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Side-by-side financial comparison of HUTCHMED (China) Ltd (HCM) and Strategic Education, Inc. (STRA). Click either name above to swap in a different company.
Strategic Education, Inc. is the larger business by last-quarter revenue ($305.9M vs $270.8M, roughly 1.1× HUTCHMED (China) Ltd). Strategic Education, Inc. runs the higher net margin — 10.7% vs 0.7%, a 10.0% gap on every dollar of revenue. On growth, Strategic Education, Inc. posted the faster year-over-year revenue change (0.8% vs -16.5%). Strategic Education, Inc. produced more free cash flow last quarter ($77.3M vs $3.4M).
HUTCHMED (China) LtdHCMEarnings & Financial Report
HUTCHMED (China) Ltd is a biopharmaceutical firm focused on discovering, developing and commercializing targeted and immunotherapies for oncology and immunological diseases. It operates across China and global markets, with multiple marketed oncology drugs and a robust pipeline of late-stage clinical candidates addressing unmet patient needs.
Strategic Education, Inc. (SEI) is an education services holding company and is formerly known as Strayer Education, Inc. The company owns for-profit, online Capella University and Strayer University, as well as non-degree programs schools such as DevMountain, Hackbright Academy, and Sophia Learning.
HCM vs STRA — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $270.8M | $305.9M |
| Net Profit | $2.0M | $32.8M |
| Gross Margin | 37.7% | — |
| Operating Margin | -13.2% | 13.4% |
| Net Margin | 0.7% | 10.7% |
| Revenue YoY | -16.5% | 0.8% |
| Net Profit YoY | -83.6% | 10.3% |
| EPS (diluted) | $0.00 | $1.48 |
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 | — | $305.9M | ||
| Q4 25 | $270.8M | $323.2M | ||
| Q3 25 | — | $319.9M | ||
| Q2 25 | $277.7M | $321.5M | ||
| Q1 25 | $324.5M | $303.6M | ||
| Q4 24 | — | $311.5M | ||
| Q3 24 | — | $306.0M | ||
| Q2 24 | $305.7M | $312.3M |
| Q1 26 | — | $32.8M | ||
| Q4 25 | $2.0M | $37.9M | ||
| Q3 25 | — | $26.6M | ||
| Q2 25 | $455.0M | $32.3M | ||
| Q1 25 | $11.9M | $29.7M | ||
| Q4 24 | — | $25.3M | ||
| Q3 24 | — | $27.7M | ||
| Q2 24 | $25.8M | $29.9M |
| Q1 26 | — | — | ||
| Q4 25 | 37.7% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.1% | — | ||
| Q1 25 | 48.0% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 41.1% | — |
| Q1 26 | — | 13.4% | ||
| Q4 25 | -13.2% | 16.0% | ||
| Q3 25 | — | 11.6% | ||
| Q2 25 | -1.3% | 14.2% | ||
| Q1 25 | -5.0% | 13.1% | ||
| Q4 24 | — | 11.6% | ||
| Q3 24 | — | 11.9% | ||
| Q2 24 | -9.0% | 13.4% |
| Q1 26 | — | 10.7% | ||
| Q4 25 | 0.7% | 11.7% | ||
| Q3 25 | — | 8.3% | ||
| Q2 25 | 163.8% | 10.1% | ||
| Q1 25 | 3.7% | 9.8% | ||
| Q4 24 | — | 8.1% | ||
| Q3 24 | — | 9.1% | ||
| Q2 24 | 8.4% | 9.6% |
| Q1 26 | — | $1.48 | ||
| Q4 25 | $0.00 | $1.65 | ||
| Q3 25 | — | $1.15 | ||
| Q2 25 | $0.52 | $1.37 | ||
| Q1 25 | $0.01 | $1.24 | ||
| Q4 24 | — | $1.05 | ||
| Q3 24 | — | $1.15 | ||
| Q2 24 | $0.03 | $1.24 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.4B | $150.3M |
| Total DebtLower is stronger | $93.2M | — |
| Stockholders' EquityBook value | $1.2B | $1.6B |
| Total Assets | $1.8B | $2.1B |
| Debt / EquityLower = less leverage | 0.08× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $150.3M | ||
| Q4 25 | $1.4B | $148.1M | ||
| Q3 25 | — | $172.6M | ||
| Q2 25 | $1.4B | $164.9M | ||
| Q1 25 | $836.1M | $182.6M | ||
| Q4 24 | — | $184.0M | ||
| Q3 24 | — | $222.1M | ||
| Q2 24 | $802.5M | $256.2M |
| Q1 26 | — | — | ||
| Q4 25 | $93.2M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $93.4M | — | ||
| Q1 25 | $82.8M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $82.1M | — |
| Q1 26 | — | $1.6B | ||
| Q4 25 | $1.2B | $1.6B | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | $1.2B | $1.7B | ||
| Q1 25 | $759.9M | $1.6B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $1.7B | ||
| Q2 24 | $740.1M | $1.7B |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.8B | $2.0B | ||
| Q3 25 | — | $2.1B | ||
| Q2 25 | $1.8B | $2.1B | ||
| Q1 25 | $1.3B | $2.1B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $2.2B | ||
| Q2 24 | $1.3B | $2.2B |
| Q1 26 | — | — | ||
| Q4 25 | 0.08× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.08× | — | ||
| Q1 25 | 0.11× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.11× | — |
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 | $8.2M | $87.4M |
| Free Cash FlowOCF − Capex | $3.4M | $77.3M |
| FCF MarginFCF / Revenue | 1.2% | 25.3% |
| Capex IntensityCapex / Revenue | 1.8% | — |
| Cash ConversionOCF / Net Profit | 4.21× | 2.66× |
| TTM Free Cash FlowTrailing 4 quarters | $-96.2M | $173.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $87.4M | ||
| Q4 25 | $8.2M | $39.2M | ||
| Q3 25 | — | $60.1M | ||
| Q2 25 | $-72.9M | $31.2M | ||
| Q1 25 | $40.3M | $67.7M | ||
| Q4 24 | — | $15.9M | ||
| Q3 24 | — | $51.5M | ||
| Q2 24 | $-39.8M | $24.3M |
| Q1 26 | — | $77.3M | ||
| Q4 25 | $3.4M | $27.0M | ||
| Q3 25 | — | $49.3M | ||
| Q2 25 | $-82.2M | $20.4M | ||
| Q1 25 | $32.5M | $57.3M | ||
| Q4 24 | — | $4.7M | ||
| Q3 24 | — | $42.1M | ||
| Q2 24 | $-49.9M | $13.6M |
| Q1 26 | — | 25.3% | ||
| Q4 25 | 1.2% | 8.3% | ||
| Q3 25 | — | 15.4% | ||
| Q2 25 | -29.6% | 6.3% | ||
| Q1 25 | 10.0% | 18.9% | ||
| Q4 24 | — | 1.5% | ||
| Q3 24 | — | 13.8% | ||
| Q2 24 | -16.3% | 4.3% |
| Q1 26 | — | — | ||
| Q4 25 | 1.8% | 3.8% | ||
| Q3 25 | — | 3.4% | ||
| Q2 25 | 3.3% | 3.4% | ||
| Q1 25 | 2.4% | 3.4% | ||
| Q4 24 | — | 3.6% | ||
| Q3 24 | — | 3.1% | ||
| Q2 24 | 3.3% | 3.4% |
| Q1 26 | — | 2.66× | ||
| Q4 25 | 4.21× | 1.03× | ||
| Q3 25 | — | 2.26× | ||
| Q2 25 | -0.16× | 0.97× | ||
| Q1 25 | 3.38× | 2.27× | ||
| Q4 24 | — | 0.63× | ||
| Q3 24 | — | 1.86× | ||
| Q2 24 | -1.54× | 0.81× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
HCM
Segment breakdown not available.
STRA
| U.S. Higher Education | $212.6M | 69% |
| Australia/New Zealand | $51.8M | 17% |
| Education Technology Services | $41.5M | 14% |
