Atmus Filtration Technologies vs AZZ
Atmus Filtration Technologies and AZZ are similar in size: $1.76bn and $1.65bn of revenue in their latest fiscal years. Atmus Filtration Technologies grew faster (5.7% against 4.6%). AZZ kept more of each dollar of sales as profit: a net margin of 19.2% against 11.8%. AZZ carries less debt relative to equity (38.5% against 150.6%).
| Latest fiscal year | Atmus Filtration TechnologiesATMU, 2025 | AZZAZZ, 2026 |
|---|---|---|
| Revenue | $1.76bn | $1.65bn |
| Revenue growth | 5.7% | 4.6% |
| Net income | $207m | $317m |
| Operating margin | 16.9% | 16.0% |
| Net margin | 11.8% | 19.2% |
| Return on equity | 68.5% | 26.6% |
| Free cash flow | $149m | $445m |
| Cash | $236m | $705,000 |
| Total debt | $570m | $515m |
| Debt to equity | 150.6% | 38.5% |
| Dividend per share | $0.21 | $0.77 |
| Dividend yield | 0.5% | 0.6% |
| Share buybacks | $60.7m | $20.0m |
| Employees | — | 3,767 |
| Market value | $3.94bn | $4.17bn |
| Price vs our value range | Within our value range | Below our value range |
| Moat score | — | 56 (Moderate) |
| Insider trades, 12 months | 4 buys, 6 sales | 0 buys, 7 sales |