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Side-by-side financial comparison of APTARGROUP, INC. (ATR) 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 $962.7M, roughly 1.5× APTARGROUP, INC.). APTARGROUP, INC. runs the higher net margin — 7.7% vs 1.4%, a 6.3% gap on every dollar of revenue. On growth, APTARGROUP, INC. posted the faster year-over-year revenue change (13.5% vs 6.4%). APTARGROUP, INC. produced more free cash flow last quarter ($96.9M vs $5.2M). Over the past eight quarters, SELECT MEDICAL HOLDINGS CORP's revenue compounded faster (2.8% CAGR vs 2.6%).
AptarGroup, Inc., also known as Aptar, is a United States–based global manufacturer of consumer dispensing packaging and drug delivery devices. The group has manufacturing operations in 18 countries.
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.
ATR vs SEM — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $962.7M | $1.4B |
| Net Profit | $74.3M | $20.2M |
| Gross Margin | — | — |
| Operating Margin | 11.0% | 4.6% |
| Net Margin | 7.7% | 1.4% |
| Revenue YoY | 13.5% | 6.4% |
| Net Profit YoY | -26.4% | 225.7% |
| EPS (diluted) | $1.13 | $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 | $962.7M | $1.4B | ||
| Q3 25 | $961.1M | $1.4B | ||
| Q2 25 | $966.0M | $1.3B | ||
| Q1 25 | $887.3M | $1.4B | ||
| Q4 24 | $848.1M | $1.3B | ||
| Q3 24 | $909.3M | $1.3B | ||
| Q2 24 | $910.1M | $1.3B | ||
| Q1 24 | $915.4M | $1.3B |
| Q4 25 | $74.3M | $20.2M | ||
| Q3 25 | $127.9M | $28.8M | ||
| Q2 25 | $111.7M | $40.6M | ||
| Q1 25 | $78.8M | $56.7M | ||
| Q4 24 | $100.9M | $-16.1M | ||
| Q3 24 | $100.0M | $55.6M | ||
| Q2 24 | $90.5M | $77.6M | ||
| Q1 24 | $83.1M | $96.9M |
| Q4 25 | 11.0% | 4.6% | ||
| Q3 25 | 14.2% | 5.4% | ||
| Q2 25 | 14.9% | 6.5% | ||
| Q1 25 | 12.8% | 8.3% | ||
| Q4 24 | 14.2% | 1.6% | ||
| Q3 24 | 15.2% | 4.3% | ||
| Q2 24 | 13.8% | 5.8% | ||
| Q1 24 | 12.2% | 9.0% |
| Q4 25 | 7.7% | 1.4% | ||
| Q3 25 | 13.3% | 2.1% | ||
| Q2 25 | 11.6% | 3.0% | ||
| Q1 25 | 8.9% | 4.2% | ||
| Q4 24 | 11.9% | -1.2% | ||
| Q3 24 | 11.0% | 4.4% | ||
| Q2 24 | 9.9% | 6.1% | ||
| Q1 24 | 9.1% | 7.3% |
| Q4 25 | $1.13 | $0.17 | ||
| Q3 25 | $1.92 | $0.23 | ||
| Q2 25 | $1.67 | $0.32 | ||
| Q1 25 | $1.17 | $0.44 | ||
| Q4 24 | $1.48 | $-0.12 | ||
| Q3 24 | $1.48 | $0.43 | ||
| Q2 24 | $1.34 | $0.60 | ||
| Q1 24 | $1.23 | $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 | $409.5M | $26.5M |
| Total DebtLower is stronger | $1.1B | $1.8B |
| Stockholders' EquityBook value | $2.7B | $1.7B |
| Total Assets | $5.3B | $5.9B |
| Debt / EquityLower = less leverage | 0.43× | 1.06× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $409.5M | $26.5M | ||
| Q3 25 | $264.8M | $60.1M | ||
| Q2 25 | $169.8M | $52.3M | ||
| Q1 25 | $136.8M | $53.2M | ||
| Q4 24 | $226.2M | $59.7M | ||
| Q3 24 | $327.9M | $191.5M | ||
| Q2 24 | $223.9M | $111.2M | ||
| Q1 24 | $201.1M | $92.6M |
| Q4 25 | $1.1B | $1.8B | ||
| Q3 25 | $546.0M | $1.7B | ||
| Q2 25 | $535.1M | $1.8B | ||
| Q1 25 | $561.2M | $1.8B | ||
| Q4 24 | $688.1M | $1.7B | ||
| Q3 24 | $822.7M | $3.1B | ||
| Q2 24 | $681.5M | $3.6B | ||
| Q1 24 | $680.4M | $3.8B |
| Q4 25 | $2.7B | $1.7B | ||
| Q3 25 | $2.8B | $1.7B | ||
| Q2 25 | $2.7B | $1.7B | ||
| Q1 25 | $2.5B | $1.7B | ||
| Q4 24 | $2.5B | $1.7B | ||
| Q3 24 | $2.5B | $1.9B | ||
| Q2 24 | $2.4B | $1.4B | ||
| Q1 24 | $2.3B | $1.4B |
| Q4 25 | $5.3B | $5.9B | ||
| Q3 25 | $5.1B | $5.7B | ||
| Q2 25 | $4.9B | $5.7B | ||
| Q1 25 | $4.5B | $5.7B | ||
| Q4 24 | $4.4B | $5.6B | ||
| Q3 24 | $4.6B | $8.0B | ||
| Q2 24 | $4.5B | $7.9B | ||
| Q1 24 | $4.4B | $7.9B |
| Q4 25 | 0.43× | 1.06× | ||
| Q3 25 | 0.20× | 1.03× | ||
| Q2 25 | 0.20× | 1.10× | ||
| Q1 25 | 0.22× | 1.03× | ||
| Q4 24 | 0.28× | 1.01× | ||
| Q3 24 | 0.32× | 1.62× | ||
| Q2 24 | 0.28× | 2.54× | ||
| Q1 24 | 0.29× | 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 | $183.7M | $64.3M |
| Free Cash FlowOCF − Capex | $96.9M | $5.2M |
| FCF MarginFCF / Revenue | 10.1% | 0.4% |
| Capex IntensityCapex / Revenue | 9.0% | 4.2% |
| Cash ConversionOCF / Net Profit | 2.47× | 3.19× |
| TTM Free Cash FlowTrailing 4 quarters | $299.6M | $117.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $183.7M | $64.3M | ||
| Q3 25 | $177.6M | $175.3M | ||
| Q2 25 | $126.0M | $110.3M | ||
| Q1 25 | $82.7M | $-3.5M | ||
| Q4 24 | $178.2M | $125.4M | ||
| Q3 24 | $229.3M | $181.0M | ||
| Q2 24 | $143.6M | $278.2M | ||
| Q1 24 | $92.3M | $-66.7M |
| Q4 25 | $96.9M | $5.2M | ||
| Q3 25 | $114.3M | $122.2M | ||
| Q2 25 | $62.5M | $45.6M | ||
| Q1 25 | $25.9M | $-55.8M | ||
| Q4 24 | $112.2M | $62.0M | ||
| Q3 24 | $162.7M | $130.3M | ||
| Q2 24 | $75.4M | $222.6M | ||
| Q1 24 | $16.7M | $-119.2M |
| Q4 25 | 10.1% | 0.4% | ||
| Q3 25 | 11.9% | 9.0% | ||
| Q2 25 | 6.5% | 3.4% | ||
| Q1 25 | 2.9% | -4.1% | ||
| Q4 24 | 13.2% | 4.7% | ||
| Q3 24 | 17.9% | 10.2% | ||
| Q2 24 | 8.3% | 17.4% | ||
| Q1 24 | 1.8% | -9.0% |
| Q4 25 | 9.0% | 4.2% | ||
| Q3 25 | 6.6% | 3.9% | ||
| Q2 25 | 6.6% | 4.8% | ||
| Q1 25 | 6.4% | 3.9% | ||
| Q4 24 | 7.8% | 4.8% | ||
| Q3 24 | 7.3% | 4.0% | ||
| Q2 24 | 7.5% | 4.3% | ||
| Q1 24 | 8.3% | 4.0% |
| Q4 25 | 2.47× | 3.19× | ||
| Q3 25 | 1.39× | 6.09× | ||
| Q2 25 | 1.13× | 2.72× | ||
| Q1 25 | 1.05× | -0.06× | ||
| Q4 24 | 1.77× | — | ||
| Q3 24 | 2.29× | 3.25× | ||
| Q2 24 | 1.59× | 3.59× | ||
| Q1 24 | 1.11× | -0.69× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ATR
| Pharma Segment | $833.1M | 87% |
| Other | $129.6M | 13% |
SEM
| Critical Illness Recovery Hospitals | $629.7M | 45% |
| Health Care Patient Service Non Medicare | $428.6M | 31% |
| Rehabilitation Hospitals | $339.2M | 24% |
