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Side-by-side financial comparison of ARCBEST CORP (ARCB) and SELECT MEDICAL HOLDINGS CORP (SEM). Click either name above to swap in a different company.
SELECT MEDICAL HOLDINGS CORP is the larger business by last-quarter revenue ($1.4B vs $998.8M, roughly 1.4× ARCBEST CORP). SELECT MEDICAL HOLDINGS CORP runs the higher net margin — 1.4% vs -0.1%, a 1.5% gap on every dollar of revenue. On growth, SELECT MEDICAL HOLDINGS CORP posted the faster year-over-year revenue change (6.4% vs 3.3%). Over the past eight quarters, SELECT MEDICAL HOLDINGS CORP's revenue compounded faster (2.8% CAGR vs -3.7%).
ArcBest Corporation is a leading U.S.-based logistics and transportation solutions provider. It offers end-to-end supply chain services including less-than-truckload freight shipping, full truckload services, warehousing, expedited delivery, and customized logistics consulting, serving enterprise, small business, and government clients across North America and select global markets.
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.
ARCB vs SEM — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $998.8M | $1.4B |
| Net Profit | $-1.0M | $20.2M |
| Gross Margin | — | — |
| Operating Margin | 0.3% | 4.6% |
| Net Margin | -0.1% | 1.4% |
| Revenue YoY | 3.3% | 6.4% |
| Net Profit YoY | -133.1% | 225.7% |
| EPS (diluted) | $-0.05 | $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.
| Q1 26 | $998.8M | — | ||
| Q4 25 | $972.7M | $1.4B | ||
| Q3 25 | $1.0B | $1.4B | ||
| Q2 25 | $1.0B | $1.3B | ||
| Q1 25 | $967.1M | $1.4B | ||
| Q4 24 | $1.0B | $1.3B | ||
| Q3 24 | $1.1B | $1.3B | ||
| Q2 24 | $1.1B | $1.3B |
| Q1 26 | $-1.0M | — | ||
| Q4 25 | $-8.1M | $20.2M | ||
| Q3 25 | $39.3M | $28.8M | ||
| Q2 25 | $25.8M | $40.6M | ||
| Q1 25 | $3.1M | $56.7M | ||
| Q4 24 | $29.0M | $-16.1M | ||
| Q3 24 | $100.3M | $55.6M | ||
| Q2 24 | $46.9M | $77.6M |
| Q1 26 | 0.3% | — | ||
| Q4 25 | -0.8% | 4.6% | ||
| Q3 25 | 5.2% | 5.4% | ||
| Q2 25 | 3.6% | 6.5% | ||
| Q1 25 | 0.7% | 8.3% | ||
| Q4 24 | 3.8% | 1.6% | ||
| Q3 24 | 12.7% | 4.3% | ||
| Q2 24 | 4.5% | 5.8% |
| Q1 26 | -0.1% | — | ||
| Q4 25 | -0.8% | 1.4% | ||
| Q3 25 | 3.7% | 2.1% | ||
| Q2 25 | 2.5% | 3.0% | ||
| Q1 25 | 0.3% | 4.2% | ||
| Q4 24 | 2.9% | -1.2% | ||
| Q3 24 | 9.4% | 4.4% | ||
| Q2 24 | 4.4% | 6.1% |
| Q1 26 | $-0.05 | — | ||
| Q4 25 | $-0.35 | $0.17 | ||
| Q3 25 | $1.72 | $0.23 | ||
| Q2 25 | $1.12 | $0.32 | ||
| Q1 25 | $0.13 | $0.44 | ||
| Q4 24 | $1.21 | $-0.12 | ||
| Q3 24 | $4.23 | $0.43 | ||
| Q2 24 | $1.96 | $0.60 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $86.4M | $26.5M |
| Total DebtLower is stronger | $223.7M | $1.8B |
| Stockholders' EquityBook value | $1.3B | $1.7B |
| Total Assets | $2.5B | $5.9B |
| Debt / EquityLower = less leverage | 0.17× | 1.06× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $86.4M | — | ||
| Q4 25 | $124.2M | $26.5M | ||
| Q3 25 | $132.6M | $60.1M | ||
| Q2 25 | $139.7M | $52.3M | ||
| Q1 25 | $98.7M | $53.2M | ||
| Q4 24 | $157.2M | $59.7M | ||
| Q3 24 | $191.1M | $191.5M | ||
| Q2 24 | $260.5M | $111.2M |
| Q1 26 | $223.7M | — | ||
| Q4 25 | — | $1.8B | ||
| Q3 25 | $214.1M | $1.7B | ||
| Q2 25 | $241.4M | $1.8B | ||
| Q1 25 | $214.2M | $1.8B | ||
| Q4 24 | $189.1M | $1.7B | ||
| Q3 24 | $180.5M | $3.1B | ||
| Q2 24 | $203.6M | $3.6B |
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $1.7B | ||
| Q3 25 | $1.3B | $1.7B | ||
| Q2 25 | $1.3B | $1.7B | ||
| Q1 25 | $1.3B | $1.7B | ||
| Q4 24 | $1.3B | $1.7B | ||
| Q3 24 | $1.3B | $1.9B | ||
| Q2 24 | $1.2B | $1.4B |
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | $5.9B | ||
| Q3 25 | $2.5B | $5.7B | ||
| Q2 25 | $2.5B | $5.7B | ||
| Q1 25 | $2.4B | $5.7B | ||
| Q4 24 | $2.4B | $5.6B | ||
| Q3 24 | $2.4B | $8.0B | ||
| Q2 24 | $2.4B | $7.9B |
| Q1 26 | 0.17× | — | ||
| Q4 25 | — | 1.06× | ||
| Q3 25 | 0.16× | 1.03× | ||
| Q2 25 | 0.19× | 1.10× | ||
| Q1 25 | 0.17× | 1.03× | ||
| Q4 24 | 0.14× | 1.01× | ||
| Q3 24 | 0.14× | 1.62× | ||
| Q2 24 | 0.17× | 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 | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $64.3M |
| Free Cash FlowOCF − Capex | — | $5.2M |
| FCF MarginFCF / Revenue | — | 0.4% |
| Capex IntensityCapex / Revenue | — | 4.2% |
| Cash ConversionOCF / Net Profit | — | 3.19× |
| TTM Free Cash FlowTrailing 4 quarters | — | $117.2M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $44.7M | $64.3M | ||
| Q3 25 | $98.2M | $175.3M | ||
| Q2 25 | $108.4M | $110.3M | ||
| Q1 25 | $-22.3M | $-3.5M | ||
| Q4 24 | $56.8M | $125.4M | ||
| Q3 24 | $88.8M | $181.0M | ||
| Q2 24 | $133.7M | $278.2M |
| Q1 26 | — | — | ||
| Q4 25 | $36.9M | $5.2M | ||
| Q3 25 | $33.2M | $122.2M | ||
| Q2 25 | $80.9M | $45.6M | ||
| Q1 25 | $-36.8M | $-55.8M | ||
| Q4 24 | $3.5M | $62.0M | ||
| Q3 24 | $23.9M | $130.3M | ||
| Q2 24 | $83.9M | $222.6M |
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 0.4% | ||
| Q3 25 | 3.2% | 9.0% | ||
| Q2 25 | 7.9% | 3.4% | ||
| Q1 25 | -3.8% | -4.1% | ||
| Q4 24 | 0.4% | 4.7% | ||
| Q3 24 | 2.2% | 10.2% | ||
| Q2 24 | 7.8% | 17.4% |
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | 4.2% | ||
| Q3 25 | 6.2% | 3.9% | ||
| Q2 25 | 2.7% | 4.8% | ||
| Q1 25 | 1.5% | 3.9% | ||
| Q4 24 | 5.3% | 4.8% | ||
| Q3 24 | 6.1% | 4.0% | ||
| Q2 24 | 4.6% | 4.3% |
| Q1 26 | — | — | ||
| Q4 25 | — | 3.19× | ||
| Q3 25 | 2.50× | 6.09× | ||
| Q2 25 | 4.20× | 2.72× | ||
| Q1 25 | -7.13× | -0.06× | ||
| Q4 24 | 1.96× | — | ||
| Q3 24 | 0.89× | 3.25× | ||
| Q2 24 | 2.85× | 3.59× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ARCB
Segment breakdown not available.
SEM
| Critical Illness Recovery Hospitals | $629.7M | 45% |
| Health Care Patient Service Non Medicare | $428.6M | 31% |
| Rehabilitation Hospitals | $339.2M | 24% |
