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Side-by-side financial comparison of Atmus Filtration Technologies Inc. (ATMU) and STONERIDGE INC (SRI). 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 $205.2M, roughly 2.2× STONERIDGE INC). On growth, Atmus Filtration Technologies Inc. posted the faster year-over-year revenue change (9.8% vs -6.0%). Atmus Filtration Technologies Inc. produced more free cash flow last quarter ($31.2M vs $2.6M). Over the past eight quarters, Atmus Filtration Technologies Inc.'s revenue compounded faster (2.3% CAGR vs -7.4%).
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.
Stoneridge Inc is a global designer and manufacturer of advanced electrical and electronic components, integrated systems, and sensor solutions. It serves automotive, commercial vehicle, off-highway, and aerospace sectors, delivering products that boost vehicle safety, efficiency, connectivity, and environmental performance across key global markets.
ATMU vs SRI — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $446.6M | $205.2M |
| Net Profit | $48.0M | — |
| Gross Margin | 28.5% | 16.2% |
| Operating Margin | 15.8% | -14.4% |
| Net Margin | 10.7% | — |
| Revenue YoY | 9.8% | -6.0% |
| Net Profit YoY | 19.7% | — |
| EPS (diluted) | $0.58 | $-2.76 |
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 | $205.2M | ||
| Q3 25 | $447.7M | $210.3M | ||
| Q2 25 | $453.5M | $228.0M | ||
| Q1 25 | $416.5M | $217.9M | ||
| Q4 24 | $406.7M | $218.2M | ||
| Q3 24 | $403.7M | $213.8M | ||
| Q2 24 | $432.6M | $237.1M | ||
| Q1 24 | $426.6M | $239.2M |
| Q4 25 | $48.0M | — | ||
| Q3 25 | $54.8M | $-9.4M | ||
| Q2 25 | $59.9M | $-9.4M | ||
| Q1 25 | $44.7M | $-7.2M | ||
| Q4 24 | $40.1M | — | ||
| Q3 24 | $43.8M | $-7.1M | ||
| Q2 24 | $56.2M | $2.8M | ||
| Q1 24 | $45.5M | $-6.1M |
| Q4 25 | 28.5% | 16.2% | ||
| Q3 25 | 28.9% | 20.3% | ||
| Q2 25 | 28.9% | 21.5% | ||
| Q1 25 | 26.5% | 21.2% | ||
| Q4 24 | 26.3% | 19.5% | ||
| Q3 24 | 27.6% | 20.8% | ||
| Q2 24 | 30.5% | 22.7% | ||
| Q1 24 | 26.2% | 20.2% |
| Q4 25 | 15.8% | -14.4% | ||
| Q3 25 | 18.3% | -1.6% | ||
| Q2 25 | 18.0% | -1.1% | ||
| Q1 25 | 15.6% | -1.5% | ||
| Q4 24 | 13.4% | -2.0% | ||
| Q3 24 | 15.7% | 0.1% | ||
| Q2 24 | 18.4% | 1.4% | ||
| Q1 24 | 16.1% | 0.1% |
| Q4 25 | 10.7% | — | ||
| Q3 25 | 12.2% | -4.5% | ||
| Q2 25 | 13.2% | -4.1% | ||
| Q1 25 | 10.7% | -3.3% | ||
| Q4 24 | 9.9% | — | ||
| Q3 24 | 10.8% | -3.3% | ||
| Q2 24 | 13.0% | 1.2% | ||
| Q1 24 | 10.7% | -2.6% |
| Q4 25 | $0.58 | $-2.76 | ||
| Q3 25 | $0.66 | $-0.34 | ||
| Q2 25 | $0.72 | $-0.34 | ||
| Q1 25 | $0.54 | $-0.26 | ||
| Q4 24 | $0.49 | $-0.22 | ||
| Q3 24 | $0.52 | $-0.26 | ||
| Q2 24 | $0.67 | $0.10 | ||
| Q1 24 | $0.54 | $-0.22 |
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 | $66.3M |
| Total DebtLower is stronger | $570.0M | $180.9M |
| Stockholders' EquityBook value | $378.5M | $179.8M |
| Total Assets | $1.4B | $551.2M |
| Debt / EquityLower = less leverage | 1.51× | 1.01× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $236.4M | $66.3M | ||
| Q3 25 | $218.3M | $54.0M | ||
| Q2 25 | $190.8M | $49.8M | ||
| Q1 25 | $183.3M | $79.1M | ||
| Q4 24 | $184.3M | $71.8M | ||
| Q3 24 | $196.8M | $54.1M | ||
| Q2 24 | $160.5M | $42.1M | ||
| Q1 24 | $149.2M | $48.4M |
| Q4 25 | $570.0M | $180.9M | ||
| Q3 25 | $577.5M | — | ||
| Q2 25 | $585.0M | — | ||
| Q1 25 | $588.8M | — | ||
| Q4 24 | $592.5M | $201.6M | ||
| Q3 24 | $596.2M | — | ||
| Q2 24 | $600.0M | — | ||
| Q1 24 | $600.0M | — |
| Q4 25 | $378.5M | $179.8M | ||
| Q3 25 | $336.7M | $251.2M | ||
| Q2 25 | $316.3M | $260.5M | ||
| Q1 25 | $265.3M | $253.1M | ||
| Q4 24 | $227.4M | $245.3M | ||
| Q3 24 | $221.2M | $271.4M | ||
| Q2 24 | $178.1M | $270.5M | ||
| Q1 24 | $121.8M | $277.3M |
| Q4 25 | $1.4B | $551.2M | ||
| Q3 25 | $1.3B | $632.1M | ||
| Q2 25 | $1.3B | $639.4M | ||
| Q1 25 | $1.2B | $657.4M | ||
| Q4 24 | $1.2B | $621.6M | ||
| Q3 24 | $1.2B | $662.5M | ||
| Q2 24 | $1.2B | $666.7M | ||
| Q1 24 | $1.1B | $675.4M |
| Q4 25 | 1.51× | 1.01× | ||
| Q3 25 | 1.72× | — | ||
| Q2 25 | 1.85× | — | ||
| Q1 25 | 2.22× | — | ||
| Q4 24 | 2.61× | 0.82× | ||
| 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 | $8.8M |
| Free Cash FlowOCF − Capex | $31.2M | $2.6M |
| FCF MarginFCF / Revenue | 7.0% | 1.3% |
| Capex IntensityCapex / Revenue | 3.6% | 3.0% |
| Cash ConversionOCF / Net Profit | 0.99× | — |
| TTM Free Cash FlowTrailing 4 quarters | $148.8M | $12.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $47.5M | $8.8M | ||
| Q3 25 | $82.1M | $3.6M | ||
| Q2 25 | $44.4M | $10.7M | ||
| Q1 25 | $28.7M | $10.9M | ||
| Q4 24 | $20.0M | $19.2M | ||
| Q3 24 | $70.7M | $10.8M | ||
| Q2 24 | $22.9M | $8.7M | ||
| Q1 24 | $-8.2M | $9.1M |
| Q4 25 | $31.2M | $2.6M | ||
| Q3 25 | $68.9M | $-2.7M | ||
| Q2 25 | $32.4M | $7.4M | ||
| Q1 25 | $16.3M | $4.8M | ||
| Q4 24 | $10.0M | $14.0M | ||
| Q3 24 | $54.3M | $4.6M | ||
| Q2 24 | $11.3M | $1.5M | ||
| Q1 24 | $-18.8M | $3.3M |
| Q4 25 | 7.0% | 1.3% | ||
| Q3 25 | 15.4% | -1.3% | ||
| Q2 25 | 7.1% | 3.3% | ||
| Q1 25 | 3.9% | 2.2% | ||
| Q4 24 | 2.5% | 6.4% | ||
| Q3 24 | 13.5% | 2.2% | ||
| Q2 24 | 2.6% | 0.6% | ||
| Q1 24 | -4.4% | 1.4% |
| Q4 25 | 3.6% | 3.0% | ||
| Q3 25 | 2.9% | 3.0% | ||
| Q2 25 | 2.6% | 1.4% | ||
| Q1 25 | 3.0% | 2.8% | ||
| Q4 24 | 2.5% | 2.4% | ||
| Q3 24 | 4.1% | 2.9% | ||
| Q2 24 | 2.7% | 3.0% | ||
| Q1 24 | 2.5% | 2.4% |
| Q4 25 | 0.99× | — | ||
| Q3 25 | 1.50× | — | ||
| Q2 25 | 0.74× | — | ||
| Q1 25 | 0.64× | — | ||
| Q4 24 | 0.50× | — | ||
| Q3 24 | 1.61× | — | ||
| Q2 24 | 0.41× | 3.11× | ||
| Q1 24 | -0.18× | — |
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% |
SRI
| Control Devices | $51.7M | 25% |
| Electronics | $38.0M | 19% |
| EE | $34.2M | 17% |
| SE | $28.6M | 14% |
| NL | $24.5M | 12% |
| Stoneridge Brazil | $14.1M | 7% |
| Asia Pacific | $13.1M | 6% |
