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Side-by-side financial comparison of Agilent Technologies (A) and SELECT MEDICAL HOLDINGS CORP (SEM). Click either name above to swap in a different company.

Agilent Technologies is the larger business by last-quarter revenue ($1.8B vs $1.4B, roughly 1.3× SELECT MEDICAL HOLDINGS CORP). Agilent Technologies runs the higher net margin — 17.0% vs 1.4%, a 15.5% gap on every dollar of revenue. On growth, Agilent Technologies posted the faster year-over-year revenue change (7.0% vs 6.4%). Agilent Technologies produced more free cash flow last quarter ($175.0M vs $5.2M). Over the past eight quarters, Agilent Technologies's revenue compounded faster (6.9% CAGR vs 2.8%).

Agilent Technologies, Inc. provides application focused solutions to the life sciences, diagnostics, and applied chemical markets worldwide. The Life Sciences and Applied Markets segment offers liquid chromatography systems and components; liquid chromatography mass spectrometry systems; gas chromatography systems and components; gas chromatography mass spectrometry systems; inductively coupled plasma mass spectrometry instruments; atomic absorption instruments; microwave plasma-atomic emissi...

Select Medical is a healthcare company based in Pennsylvania. It owns long-term acute care and inpatient rehabilitation hospitals, as well as occupational health and physical therapy clinics. Select Medical is a subsidiary of Select Medical Holdings, which is listed on the New York Stock Exchange.

A vs SEM — Head-to-Head

Bigger by revenue
A
A
1.3× larger
A
$1.8B
$1.4B
SEM
Growing faster (revenue YoY)
A
A
+0.6% gap
A
7.0%
6.4%
SEM
Higher net margin
A
A
15.5% more per $
A
17.0%
1.4%
SEM
More free cash flow
A
A
$169.8M more FCF
A
$175.0M
$5.2M
SEM
Faster 2-yr revenue CAGR
A
A
Annualised
A
6.9%
2.8%
SEM

Income Statement — Q1 2026 vs Q4 2025

Metric
A
A
SEM
SEM
Revenue
$1.8B
$1.4B
Net Profit
$305.0M
$20.2M
Gross Margin
52.6%
Operating Margin
19.6%
4.6%
Net Margin
17.0%
1.4%
Revenue YoY
7.0%
6.4%
Net Profit YoY
-4.1%
225.7%
EPS (diluted)
$1.07
$0.17

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
A
A
SEM
SEM
Q1 26
$1.8B
Q4 25
$1.9B
$1.4B
Q3 25
$1.7B
$1.4B
Q2 25
$1.7B
$1.3B
Q1 25
$1.7B
$1.4B
Q4 24
$1.7B
$1.3B
Q3 24
$1.6B
$1.3B
Q2 24
$1.6B
$1.3B
Net Profit
A
A
SEM
SEM
Q1 26
$305.0M
Q4 25
$434.0M
$20.2M
Q3 25
$336.0M
$28.8M
Q2 25
$215.0M
$40.6M
Q1 25
$318.0M
$56.7M
Q4 24
$351.0M
$-16.1M
Q3 24
$282.0M
$55.6M
Q2 24
$308.0M
$77.6M
Gross Margin
A
A
SEM
SEM
Q1 26
52.6%
Q4 25
53.2%
Q3 25
51.1%
Q2 25
51.9%
Q1 25
53.5%
Q4 24
53.9%
Q3 24
54.2%
Q2 24
54.4%
Operating Margin
A
A
SEM
SEM
Q1 26
19.6%
Q4 25
23.8%
4.6%
Q3 25
20.7%
5.4%
Q2 25
18.0%
6.5%
Q1 25
22.4%
8.3%
Q4 24
24.0%
1.6%
Q3 24
21.1%
4.3%
Q2 24
23.1%
5.8%
Net Margin
A
A
SEM
SEM
Q1 26
17.0%
Q4 25
23.3%
1.4%
Q3 25
19.3%
2.1%
Q2 25
12.9%
3.0%
Q1 25
18.9%
4.2%
Q4 24
20.6%
-1.2%
Q3 24
17.9%
4.4%
Q2 24
19.6%
6.1%
EPS (diluted)
A
A
SEM
SEM
Q1 26
$1.07
Q4 25
$1.53
$0.17
Q3 25
$1.18
$0.23
Q2 25
$0.75
$0.32
Q1 25
$1.11
$0.44
Q4 24
$1.23
$-0.12
Q3 24
$0.97
$0.43
Q2 24
$1.05
$0.60

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
A
A
SEM
SEM
Cash + ST InvestmentsLiquidity on hand
$1.8B
$26.5M
Total DebtLower is stronger
$3.0B
$1.8B
Stockholders' EquityBook value
$6.9B
$1.7B
Total Assets
$12.8B
$5.9B
Debt / EquityLower = less leverage
0.44×
1.06×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
A
A
SEM
SEM
Q1 26
$1.8B
Q4 25
$1.8B
$26.5M
Q3 25
$1.5B
$60.1M
Q2 25
$1.5B
$52.3M
Q1 25
$1.5B
$53.2M
Q4 24
$1.3B
$59.7M
Q3 24
$1.8B
$191.5M
Q2 24
$1.7B
$111.2M
Total Debt
A
A
SEM
SEM
Q1 26
$3.0B
Q4 25
$3.0B
$1.8B
Q3 25
$3.4B
$1.7B
Q2 25
$3.3B
$1.8B
Q1 25
$3.3B
$1.8B
Q4 24
$3.3B
$1.7B
Q3 24
$2.1B
$3.1B
Q2 24
$2.1B
$3.6B
Stockholders' Equity
A
A
SEM
SEM
Q1 26
$6.9B
Q4 25
$6.7B
$1.7B
Q3 25
$6.4B
$1.7B
Q2 25
$6.1B
$1.7B
Q1 25
$6.0B
$1.7B
Q4 24
$5.9B
$1.7B
Q3 24
$5.9B
$1.9B
Q2 24
$6.2B
$1.4B
Total Assets
A
A
SEM
SEM
Q1 26
$12.8B
Q4 25
$12.7B
$5.9B
Q3 25
$12.2B
$5.7B
Q2 25
$12.2B
$5.7B
Q1 25
$11.9B
$5.7B
Q4 24
$11.8B
$5.6B
Q3 24
$11.0B
$8.0B
Q2 24
$10.9B
$7.9B
Debt / Equity
A
A
SEM
SEM
Q1 26
0.44×
Q4 25
0.45×
1.06×
Q3 25
0.53×
1.03×
Q2 25
0.55×
1.10×
Q1 25
0.56×
1.03×
Q4 24
0.57×
1.01×
Q3 24
0.36×
1.62×
Q2 24
0.34×
2.54×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
A
A
SEM
SEM
Operating Cash FlowLast quarter
$268.0M
$64.3M
Free Cash FlowOCF − Capex
$175.0M
$5.2M
FCF MarginFCF / Revenue
9.7%
0.4%
Capex IntensityCapex / Revenue
5.2%
4.2%
Cash ConversionOCF / Net Profit
0.88×
3.19×
TTM Free Cash FlowTrailing 4 quarters
$993.0M
$117.2M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
A
A
SEM
SEM
Q1 26
$268.0M
Q4 25
$545.0M
$64.3M
Q3 25
$362.0M
$175.3M
Q2 25
$221.0M
$110.3M
Q1 25
$431.0M
$-3.5M
Q4 24
$481.0M
$125.4M
Q3 24
$452.0M
$181.0M
Q2 24
$333.0M
$278.2M
Free Cash Flow
A
A
SEM
SEM
Q1 26
$175.0M
Q4 25
$452.0M
$5.2M
Q3 25
$259.0M
$122.2M
Q2 25
$107.0M
$45.6M
Q1 25
$334.0M
$-55.8M
Q4 24
$388.0M
$62.0M
Q3 24
$360.0M
$130.3M
Q2 24
$230.0M
$222.6M
FCF Margin
A
A
SEM
SEM
Q1 26
9.7%
Q4 25
24.3%
0.4%
Q3 25
14.9%
9.0%
Q2 25
6.4%
3.4%
Q1 25
19.9%
-4.1%
Q4 24
22.8%
4.7%
Q3 24
22.8%
10.2%
Q2 24
14.6%
17.4%
Capex Intensity
A
A
SEM
SEM
Q1 26
5.2%
Q4 25
5.0%
4.2%
Q3 25
5.9%
3.9%
Q2 25
6.8%
4.8%
Q1 25
5.8%
3.9%
Q4 24
5.5%
4.8%
Q3 24
5.8%
4.0%
Q2 24
6.5%
4.3%
Cash Conversion
A
A
SEM
SEM
Q1 26
0.88×
Q4 25
1.26×
3.19×
Q3 25
1.08×
6.09×
Q2 25
1.03×
2.72×
Q1 25
1.36×
-0.06×
Q4 24
1.37×
Q3 24
1.60×
3.25×
Q2 24
1.08×
3.59×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

A
A

Service Other$525.0M29%
Chemicaland Energy Market$422.0M23%
Agilent Cross Lab$273.0M15%
Environmentaland Forensics Market$177.0M10%
Food Market$166.0M9%
Academiaand Government Market$130.0M7%
Applied Markets$98.0M5%

SEM
SEM

Critical Illness Recovery Hospitals$629.7M45%
Health Care Patient Service Non Medicare$428.6M31%
Rehabilitation Hospitals$339.2M24%

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