Group, Inc.'s revenue compounded faster (9.5% 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.
Revolve Theatre Company is a Henley-on-Thames based theatre company specialising in political and Shakespearean plays. The company is owned by Oliver Dench, Joe Morris and Tom Smith.
ATMU vs RVLV — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $446.6M | $324.4M |
| Net Profit | $48.0M | $18.6M |
| Gross Margin | 28.5% | 53.3% |
| Operating Margin | 15.8% | 6.3% |
| Net Margin | 10.7% | 5.7% |
| Revenue YoY | 9.8% | 10.4% |
| Net Profit YoY | 19.7% | 50.4% |
| EPS (diluted) | $0.58 | $0.27 |
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 | $324.4M | ||
| Q3 25 | $447.7M | $295.6M | ||
| Q2 25 | $453.5M | $309.0M | ||
| Q1 25 | $416.5M | $296.7M | ||
| Q4 24 | $406.7M | $293.7M | ||
| Q3 24 | $403.7M | $283.1M | ||
| Q2 24 | $432.6M | $282.5M | ||
| Q1 24 | $426.6M | $270.6M |
| Q4 25 | $48.0M | $18.6M | ||
| Q3 25 | $54.8M | $21.2M | ||
| Q2 25 | $59.9M | $10.2M | ||
| Q1 25 | $44.7M | $11.8M | ||
| Q4 24 | $40.1M | $12.3M | ||
| Q3 24 | $43.8M | $11.0M | ||
| Q2 24 | $56.2M | $15.4M | ||
| Q1 24 | $45.5M | $10.9M |
| Q4 25 | 28.5% | 53.3% | ||
| Q3 25 | 28.9% | 54.6% | ||
| Q2 25 | 28.9% | 54.1% | ||
| Q1 25 | 26.5% | 52.0% | ||
| Q4 24 | 26.3% | 52.5% | ||
| Q3 24 | 27.6% | 51.2% | ||
| Q2 24 | 30.5% | 54.0% | ||
| Q1 24 | 26.2% | 52.3% |
| Q4 25 | 15.8% | 6.3% | ||
| Q3 25 | 18.3% | 7.1% | ||
| Q2 25 | 18.0% | 5.8% | ||
| Q1 25 | 15.6% | 5.0% | ||
| Q4 24 | 13.4% | 3.9% | ||
| Q3 24 | 15.7% | 5.0% | ||
| Q2 24 | 18.4% | 5.8% | ||
| Q1 24 | 16.1% | 3.4% |
| Q4 25 | 10.7% | 5.7% | ||
| Q3 25 | 12.2% | 7.2% | ||
| Q2 25 | 13.2% | 3.3% | ||
| Q1 25 | 10.7% | 4.0% | ||
| Q4 24 | 9.9% | 4.2% | ||
| Q3 24 | 10.8% | 3.9% | ||
| Q2 24 | 13.0% | 5.4% | ||
| Q1 24 | 10.7% | 4.0% |
| Q4 25 | $0.58 | $0.27 | ||
| Q3 25 | $0.66 | $0.29 | ||
| Q2 25 | $0.72 | $0.14 | ||
| Q1 25 | $0.54 | $0.16 | ||
| Q4 24 | $0.49 | $0.18 | ||
| Q3 24 | $0.52 | $0.15 | ||
| Q2 24 | $0.67 | $0.21 | ||
| Q1 24 | $0.54 | $0.15 |
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 | $292.3M |
| Total DebtLower is stronger | $570.0M | — |
| Stockholders' EquityBook value | $378.5M | $512.5M |
| Total Assets | $1.4B | $765.0M |
| Debt / EquityLower = less leverage | 1.51× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $236.4M | $292.3M | ||
| Q3 25 | $218.3M | $315.4M | ||
| Q2 25 | $190.8M | $310.7M | ||
| Q1 25 | $183.3M | $300.8M | ||
| Q4 24 | $184.3M | $256.6M | ||
| Q3 24 | $196.8M | $252.8M | ||
| Q2 24 | $160.5M | $244.7M | ||
| Q1 24 | $149.2M | $273.4M |
| 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 | $512.5M | ||
| Q3 25 | $336.7M | $490.2M | ||
| Q2 25 | $316.3M | $468.6M | ||
| Q1 25 | $265.3M | $453.4M | ||
| Q4 24 | $227.4M | $437.8M | ||
| Q3 24 | $221.2M | $420.8M | ||
| Q2 24 | $178.1M | $405.8M | ||
| Q1 24 | $121.8M | $389.9M |
| Q4 25 | $1.4B | $765.0M | ||
| Q3 25 | $1.3B | $751.3M | ||
| Q2 25 | $1.3B | $722.9M | ||
| Q1 25 | $1.2B | $713.9M | ||
| Q4 24 | $1.2B | $665.5M | ||
| Q3 24 | $1.2B | $670.9M | ||
| Q2 24 | $1.2B | $657.8M | ||
| Q1 24 | $1.1B | $650.0M |
| 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 | $-10.2M |
| Free Cash FlowOCF − Capex | $31.2M | $-13.3M |
| FCF MarginFCF / Revenue | 7.0% | -4.1% |
| Capex IntensityCapex / Revenue | 3.6% | 1.0% |
| Cash ConversionOCF / Net Profit | 0.99× | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | $148.8M | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $47.5M | $-10.2M | ||
| Q3 25 | $82.1M | $11.8M | ||
| Q2 25 | $44.4M | $12.6M | ||
| Q1 25 | $28.7M | $45.1M | ||
| Q4 24 | $20.0M | $3.9M | ||
| Q3 24 | $70.7M | $9.1M | ||
| Q2 24 | $22.9M | $-24.7M | ||
| Q1 24 | $-8.2M | $38.4M |
| Q4 25 | $31.2M | $-13.3M | ||
| Q3 25 | $68.9M | $7.5M | ||
| Q2 25 | $32.4M | $10.4M | ||
| Q1 25 | $16.3M | $43.4M | ||
| Q4 24 | $10.0M | $2.1M | ||
| Q3 24 | $54.3M | $8.0M | ||
| Q2 24 | $11.3M | $-25.7M | ||
| Q1 24 | $-18.8M | $36.7M |
| Q4 25 | 7.0% | -4.1% | ||
| Q3 25 | 15.4% | 2.5% | ||
| Q2 25 | 7.1% | 3.4% | ||
| Q1 25 | 3.9% | 14.6% | ||
| Q4 24 | 2.5% | 0.7% | ||
| Q3 24 | 13.5% | 2.8% | ||
| Q2 24 | 2.6% | -9.1% | ||
| Q1 24 | -4.4% | 13.5% |
| Q4 25 | 3.6% | 1.0% | ||
| Q3 25 | 2.9% | 1.5% | ||
| Q2 25 | 2.6% | 0.7% | ||
| Q1 25 | 3.0% | 0.6% | ||
| Q4 24 | 2.5% | 0.6% | ||
| Q3 24 | 4.1% | 0.4% | ||
| Q2 24 | 2.7% | 0.4% | ||
| Q1 24 | 2.5% | 0.6% |
| Q4 25 | 0.99× | -0.55× | ||
| Q3 25 | 1.50× | 0.56× | ||
| Q2 25 | 0.74× | 1.24× | ||
| Q1 25 | 0.64× | 3.82× | ||
| Q4 24 | 0.50× | 0.32× | ||
| Q3 24 | 1.61× | 0.83× | ||
| Q2 24 | 0.41× | -1.60× | ||
| Q1 24 | -0.18× | 3.53× |
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% |
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
