CoverageForm 410-K10-Q8-K13D13G13F

SEM · Select Medical Holdings Corp - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · SEM

Income Statement

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Revenue$1.42B-$1.36B$1.34B$1.35B-$1.76B$1.76B$1.79B-
Cost of Revenue----------
Gross Profit----------
R&D----------
SG&A$39.38M-$40.05M$35.66M$33.01M-$47.35M$49.88M$48.45M-
Total Operating Expenses$1.32B-$1.29B$1.25B$1.24B-$1.62B$1.60B$1.60B-
D&A$37.67M---$34.81M-$50.14M$53.94M$54.07M-
Operating Income$98.42M-$72.96M$86.53M$112.75M-$141.13M$157.80M$193.97M-
Interest Expense$28.34M-$30.02M$29.98M$40.68M-$50.27M$37.11M$50.76M-
Income Tax$18.32M-$11.75M$12.29M$21.45M-$26.81M$32.24M$36.46M-
Net Income$43.99M-$28.79M$40.57M$56.68M-$55.63M$77.56M$96.90M-
EPS - Basic$0.35-$0.23$0.32$0.44-$0.23$0.32$0.40-
EPS - Diluted$0.35-$0.23$0.32$0.44-$0.23$0.32$0.40-

Balance Sheet

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Cash & Equivalents$25.68M$26.52M$60.05M$52.35M$53.21M$59.69M$191.47M$111.16M$92.62M$84.01M
Accounts Receivable$949.48M$864.21M$825.81M$909.46M$908.18M$821.38M$1.06B$1.08B$1.13B$940.34M
Inventory----------
Accounts Payable$166.47M$157.06M$167.10M$163.26M$158.54M$142.16M$170.71M$160.13M$163.55M$174.31M
Current Assets$1.11B$1.03B$1.02B$1.08B$1.09B$1.02B$1.40B$1.37B$1.44B$1.26B
Total Assets$6.04B$5.85B$5.69B$5.74B$5.70B$5.61B$8.00B$7.88B$7.86B$7.69B
Current Liabilities$970.37M$984.49M$939.58M$938.99M$944.80M$977.65M$1.25B$1.26B$1.18B$1.25B
Long-term Debt----------
Total Liabilities$3.94B$3.82B$3.67B$3.74B$3.65B$3.61B$5.70B$6.14B$6.19B$6.12B
Stockholders' Equity$1.76B$1.71B$1.69B$1.67B$1.72B$1.68B$1.92B$1.42B$1.37B$1.29B
Retained Earnings$872.22M$837.02M$824.81M$804.73M$813.50M$770.15M$1.06B$891.40M$830.82M$751.86M

Cash Flow

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Operating Cash Flow$37.86M---($3.46M)---($66.69M)-
Investing Cash Flow($56.66M)---($52.31M)---($57.66M)-
Financing Cash Flow$17.95M---$49.29M---$132.96M-
CapEx$58.90M---$52.34M-$50.68M$55.55M$52.52M-
Free Cash Flow($21.04M)---($55.80M)---($119.21M)-

Ratios

MetricQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Profitability
Gross margin----------
Operating margin6.9%-5.4%6.5%8.3%-8.0%9.0%10.8%-
EBITDA margin9.6%---10.9%-10.9%12.0%13.9%-
Net margin3.1%-2.1%3.0%4.2%-3.2%4.4%5.4%-
Free cash flow margin-1.5%----4.1%----6.7%-
FCF / Net income-0.48----0.98----1.23-
R&D / Revenue----------
SG&A / Revenue2.8%-2.9%2.7%2.4%-2.7%2.8%2.7%-
Effective tax rate29.4%-29.0%23.3%27.5%-32.5%29.4%27.3%-
Return on assets0.7%-0.5%0.7%1.0%-0.7%1.0%1.2%-
Return on equity2.5%-1.7%2.4%3.3%-2.9%5.5%7.1%-
Return on invested capital----------
Liquidity
Current ratio1.151.041.091.151.161.041.131.091.221.01
Quick ratio1.151.041.091.151.161.041.131.091.221.01
Cash ratio0.030.030.060.060.060.060.150.090.080.07
Leverage
Debt / Equity----------
Debt / Assets----------
Debt / EBITDA----------
Interest coverage3.5x-2.4x2.9x2.8x-2.8x4.3x3.8x-
Equity multiplier3.443.433.373.443.313.344.185.565.755.97
Liabilities / Assets0.650.650.640.650.640.640.710.780.790.80
Efficiency
Asset turnover0.24-0.240.230.24-0.220.220.23-
Inventory turnover----------
Days sales outstanding244d-221d248d245d-220d224d232d-
Days inventory outstanding----------
Days payable outstanding----------
Cash conversion cycle----------
Valuation
P / E46.5x-55.8x47.4x38.0x-81.1x58.4x40.2x-
P / B1.1x-0.9x1.1x1.2x-1.2x1.7x1.5x-
P / S1.4x-1.1x1.4x1.6x-1.3x1.3x1.1x-
EV / EBITDA14.3x---13.9x-11.2x10.5x7.7x-
Growth
Revenue growth (YoY)5.0%--22.6%-23.9%-24.4%-5.7%5.1%7.4%-
Revenue CAGR (3y)-5.1%--4.5%-5.4%-5.4%-4.7%4.0%5.0%-
Revenue CAGR (5y)-1.7%--0.9%1.7%-0.9%-4.8%5.3%6.2%-
Gross profit growth (YoY)----------
Operating income growth (YoY)-12.7%--48.3%-45.2%-41.9%-8.6%-0.9%28.1%-
Net income growth (YoY)-22.4%--48.2%-47.7%-41.5%-15.5%-0.9%36.9%-
EPS growth (YoY)-20.5%--0.7%-1.0%8.9%--39.0%-47.0%-27.8%-
EPS CAGR (3y)-14.5%-3.1%-9.4%-18.7%--25.9%-35.8%--
EPS CAGR (5y)---16.6%-3.9%1.9%-0.1%-0.4%6.1%-
FCF growth (YoY)62.3%---53.2%----1501.2%-
FCF CAGR (5y)----------
Book value growth (YoY)2.1%1.4%-11.8%17.7%25.8%30.5%51.1%13.7%16.8%14.8%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Business segments

$8.82B total
Critical Illness Recovery Hospital$2.48B · 28.1%
Critical Illness Recovery Hospitals$2.48B · 28.1%
Rehabilitation Hospital$1.29B · 14.6%
Rehabilitation Hospitals$1.29B · 14.6%
Outpatient Rehabilitation$1.28B · 14.6%

Product / service

$4.95B total
Health Care Patient Service$2.47B · 50.0%
Health Care Patient Service Non Medicare$1.69B · 34.0%
Health Care Patient Service Medicare$788.43M · 15.9%
Service Other$4.00M · 0.1%

Peer comparison

Same SIC group: Services-Hospitals

CompanyRevenue (last FY)Net marginROE
EHC$5.94B9.5%23.2%
MD--19.1%
MGLN--20.4%

Comparing SELECT MEDICAL HOLDINGS CORP against the 3 most active filers in the same SIC group.

Dividends

$0.25/share trailing 12 months · -3.3% YoY

Ex-datePer share
May 14, 2026$0.0630
Mar 2, 2026$0.0630
Nov 12, 2025$0.0630
Aug 13, 2025$0.0630
May 15, 2025$0.0630
Mar 3, 2025$0.0630
Nov 13, 2024$0.0673
Aug 14, 2024$0.0673
May 15, 2024$0.0673
Feb 29, 2024$0.0673
Nov 14, 2023$0.0673
Aug 14, 2023$0.0673
May 17, 2023$0.0673
Mar 2, 2023$0.0673
Nov 15, 2022$0.0673
Aug 15, 2022$0.0673
May 18, 2022$0.0673
Mar 3, 2022$0.0673
Nov 15, 2021$0.0673
Aug 17, 2021$0.0673
May 18, 2021$0.0673
Mar 2, 2015$0.0539
Nov 17, 2014$0.0539
Aug 18, 2014$0.0539