SEM Stock - Select Medical Holdings Corporation
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Financial Statements
| Metric | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|
| Revenue | $5.19B | $6.66B | $6.33B | $6.20B | $5.53B |
| Gross Profit | $633.64M | $932.04M | $733.38M | $919.37M | $821.34M |
| Gross Margin | 12.2% | 14.0% | 11.6% | 14.8% | 14.8% |
| Operating Income | $268.31M | $554.87M | $403.28M | $713.77M | $567.66M |
| Net Income | $214.04M | $243.49M | $158.99M | $402.23M | $259.00M |
| Net Margin | 4.1% | 3.7% | 2.5% | 6.5% | 4.7% |
| EPS | $1.66 | $1.91 | $1.23 | $2.99 | $1.93 |
Select Medical Holdings Corporation, through its subsidiaries, operates critical illness recovery hospitals, rehabilitation hospitals, outpatient rehabilitation clinics, and occupational health centers in the United States. The company's Critical Illness Recovery Hospital segment consists of hospitals that provide services for heart failure, infectious disease, respiratory failure and pulmonary disease, surgery requiring prolonged recovery, renal disease, neurological events, and trauma. Its Rehabilitation Hospital segment offers therapy and rehabilitation treatments, including rehabilitative services for brain and spinal cord injuries, strokes, amputations, neurological disorders, orthopedic conditions, pediatric congenital or acquired disabilities, and cancer. The company's Outpatient Rehabilitation segment operates rehabilitation clinics that provide physical, occupational, and speech rehabilitation programs and services; and specialized programs, such as functional programs for work related injuries, hand therapy, post-concussion rehabilitation, pediatric and cancer rehabilitation, and athletic training services. Its Concentra segment operates and provides occupational health centers and contract services at employer worksites that deliver occupational medicine, consumer health, physical therapy, and wellness services. As of December 31, 2021, the company operated 104 critical illness recovery hospitals in 28 states; 30 rehabilitation hospitals in 12 states; 1,881 outpatient rehabilitation clinics in 38 states and the District of Columbia; and 518 occupational health centers in 41 states, and 134 onsite clinics at employer worksites states. Select Medical Holdings Corporation was founded in 1996 and is headquartered in Mechanicsburg, Pennsylvania.
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Price Targets
Recent Analyst Actions
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| October 8th 2025 | RBC Capital Mkts | Reiterated | Outperform | $20← $16 |
| April 16th 2025 | Mizuho | Initiation | Outperform | $25 |
| February 24th 2025 | The Benchmark Company | Upgrade | Buy | $23 |
| November 25th 2024 | The Benchmark Company | Downgrade | Hold | - |
| August 20th 2024 | BofA Securities | Resumed | Buy | $42 |
Earnings History & Surprises
SEMEPS Surprise History
Quarterly EPS Details
| Period | Report Date | Estimated EPS | Actual EPS | Surprise | Result |
|---|---|---|---|---|---|
Q2 2026 | Apr 29, 2026 | — | — | — | — |
Q1 2026 | Feb 19, 2026 | $0.24 | — | — | — |
Q4 2025 | Oct 30, 2025 | $0.18 | $0.23 | +27.8% | ✓ BEAT |
Q3 2025 | Jul 31, 2025 | $0.28 | $0.32 | +14.3% | ✓ BEAT |
Q2 2025 | May 1, 2025 | $0.45 | $0.44 | -2.2% | ✗ MISS |
Q1 2025 | Feb 20, 2025 | $0.29 | $0.18 | -37.9% | ✗ MISS |
Q4 2024 | Oct 31, 2024 | $0.43 | $0.43 | 0.0% | = MET |
Q3 2024 | Aug 1, 2024 | $0.61 | $0.60 | -1.6% | ✗ MISS |
Q2 2024 | May 2, 2024 | $0.57 | $0.75 | +31.6% | ✓ BEAT |
Q1 2024 | Feb 22, 2024 | $0.36 | $0.36 | 0.0% | = MET |
Q4 2023 | Nov 2, 2023 | $0.41 | $0.46 | +12.2% | ✓ BEAT |
Q3 2023 | Aug 3, 2023 | $0.48 | $0.61 | +27.1% | ✓ BEAT |
Q2 2023 | May 4, 2023 | $0.44 | $0.56 | +27.3% | ✓ BEAT |
Q1 2023 | Feb 23, 2023 | $0.36 | $0.22 | -38.9% | ✗ MISS |
Q4 2022 | Nov 3, 2022 | $0.44 | $0.21 | -52.3% | ✗ MISS |
Q3 2022 | Aug 4, 2022 | $0.55 | $0.43 | -21.8% | ✗ MISS |
Q2 2022 | May 5, 2022 | $0.28 | $0.37 | +32.1% | ✓ BEAT |
Q1 2022 | Feb 24, 2022 | $0.31 | $0.37 | +19.4% | ✓ BEAT |
Q4 2021 | Nov 4, 2021 | $0.52 | $0.57 | +9.6% | ✓ BEAT |
Q3 2021 | Aug 5, 2021 | $0.56 | $1.22 | +117.9% | ✓ BEAT |
Latest News
Select Medical Holdings shares are trading higher after the company announced it received a non-binding indication fo interest from Robert Ortenzio.
📈 PositiveSelect Medical co-founder proposes to buy all shares, take company private
📈 PositiveReported Earlier, Select Medical Holdings Received A Non-binding Indication Of Interest From Robert A. Ortenzio, Executive Chairman, Co-founder And Director Of Select Medical, To Acquire All Of The Outstanding Shares Of Select Medical For Cash Consideration Of $16.00 To $16.20 Per Share Of Common Stock
📈 PositiveSelect Medical Hldgs Raises FY2025 GAAP EPS Guidance from $1.09-$1.19 to $1.14-$1.24 vs $1.17 Est; Affirms FY2025 Sales Guidance of $5.300B-$5.500B vs $5.395B Est
📈 PositiveSelect Medical Hldgs Q3 Adj. EPS $0.23 Beats $0.15 Estimate, Sales $1.363B Beat $1.331B Estimate
📈 PositiveSelect Medical shares are trading higher after RBC Capital maintained its Outperform rating on the stock and raised its price target from $16 to $20.
📈 PositiveSelect Medical jumps 14% to record best intraday gain in years
📈 PositiveRBC Capital Maintains Outperform on Select Medical Hldgs, Raises Price Target to $20
📈 PositiveB of A Securities Maintains Buy on Select Medical Hldgs, Lowers Price Target to $15
➖ NeutralSelect Medical Holdings Appoints Thomas P. Mullin As CEO
➖ NeutralFrequently Asked Questions about SEM
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