| Stage | ATMU | % of rev | KEX | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $528M | 100.00% | $922M | 100.00% | KEX ×1.75 |
| Gross profit | $154M | 29.15% | $291M | 31.53% | KEX +2.4pp |
| Operating income | $97M | 18.41% | $122M | 13.27% | ATMU +5.1pp |
| Pre-tax income | $83M | 15.68% | $118M | 12.84% | ATMU +2.8pp |
| Net income | $64M | 12.10% | $90M | 9.74% | ATMU +2.4pp |
| Stage | ATMU | KEX | Gap · A − B |
|---|---|---|---|
| Revenue | $528M100.00% | $922M100.00% | KEX ×1.75 |
| Gross profit | 29.15%$154M | 31.53%$291M | KEX +2.4pp |
| Operating income | 18.41%$97M | 13.27%$122M | ATMU +5.1pp |
| Pre-tax income | 15.68%$83M | 12.84%$118M | ATMU +2.8pp |
| Net income |
| 12.10%$64M |
| 9.74%$90M |
| ATMU +2.4pp |
ATMU 10-KFeb 21 '25
“Atmus has a strong history as a supplier to leading OEMs, including Cummins, Daimler, Deere, Doosan, Foton, Komatsu, Paccar/DAF, the Traton Group, Stellantis and Volvo.”
KEX 10-KFeb 18 '25
“Sales and service of MTU, Allison, and Daimler products accounted for approximately 10% of the Company's revenues during 2024.”