| Stage | KEX | % of rev | ATMU | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $922M | 100.00% | $528M | 100.00% | KEX ×1.75 |
| Gross profit | $291M | 31.53% | $154M | 29.15% | KEX +2.4pp |
| Operating income | $122M | 13.27% | $97M | 18.41% | ATMU +5.1pp |
| Pre-tax income | $118M | 12.84% | $83M | 15.68% | ATMU +2.8pp |
| Net income | $90M | 9.74% | $64M | 12.10% | ATMU +2.4pp |
| Stage | KEX | ATMU | Gap · A − B |
|---|---|---|---|
| Revenue | $922M100.00% | $528M100.00% | KEX ×1.75 |
| Gross profit | 31.53%$291M | 29.15%$154M | KEX +2.4pp |
| Operating income | 13.27%$122M | 18.41%$97M | ATMU +5.1pp |
| Pre-tax income | 12.84%$118M | 15.68%$83M | ATMU +2.8pp |
| Net income |
| 9.74%$90M |
| 12.10%$64M |
| ATMU +2.4pp |
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.”
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.”