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Select Medical Holdings Corp. (SEM)
NYSE:SEM
Earnings Data
Report Date
Apr 30, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.44Last Year’s EPS
0.44Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mixed picture: solid top-line growth and a strong inpatient rehab development pipeline, meaningful improvement in full-year EPS, stabilized labor costs, and constructive 2026 guidance support a positive operational outlook. However, near-term profitability was hampered by a 10% decline in quarterly adjusted EBITDA, a significant slump in outpatient segment profitability (nearly 58% drop in adjusted EBITDA), an unexpected ~$15M health insurance hit, receivable write-offs, and modest cash on hand against substantial debt. These negatives constrained Q4 results and caused a notable shortfall versus prior guidance, but management expects outpatient margins to improve and reiterates growth initiatives in inpatient rehab.Company Guidance
Consolidated Revenue Growth
Total revenue grew more than 6% year-over-year in Q4 2025 and more than 5% for the full year 2025, demonstrating top-line growth across all three divisions.
Inpatient Rehabilitation Outperformance
Inpatient rehab revenue increased over 15% year-over-year to $339.2M; adjusted EBITDA rose 11% to $69.2M. Revenue per patient day increased over 6%, average daily census grew nearly 10%, occupancy improved to 82% (same-store occupancy 86%).
Critical Illness Recovery Stability
Critical illness recovery hospitals delivered nearly 5% revenue growth to $629.7M and adjusted EBITDA growth of 5% to $66.4M. Adjusted EBITDA margin remained steady at 10.5%, occupancy was stable at 67% and admissions rose 3%.
Development and Bed Growth Pipeline
Added 150 beds in Q4 and 212 beds in full-year 2025 (202 beds from new hospitals/units and 10 from expansion). Company expects to add 399 beds across 2026–2027 (including 166 already added in 2026), with multiple joint-venture hospital openings underway.
Full-Year EPS Improvement
Earnings per common share from continuing operations increased to $1.16 for the full year 2025 from $0.51 in the prior year. Adjusted EPS from continuing operations rose to $1.00 from $0.94 (up ~6.4%).
2026 Financial Outlook
Management issued 2026 guidance targeting revenue of $5.6B–$5.8B, adjusted EBITDA of $520M–$540M, fully diluted EPS of $1.22–$1.32, and capital expenditures of $200M–$220M, signaling expected growth and improved profitability.
Labor and Operational Progress
Agency costs have stabilized with staffing mix about 70% full-time / 15% PRN / 15% agency; labor-related margin running just above 56%, improving cost predictability versus prior years.
Shareholder Distribution
Board approved a cash dividend of $0.0625 per share payable 03/12/2026, showing continued capital return to shareholders.
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 |
|---|---|---|---|
Feb 19, 2026 | $16.08 | $15.01 | -6.65% |
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% |
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 Apr 30, 2026, After Close (Confirmed).
What is Select Medical Holdings Corp. (SEM) earnings time?
Select Medical Holdings Corp. (SEM) earnings time is at Apr 30, 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 2026 (Q1) is 0.44.
