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Side-by-side financial comparison of CARTERS INC (CRI) 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 $757.8M, roughly 1.9× CARTERS INC). SELECT MEDICAL HOLDINGS CORP runs the higher net margin — 4.5% vs 1.5%, a 3.0% gap on every dollar of revenue. On growth, SELECT MEDICAL HOLDINGS CORP posted the faster year-over-year revenue change (5.0% vs -0.1%).
Carter's, Inc. is a major American designer and marketer of children's apparel. It was founded in 1865 by William Carter.
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.
CRI vs SEM — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $757.8M | $1.4B |
| Net Profit | $11.6M | $63.8M |
| Gross Margin | 45.1% | — |
| Operating Margin | 3.8% | 6.9% |
| Net Margin | 1.5% | 4.5% |
| Revenue YoY | -0.1% | 5.0% |
| Net Profit YoY | -80.1% | -14.7% |
| EPS (diluted) | $0.32 | $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 | — | $1.4B | ||
| Q3 25 | $757.8M | $1.4B | ||
| Q2 25 | $585.3M | $1.3B | ||
| Q1 25 | $629.8M | $1.4B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.3B | ||
| Q2 24 | — | $1.3B |
| Q1 26 | — | $63.8M | ||
| Q4 25 | — | $20.2M | ||
| Q3 25 | $11.6M | $28.8M | ||
| Q2 25 | $446.0K | $40.6M | ||
| Q1 25 | $15.5M | $56.7M | ||
| Q4 24 | — | $-16.1M | ||
| Q3 24 | — | $55.6M | ||
| Q2 24 | — | $77.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 45.1% | — | ||
| Q2 25 | 48.1% | — | ||
| Q1 25 | 46.2% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | 6.9% | ||
| Q4 25 | — | 4.6% | ||
| Q3 25 | 3.8% | 5.4% | ||
| Q2 25 | 0.7% | 6.5% | ||
| Q1 25 | 4.1% | 8.3% | ||
| Q4 24 | — | 1.6% | ||
| Q3 24 | — | 4.3% | ||
| Q2 24 | — | 5.8% |
| Q1 26 | — | 4.5% | ||
| Q4 25 | — | 1.4% | ||
| Q3 25 | 1.5% | 2.1% | ||
| Q2 25 | 0.1% | 3.0% | ||
| Q1 25 | 2.5% | 4.2% | ||
| Q4 24 | — | -1.2% | ||
| Q3 24 | — | 4.4% | ||
| Q2 24 | — | 6.1% |
| Q1 26 | — | $0.35 | ||
| Q4 25 | — | $0.17 | ||
| Q3 25 | $0.32 | $0.23 | ||
| Q2 25 | $0.01 | $0.32 | ||
| Q1 25 | $0.43 | $0.44 | ||
| Q4 24 | — | $-0.12 | ||
| Q3 24 | — | $0.43 | ||
| Q2 24 | — | $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 | $184.2M | $25.7M |
| Total DebtLower is stronger | — | $1.8B |
| Stockholders' EquityBook value | $864.6M | $2.1B |
| Total Assets | $2.5B | $6.0B |
| Debt / EquityLower = less leverage | — | 0.88× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $25.7M | ||
| Q4 25 | — | $26.5M | ||
| Q3 25 | $184.2M | $60.1M | ||
| Q2 25 | $338.2M | $52.3M | ||
| Q1 25 | $320.8M | $53.2M | ||
| Q4 24 | — | $59.7M | ||
| Q3 24 | — | $191.5M | ||
| Q2 24 | — | $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 | — | $1.7B | ||
| Q3 25 | $864.6M | $1.7B | ||
| Q2 25 | $853.9M | $1.7B | ||
| Q1 25 | $847.2M | $1.7B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $1.4B |
| Q1 26 | — | $6.0B | ||
| Q4 25 | — | $5.9B | ||
| Q3 25 | $2.5B | $5.7B | ||
| Q2 25 | $2.5B | $5.7B | ||
| Q1 25 | $2.3B | $5.7B | ||
| Q4 24 | — | $5.6B | ||
| Q3 24 | — | $8.0B | ||
| Q2 24 | — | $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 | $-128.0M | — |
| Free Cash FlowOCF − Capex | $-144.1M | — |
| FCF MarginFCF / Revenue | -19.0% | — |
| Capex IntensityCapex / Revenue | 2.1% | — |
| Cash ConversionOCF / Net Profit | -11.04× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $64.3M | ||
| Q3 25 | $-128.0M | $175.3M | ||
| Q2 25 | $40.3M | $110.3M | ||
| Q1 25 | $-48.6M | $-3.5M | ||
| Q4 24 | — | $125.4M | ||
| Q3 24 | — | $181.0M | ||
| Q2 24 | — | $278.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | $5.2M | ||
| Q3 25 | $-144.1M | $122.2M | ||
| Q2 25 | $24.1M | $45.6M | ||
| Q1 25 | $-59.0M | $-55.8M | ||
| Q4 24 | — | $62.0M | ||
| Q3 24 | — | $130.3M | ||
| Q2 24 | — | $222.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.4% | ||
| Q3 25 | -19.0% | 9.0% | ||
| Q2 25 | 4.1% | 3.4% | ||
| Q1 25 | -9.4% | -4.1% | ||
| Q4 24 | — | 4.7% | ||
| Q3 24 | — | 10.2% | ||
| Q2 24 | — | 17.4% |
| Q1 26 | — | — | ||
| Q4 25 | — | 4.2% | ||
| Q3 25 | 2.1% | 3.9% | ||
| Q2 25 | 2.8% | 4.8% | ||
| Q1 25 | 1.6% | 3.9% | ||
| Q4 24 | — | 4.8% | ||
| Q3 24 | — | 4.0% | ||
| Q2 24 | — | 4.3% |
| Q1 26 | — | — | ||
| Q4 25 | — | 3.19× | ||
| Q3 25 | -11.04× | 6.09× | ||
| Q2 25 | 90.37× | 2.72× | ||
| Q1 25 | -3.13× | -0.06× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.25× | ||
| Q2 24 | — | 3.59× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CRI
| Sales Channel Directly To Consumer | $362.3M | 48% |
| Sales Channel Through Intermediary | $283.8M | 37% |
| Other | $110.4M | 15% |
| Gift Cards | $1.3M | 0% |
SEM
Segment breakdown not available.
