vs
Side-by-side financial comparison of Delek US Holdings, Inc. (DK) and SELECT MEDICAL HOLDINGS CORP (SEM). Click either name above to swap in a different company.
Delek US Holdings, Inc. is the larger business by last-quarter revenue ($2.6B vs $1.4B, roughly 1.9× SELECT MEDICAL HOLDINGS CORP). SELECT MEDICAL HOLDINGS CORP runs the higher net margin — 4.5% vs -7.7%, a 12.1% gap on every dollar of revenue. On growth, SELECT MEDICAL HOLDINGS CORP posted the faster year-over-year revenue change (5.0% vs -4.9%). Over the past eight quarters, SELECT MEDICAL HOLDINGS CORP's revenue compounded faster (5.3% CAGR vs -10.8%).
Delek US Holdings, Inc. is an oil refining, logistics and biofuels company founded in 2001 and headquartered in Brentwood, Tennessee.
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.
DK vs SEM — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.6B | $1.4B |
| Net Profit | $-201.3M | $63.8M |
| Gross Margin | -5.8% | — |
| Operating Margin | — | 6.9% |
| Net Margin | -7.7% | 4.5% |
| Revenue YoY | -4.9% | 5.0% |
| Net Profit YoY | — | -14.7% |
| EPS (diluted) | $-3.34 | $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 | $2.6B | $1.4B | ||
| Q4 25 | $2.4B | $1.4B | ||
| Q3 25 | $2.9B | $1.4B | ||
| Q2 25 | $2.8B | $1.3B | ||
| Q1 25 | $2.6B | $1.4B | ||
| Q4 24 | $2.4B | $1.3B | ||
| Q3 24 | $3.0B | $1.3B | ||
| Q2 24 | $3.3B | $1.3B |
| Q1 26 | $-201.3M | $63.8M | ||
| Q4 25 | $78.3M | $20.2M | ||
| Q3 25 | $178.0M | $28.8M | ||
| Q2 25 | $-106.4M | $40.6M | ||
| Q1 25 | $-172.7M | $56.7M | ||
| Q4 24 | $-413.8M | $-16.1M | ||
| Q3 24 | $-76.8M | $55.6M | ||
| Q2 24 | $-37.2M | $77.6M |
| Q1 26 | -5.8% | — | ||
| Q4 25 | 9.3% | — | ||
| Q3 25 | 13.8% | — | ||
| Q2 25 | 1.9% | — | ||
| Q1 25 | -2.4% | — | ||
| Q4 24 | -5.7% | — | ||
| Q3 24 | -0.7% | — | ||
| Q2 24 | 0.5% | — |
| Q1 26 | — | 6.9% | ||
| Q4 25 | 6.8% | 4.6% | ||
| Q3 25 | 10.2% | 5.4% | ||
| Q2 25 | -1.2% | 6.5% | ||
| Q1 25 | -4.8% | 8.3% | ||
| Q4 24 | -17.0% | 1.6% | ||
| Q3 24 | -4.0% | 4.3% | ||
| Q2 24 | 0.1% | 5.8% |
| Q1 26 | -7.7% | 4.5% | ||
| Q4 25 | 3.2% | 1.4% | ||
| Q3 25 | 6.2% | 2.1% | ||
| Q2 25 | -3.8% | 3.0% | ||
| Q1 25 | -6.5% | 4.2% | ||
| Q4 24 | -17.4% | -1.2% | ||
| Q3 24 | -2.5% | 4.4% | ||
| Q2 24 | -1.1% | 6.1% |
| Q1 26 | $-3.34 | $0.35 | ||
| Q4 25 | $1.23 | $0.17 | ||
| Q3 25 | $2.93 | $0.23 | ||
| Q2 25 | $-1.76 | $0.32 | ||
| Q1 25 | $-2.78 | $0.44 | ||
| Q4 24 | $-6.48 | $-0.12 | ||
| Q3 24 | $-1.20 | $0.43 | ||
| Q2 24 | $-0.58 | $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 | $624.1M | $25.7M |
| Total DebtLower is stronger | $3.2B | $1.8B |
| Stockholders' EquityBook value | $302.0M | $2.1B |
| Total Assets | $7.6B | $6.0B |
| Debt / EquityLower = less leverage | 10.54× | 0.88× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $624.1M | $25.7M | ||
| Q4 25 | $625.8M | $26.5M | ||
| Q3 25 | $630.9M | $60.1M | ||
| Q2 25 | $615.5M | $52.3M | ||
| Q1 25 | $623.8M | $53.2M | ||
| Q4 24 | $735.6M | $59.7M | ||
| Q3 24 | $1.0B | $191.5M | ||
| Q2 24 | $657.9M | $111.2M |
| Q1 26 | $3.2B | $1.8B | ||
| Q4 25 | $3.2B | $1.8B | ||
| Q3 25 | $3.2B | $1.7B | ||
| Q2 25 | $3.1B | $1.8B | ||
| Q1 25 | $3.0B | $1.8B | ||
| Q4 24 | $2.8B | $1.7B | ||
| Q3 24 | $2.8B | $3.1B | ||
| Q2 24 | $2.5B | $3.6B |
| Q1 26 | $302.0M | $2.1B | ||
| Q4 25 | $547.3M | $1.7B | ||
| Q3 25 | $444.8M | $1.7B | ||
| Q2 25 | $294.9M | $1.7B | ||
| Q1 25 | $429.4M | $1.7B | ||
| Q4 24 | $575.2M | $1.7B | ||
| Q3 24 | $875.4M | $1.9B | ||
| Q2 24 | $982.8M | $1.4B |
| Q1 26 | $7.6B | $6.0B | ||
| Q4 25 | $6.8B | $5.9B | ||
| Q3 25 | $7.1B | $5.7B | ||
| Q2 25 | $7.1B | $5.7B | ||
| Q1 25 | $6.9B | $5.7B | ||
| Q4 24 | $6.7B | $5.6B | ||
| Q3 24 | $7.0B | $8.0B | ||
| Q2 24 | $6.9B | $7.9B |
| Q1 26 | 10.54× | 0.88× | ||
| Q4 25 | 5.91× | 1.06× | ||
| Q3 25 | 7.14× | 1.03× | ||
| Q2 25 | 10.51× | 1.10× | ||
| Q1 25 | 7.07× | 1.03× | ||
| Q4 24 | 4.81× | 1.01× | ||
| Q3 24 | 3.19× | 1.62× | ||
| Q2 24 | 2.50× | 2.54× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
