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Side-by-side financial comparison of Cintas (CTAS) and SELECT MEDICAL HOLDINGS CORP (SEM). Click either name above to swap in a different company.
Cintas is the larger business by last-quarter revenue ($2.8B vs $1.4B, roughly 2.0× SELECT MEDICAL HOLDINGS CORP). Cintas runs the higher net margin — 17.7% vs 4.5%, a 13.2% gap on every dollar of revenue. On growth, Cintas posted the faster year-over-year revenue change (9.3% vs 5.0%). Over the past eight quarters, Cintas's revenue compounded faster (7.9% CAGR vs 5.3%).
Cintas Corporation is an American corporation headquartered in Mason, Ohio, which provides a range of products and services to businesses including uniforms, mats, mops, cleaning and restroom supplies, first aid and safety products, fire extinguishers and testing, and safety courses. Cintas is a publicly held company traded on the Nasdaq Global Select Market under the symbol CTAS and is a component of the S&P 500 Index.
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.
CTAS vs SEM — Head-to-Head
Income Statement — Q2 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.8B | $1.4B |
| Net Profit | $495.3M | $63.8M |
| Gross Margin | 50.4% | — |
| Operating Margin | 23.4% | 6.9% |
| Net Margin | 17.7% | 4.5% |
| Revenue YoY | 9.3% | 5.0% |
| Net Profit YoY | 10.4% | -14.7% |
| EPS (diluted) | $1.21 | $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 | $2.8B | $1.4B | ||
| Q3 25 | $2.7B | $1.4B | ||
| Q2 25 | $2.7B | $1.3B | ||
| Q1 25 | $2.6B | $1.4B | ||
| Q4 24 | $2.6B | $1.3B | ||
| Q3 24 | $2.5B | $1.3B | ||
| Q2 24 | $2.5B | $1.3B |
| Q1 26 | — | $63.8M | ||
| Q4 25 | $495.3M | $20.2M | ||
| Q3 25 | $491.1M | $28.8M | ||
| Q2 25 | $448.3M | $40.6M | ||
| Q1 25 | $463.5M | $56.7M | ||
| Q4 24 | $448.5M | $-16.1M | ||
| Q3 24 | $452.0M | $55.6M | ||
| Q2 24 | $414.3M | $77.6M |
| Q1 26 | — | — | ||
| Q4 25 | 50.4% | — | ||
| Q3 25 | 50.3% | — | ||
| Q2 25 | 49.7% | — | ||
| Q1 25 | 50.6% | — | ||
| Q4 24 | 49.8% | — | ||
| Q3 24 | 50.1% | — | ||
| Q2 24 | — | — |
| Q1 26 | — | 6.9% | ||
| Q4 25 | 23.4% | 4.6% | ||
| Q3 25 | 22.7% | 5.4% | ||
| Q2 25 | 22.4% | 6.5% | ||
| Q1 25 | 23.4% | 8.3% | ||
| Q4 24 | 23.1% | 1.6% | ||
| Q3 24 | 22.4% | 4.3% | ||
| Q2 24 | 22.2% | 5.8% |
| Q1 26 | — | 4.5% | ||
| Q4 25 | 17.7% | 1.4% | ||
| Q3 25 | 18.1% | 2.1% | ||
| Q2 25 | 16.8% | 3.0% | ||
| Q1 25 | 17.8% | 4.2% | ||
| Q4 24 | 17.5% | -1.2% | ||
| Q3 24 | 18.1% | 4.4% | ||
| Q2 24 | 16.8% | 6.1% |
| Q1 26 | — | $0.35 | ||
| Q4 25 | $1.21 | $0.17 | ||
| Q3 25 | $1.20 | $0.23 | ||
| Q2 25 | $1.08 | $0.32 | ||
| Q1 25 | $1.13 | $0.44 | ||
| Q4 24 | $1.09 | $-0.12 | ||
| Q3 24 | $1.10 | $0.43 | ||
| Q2 24 | $4.00 | $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 | $200.8M | $25.7M |
| Total DebtLower is stronger | $2.4B | $1.8B |
| Stockholders' EquityBook value | $4.5B | $2.1B |
| Total Assets | $10.1B | $6.0B |
| Debt / EquityLower = less leverage | 0.54× | 0.88× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $25.7M | ||
| Q4 25 | $200.8M | $26.5M | ||
| Q3 25 | $138.1M | $60.1M | ||
| Q2 25 | $264.0M | $52.3M | ||
| Q1 25 | $243.4M | $53.2M | ||
| Q4 24 | $122.4M | $59.7M | ||
| Q3 24 | $101.4M | $191.5M | ||
| Q2 24 | $342.0M | $111.2M |
| Q1 26 | — | $1.8B | ||
| Q4 25 | $2.4B | $1.8B | ||
| Q3 25 | $2.4B | $1.7B | ||
| Q2 25 | $2.4B | $1.8B | ||
| Q1 25 | $2.0B | $1.8B | ||
| Q4 24 | $2.0B | $1.7B | ||
| Q3 24 | $2.0B | $3.1B | ||
| Q2 24 | $2.0B | $3.6B |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $4.5B | $1.7B | ||
| Q3 25 | $4.8B | $1.7B | ||
| Q2 25 | $4.7B | $1.7B | ||
| Q1 25 | $4.6B | $1.7B | ||
| Q4 24 | $4.3B | $1.7B | ||
| Q3 24 | $4.0B | $1.9B | ||
| Q2 24 | $4.3B | $1.4B |
| Q1 26 | — | $6.0B | ||
| Q4 25 | $10.1B | $5.9B | ||
| Q3 25 | $9.8B | $5.7B | ||
| Q2 25 | $9.8B | $5.7B | ||
| Q1 25 | $9.6B | $5.7B | ||
| Q4 24 | $9.4B | $5.6B | ||
| Q3 24 | $9.1B | $8.0B | ||
| Q2 24 | $9.2B | $7.9B |
| Q1 26 | — | 0.88× | ||
| Q4 25 | 0.54× | 1.06× | ||
| Q3 25 | 0.51× | 1.03× | ||
| Q2 25 | 0.52× | 1.10× | ||
| Q1 25 | 0.44× | 1.03× | ||
| Q4 24 | 0.47× | 1.01× | ||
| Q3 24 | 0.50× | 1.62× | ||
| Q2 24 | 0.47× | 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 | $531.2M | — |
| Free Cash FlowOCF − Capex | $425.0M | — |
| FCF MarginFCF / Revenue | 15.2% | — |
| Capex IntensityCapex / Revenue | 3.8% | — |
| Cash ConversionOCF / Net Profit | 1.07× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.8B | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $531.2M | $64.3M | ||
| Q3 25 | $414.5M | $175.3M | ||
| Q2 25 | $635.7M | $110.3M | ||
| Q1 25 | $622.0M | $-3.5M | ||
| Q4 24 | $441.4M | $125.4M | ||
| Q3 24 | $466.7M | $181.0M | ||
| Q2 24 | $693.0M | $278.2M |
| Q1 26 | — | — | ||
| Q4 25 | $425.0M | $5.2M | ||
| Q3 25 | $312.5M | $122.2M | ||
| Q2 25 | $521.1M | $45.6M | ||
| Q1 25 | $522.1M | $-55.8M | ||
| Q4 24 | $340.0M | $62.0M | ||
| Q3 24 | $373.8M | $130.3M | ||
| Q2 24 | $591.1M | $222.6M |
| Q1 26 | — | — | ||
| Q4 25 | 15.2% | 0.4% | ||
| Q3 25 | 11.5% | 9.0% | ||
| Q2 25 | 19.5% | 3.4% | ||
| Q1 25 | 20.0% | -4.1% | ||
| Q4 24 | 13.3% | 4.7% | ||
| Q3 24 | 14.9% | 10.2% | ||
| Q2 24 | 23.9% | 17.4% |
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 4.2% | ||
| Q3 25 | 3.8% | 3.9% | ||
| Q2 25 | 4.3% | 4.8% | ||
| Q1 25 | 3.8% | 3.9% | ||
| Q4 24 | 4.0% | 4.8% | ||
| Q3 24 | 3.7% | 4.0% | ||
| Q2 24 | 4.1% | 4.3% |
| Q1 26 | — | — | ||
| Q4 25 | 1.07× | 3.19× | ||
| Q3 25 | 0.84× | 6.09× | ||
| Q2 25 | 1.42× | 2.72× | ||
| Q1 25 | 1.34× | -0.06× | ||
| Q4 24 | 0.98× | — | ||
| Q3 24 | 1.03× | 3.25× | ||
| Q2 24 | 1.67× | 3.59× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CTAS
| Uniform Rental And Facility Services Segment | $2.2B | 77% |
| First Aid And Safety Services Segment | $342.2M | 12% |
| Fire Protection Services | $222.5M | 8% |
| Uniform Direct Sales | $79.8M | 3% |
SEM
Segment breakdown not available.
