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Side-by-side financial comparison of Atmus Filtration Technologies Inc. (ATMU) and WATTS WATER TECHNOLOGIES INC (WTS). Click either name above to swap in a different company.
WATTS WATER TECHNOLOGIES INC is the larger business by last-quarter revenue ($625.1M vs $446.6M, roughly 1.4× Atmus Filtration Technologies Inc.). WATTS WATER TECHNOLOGIES INC runs the higher net margin — 13.4% vs 10.7%, a 2.6% gap on every dollar of revenue. On growth, WATTS WATER TECHNOLOGIES INC posted the faster year-over-year revenue change (15.7% vs 9.8%). WATTS WATER TECHNOLOGIES INC produced more free cash flow last quarter ($140.3M vs $31.2M). Over the past eight quarters, WATTS WATER TECHNOLOGIES INC's revenue compounded faster (4.6% 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.
AERCO International, Inc. is a manufacturer and supplier of commercial condensing boilers, high efficiency water heating equipment and energy recovery systems in the HVAC/plumbing industry across a variety of markets including education, lodging, government, office buildings, healthcare, industrial and multifamily housing. In 1949, AERCO introduced the industry's first semi-instantaneous, tankless steam-to-water water heater. In 1988, AERCO introduced the first condensing and fully modulating...
ATMU vs WTS — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $446.6M | $625.1M |
| Net Profit | $48.0M | $83.7M |
| Gross Margin | 28.5% | 49.5% |
| Operating Margin | 15.8% | 18.2% |
| Net Margin | 10.7% | 13.4% |
| Revenue YoY | 9.8% | 15.7% |
| Net Profit YoY | 19.7% | 24.0% |
| EPS (diluted) | $0.58 | $2.50 |
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 | $625.1M | ||
| Q3 25 | $447.7M | $611.7M | ||
| Q2 25 | $453.5M | $643.7M | ||
| Q1 25 | $416.5M | $558.0M | ||
| Q4 24 | $406.7M | $540.4M | ||
| Q3 24 | $403.7M | $543.6M | ||
| Q2 24 | $432.6M | $597.3M | ||
| Q1 24 | $426.6M | $570.9M |
| Q4 25 | $48.0M | $83.7M | ||
| Q3 25 | $54.8M | $82.2M | ||
| Q2 25 | $59.9M | $100.9M | ||
| Q1 25 | $44.7M | $74.0M | ||
| Q4 24 | $40.1M | $67.5M | ||
| Q3 24 | $43.8M | $69.1M | ||
| Q2 24 | $56.2M | $82.0M | ||
| Q1 24 | $45.5M | $72.6M |
| Q4 25 | 28.5% | 49.5% | ||
| Q3 25 | 28.9% | 48.8% | ||
| Q2 25 | 28.9% | 50.6% | ||
| Q1 25 | 26.5% | 48.8% | ||
| Q4 24 | 26.3% | 46.7% | ||
| Q3 24 | 27.6% | 47.3% | ||
| Q2 24 | 30.5% | 47.7% | ||
| Q1 24 | 26.2% | 46.9% |
| Q4 25 | 15.8% | 18.2% | ||
| Q3 25 | 18.3% | 18.2% | ||
| Q2 25 | 18.0% | 21.0% | ||
| Q1 25 | 15.6% | 15.7% | ||
| Q4 24 | 13.4% | 16.5% | ||
| Q3 24 | 15.7% | 17.1% | ||
| Q2 24 | 18.4% | 18.7% | ||
| Q1 24 | 16.1% | 16.9% |
| Q4 25 | 10.7% | 13.4% | ||
| Q3 25 | 12.2% | 13.4% | ||
| Q2 25 | 13.2% | 15.7% | ||
| Q1 25 | 10.7% | 13.3% | ||
| Q4 24 | 9.9% | 12.5% | ||
| Q3 24 | 10.8% | 12.7% | ||
| Q2 24 | 13.0% | 13.7% | ||
| Q1 24 | 10.7% | 12.7% |
| Q4 25 | $0.58 | $2.50 | ||
| Q3 25 | $0.66 | $2.45 | ||
| Q2 25 | $0.72 | $3.01 | ||
| Q1 25 | $0.54 | $2.21 | ||
| Q4 24 | $0.49 | $2.02 | ||
| Q3 24 | $0.52 | $2.06 | ||
| Q2 24 | $0.67 | $2.44 | ||
| Q1 24 | $0.54 | $2.17 |
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 | $405.5M |
| Total DebtLower is stronger | $570.0M | — |
| Stockholders' EquityBook value | $378.5M | $2.0B |
| Total Assets | $1.4B | $2.9B |
| Debt / EquityLower = less leverage | 1.51× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $236.4M | $405.5M | ||
| Q3 25 | $218.3M | $457.7M | ||
| Q2 25 | $190.8M | $369.3M | ||
| Q1 25 | $183.3M | $336.8M | ||
| Q4 24 | $184.3M | $386.9M | ||
| Q3 24 | $196.8M | $303.9M | ||
| Q2 24 | $160.5M | $279.4M | ||
| Q1 24 | $149.2M | $237.1M |
| 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 | $2.0B | ||
| Q3 25 | $336.7M | $2.0B | ||
| Q2 25 | $316.3M | $1.9B | ||
| Q1 25 | $265.3M | $1.8B | ||
| Q4 24 | $227.4M | $1.7B | ||
| Q3 24 | $221.2M | $1.7B | ||
| Q2 24 | $178.1M | $1.6B | ||
| Q1 24 | $121.8M | $1.6B |
| Q4 25 | $1.4B | $2.9B | ||
| Q3 25 | $1.3B | $2.7B | ||
| Q2 25 | $1.3B | $2.6B | ||
| Q1 25 | $1.2B | $2.5B | ||
| Q4 24 | $1.2B | $2.4B | ||
| Q3 24 | $1.2B | $2.4B | ||
| Q2 24 | $1.2B | $2.4B | ||
| Q1 24 | $1.1B | $2.3B |
| 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 | $154.7M |
| Free Cash FlowOCF − Capex | $31.2M | $140.3M |
| FCF MarginFCF / Revenue | 7.0% | 22.4% |
| Capex IntensityCapex / Revenue | 3.6% | 2.3% |
| Cash ConversionOCF / Net Profit | 0.99× | 1.85× |
| TTM Free Cash FlowTrailing 4 quarters | $148.8M | $356.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $47.5M | $154.7M | ||
| Q3 25 | $82.1M | $122.4M | ||
| Q2 25 | $44.4M | $69.7M | ||
| Q1 25 | $28.7M | $55.2M | ||
| Q4 24 | $20.0M | $139.5M | ||
| Q3 24 | $70.7M | $90.7M | ||
| Q2 24 | $22.9M | $85.3M | ||
| Q1 24 | $-8.2M | $45.6M |
| Q4 25 | $31.2M | $140.3M | ||
| Q3 25 | $68.9M | $110.9M | ||
| Q2 25 | $32.4M | $59.5M | ||
| Q1 25 | $16.3M | $45.6M | ||
| Q4 24 | $10.0M | $127.5M | ||
| Q3 24 | $54.3M | $84.3M | ||
| Q2 24 | $11.3M | $78.5M | ||
| Q1 24 | $-18.8M | $35.5M |
| Q4 25 | 7.0% | 22.4% | ||
| Q3 25 | 15.4% | 18.1% | ||
| Q2 25 | 7.1% | 9.2% | ||
| Q1 25 | 3.9% | 8.2% | ||
| Q4 24 | 2.5% | 23.6% | ||
| Q3 24 | 13.5% | 15.5% | ||
| Q2 24 | 2.6% | 13.1% | ||
| Q1 24 | -4.4% | 6.2% |
| Q4 25 | 3.6% | 2.3% | ||
| Q3 25 | 2.9% | 1.9% | ||
| Q2 25 | 2.6% | 1.6% | ||
| Q1 25 | 3.0% | 1.7% | ||
| Q4 24 | 2.5% | 2.2% | ||
| Q3 24 | 4.1% | 1.2% | ||
| Q2 24 | 2.7% | 1.1% | ||
| Q1 24 | 2.5% | 1.8% |
| Q4 25 | 0.99× | 1.85× | ||
| Q3 25 | 1.50× | 1.49× | ||
| Q2 25 | 0.74× | 0.69× | ||
| Q1 25 | 0.64× | 0.75× | ||
| Q4 24 | 0.50× | 2.07× | ||
| Q3 24 | 1.61× | 1.31× | ||
| Q2 24 | 0.41× | 1.04× | ||
| Q1 24 | -0.18× | 0.63× |
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% |
WTS
Segment breakdown not available.
