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Side-by-side financial comparison of Fortive (FTV) 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 1.3× Fortive). Fortive runs the higher net margin — 12.8% vs 4.5%, a 8.3% gap on every dollar of revenue. On growth, Fortive posted the faster year-over-year revenue change (7.7% vs 5.0%). Over the past eight quarters, SELECT MEDICAL HOLDINGS CORP's revenue compounded faster (5.3% CAGR vs -17.0%).
Fortive Corporation is an American industrial technology conglomerate company headquartered in Everett, Washington. The company specializes in providing essential technologies for connected workflow solutions; designing, developing, manufacturing and distributing professional and engineered products, software and services. Their products and services are split into three strategic segments; Intelligent Operating Solutions, Precision Technologies, and Advanced Healthcare Solutions. As of Decem...
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.
FTV vs SEM — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.1B | $1.4B |
| Net Profit | $136.4M | $63.8M |
| Gross Margin | 63.2% | — |
| Operating Margin | 17.9% | 6.9% |
| Net Margin | 12.8% | 4.5% |
| Revenue YoY | 7.7% | 5.0% |
| Net Profit YoY | 21.1% | -14.7% |
| EPS (diluted) | $0.44 | $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 | $1.1B | $1.4B | ||
| Q4 25 | $1.1B | $1.4B | ||
| Q3 25 | $1.0B | $1.4B | ||
| Q2 25 | $1.5B | $1.3B | ||
| Q1 25 | $1.5B | $1.4B | ||
| Q4 24 | $1.6B | $1.3B | ||
| Q3 24 | $1.5B | $1.3B | ||
| Q2 24 | $1.6B | $1.3B |
| Q1 26 | $136.4M | $63.8M | ||
| Q4 25 | $185.7M | $20.2M | ||
| Q3 25 | $55.0M | $28.8M | ||
| Q2 25 | $166.6M | $40.6M | ||
| Q1 25 | $171.9M | $56.7M | ||
| Q4 24 | $208.8M | $-16.1M | ||
| Q3 24 | $221.6M | $55.6M | ||
| Q2 24 | $195.1M | $77.6M |
| Q1 26 | 63.2% | — | ||
| Q4 25 | 63.2% | — | ||
| Q3 25 | 63.2% | — | ||
| Q2 25 | 59.0% | — | ||
| Q1 25 | 59.8% | — | ||
| Q4 24 | 60.3% | — | ||
| Q3 24 | 60.0% | — | ||
| Q2 24 | 59.8% | — |
| Q1 26 | 17.9% | 6.9% | ||
| Q4 25 | 20.1% | 4.6% | ||
| Q3 25 | 15.5% | 5.4% | ||
| Q2 25 | 14.6% | 6.5% | ||
| Q1 25 | 15.8% | 8.3% | ||
| Q4 24 | 19.0% | 1.6% | ||
| Q3 24 | 19.3% | 4.3% | ||
| Q2 24 | 19.4% | 5.8% |
| Q1 26 | 12.8% | 4.5% | ||
| Q4 25 | 16.5% | 1.4% | ||
| Q3 25 | 5.4% | 2.1% | ||
| Q2 25 | 11.0% | 3.0% | ||
| Q1 25 | 11.7% | 4.2% | ||
| Q4 24 | 12.9% | -1.2% | ||
| Q3 24 | 14.4% | 4.4% | ||
| Q2 24 | 12.6% | 6.1% |
| Q1 26 | $0.44 | $0.35 | ||
| Q4 25 | $0.60 | $0.17 | ||
| Q3 25 | $0.16 | $0.23 | ||
| Q2 25 | $0.49 | $0.32 | ||
| Q1 25 | $0.50 | $0.44 | ||
| Q4 24 | $0.60 | $-0.12 | ||
| Q3 24 | $0.63 | $0.43 | ||
| Q2 24 | $0.55 | $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 | $356.1M | $25.7M |
| Total DebtLower is stronger | $3.5B | $1.8B |
| Stockholders' EquityBook value | $6.1B | $2.1B |
| Total Assets | $11.6B | $6.0B |
| Debt / EquityLower = less leverage | 0.57× | 0.88× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $356.1M | $25.7M | ||
| Q4 25 | $375.5M | $26.5M | ||
| Q3 25 | $430.8M | $60.1M | ||
| Q2 25 | $1.8B | $52.3M | ||
| Q1 25 | $892.1M | $53.2M | ||
| Q4 24 | $813.3M | $59.7M | ||
| Q3 24 | $811.3M | $191.5M | ||
| Q2 24 | $644.1M | $111.2M |
| Q1 26 | $3.5B | $1.8B | ||
| Q4 25 | $3.2B | $1.8B | ||
| Q3 25 | $3.3B | $1.7B | ||
| Q2 25 | $4.8B | $1.8B | ||
| Q1 25 | $3.9B | $1.8B | ||
| Q4 24 | $3.7B | $1.7B | ||
| Q3 24 | $3.9B | $3.1B | ||
| Q2 24 | $3.8B | $3.6B |
| Q1 26 | $6.1B | $2.1B | ||
| Q4 25 | $6.5B | $1.7B | ||
| Q3 25 | $6.5B | $1.7B | ||
| Q2 25 | $10.4B | $1.7B | ||
| Q1 25 | $10.2B | $1.7B | ||
| Q4 24 | $10.2B | $1.7B | ||
| Q3 24 | $10.6B | $1.9B | ||
| Q2 24 | $10.5B | $1.4B |
| Q1 26 | $11.6B | $6.0B | ||
| Q4 25 | $11.7B | $5.9B | ||
| Q3 25 | $11.9B | $5.7B | ||
| Q2 25 | $18.2B | $5.7B | ||
| Q1 25 | $17.1B | $5.7B | ||
| Q4 24 | $17.0B | $5.6B | ||
| Q3 24 | $17.5B | $8.0B | ||
| Q2 24 | $17.3B | $7.9B |
| Q1 26 | 0.57× | 0.88× | ||
| Q4 25 | 0.50× | 1.06× | ||
| Q3 25 | 0.51× | 1.03× | ||
| Q2 25 | 0.46× | 1.10× | ||
| Q1 25 | 0.38× | 1.03× | ||
| Q4 24 | 0.36× | 1.01× | ||
| Q3 24 | 0.37× | 1.62× | ||
| Q2 24 | 0.36× | 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 | $234.8M | — |
| Free Cash FlowOCF − Capex | $193.8M | — |
| FCF MarginFCF / Revenue | 18.1% | — |
| Capex IntensityCapex / Revenue | 2.5% | — |
| Cash ConversionOCF / Net Profit | 1.72× | — |
| TTM Free Cash FlowTrailing 4 quarters | $935.2M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $234.8M | — | ||
| Q4 25 | $1.1B | $64.3M | ||
| Q3 25 | $164.4M | $175.3M | ||
| Q2 25 | $311.2M | $110.3M | ||
| Q1 25 | $241.7M | $-3.5M | ||
| Q4 24 | $502.2M | $125.4M | ||
| Q3 24 | $459.0M | $181.0M | ||
| Q2 24 | $308.9M | $278.2M |
| Q1 26 | $193.8M | — | ||
| Q4 25 | $313.8M | $5.2M | ||
| Q3 25 | $153.1M | $122.2M | ||
| Q2 25 | $274.5M | $45.6M | ||
| Q1 25 | $215.0M | $-55.8M | ||
| Q4 24 | $465.2M | $62.0M | ||
| Q3 24 | $431.2M | $130.3M | ||
| Q2 24 | $279.7M | $222.6M |
| Q1 26 | 18.1% | — | ||
| Q4 25 | 28.0% | 0.4% | ||
| Q3 25 | 14.9% | 9.0% | ||
| Q2 25 | 18.1% | 3.4% | ||
| Q1 25 | 14.6% | -4.1% | ||
| Q4 24 | 28.7% | 4.7% | ||
| Q3 24 | 28.1% | 10.2% | ||
| Q2 24 | 18.0% | 17.4% |
| Q1 26 | 2.5% | — | ||
| Q4 25 | 2.7% | 4.2% | ||
| Q3 25 | 1.1% | 3.9% | ||
| Q2 25 | 2.4% | 4.8% | ||
| Q1 25 | 1.8% | 3.9% | ||
| Q4 24 | 2.3% | 4.8% | ||
| Q3 24 | 1.8% | 4.0% | ||
| Q2 24 | 1.9% | 4.3% |
| Q1 26 | 1.72× | — | ||
| Q4 25 | 5.83× | 3.19× | ||
| Q3 25 | 2.99× | 6.09× | ||
| Q2 25 | 1.87× | 2.72× | ||
| Q1 25 | 1.41× | -0.06× | ||
| Q4 24 | 2.41× | — | ||
| Q3 24 | 2.07× | 3.25× | ||
| Q2 24 | 1.58× | 3.59× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
