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Side-by-side financial comparison of Atmus Filtration Technologies Inc. (ATMU) and Skyward Specialty Insurance Group, Inc. (SKWD). 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 $385.6M, roughly 1.2× Skyward Specialty Insurance Group, Inc.). Skyward Specialty Insurance Group, Inc. runs the higher net margin — 11.2% vs 10.7%, a 0.5% gap on every dollar of revenue. On growth, Skyward Specialty Insurance Group, Inc. posted the faster year-over-year revenue change (26.7% vs 9.8%). Skyward Specialty Insurance Group, Inc. produced more free cash flow last quarter ($402.6M vs $31.2M). Over the past eight quarters, Skyward Specialty Insurance Group, Inc.'s revenue compounded faster (20.6% 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.
Skyward Specialty Insurance Group, Inc. is a specialty property and casualty insurance provider offering tailored coverage solutions including commercial auto, general liability, professional indemnity, and specialty property policies. It primarily serves small-to-medium enterprises and niche industry segments across the United States, focusing on underwriting complex, hard-to-place risks for underserved client groups.
ATMU vs SKWD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $446.6M | $385.6M |
| Net Profit | $48.0M | $43.2M |
| Gross Margin | 28.5% | — |
| Operating Margin | 15.8% | 14.2% |
| Net Margin | 10.7% | 11.2% |
| Revenue YoY | 9.8% | 26.7% |
| Net Profit YoY | 19.7% | 200.1% |
| EPS (diluted) | $0.58 | $1.03 |
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 | $385.6M | ||
| Q3 25 | $447.7M | $382.5M | ||
| Q2 25 | $453.5M | $319.9M | ||
| Q1 25 | $416.5M | $328.5M | ||
| Q4 24 | $406.7M | $304.4M | ||
| Q3 24 | $403.7M | $300.9M | ||
| Q2 24 | $432.6M | $279.9M | ||
| Q1 24 | $426.6M | $265.0M |
| Q4 25 | $48.0M | $43.2M | ||
| Q3 25 | $54.8M | $45.9M | ||
| Q2 25 | $59.9M | $38.8M | ||
| Q1 25 | $44.7M | $42.1M | ||
| Q4 24 | $40.1M | $14.4M | ||
| Q3 24 | $43.8M | $36.7M | ||
| Q2 24 | $56.2M | $31.0M | ||
| Q1 24 | $45.5M | $36.8M |
| 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% | 14.2% | ||
| Q3 25 | 18.3% | 15.8% | ||
| Q2 25 | 18.0% | 15.6% | ||
| Q1 25 | 15.6% | 15.7% | ||
| Q4 24 | 13.4% | 6.1% | ||
| Q3 24 | 15.7% | 15.6% | ||
| Q2 24 | 18.4% | 14.4% | ||
| Q1 24 | 16.1% | 17.7% |
| Q4 25 | 10.7% | 11.2% | ||
| Q3 25 | 12.2% | 12.0% | ||
| Q2 25 | 13.2% | 12.1% | ||
| Q1 25 | 10.7% | 12.8% | ||
| Q4 24 | 9.9% | 4.7% | ||
| Q3 24 | 10.8% | 12.2% | ||
| Q2 24 | 13.0% | 11.1% | ||
| Q1 24 | 10.7% | 13.9% |
| Q4 25 | $0.58 | $1.03 | ||
| Q3 25 | $0.66 | $1.10 | ||
| Q2 25 | $0.72 | $0.93 | ||
| Q1 25 | $0.54 | $1.01 | ||
| Q4 24 | $0.49 | $0.33 | ||
| Q3 24 | $0.52 | $0.89 | ||
| Q2 24 | $0.67 | $0.75 | ||
| Q1 24 | $0.54 | $0.90 |
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 | $168.5M |
| Total DebtLower is stronger | $570.0M | — |
| Stockholders' EquityBook value | $378.5M | $1.0B |
| Total Assets | $1.4B | $4.8B |
| Debt / EquityLower = less leverage | 1.51× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $236.4M | $168.5M | ||
| Q3 25 | $218.3M | $160.1M | ||
| Q2 25 | $190.8M | $136.6M | ||
| Q1 25 | $183.3M | $112.9M | ||
| Q4 24 | $184.3M | $121.6M | ||
| Q3 24 | $196.8M | $105.6M | ||
| Q2 24 | $160.5M | $73.0M | ||
| Q1 24 | $149.2M | $85.1M |
| 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 | $1.0B | ||
| Q3 25 | $336.7M | $961.4M | ||
| Q2 25 | $316.3M | $899.9M | ||
| Q1 25 | $265.3M | $850.7M | ||
| Q4 24 | $227.4M | $794.0M | ||
| Q3 24 | $221.2M | $797.5M | ||
| Q2 24 | $178.1M | $723.6M | ||
| Q1 24 | $121.8M | $692.3M |
| Q4 25 | $1.4B | $4.8B | ||
| Q3 25 | $1.3B | $4.6B | ||
| Q2 25 | $1.3B | $4.3B | ||
| Q1 25 | $1.2B | $4.0B | ||
| Q4 24 | $1.2B | $3.7B | ||
| Q3 24 | $1.2B | $3.6B | ||
| Q2 24 | $1.2B | $3.4B | ||
| Q1 24 | $1.1B | $3.2B |
| 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 | $408.1M |
| Free Cash FlowOCF − Capex | $31.2M | $402.6M |
| FCF MarginFCF / Revenue | 7.0% | 104.4% |
| Capex IntensityCapex / Revenue | 3.6% | 1.4% |
| Cash ConversionOCF / Net Profit | 0.99× | 9.44× |
| TTM Free Cash FlowTrailing 4 quarters | $148.8M | $755.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $47.5M | $408.1M | ||
| Q3 25 | $82.1M | $171.4M | ||
| Q2 25 | $44.4M | $88.2M | ||
| Q1 25 | $28.7M | $96.8M | ||
| Q4 24 | $20.0M | $305.1M | ||
| Q3 24 | $70.7M | $168.0M | ||
| Q2 24 | $22.9M | $21.0M | ||
| Q1 24 | $-8.2M | $94.3M |
| Q4 25 | $31.2M | $402.6M | ||
| Q3 25 | $68.9M | $168.9M | ||
| Q2 25 | $32.4M | $87.1M | ||
| Q1 25 | $16.3M | $96.6M | ||
| Q4 24 | $10.0M | $300.9M | ||
| Q3 24 | $54.3M | $167.6M | ||
| Q2 24 | $11.3M | $18.4M | ||
| Q1 24 | $-18.8M | $94.0M |
| Q4 25 | 7.0% | 104.4% | ||
| Q3 25 | 15.4% | 44.2% | ||
| Q2 25 | 7.1% | 27.2% | ||
| Q1 25 | 3.9% | 29.4% | ||
| Q4 24 | 2.5% | 98.8% | ||
| Q3 24 | 13.5% | 55.7% | ||
| Q2 24 | 2.6% | 6.6% | ||
| Q1 24 | -4.4% | 35.5% |
| Q4 25 | 3.6% | 1.4% | ||
| Q3 25 | 2.9% | 0.6% | ||
| Q2 25 | 2.6% | 0.3% | ||
| Q1 25 | 3.0% | 0.1% | ||
| Q4 24 | 2.5% | 1.4% | ||
| Q3 24 | 4.1% | 0.1% | ||
| Q2 24 | 2.7% | 0.9% | ||
| Q1 24 | 2.5% | 0.1% |
| Q4 25 | 0.99× | 9.44× | ||
| Q3 25 | 1.50× | 3.73× | ||
| Q2 25 | 0.74× | 2.27× | ||
| Q1 25 | 0.64× | 2.30× | ||
| Q4 24 | 0.50× | 21.18× | ||
| Q3 24 | 1.61× | 4.58× | ||
| Q2 24 | 0.41× | 0.68× | ||
| Q1 24 | -0.18× | 2.56× |
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% |
SKWD
Segment breakdown not available.
