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Side-by-side financial comparison of Kontoor Brands, Inc. (KTB) 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 $853.2M, roughly 1.6× Kontoor Brands, Inc.). Kontoor Brands, Inc. runs the higher net margin — 4.3% vs 1.4%, a 2.9% gap on every dollar of revenue. On growth, Kontoor Brands, Inc. posted the faster year-over-year revenue change (27.3% vs 6.4%). Kontoor Brands, Inc. produced more free cash flow last quarter ($55.8M vs $5.2M). Over the past eight quarters, Kontoor Brands, Inc.'s revenue compounded faster (14.2% CAGR vs 2.8%).
Kontoor Brands is an American clothing company. It was a spin off from the VF Corporation in May 2019, and markets clothing under the Lee, Wrangler and Helly Hansen brand names.
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.
KTB vs SEM — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $853.2M | $1.4B |
| Net Profit | $36.9M | $20.2M |
| Gross Margin | 41.3% | — |
| Operating Margin | 7.5% | 4.6% |
| Net Margin | 4.3% | 1.4% |
| Revenue YoY | 27.3% | 6.4% |
| Net Profit YoY | -47.6% | 225.7% |
| EPS (diluted) | $0.66 | $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 | — | $1.4B | ||
| Q3 25 | $853.2M | $1.4B | ||
| Q2 25 | $658.3M | $1.3B | ||
| Q1 25 | $622.9M | $1.4B | ||
| Q4 24 | $699.3M | $1.3B | ||
| Q3 24 | $670.2M | $1.3B | ||
| Q2 24 | $606.9M | $1.3B | ||
| Q1 24 | $631.2M | $1.3B |
| Q4 25 | — | $20.2M | ||
| Q3 25 | $36.9M | $28.8M | ||
| Q2 25 | $73.9M | $40.6M | ||
| Q1 25 | $42.9M | $56.7M | ||
| Q4 24 | $64.0M | $-16.1M | ||
| Q3 24 | $70.5M | $55.6M | ||
| Q2 24 | $51.8M | $77.6M | ||
| Q1 24 | $59.5M | $96.9M |
| Q4 25 | — | — | ||
| Q3 25 | 41.3% | — | ||
| Q2 25 | 46.3% | — | ||
| Q1 25 | 47.5% | — | ||
| Q4 24 | 43.7% | — | ||
| Q3 24 | 44.7% | — | ||
| Q2 24 | 44.7% | — | ||
| Q1 24 | 45.2% | — |
| Q4 25 | — | 4.6% | ||
| Q3 25 | 7.5% | 5.4% | ||
| Q2 25 | 11.9% | 6.5% | ||
| Q1 25 | 11.8% | 8.3% | ||
| Q4 24 | 12.1% | 1.6% | ||
| Q3 24 | 14.7% | 4.3% | ||
| Q2 24 | 12.4% | 5.8% | ||
| Q1 24 | 13.4% | 9.0% |
| Q4 25 | — | 1.4% | ||
| Q3 25 | 4.3% | 2.1% | ||
| Q2 25 | 11.2% | 3.0% | ||
| Q1 25 | 6.9% | 4.2% | ||
| Q4 24 | 9.1% | -1.2% | ||
| Q3 24 | 10.5% | 4.4% | ||
| Q2 24 | 8.5% | 6.1% | ||
| Q1 24 | 9.4% | 7.3% |
| Q4 25 | — | $0.17 | ||
| Q3 25 | $0.66 | $0.23 | ||
| Q2 25 | $1.32 | $0.32 | ||
| Q1 25 | $0.76 | $0.44 | ||
| Q4 24 | $1.13 | $-0.12 | ||
| Q3 24 | $1.26 | $0.43 | ||
| Q2 24 | $0.92 | $0.60 | ||
| Q1 24 | $1.05 | $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 | $82.4M | $26.5M |
| Total DebtLower is stronger | $1.3B | $1.8B |
| Stockholders' EquityBook value | $529.6M | $1.7B |
| Total Assets | $2.9B | $5.9B |
| Debt / EquityLower = less leverage | 2.53× | 1.06× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $26.5M | ||
| Q3 25 | $82.4M | $60.1M | ||
| Q2 25 | $107.5M | $52.3M | ||
| Q1 25 | $356.7M | $53.2M | ||
| Q4 24 | $334.1M | $59.7M | ||
| Q3 24 | $269.4M | $191.5M | ||
| Q2 24 | $224.3M | $111.2M | ||
| Q1 24 | $215.1M | $92.6M |
| Q4 25 | — | $1.8B | ||
| Q3 25 | $1.3B | $1.7B | ||
| Q2 25 | $1.4B | $1.8B | ||
| Q1 25 | $735.6M | $1.8B | ||
| Q4 24 | $740.3M | $1.7B | ||
| Q3 24 | $745.0M | $3.1B | ||
| Q2 24 | $749.7M | $3.6B | ||
| Q1 24 | $779.2M | $3.8B |
| Q4 25 | — | $1.7B | ||
| Q3 25 | $529.6M | $1.7B | ||
| Q2 25 | $498.3M | $1.7B | ||
| Q1 25 | $426.7M | $1.7B | ||
| Q4 24 | $400.1M | $1.7B | ||
| Q3 24 | $356.9M | $1.9B | ||
| Q2 24 | $367.2M | $1.4B | ||
| Q1 24 | $387.2M | $1.4B |
| Q4 25 | — | $5.9B | ||
| Q3 25 | $2.9B | $5.7B | ||
| Q2 25 | $2.7B | $5.7B | ||
| Q1 25 | $1.7B | $5.7B | ||
| Q4 24 | $1.7B | $5.6B | ||
| Q3 24 | $1.7B | $8.0B | ||
| Q2 24 | $1.6B | $7.9B | ||
| Q1 24 | $1.7B | $7.9B |
| Q4 25 | — | 1.06× | ||
| Q3 25 | 2.53× | 1.03× | ||
| Q2 25 | 2.74× | 1.10× | ||
| Q1 25 | 1.72× | 1.03× | ||
| Q4 24 | 1.85× | 1.01× | ||
| Q3 24 | 2.09× | 1.62× | ||
| Q2 24 | 2.04× | 2.54× | ||
| Q1 24 | 2.01× | 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 | $64.1M | $64.3M |
| Free Cash FlowOCF − Capex | $55.8M | $5.2M |
| FCF MarginFCF / Revenue | 6.5% | 0.4% |
| Capex IntensityCapex / Revenue | 1.0% | 4.2% |
| Cash ConversionOCF / Net Profit | 1.74× | 3.19× |
| TTM Free Cash FlowTrailing 4 quarters | $228.0M | $117.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $64.3M | ||
| Q3 25 | $64.1M | $175.3M | ||
| Q2 25 | $25.7M | $110.3M | ||
| Q1 25 | $77.6M | $-3.5M | ||
| Q4 24 | $82.0M | $125.4M | ||
| Q3 24 | $133.6M | $181.0M | ||
| Q2 24 | $96.2M | $278.2M | ||
| Q1 24 | $56.5M | $-66.7M |
| Q4 25 | — | $5.2M | ||
| Q3 25 | $55.8M | $122.2M | ||
| Q2 25 | $22.4M | $45.6M | ||
| Q1 25 | $74.9M | $-55.8M | ||
| Q4 24 | $75.0M | $62.0M | ||
| Q3 24 | $129.9M | $130.3M | ||
| Q2 24 | $92.6M | $222.6M | ||
| Q1 24 | $52.0M | $-119.2M |
| Q4 25 | — | 0.4% | ||
| Q3 25 | 6.5% | 9.0% | ||
| Q2 25 | 3.4% | 3.4% | ||
| Q1 25 | 12.0% | -4.1% | ||
| Q4 24 | 10.7% | 4.7% | ||
| Q3 24 | 19.4% | 10.2% | ||
| Q2 24 | 15.3% | 17.4% | ||
| Q1 24 | 8.2% | -9.0% |
| Q4 25 | — | 4.2% | ||
| Q3 25 | 1.0% | 3.9% | ||
| Q2 25 | 0.5% | 4.8% | ||
| Q1 25 | 0.4% | 3.9% | ||
| Q4 24 | 1.0% | 4.8% | ||
| Q3 24 | 0.6% | 4.0% | ||
| Q2 24 | 0.6% | 4.3% | ||
| Q1 24 | 0.7% | 4.0% |
| Q4 25 | — | 3.19× | ||
| Q3 25 | 1.74× | 6.09× | ||
| Q2 25 | 0.35× | 2.72× | ||
| Q1 25 | 1.81× | -0.06× | ||
| Q4 24 | 1.28× | — | ||
| Q3 24 | 1.89× | 3.25× | ||
| Q2 24 | 1.86× | 3.59× | ||
| Q1 24 | 0.95× | -0.69× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
KTB
| International Member | $292.0M | 34% |
| CTC Triangle B.V | $192.7M | 23% |
| Lee Segment | $186.7M | 22% |
| Helly Hansen Segment | $185.9M | 22% |
SEM
| Critical Illness Recovery Hospitals | $629.7M | 45% |
| Health Care Patient Service Non Medicare | $428.6M | 31% |
| Rehabilitation Hospitals | $339.2M | 24% |
