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Side-by-side financial comparison of Ametek (AME) and SELECT MEDICAL HOLDINGS CORP (SEM). Click either name above to swap in a different company.
Ametek is the larger business by last-quarter revenue ($2.0B vs $1.4B, roughly 1.4× SELECT MEDICAL HOLDINGS CORP). Ametek runs the higher net margin — 19.9% vs 1.4%, a 18.5% gap on every dollar of revenue. On growth, Ametek posted the faster year-over-year revenue change (13.4% vs 6.4%). Ametek produced more free cash flow last quarter ($527.3M vs $5.2M). Over the past eight quarters, Ametek's revenue compounded faster (7.3% CAGR vs 2.8%).
AMETEK, Inc. is an American multinational conglomerate and global designer and manufacturer of electronic instruments and electromechanical devices with headquarters in the United States and over 150 sites worldwide.
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.
AME vs SEM — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $2.0B | $1.4B |
| Net Profit | $398.6M | $20.2M |
| Gross Margin | 36.0% | — |
| Operating Margin | 25.3% | 4.6% |
| Net Margin | 19.9% | 1.4% |
| Revenue YoY | 13.4% | 6.4% |
| Net Profit YoY | 2.9% | 225.7% |
| EPS (diluted) | $1.73 | $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.
| Q4 25 | $2.0B | $1.4B | ||
| Q3 25 | $1.9B | $1.4B | ||
| Q2 25 | $1.8B | $1.3B | ||
| Q1 25 | $1.7B | $1.4B | ||
| Q4 24 | $1.8B | $1.3B | ||
| Q3 24 | $1.7B | $1.3B | ||
| Q2 24 | $1.7B | $1.3B | ||
| Q1 24 | $1.7B | $1.3B |
| Q4 25 | $398.6M | $20.2M | ||
| Q3 25 | $371.4M | $28.8M | ||
| Q2 25 | $358.4M | $40.6M | ||
| Q1 25 | $351.8M | $56.7M | ||
| Q4 24 | $387.3M | $-16.1M | ||
| Q3 24 | $340.2M | $55.6M | ||
| Q2 24 | $337.7M | $77.6M | ||
| Q1 24 | $310.9M | $96.9M |
| Q4 25 | 36.0% | — | ||
| Q3 25 | 36.3% | — | ||
| Q2 25 | 35.8% | — | ||
| Q1 25 | 36.1% | — | ||
| Q4 24 | 36.6% | — | ||
| Q3 24 | 36.0% | — | ||
| Q2 24 | 36.0% | — | ||
| Q1 24 | 34.1% | — |
| Q4 25 | 25.3% | 4.6% | ||
| Q3 25 | 25.8% | 5.4% | ||
| Q2 25 | 26.0% | 6.5% | ||
| Q1 25 | 26.3% | 8.3% | ||
| Q4 24 | 26.6% | 1.6% | ||
| Q3 24 | 26.1% | 4.3% | ||
| Q2 24 | 25.8% | 5.8% | ||
| Q1 24 | 24.0% | 9.0% |
| Q4 25 | 19.9% | 1.4% | ||
| Q3 25 | 19.6% | 2.1% | ||
| Q2 25 | 20.2% | 3.0% | ||
| Q1 25 | 20.3% | 4.2% | ||
| Q4 24 | 22.0% | -1.2% | ||
| Q3 24 | 19.9% | 4.4% | ||
| Q2 24 | 19.5% | 6.1% | ||
| Q1 24 | 17.9% | 7.3% |
| Q4 25 | $1.73 | $0.17 | ||
| Q3 25 | $1.60 | $0.23 | ||
| Q2 25 | $1.55 | $0.32 | ||
| Q1 25 | $1.52 | $0.44 | ||
| Q4 24 | $1.67 | $-0.12 | ||
| Q3 24 | $1.47 | $0.43 | ||
| Q2 24 | $1.45 | $0.60 | ||
| Q1 24 | $1.34 | $0.75 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $458.0M | $26.5M |
| Total DebtLower is stronger | $2.3B | $1.8B |
| Stockholders' EquityBook value | $10.6B | $1.7B |
| Total Assets | $16.1B | $5.9B |
| Debt / EquityLower = less leverage | 0.21× | 1.06× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $458.0M | $26.5M | ||
| Q3 25 | $439.2M | $60.1M | ||
| Q2 25 | $619.7M | $52.3M | ||
| Q1 25 | $399.0M | $53.2M | ||
| Q4 24 | $374.0M | $59.7M | ||
| Q3 24 | $396.3M | $191.5M | ||
| Q2 24 | $396.6M | $111.2M | ||
| Q1 24 | $373.8M | $92.6M |
| Q4 25 | $2.3B | $1.8B | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | — | $1.8B | ||
| Q1 25 | — | $1.8B | ||
| Q4 24 | $2.1B | $1.7B | ||
| Q3 24 | — | $3.1B | ||
| Q2 24 | — | $3.6B | ||
| Q1 24 | — | $3.8B |
| Q4 25 | $10.6B | $1.7B | ||
| Q3 25 | $10.5B | $1.7B | ||
| Q2 25 | $10.4B | $1.7B | ||
| Q1 25 | $10.0B | $1.7B | ||
| Q4 24 | $9.7B | $1.7B | ||
| Q3 24 | $9.6B | $1.9B | ||
| Q2 24 | $9.3B | $1.4B | ||
| Q1 24 | $9.0B | $1.4B |
| Q4 25 | $16.1B | $5.9B | ||
| Q3 25 | $16.2B | $5.7B | ||
| Q2 25 | $15.3B | $5.7B | ||
| Q1 25 | $14.9B | $5.7B | ||
| Q4 24 | $14.6B | $5.6B | ||
| Q3 24 | $14.8B | $8.0B | ||
| Q2 24 | $14.8B | $7.9B | ||
| Q1 24 | $14.9B | $7.9B |
| Q4 25 | 0.21× | 1.06× | ||
| Q3 25 | — | 1.03× | ||
| Q2 25 | — | 1.10× | ||
| Q1 25 | — | 1.03× | ||
| Q4 24 | 0.22× | 1.01× | ||
| Q3 24 | — | 1.62× | ||
| Q2 24 | — | 2.54× | ||
| Q1 24 | — | 2.75× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $584.3M | $64.3M |
| Free Cash FlowOCF − Capex | $527.3M | $5.2M |
| FCF MarginFCF / Revenue | 26.4% | 0.4% |
| Capex IntensityCapex / Revenue | 2.9% | 4.2% |
| Cash ConversionOCF / Net Profit | 1.47× | 3.19× |
| TTM Free Cash FlowTrailing 4 quarters | $1.7B | $117.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $584.3M | $64.3M | ||
| Q3 25 | $440.9M | $175.3M | ||
| Q2 25 | $359.1M | $110.3M | ||
| Q1 25 | $417.5M | $-3.5M | ||
| Q4 24 | $550.0M | $125.4M | ||
| Q3 24 | $487.2M | $181.0M | ||
| Q2 24 | $381.4M | $278.2M | ||
| Q1 24 | $410.2M | $-66.7M |
| Q4 25 | $527.3M | $5.2M | ||
| Q3 25 | $420.0M | $122.2M | ||
| Q2 25 | $329.8M | $45.6M | ||
| Q1 25 | $394.5M | $-55.8M | ||
| Q4 24 | $498.3M | $62.0M | ||
| Q3 24 | $460.9M | $130.3M | ||
| Q2 24 | $360.0M | $222.6M | ||
| Q1 24 | $382.6M | $-119.2M |
| Q4 25 | 26.4% | 0.4% | ||
| Q3 25 | 22.2% | 9.0% | ||
| Q2 25 | 18.5% | 3.4% | ||
| Q1 25 | 22.8% | -4.1% | ||
| Q4 24 | 28.3% | 4.7% | ||
| Q3 24 | 27.0% | 10.2% | ||
| Q2 24 | 20.8% | 17.4% | ||
| Q1 24 | 22.0% | -9.0% |
| Q4 25 | 2.9% | 4.2% | ||
| Q3 25 | 1.1% | 3.9% | ||
| Q2 25 | 1.6% | 4.8% | ||
| Q1 25 | 1.3% | 3.9% | ||
| Q4 24 | 2.9% | 4.8% | ||
| Q3 24 | 1.5% | 4.0% | ||
| Q2 24 | 1.2% | 4.3% | ||
| Q1 24 | 1.6% | 4.0% |
| Q4 25 | 1.47× | 3.19× | ||
| Q3 25 | 1.19× | 6.09× | ||
| Q2 25 | 1.00× | 2.72× | ||
| Q1 25 | 1.19× | -0.06× | ||
| Q4 24 | 1.42× | — | ||
| Q3 24 | 1.43× | 3.25× | ||
| Q2 24 | 1.13× | 3.59× | ||
| Q1 24 | 1.32× | -0.69× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AME
| Transferred At Point In Time | $1.1B | 54% |
| Electronic Instruments Group | $620.1M | 31% |
| Transferred Over Time | $294.6M | 15% |
SEM
| Critical Illness Recovery Hospitals | $629.7M | 45% |
| Health Care Patient Service Non Medicare | $428.6M | 31% |
| Rehabilitation Hospitals | $339.2M | 24% |
