Atmus Filtration Technologies vs RBC Bearings
Atmus Filtration Technologies and RBC Bearings are similar in size: $1.76bn and $1.87bn of revenue in their latest fiscal years. RBC Bearings grew faster (14.3% against 5.7%). RBC Bearings kept more of each dollar of sales as profit: a net margin of 15.4% against 11.8%. RBC Bearings carries less debt relative to equity (26.0% against 150.6%).
| Latest fiscal year | Atmus Filtration TechnologiesATMU, 2025 | RBC BearingsRBC, 2026 |
|---|---|---|
| Revenue | $1.76bn | $1.87bn |
| Revenue growth | 5.7% | 14.3% |
| Net income | $207m | $288m |
| Operating margin | 16.9% | 22.5% |
| Net margin | 11.8% | 15.4% |
| Return on equity | 68.5% | 9.0% |
| Free cash flow | $149m | $343m |
| Cash | $236m | $57.3m |
| Total debt | $570m | $876m |
| Debt to equity | 150.6% | 26.0% |
| Dividend per share | $0.21 | — |
| Dividend yield | 0.5% | — |
| Share buybacks | $60.7m | — |
| Employees | — | 5,816 |
| Market value | $3.94bn | $16.21bn |
| Price vs our value range | Within our value range | Above our value range |
| Moat score | — | 66 (Moderate) |
| Insider trades, 12 months | 4 buys, 6 sales | 0 buys, 10 sales |