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Side-by-side financial comparison of BWX Technologies, Inc. (BWXT) 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 $885.8M, roughly 1.6× BWX Technologies, Inc.). BWX Technologies, Inc. runs the higher net margin — 10.5% vs 4.5%, a 6.0% gap on every dollar of revenue. On growth, BWX Technologies, Inc. posted the faster year-over-year revenue change (18.7% vs 5.0%). Over the past eight quarters, BWX Technologies, Inc.'s revenue compounded faster (21.1% CAGR vs 5.3%).
BWX Technologies, Inc. is a company headquartered in Lynchburg, Virginia that supplies nuclear components and fuel internationally.
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.
BWXT vs SEM — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $885.8M | $1.4B |
| Net Profit | $93.0M | $63.8M |
| Gross Margin | — | — |
| Operating Margin | 10.4% | 6.9% |
| Net Margin | 10.5% | 4.5% |
| Revenue YoY | 18.7% | 5.0% |
| Net Profit YoY | 30.9% | -14.7% |
| EPS (diluted) | $1.02 | $0.35 |
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 | — | $1.4B | ||
| Q4 25 | $885.8M | $1.4B | ||
| Q3 25 | $866.3M | $1.4B | ||
| Q2 25 | $764.0M | $1.3B | ||
| Q1 25 | $682.3M | $1.4B | ||
| Q4 24 | $746.3M | $1.3B | ||
| Q3 24 | $672.0M | $1.3B | ||
| Q2 24 | $681.5M | $1.3B |
| Q1 26 | — | $63.8M | ||
| Q4 25 | $93.0M | $20.2M | ||
| Q3 25 | $82.1M | $28.8M | ||
| Q2 25 | $78.4M | $40.6M | ||
| Q1 25 | $75.5M | $56.7M | ||
| Q4 24 | $71.0M | $-16.1M | ||
| Q3 24 | $69.5M | $55.6M | ||
| Q2 24 | $73.0M | $77.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 21.8% | — | ||
| Q2 25 | 25.1% | — | ||
| Q1 25 | 24.2% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 24.4% | — | ||
| Q2 24 | 24.7% | — |
| Q1 26 | — | 6.9% | ||
| Q4 25 | 10.4% | 4.6% | ||
| Q3 25 | 13.1% | 5.4% | ||
| Q2 25 | 13.4% | 6.5% | ||
| Q1 25 | 14.2% | 8.3% | ||
| Q4 24 | 12.4% | 1.6% | ||
| Q3 24 | 14.4% | 4.3% | ||
| Q2 24 | 14.5% | 5.8% |
| Q1 26 | — | 4.5% | ||
| Q4 25 | 10.5% | 1.4% | ||
| Q3 25 | 9.5% | 2.1% | ||
| Q2 25 | 10.3% | 3.0% | ||
| Q1 25 | 11.1% | 4.2% | ||
| Q4 24 | 9.5% | -1.2% | ||
| Q3 24 | 10.3% | 4.4% | ||
| Q2 24 | 10.7% | 6.1% |
| Q1 26 | — | $0.35 | ||
| Q4 25 | $1.02 | $0.17 | ||
| Q3 25 | $0.89 | $0.23 | ||
| Q2 25 | $0.85 | $0.32 | ||
| Q1 25 | $0.82 | $0.44 | ||
| Q4 24 | $0.77 | $-0.12 | ||
| Q3 24 | $0.76 | $0.43 | ||
| Q2 24 | $0.79 | $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 | $499.8M | $25.7M |
| Total DebtLower is stronger | — | $1.8B |
| Stockholders' EquityBook value | $1.2B | $2.1B |
| Total Assets | $4.3B | $6.0B |
| Debt / EquityLower = less leverage | — | 0.88× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $25.7M | ||
| Q4 25 | $499.8M | $26.5M | ||
| Q3 25 | $79.6M | $60.1M | ||
| Q2 25 | $37.0M | $52.3M | ||
| Q1 25 | $55.4M | $53.2M | ||
| Q4 24 | $74.1M | $59.7M | ||
| Q3 24 | $35.5M | $191.5M | ||
| Q2 24 | $48.3M | $111.2M |
| Q1 26 | — | $1.8B | ||
| Q4 25 | — | $1.8B | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | — | $1.8B | ||
| Q1 25 | — | $1.8B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $3.1B | ||
| Q2 24 | — | $3.6B |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.2B | $1.7B | ||
| Q3 25 | $1.2B | $1.7B | ||
| Q2 25 | $1.2B | $1.7B | ||
| Q1 25 | $1.1B | $1.7B | ||
| Q4 24 | $1.1B | $1.7B | ||
| Q3 24 | $1.1B | $1.9B | ||
| Q2 24 | $998.5M | $1.4B |
| Q1 26 | — | $6.0B | ||
| Q4 25 | $4.3B | $5.9B | ||
| Q3 25 | $3.8B | $5.7B | ||
| Q2 25 | $3.7B | $5.7B | ||
| Q1 25 | $3.1B | $5.7B | ||
| Q4 24 | $2.9B | $5.6B | ||
| Q3 24 | $2.9B | $8.0B | ||
| Q2 24 | $2.8B | $7.9B |
| Q1 26 | — | 0.88× | ||
| Q4 25 | — | 1.06× | ||
| Q3 25 | — | 1.03× | ||
| Q2 25 | — | 1.10× | ||
| Q1 25 | — | 1.03× | ||
| Q4 24 | — | 1.01× | ||
| Q3 24 | — | 1.62× | ||
| Q2 24 | — | 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 | $127.0M | — |
| Free Cash FlowOCF − Capex | $56.8M | — |
| FCF MarginFCF / Revenue | 6.4% | — |
| Capex IntensityCapex / Revenue | 7.9% | — |
| Cash ConversionOCF / Net Profit | 1.37× | — |
| TTM Free Cash FlowTrailing 4 quarters | $295.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $127.0M | $64.3M | ||
| Q3 25 | $143.2M | $175.3M | ||
| Q2 25 | $159.0M | $110.3M | ||
| Q1 25 | $50.6M | $-3.5M | ||
| Q4 24 | $276.9M | $125.4M | ||
| Q3 24 | $32.6M | $181.0M | ||
| Q2 24 | $65.9M | $278.2M |
| Q1 26 | — | — | ||
| Q4 25 | $56.8M | $5.2M | ||
| Q3 25 | $94.9M | $122.2M | ||
| Q2 25 | $126.3M | $45.6M | ||
| Q1 25 | $17.3M | $-55.8M | ||
| Q4 24 | $224.4M | $62.0M | ||
| Q3 24 | $-7.7M | $130.3M | ||
| Q2 24 | $35.5M | $222.6M |
| Q1 26 | — | — | ||
| Q4 25 | 6.4% | 0.4% | ||
| Q3 25 | 11.0% | 9.0% | ||
| Q2 25 | 16.5% | 3.4% | ||
| Q1 25 | 2.5% | -4.1% | ||
| Q4 24 | 30.1% | 4.7% | ||
| Q3 24 | -1.1% | 10.2% | ||
| Q2 24 | 5.2% | 17.4% |
| Q1 26 | — | — | ||
| Q4 25 | 7.9% | 4.2% | ||
| Q3 25 | 5.6% | 3.9% | ||
| Q2 25 | 4.3% | 4.8% | ||
| Q1 25 | 4.9% | 3.9% | ||
| Q4 24 | 7.0% | 4.8% | ||
| Q3 24 | 6.0% | 4.0% | ||
| Q2 24 | 4.5% | 4.3% |
| Q1 26 | — | — | ||
| Q4 25 | 1.37× | 3.19× | ||
| Q3 25 | 1.74× | 6.09× | ||
| Q2 25 | 2.03× | 2.72× | ||
| Q1 25 | 0.67× | -0.06× | ||
| Q4 24 | 3.90× | — | ||
| Q3 24 | 0.47× | 3.25× | ||
| Q2 24 | 0.90× | 3.59× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BWXT
| Nuclear Component Program | $436.4M | 49% |
| Nuclear Manufacturing | $134.8M | 15% |
| Cost Plus Fee | $116.1M | 13% |
| Uranium And Nuclear Services | $103.8M | 12% |
| Commercial Operations | $49.0M | 6% |
| Commercial Operations Segment | $33.7M | 4% |
| Transferred At Point In Time | $1.3M | 0% |
SEM
Segment breakdown not available.
