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Side-by-side financial comparison of Atmus Filtration Technologies Inc. (ATMU) and VALHI INC (VHI). Click either name above to swap in a different company.
VALHI INC is the larger business by last-quarter revenue ($494.5M vs $446.6M, roughly 1.1× Atmus Filtration Technologies Inc.). Atmus Filtration Technologies Inc. runs the higher net margin — 10.7% vs -10.8%, a 21.5% gap on every dollar of revenue. On growth, Atmus Filtration Technologies Inc. posted the faster year-over-year revenue change (9.8% vs 2.8%). VALHI INC produced more free cash flow last quarter ($89.8M vs $31.2M). Over the past eight quarters, Atmus Filtration Technologies Inc.'s revenue compounded faster (2.3% CAGR vs -3.5%).
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.
Valhi, Inc. is an American holding company operating through wholly and majority-owned subsidiaries in a number of different industries. It was founded in 1987 as a result of the merger of the LLC Corporation and Amalgamated Sugar Company. The Contran Corporation owned 93% of Valhi's common stock as of December 2014. The chairman of the company was Harold Simmons until his death in 2013. As of 2014 it was a Fortune 1000 company.
ATMU vs VHI — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $446.6M | $494.5M |
| Net Profit | $48.0M | $-53.2M |
| Gross Margin | 28.5% | 6.9% |
| Operating Margin | 15.8% | -6.2% |
| Net Margin | 10.7% | -10.8% |
| Revenue YoY | 9.8% | 2.8% |
| Net Profit YoY | 19.7% | -333.3% |
| EPS (diluted) | $0.58 | $-1.86 |
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 | $494.5M | ||
| Q3 25 | $447.7M | $503.5M | ||
| Q2 25 | $453.5M | $540.4M | ||
| Q1 25 | $416.5M | $538.6M | ||
| Q4 24 | $406.7M | $480.9M | ||
| Q3 24 | $403.7M | $533.6M | ||
| Q2 24 | $432.6M | $559.7M | ||
| Q1 24 | $426.6M | $530.6M |
| Q4 25 | $48.0M | $-53.2M | ||
| Q3 25 | $54.8M | $-22.2M | ||
| Q2 25 | $59.9M | $900.0K | ||
| Q1 25 | $44.7M | $16.9M | ||
| Q4 24 | $40.1M | $22.8M | ||
| Q3 24 | $43.8M | $57.5M | ||
| Q2 24 | $56.2M | $19.9M | ||
| Q1 24 | $45.5M | $7.8M |
| Q4 25 | 28.5% | 6.9% | ||
| Q3 25 | 28.9% | 12.0% | ||
| Q2 25 | 28.9% | 14.5% | ||
| Q1 25 | 26.5% | 22.7% | ||
| Q4 24 | 26.3% | 20.9% | ||
| Q3 24 | 27.6% | 21.8% | ||
| Q2 24 | 30.5% | 21.7% | ||
| Q1 24 | 26.2% | 16.3% |
| Q4 25 | 15.8% | -6.2% | ||
| Q3 25 | 18.3% | 1.7% | ||
| Q2 25 | 18.0% | 6.6% | ||
| Q1 25 | 15.6% | 9.3% | ||
| Q4 24 | 13.4% | 11.8% | ||
| Q3 24 | 15.7% | 12.7% | ||
| Q2 24 | 18.4% | 9.8% | ||
| Q1 24 | 16.1% | 5.9% |
| Q4 25 | 10.7% | -10.8% | ||
| Q3 25 | 12.2% | -4.4% | ||
| Q2 25 | 13.2% | 0.2% | ||
| Q1 25 | 10.7% | 3.1% | ||
| Q4 24 | 9.9% | 4.7% | ||
| Q3 24 | 10.8% | 10.8% | ||
| Q2 24 | 13.0% | 3.6% | ||
| Q1 24 | 10.7% | 1.5% |
| Q4 25 | $0.58 | $-1.86 | ||
| Q3 25 | $0.66 | $-0.78 | ||
| Q2 25 | $0.72 | $0.03 | ||
| Q1 25 | $0.54 | $0.59 | ||
| Q4 24 | $0.49 | $0.81 | ||
| Q3 24 | $0.52 | $2.01 | ||
| Q2 24 | $0.67 | $0.70 | ||
| Q1 24 | $0.54 | $0.27 |
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 | $216.9M |
| Total DebtLower is stronger | $570.0M | $590.9M |
| Stockholders' EquityBook value | $378.5M | $1.0B |
| Total Assets | $1.4B | $2.6B |
| Debt / EquityLower = less leverage | 1.51× | 0.58× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $236.4M | $216.9M | ||
| Q3 25 | $218.3M | $186.6M | ||
| Q2 25 | $190.8M | $190.9M | ||
| Q1 25 | $183.3M | $196.4M | ||
| Q4 24 | $184.3M | $350.2M | ||
| Q3 24 | $196.8M | $316.7M | ||
| Q2 24 | $160.5M | $386.9M | ||
| Q1 24 | $149.2M | $372.7M |
| Q4 25 | $570.0M | $590.9M | ||
| Q3 25 | $577.5M | $661.5M | ||
| Q2 25 | $585.0M | $544.8M | ||
| Q1 25 | $588.8M | $525.9M | ||
| Q4 24 | $592.5M | $484.4M | ||
| Q3 24 | $596.2M | $526.6M | ||
| Q2 24 | $600.0M | $497.4M | ||
| Q1 24 | $600.0M | $511.2M |
| Q4 25 | $378.5M | $1.0B | ||
| Q3 25 | $336.7M | $1.0B | ||
| Q2 25 | $316.3M | $1.1B | ||
| Q1 25 | $265.3M | $1.1B | ||
| Q4 24 | $227.4M | $1.0B | ||
| Q3 24 | $221.2M | $1.0B | ||
| Q2 24 | $178.1M | $962.6M | ||
| Q1 24 | $121.8M | $928.2M |
| Q4 25 | $1.4B | $2.6B | ||
| Q3 25 | $1.3B | $2.7B | ||
| Q2 25 | $1.3B | $2.8B | ||
| Q1 25 | $1.2B | $2.8B | ||
| Q4 24 | $1.2B | $2.8B | ||
| Q3 24 | $1.2B | $2.8B | ||
| Q2 24 | $1.2B | $2.5B | ||
| Q1 24 | $1.1B | $2.6B |
| Q4 25 | 1.51× | 0.58× | ||
| Q3 25 | 1.72× | 0.63× | ||
| Q2 25 | 1.85× | 0.51× | ||
| Q1 25 | 2.22× | 0.49× | ||
| Q4 24 | 2.61× | 0.47× | ||
| Q3 24 | 2.70× | 0.52× | ||
| Q2 24 | 3.37× | 0.52× | ||
| Q1 24 | 4.93× | 0.55× |
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 | $100.6M |
| Free Cash FlowOCF − Capex | $31.2M | $89.8M |
| FCF MarginFCF / Revenue | 7.0% | 18.2% |
| Capex IntensityCapex / Revenue | 3.6% | 2.2% |
| Cash ConversionOCF / Net Profit | 0.99× | — |
| TTM Free Cash FlowTrailing 4 quarters | $148.8M | $-82.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $47.5M | $100.6M | ||
| Q3 25 | $82.1M | $-1.9M | ||
| Q2 25 | $44.4M | $21.7M | ||
| Q1 25 | $28.7M | $-155.9M | ||
| Q4 24 | $20.0M | $45.8M | ||
| Q3 24 | $70.7M | $13.5M | ||
| Q2 24 | $22.9M | $33.5M | ||
| Q1 24 | $-8.2M | $-48.8M |
| Q4 25 | $31.2M | $89.8M | ||
| Q3 25 | $68.9M | $-12.3M | ||
| Q2 25 | $32.4M | $9.1M | ||
| Q1 25 | $16.3M | $-168.7M | ||
| Q4 24 | $10.0M | $33.3M | ||
| Q3 24 | $54.3M | $3.9M | ||
| Q2 24 | $11.3M | $29.7M | ||
| Q1 24 | $-18.8M | $-53.8M |
| Q4 25 | 7.0% | 18.2% | ||
| Q3 25 | 15.4% | -2.4% | ||
| Q2 25 | 7.1% | 1.7% | ||
| Q1 25 | 3.9% | -31.3% | ||
| Q4 24 | 2.5% | 6.9% | ||
| Q3 24 | 13.5% | 0.7% | ||
| Q2 24 | 2.6% | 5.3% | ||
| Q1 24 | -4.4% | -10.1% |
| Q4 25 | 3.6% | 2.2% | ||
| Q3 25 | 2.9% | 2.1% | ||
| Q2 25 | 2.6% | 2.3% | ||
| Q1 25 | 3.0% | 2.4% | ||
| Q4 24 | 2.5% | 2.6% | ||
| Q3 24 | 4.1% | 1.8% | ||
| Q2 24 | 2.7% | 0.7% | ||
| Q1 24 | 2.5% | 0.9% |
| Q4 25 | 0.99× | — | ||
| Q3 25 | 1.50× | — | ||
| Q2 25 | 0.74× | 24.11× | ||
| Q1 25 | 0.64× | -9.22× | ||
| Q4 24 | 0.50× | 2.01× | ||
| Q3 24 | 1.61× | 0.23× | ||
| Q2 24 | 0.41× | 1.68× | ||
| Q1 24 | -0.18× | -6.26× |
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% |
VHI
| Chemicals | $418.3M | 85% |
| Real Estate Management And Development | $38.5M | 8% |
| Security Products | $29.5M | 6% |
| Marine Components | $8.2M | 2% |
