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Side-by-side financial comparison of LCI INDUSTRIES (LCII) 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 $932.7M, roughly 1.5× LCI INDUSTRIES). SELECT MEDICAL HOLDINGS CORP runs the higher net margin — 4.5% vs 2.0%, a 2.5% gap on every dollar of revenue. On growth, LCI INDUSTRIES posted the faster year-over-year revenue change (16.1% vs 5.0%). Over the past eight quarters, SELECT MEDICAL HOLDINGS CORP's revenue compounded faster (5.3% CAGR vs -1.8%).
Lucky Core Industries Limited, formerly known as ICI Pakistan, is a Pakistani conglomerate company headquartered in Karachi. It manufactures polyester, pharmaceutical, agrochemical, soda ash, and veterinary medicine.
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.
LCII vs SEM — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $932.7M | $1.4B |
| Net Profit | $18.7M | $63.8M |
| Gross Margin | 22.1% | — |
| Operating Margin | 3.8% | 6.9% |
| Net Margin | 2.0% | 4.5% |
| Revenue YoY | 16.1% | 5.0% |
| Net Profit YoY | 95.7% | -14.7% |
| EPS (diluted) | $0.79 | $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 | — | $1.4B | ||
| Q4 25 | $932.7M | $1.4B | ||
| Q3 25 | $1.0B | $1.4B | ||
| Q2 25 | $1.1B | $1.3B | ||
| Q1 25 | $1.0B | $1.4B | ||
| Q4 24 | $803.1M | $1.3B | ||
| Q3 24 | $915.5M | $1.3B | ||
| Q2 24 | $1.1B | $1.3B |
| Q1 26 | — | $63.8M | ||
| Q4 25 | $18.7M | $20.2M | ||
| Q3 25 | $62.5M | $28.8M | ||
| Q2 25 | $57.6M | $40.6M | ||
| Q1 25 | $49.4M | $56.7M | ||
| Q4 24 | $9.5M | $-16.1M | ||
| Q3 24 | $35.6M | $55.6M | ||
| Q2 24 | $61.2M | $77.6M |
| Q1 26 | — | — | ||
| Q4 25 | 22.1% | — | ||
| Q3 25 | 24.4% | — | ||
| Q2 25 | 24.4% | — | ||
| Q1 25 | 24.1% | — | ||
| Q4 24 | 21.1% | — | ||
| Q3 24 | 24.0% | — | ||
| Q2 24 | 25.3% | — |
| Q1 26 | — | 6.9% | ||
| Q4 25 | 3.8% | 4.6% | ||
| Q3 25 | 7.3% | 5.4% | ||
| Q2 25 | 7.9% | 6.5% | ||
| Q1 25 | 7.8% | 8.3% | ||
| Q4 24 | 2.0% | 1.6% | ||
| Q3 24 | 5.9% | 4.3% | ||
| Q2 24 | 8.6% | 5.8% |
| Q1 26 | — | 4.5% | ||
| Q4 25 | 2.0% | 1.4% | ||
| Q3 25 | 6.0% | 2.1% | ||
| Q2 25 | 5.2% | 3.0% | ||
| Q1 25 | 4.7% | 4.2% | ||
| Q4 24 | 1.2% | -1.2% | ||
| Q3 24 | 3.9% | 4.4% | ||
| Q2 24 | 5.8% | 6.1% |
| Q1 26 | — | $0.35 | ||
| Q4 25 | $0.79 | $0.17 | ||
| Q3 25 | $2.55 | $0.23 | ||
| Q2 25 | $2.29 | $0.32 | ||
| Q1 25 | $1.94 | $0.44 | ||
| Q4 24 | $0.37 | $-0.12 | ||
| Q3 24 | $1.39 | $0.43 | ||
| Q2 24 | $2.40 | $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 | $222.6M | $25.7M |
| Total DebtLower is stronger | $945.2M | $1.8B |
| Stockholders' EquityBook value | $1.4B | $2.1B |
| Total Assets | $3.2B | $6.0B |
| Debt / EquityLower = less leverage | 0.69× | 0.88× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $25.7M | ||
| Q4 25 | $222.6M | $26.5M | ||
| Q3 25 | $199.7M | $60.1M | ||
| Q2 25 | $191.9M | $52.3M | ||
| Q1 25 | $231.2M | $53.2M | ||
| Q4 24 | $165.8M | $59.7M | ||
| Q3 24 | $161.2M | $191.5M | ||
| Q2 24 | $130.4M | $111.2M |
| Q1 26 | — | $1.8B | ||
| Q4 25 | $945.2M | $1.8B | ||
| Q3 25 | $947.8M | $1.7B | ||
| Q2 25 | $948.0M | $1.8B | ||
| Q1 25 | $938.3M | $1.8B | ||
| Q4 24 | $757.3M | $1.7B | ||
| Q3 24 | $822.5M | $3.1B | ||
| Q2 24 | $829.7M | $3.6B |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.4B | $1.7B | ||
| Q3 25 | $1.4B | $1.7B | ||
| Q2 25 | $1.4B | $1.7B | ||
| Q1 25 | $1.4B | $1.7B | ||
| Q4 24 | $1.4B | $1.7B | ||
| Q3 24 | $1.4B | $1.9B | ||
| Q2 24 | $1.4B | $1.4B |
| Q1 26 | — | $6.0B | ||
| Q4 25 | $3.2B | $5.9B | ||
| Q3 25 | $3.2B | $5.7B | ||
| Q2 25 | $3.2B | $5.7B | ||
| Q1 25 | $3.1B | $5.7B | ||
| Q4 24 | $2.9B | $5.6B | ||
| Q3 24 | $3.0B | $8.0B | ||
| Q2 24 | $3.0B | $7.9B |
| Q1 26 | — | 0.88× | ||
| Q4 25 | 0.69× | 1.06× | ||
| Q3 25 | 0.70× | 1.03× | ||
| Q2 25 | 0.68× | 1.10× | ||
| Q1 25 | 0.69× | 1.03× | ||
| Q4 24 | 0.55× | 1.01× | ||
| Q3 24 | 0.58× | 1.62× | ||
| Q2 24 | 0.60× | 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 | $78.9M | — |
| Free Cash FlowOCF − Capex | $64.3M | — |
| FCF MarginFCF / Revenue | 6.9% | — |
| Capex IntensityCapex / Revenue | 1.6% | — |
| Cash ConversionOCF / Net Profit | 4.22× | — |
| TTM Free Cash FlowTrailing 4 quarters | $278.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $78.9M | $64.3M | ||
| Q3 25 | $97.2M | $175.3M | ||
| Q2 25 | $112.2M | $110.3M | ||
| Q1 25 | $42.7M | $-3.5M | ||
| Q4 24 | $106.6M | $125.4M | ||
| Q3 24 | $78.4M | $181.0M | ||
| Q2 24 | $192.9M | $278.2M |
| Q1 26 | — | — | ||
| Q4 25 | $64.3M | $5.2M | ||
| Q3 25 | $80.9M | $122.2M | ||
| Q2 25 | $99.5M | $45.6M | ||
| Q1 25 | $33.7M | $-55.8M | ||
| Q4 24 | $95.7M | $62.0M | ||
| Q3 24 | $68.3M | $130.3M | ||
| Q2 24 | $180.2M | $222.6M |
| Q1 26 | — | — | ||
| Q4 25 | 6.9% | 0.4% | ||
| Q3 25 | 7.8% | 9.0% | ||
| Q2 25 | 9.0% | 3.4% | ||
| Q1 25 | 3.2% | -4.1% | ||
| Q4 24 | 11.9% | 4.7% | ||
| Q3 24 | 7.5% | 10.2% | ||
| Q2 24 | 17.1% | 17.4% |
| Q1 26 | — | — | ||
| Q4 25 | 1.6% | 4.2% | ||
| Q3 25 | 1.6% | 3.9% | ||
| Q2 25 | 1.2% | 4.8% | ||
| Q1 25 | 0.9% | 3.9% | ||
| Q4 24 | 1.4% | 4.8% | ||
| Q3 24 | 1.1% | 4.0% | ||
| Q2 24 | 1.2% | 4.3% |
| Q1 26 | — | — | ||
| Q4 25 | 4.22× | 3.19× | ||
| Q3 25 | 1.55× | 6.09× | ||
| Q2 25 | 1.95× | 2.72× | ||
| Q1 25 | 0.86× | -0.06× | ||
| Q4 24 | 11.17× | — | ||
| Q3 24 | 2.20× | 3.25× | ||
| Q2 24 | 3.15× | 3.59× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LCII
| Travel Trailer And Fifth Wheels | $378.4M | 41% |
| Chassis Chassis Partsand Slideout Mechanisms | $206.1M | 22% |
| Furnitureand Mattresses | $120.4M | 13% |
| Appliances | $69.9M | 7% |
| Other Products | $69.1M | 7% |
| Axlesand Suspension Solutions | $62.3M | 7% |
| Motorhomes | $34.2M | 4% |
SEM
Segment breakdown not available.
