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Select Medical Holdings Corp. (SEM)
NYSE:SEM
Earnings Data
Report Date
Feb 19, 2026After Close (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
0.23Last Year’s EPS
0.18Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call highlighted significant revenue growth across multiple divisions, with particularly strong performance in the inpatient rehab hospital division. However, challenges were noted in the outpatient rehab division due to unfavorable payer mix and Medicare reimbursement issues. Despite these challenges, positive developments such as regulatory relief and expansion plans contributed to a generally favorable outlook.Company Guidance
Revenue and Earnings Growth
On a consolidated basis, revenue grew over 7% to $1.36 billion compared to $1.27 billion in the prior year. Adjusted EBITDA also increased over 7% to $111.7 million. Earnings per common share rose over 21% to $0.23 compared to $0.19 per share in the same quarter last year.
Inpatient Rehab Hospital Division Performance
Revenue increased 16% year-over-year to $328.6 million and adjusted EBITDA was up 13% to $68 million. Revenue per patient day increased nearly 5% and average daily census rose 11%. Occupancy improved to 83% from 82%, with same-store occupancy rising to 86% from 85%.
Critical Illness Recovery Hospital Division Growth
Revenue increased over 4% to $609.9 million, while adjusted EBITDA rose over 10% to $56.1 million. Adjusted EBITDA margin increased to 9.2% from 8.7%. Occupancy remained steady at 65% with admissions up 2.1%.
Regulatory Relief and Development Plans
CMS announced the deferment of the 20% transmittal rule, resulting in a favorable revenue adjustment. The company acquired a 30-bed hospital in Memphis and grew its outpatient portfolio by 3 clinics, with several new development projects in the pipeline.
SEM Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SEM Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Oct 30, 2025 | $14.13 | $13.76 | -2.62% |
Jul 31, 2025 | $14.65 | $12.45 | -15.02% |
May 01, 2025 | $17.99 | $14.06 | -21.85% |
Feb 20, 2025 | $18.73 | $17.38 | -7.21% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Select Medical Holdings Corp. (SEM) report earnings?
Select Medical Holdings Corp. (SEM) is schdueled to report earning on Feb 19, 2026, After Close (Confirmed).
What is Select Medical Holdings Corp. (SEM) earnings time?
Select Medical Holdings Corp. (SEM) earnings time is at Feb 19, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SEM EPS forecast?
SEM EPS forecast for the fiscal quarter 2025 (Q4) is 0.23.
