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Select Medical (SEM)
:SEM
Earnings Data
Report Date
Jul 31, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.24Last Year’s EPS
0.32Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 01, 2025
|% Change Since: -18.78%
|Next Earnings Date:Jul 31, 2025
Earnings Call Sentiment|Neutral
The call highlighted significant growth and expansion in the inpatient rehab division and a strong finish in the outpatient division, despite challenges. However, there were substantial challenges in the critical illness recovery hospital division, primarily due to regulatory changes. The negatives were notable, but the company showed resilience and strategic growth plans.Company Guidance
During the earnings call for Select Medical Holdings Corporation's first quarter of 2025, the company provided guidance and updates on various metrics. The inpatient rehab division showed significant growth with a 16% increase in revenue and a 15% rise in adjusted EBITDA, despite a 5% decrease in occupancy due to new hospitals. The outpatient division faced challenges from severe weather and a 3% cut in Medicare reimbursement, impacting adjusted EBITDA, which decreased from 18.2% to 17.9%. Critical illness recovery hospitals experienced a 3% revenue decline, influenced by regulatory changes like the high cost outlier threshold and the 20% transmittal rule, leading to a 25% drop in adjusted EBITDA. Despite these issues, the company's revenue increased by over 2%, and earnings per share rose by 33% to $0.44. The guidance for 2025 anticipates revenue between $5.3 billion and $5.5 billion, with adjusted EBITDA expected between $510 million and $530 million, while capital expenditures are projected to range from $160 million to $200 million.Inpatient Rehab Division Growth
The inpatient rehab division experienced a revenue increase of 16%, adjusted EBITDA growth of 15%, and a 6% rise in average daily census compared to the previous year. The adjusted EBITDA margin remained strong at 23%.
Expansion in Rehabilitation Facilities
Significant expansion plans for the inpatient rehab division include opening new facilities and adding 440 additional beds by the end of 2027. Recent openings in Madison, Wisconsin, and Tallahassee, Florida, demonstrate ongoing growth.
Earnings Per Share Increase
Earnings per share from continuing operations increased by 33% to $0.44 for the first quarter compared to $0.33 in the same quarter of the previous year.
Outpatient Division Resilience
Despite challenges, the outpatient division finished the quarter strong, with revenue per visit increasing from $99 to $102. The division remains focused on improving patient access and investing in technology.
Share Repurchase Program
The company repurchased 650,000 shares of stock at an average price per share of $17.52, totaling $11.4 million, under the board-authorized stock repurchase program.
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 |
|---|---|---|---|
May 01, 2025 | $18.16 | $14.20 | -21.81% |
Feb 20, 2025 | $18.91 | $17.54 | -7.24% |
Oct 31, 2024 | $17.09 | $19.15 | +12.05% |
Aug 01, 2024 | $20.79 | $18.14 | -12.75% |
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 (SEM) report earnings?
Select Medical (SEM) is schdueled to report earning on Jul 31, 2025, TBA Not Confirmed.
What is Select Medical (SEM) earnings time?
Select Medical (SEM) earnings time is at Jul 31, 2025, TBA Not 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 (Q2) is 0.24.
