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Side-by-side financial comparison of Fabrinet (FN) 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 $1.1B, roughly 1.2× Fabrinet). Fabrinet runs the higher net margin — 9.9% vs 1.4%, a 8.5% gap on every dollar of revenue. On growth, Fabrinet posted the faster year-over-year revenue change (35.9% vs 6.4%). SELECT MEDICAL HOLDINGS CORP produced more free cash flow last quarter ($5.2M vs $-5.3M). Over the past eight quarters, Fabrinet's revenue compounded faster (24.4% CAGR vs 2.8%).
FabrinetFNEarnings & Financial Report
Below is a list of companies having stocks that are included in the S&P MidCap 400 stock market index. The index, maintained by S&P Dow Jones Indices, comprises the common stocks of 400 mid-cap, mostly American, companies. Although called the S&P 400, the index sometimes contains more than 400 stocks when it includes two or more share classes of stock from one of its component companies.
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.
FN vs SEM — Head-to-Head
Income Statement — Q2 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.1B | $1.4B |
| Net Profit | $112.6M | $20.2M |
| Gross Margin | 12.2% | — |
| Operating Margin | 10.1% | 4.6% |
| Net Margin | 9.9% | 1.4% |
| Revenue YoY | 35.9% | 6.4% |
| Net Profit YoY | 30.0% | 225.7% |
| EPS (diluted) | $3.11 | $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 | $1.1B | $1.4B | ||
| Q3 25 | $978.1M | $1.4B | ||
| Q2 25 | $909.7M | $1.3B | ||
| Q1 25 | $871.8M | $1.4B | ||
| Q4 24 | $833.6M | $1.3B | ||
| Q3 24 | $804.2M | $1.3B | ||
| Q2 24 | $753.3M | $1.3B | ||
| Q1 24 | $731.5M | $1.3B |
| Q4 25 | $112.6M | $20.2M | ||
| Q3 25 | $95.9M | $28.8M | ||
| Q2 25 | $87.2M | $40.6M | ||
| Q1 25 | $81.3M | $56.7M | ||
| Q4 24 | $86.6M | $-16.1M | ||
| Q3 24 | $77.4M | $55.6M | ||
| Q2 24 | $81.1M | $77.6M | ||
| Q1 24 | $80.9M | $96.9M |
| Q4 25 | 12.2% | — | ||
| Q3 25 | 11.9% | — | ||
| Q2 25 | 12.2% | — | ||
| Q1 25 | 11.7% | — | ||
| Q4 24 | 12.1% | — | ||
| Q3 24 | 12.3% | — | ||
| Q2 24 | 12.3% | — | ||
| Q1 24 | 12.4% | — |
| Q4 25 | 10.1% | 4.6% | ||
| Q3 25 | 9.6% | 5.4% | ||
| Q2 25 | 9.8% | 6.5% | ||
| Q1 25 | 9.0% | 8.3% | ||
| Q4 24 | 9.5% | 1.6% | ||
| Q3 24 | 9.6% | 4.3% | ||
| Q2 24 | 9.7% | 5.8% | ||
| Q1 24 | 9.7% | 9.0% |
| Q4 25 | 9.9% | 1.4% | ||
| Q3 25 | 9.8% | 2.1% | ||
| Q2 25 | 9.6% | 3.0% | ||
| Q1 25 | 9.3% | 4.2% | ||
| Q4 24 | 10.4% | -1.2% | ||
| Q3 24 | 9.6% | 4.4% | ||
| Q2 24 | 10.8% | 6.1% | ||
| Q1 24 | 11.1% | 7.3% |
| Q4 25 | $3.11 | $0.17 | ||
| Q3 25 | $2.66 | $0.23 | ||
| Q2 25 | $2.41 | $0.32 | ||
| Q1 25 | $2.25 | $0.44 | ||
| Q4 24 | $2.38 | $-0.12 | ||
| Q3 24 | $2.13 | $0.43 | ||
| Q2 24 | $2.22 | $0.60 | ||
| Q1 24 | $2.21 | $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 | $960.8M | $26.5M |
| Total DebtLower is stronger | — | $1.8B |
| Stockholders' EquityBook value | $2.2B | $1.7B |
| Total Assets | $3.3B | $5.9B |
| Debt / EquityLower = less leverage | — | 1.06× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.8M | $26.5M | ||
| Q3 25 | $968.8M | $60.1M | ||
| Q2 25 | $934.2M | $52.3M | ||
| Q1 25 | $950.7M | $53.2M | ||
| Q4 24 | $934.6M | $59.7M | ||
| Q3 24 | $908.9M | $191.5M | ||
| Q2 24 | $858.6M | $111.2M | ||
| Q1 24 | $794.0M | $92.6M |
| 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 24 | — | $3.8B |
| Q4 25 | $2.2B | $1.7B | ||
| Q3 25 | $2.1B | $1.7B | ||
| Q2 25 | $2.0B | $1.7B | ||
| Q1 25 | $1.9B | $1.7B | ||
| Q4 24 | $1.8B | $1.7B | ||
| Q3 24 | $1.8B | $1.9B | ||
| Q2 24 | $1.7B | $1.4B | ||
| Q1 24 | $1.7B | $1.4B |
| Q4 25 | $3.3B | $5.9B | ||
| Q3 25 | $3.0B | $5.7B | ||
| Q2 25 | $2.8B | $5.7B | ||
| Q1 25 | $2.6B | $5.7B | ||
| Q4 24 | $2.5B | $5.6B | ||
| Q3 24 | $2.4B | $8.0B | ||
| Q2 24 | $2.3B | $7.9B | ||
| Q1 24 | $2.2B | $7.9B |
| 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× | ||
| Q1 24 | — | 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 | $46.3M | $64.3M |
| Free Cash FlowOCF − Capex | $-5.3M | $5.2M |
| FCF MarginFCF / Revenue | -0.5% | 0.4% |
| Capex IntensityCapex / Revenue | 4.6% | 4.2% |
| Cash ConversionOCF / Net Profit | 0.41× | 3.19× |
| TTM Free Cash FlowTrailing 4 quarters | $102.3M | $117.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $46.3M | $64.3M | ||
| Q3 25 | $102.6M | $175.3M | ||
| Q2 25 | $55.1M | $110.3M | ||
| Q1 25 | $74.2M | $-3.5M | ||
| Q4 24 | $115.9M | $125.4M | ||
| Q3 24 | $83.2M | $181.0M | ||
| Q2 24 | $83.1M | $278.2M | ||
| Q1 24 | $100.9M | $-66.7M |
| Q4 25 | $-5.3M | $5.2M | ||
| Q3 25 | $57.3M | $122.2M | ||
| Q2 25 | $4.7M | $45.6M | ||
| Q1 25 | $45.7M | $-55.8M | ||
| Q4 24 | $94.0M | $62.0M | ||
| Q3 24 | $62.9M | $130.3M | ||
| Q2 24 | $70.4M | $222.6M | ||
| Q1 24 | $87.3M | $-119.2M |
| Q4 25 | -0.5% | 0.4% | ||
| Q3 25 | 5.9% | 9.0% | ||
| Q2 25 | 0.5% | 3.4% | ||
| Q1 25 | 5.2% | -4.1% | ||
| Q4 24 | 11.3% | 4.7% | ||
| Q3 24 | 7.8% | 10.2% | ||
| Q2 24 | 9.3% | 17.4% | ||
| Q1 24 | 11.9% | -9.0% |
| Q4 25 | 4.6% | 4.2% | ||
| Q3 25 | 4.6% | 3.9% | ||
| Q2 25 | 5.5% | 4.8% | ||
| Q1 25 | 3.3% | 3.9% | ||
| Q4 24 | 2.6% | 4.8% | ||
| Q3 24 | 2.5% | 4.0% | ||
| Q2 24 | 1.7% | 4.3% | ||
| Q1 24 | 1.9% | 4.0% |
| Q4 25 | 0.41× | 3.19× | ||
| Q3 25 | 1.07× | 6.09× | ||
| Q2 25 | 0.63× | 2.72× | ||
| Q1 25 | 0.91× | -0.06× | ||
| Q4 24 | 1.34× | — | ||
| Q3 24 | 1.07× | 3.25× | ||
| Q2 24 | 1.02× | 3.59× | ||
| Q1 24 | 1.25× | -0.69× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FN
| Optical Communications | $832.6M | 73% |
| Non Optical Communications | $300.3M | 27% |
SEM
| Critical Illness Recovery Hospitals | $629.7M | 45% |
| Health Care Patient Service Non Medicare | $428.6M | 31% |
| Rehabilitation Hospitals | $339.2M | 24% |
