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Side-by-side financial comparison of Atmus Filtration Technologies Inc. (ATMU) and SCANSOURCE, INC. (SCSC). Click either name above to swap in a different company.
SCANSOURCE, INC. is the larger business by last-quarter revenue ($766.5M vs $446.6M, roughly 1.7× Atmus Filtration Technologies Inc.). Atmus Filtration Technologies Inc. runs the higher net margin — 10.7% vs 2.2%, a 8.6% gap on every dollar of revenue. On growth, Atmus Filtration Technologies Inc. posted the faster year-over-year revenue change (9.8% vs 2.5%). Atmus Filtration Technologies Inc. produced more free cash flow last quarter ($31.2M vs $28.9M). Over the past eight quarters, Atmus Filtration Technologies Inc.'s revenue compounded faster (2.3% CAGR vs 0.9%).
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.
ScanSource, Inc. is a leading global specialty technology distributor offering a broad portfolio of solutions including point-of-sale systems, barcode scanning tools, cybersecurity products, cloud services and communication solutions. It primarily serves value-added resellers, managed service providers and enterprise clients across North America, Latin America and Europe, covering retail, healthcare, industrial and public sector core segments.
ATMU vs SCSC — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $446.6M | $766.5M |
| Net Profit | $48.0M | $16.5M |
| Gross Margin | 28.5% | 13.4% |
| Operating Margin | 15.8% | 2.3% |
| Net Margin | 10.7% | 2.2% |
| Revenue YoY | 9.8% | 2.5% |
| Net Profit YoY | 19.7% | -3.3% |
| EPS (diluted) | $0.58 | $0.75 |
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 | $766.5M | ||
| Q3 25 | $447.7M | $739.6M | ||
| Q2 25 | $453.5M | $812.9M | ||
| Q1 25 | $416.5M | $704.8M | ||
| Q4 24 | $406.7M | $747.5M | ||
| Q3 24 | $403.7M | $775.6M | ||
| Q2 24 | $432.6M | $746.1M | ||
| Q1 24 | $426.6M | $752.6M |
| Q4 25 | $48.0M | $16.5M | ||
| Q3 25 | $54.8M | $19.9M | ||
| Q2 25 | $59.9M | $20.1M | ||
| Q1 25 | $44.7M | $17.4M | ||
| Q4 24 | $40.1M | $17.1M | ||
| Q3 24 | $43.8M | $17.0M | ||
| Q2 24 | $56.2M | $16.1M | ||
| Q1 24 | $45.5M | $12.8M |
| Q4 25 | 28.5% | 13.4% | ||
| Q3 25 | 28.9% | 14.5% | ||
| Q2 25 | 28.9% | 12.9% | ||
| Q1 25 | 26.5% | 14.2% | ||
| Q4 24 | 26.3% | 13.6% | ||
| Q3 24 | 27.6% | 13.1% | ||
| Q2 24 | 30.5% | 13.0% | ||
| Q1 24 | 26.2% | 12.6% |
| Q4 25 | 15.8% | 2.3% | ||
| Q3 25 | 18.3% | 3.5% | ||
| Q2 25 | 18.0% | 3.3% | ||
| Q1 25 | 15.6% | 3.2% | ||
| Q4 24 | 13.4% | 2.5% | ||
| Q3 24 | 15.7% | 2.3% | ||
| Q2 24 | 18.4% | 2.9% | ||
| Q1 24 | 16.1% | 2.3% |
| Q4 25 | 10.7% | 2.2% | ||
| Q3 25 | 12.2% | 2.7% | ||
| Q2 25 | 13.2% | 2.5% | ||
| Q1 25 | 10.7% | 2.5% | ||
| Q4 24 | 9.9% | 2.3% | ||
| Q3 24 | 10.8% | 2.2% | ||
| Q2 24 | 13.0% | 2.2% | ||
| Q1 24 | 10.7% | 1.7% |
| Q4 25 | $0.58 | $0.75 | ||
| Q3 25 | $0.66 | $0.89 | ||
| Q2 25 | $0.72 | $0.87 | ||
| Q1 25 | $0.54 | $0.74 | ||
| Q4 24 | $0.49 | $0.70 | ||
| Q3 24 | $0.52 | $0.69 | ||
| Q2 24 | $0.67 | $0.66 | ||
| Q1 24 | $0.54 | $0.50 |
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 | $83.5M |
| Total DebtLower is stronger | $570.0M | — |
| Stockholders' EquityBook value | $378.5M | $910.9M |
| Total Assets | $1.4B | $1.7B |
| Debt / EquityLower = less leverage | 1.51× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $236.4M | $83.5M | ||
| Q3 25 | $218.3M | $124.9M | ||
| Q2 25 | $190.8M | $126.2M | ||
| Q1 25 | $183.3M | $146.3M | ||
| Q4 24 | $184.3M | $110.5M | ||
| Q3 24 | $196.8M | $145.0M | ||
| Q2 24 | $160.5M | $185.5M | ||
| Q1 24 | $149.2M | $159.1M |
| 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 | $910.9M | ||
| Q3 25 | $336.7M | $914.0M | ||
| Q2 25 | $316.3M | $906.4M | ||
| Q1 25 | $265.3M | $901.7M | ||
| Q4 24 | $227.4M | $900.7M | ||
| Q3 24 | $221.2M | $920.9M | ||
| Q2 24 | $178.1M | $924.3M | ||
| Q1 24 | $121.8M | $944.1M |
| Q4 25 | $1.4B | $1.7B | ||
| Q3 25 | $1.3B | $1.7B | ||
| Q2 25 | $1.3B | $1.8B | ||
| Q1 25 | $1.2B | $1.7B | ||
| Q4 24 | $1.2B | $1.7B | ||
| Q3 24 | $1.2B | $1.8B | ||
| Q2 24 | $1.2B | $1.8B | ||
| Q1 24 | $1.1B | $1.8B |
| 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 | $30.8M |
| Free Cash FlowOCF − Capex | $31.2M | $28.9M |
| FCF MarginFCF / Revenue | 7.0% | 3.8% |
| Capex IntensityCapex / Revenue | 3.6% | 0.3% |
| Cash ConversionOCF / Net Profit | 0.99× | 1.87× |
| TTM Free Cash FlowTrailing 4 quarters | $148.8M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $47.5M | $30.8M | ||
| Q3 25 | $82.1M | $23.2M | ||
| Q2 25 | $44.4M | — | ||
| Q1 25 | $28.7M | $66.1M | ||
| Q4 24 | $20.0M | $-6.2M | ||
| Q3 24 | $70.7M | $44.8M | ||
| Q2 24 | $22.9M | — | ||
| Q1 24 | $-8.2M | $160.2M |
| Q4 25 | $31.2M | $28.9M | ||
| Q3 25 | $68.9M | $20.8M | ||
| Q2 25 | $32.4M | — | ||
| Q1 25 | $16.3M | $64.6M | ||
| Q4 24 | $10.0M | $-8.2M | ||
| Q3 24 | $54.3M | $42.5M | ||
| Q2 24 | $11.3M | — | ||
| Q1 24 | $-18.8M | $157.7M |
| Q4 25 | 7.0% | 3.8% | ||
| Q3 25 | 15.4% | 2.8% | ||
| Q2 25 | 7.1% | — | ||
| Q1 25 | 3.9% | 9.2% | ||
| Q4 24 | 2.5% | -1.1% | ||
| Q3 24 | 13.5% | 5.5% | ||
| Q2 24 | 2.6% | — | ||
| Q1 24 | -4.4% | 21.0% |
| Q4 25 | 3.6% | 0.3% | ||
| Q3 25 | 2.9% | 0.3% | ||
| Q2 25 | 2.6% | 0.3% | ||
| Q1 25 | 3.0% | 0.2% | ||
| Q4 24 | 2.5% | 0.3% | ||
| Q3 24 | 4.1% | 0.3% | ||
| Q2 24 | 2.7% | 0.2% | ||
| Q1 24 | 2.5% | 0.3% |
| Q4 25 | 0.99× | 1.87× | ||
| Q3 25 | 1.50× | 1.17× | ||
| Q2 25 | 0.74× | — | ||
| Q1 25 | 0.64× | 3.79× | ||
| Q4 24 | 0.50× | -0.36× | ||
| Q3 24 | 1.61× | 2.64× | ||
| Q2 24 | 0.41× | — | ||
| Q1 24 | -0.18× | 12.51× |
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% |
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
