vs
Side-by-side financial comparison of Life Time Group Holdings, Inc. (LTH) 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 $745.1M, roughly 1.9× Life Time Group Holdings, Inc.). Life Time Group Holdings, Inc. runs the higher net margin — 16.5% vs 1.4%, a 15.1% gap on every dollar of revenue. On growth, Life Time Group Holdings, Inc. posted the faster year-over-year revenue change (12.3% vs 6.4%). SELECT MEDICAL HOLDINGS CORP produced more free cash flow last quarter ($5.2M vs $-64.6M). Over the past eight quarters, Life Time Group Holdings, Inc.'s revenue compounded faster (11.7% CAGR vs 2.8%).
Life Time Group Holdings, Inc. operates a network of premium athletic, fitness and wellness destinations across the United States. It offers diverse services including state-of-the-art gym facilities, group exercise classes, personal training, spa treatments, nutrition coaching, youth programs and co-working spaces for consumers pursuing holistic healthy lifestyles.
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.
LTH vs SEM — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $745.1M | $1.4B |
| Net Profit | $123.0M | $20.2M |
| Gross Margin | 49.1% | — |
| Operating Margin | 17.4% | 4.6% |
| Net Margin | 16.5% | 1.4% |
| Revenue YoY | 12.3% | 6.4% |
| Net Profit YoY | 231.0% | 225.7% |
| EPS (diluted) | $0.55 | $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 | $745.1M | $1.4B | ||
| Q3 25 | $782.6M | $1.4B | ||
| Q2 25 | $761.5M | $1.3B | ||
| Q1 25 | $706.0M | $1.4B | ||
| Q4 24 | $663.3M | $1.3B | ||
| Q3 24 | $693.2M | $1.3B | ||
| Q2 24 | $667.8M | $1.3B | ||
| Q1 24 | $596.7M | $1.3B |
| Q4 25 | $123.0M | $20.2M | ||
| Q3 25 | $102.4M | $28.8M | ||
| Q2 25 | $72.1M | $40.6M | ||
| Q1 25 | $76.1M | $56.7M | ||
| Q4 24 | $37.2M | $-16.1M | ||
| Q3 24 | $41.4M | $55.6M | ||
| Q2 24 | $52.8M | $77.6M | ||
| Q1 24 | $24.9M | $96.9M |
| Q4 25 | 49.1% | — | ||
| Q3 25 | 47.1% | — | ||
| Q2 25 | 47.0% | — | ||
| Q1 25 | 47.5% | — | ||
| Q4 24 | 48.2% | — | ||
| Q3 24 | 46.5% | — | ||
| Q2 24 | 46.8% | — | ||
| Q1 24 | 46.1% | — |
| Q4 25 | 17.4% | 4.6% | ||
| Q3 25 | 17.3% | 5.4% | ||
| Q2 25 | 14.2% | 6.5% | ||
| Q1 25 | 15.2% | 8.3% | ||
| Q4 24 | 13.1% | 1.6% | ||
| Q3 24 | 13.5% | 4.3% | ||
| Q2 24 | 15.7% | 5.8% | ||
| Q1 24 | 12.1% | 9.0% |
| Q4 25 | 16.5% | 1.4% | ||
| Q3 25 | 13.1% | 2.1% | ||
| Q2 25 | 9.5% | 3.0% | ||
| Q1 25 | 10.8% | 4.2% | ||
| Q4 24 | 5.6% | -1.2% | ||
| Q3 24 | 6.0% | 4.4% | ||
| Q2 24 | 7.9% | 6.1% | ||
| Q1 24 | 4.2% | 7.3% |
| Q4 25 | $0.55 | $0.17 | ||
| Q3 25 | $0.45 | $0.23 | ||
| Q2 25 | $0.32 | $0.32 | ||
| Q1 25 | $0.34 | $0.44 | ||
| Q4 24 | $0.17 | $-0.12 | ||
| Q3 24 | $0.19 | $0.43 | ||
| Q2 24 | $0.26 | $0.60 | ||
| Q1 24 | $0.12 | $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 | $204.8M | $26.5M |
| Total DebtLower is stronger | $1.5B | $1.8B |
| Stockholders' EquityBook value | $3.1B | $1.7B |
| Total Assets | $8.0B | $5.9B |
| Debt / EquityLower = less leverage | 0.48× | 1.06× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $204.8M | $26.5M | ||
| Q3 25 | $218.9M | $60.1M | ||
| Q2 25 | $175.5M | $52.3M | ||
| Q1 25 | $59.0M | $53.2M | ||
| Q4 24 | $10.9M | $59.7M | ||
| Q3 24 | $120.9M | $191.5M | ||
| Q2 24 | $34.5M | $111.2M | ||
| Q1 24 | $18.6M | $92.6M |
| Q4 25 | $1.5B | $1.8B | ||
| Q3 25 | $1.5B | $1.7B | ||
| Q2 25 | $1.5B | $1.8B | ||
| Q1 25 | $1.5B | $1.8B | ||
| Q4 24 | $1.5B | $1.7B | ||
| Q3 24 | $1.7B | $3.1B | ||
| Q2 24 | $1.8B | $3.6B | ||
| Q1 24 | $2.0B | $3.8B |
| Q4 25 | $3.1B | $1.7B | ||
| Q3 25 | $3.0B | $1.7B | ||
| Q2 25 | $2.9B | $1.7B | ||
| Q1 25 | $2.7B | $1.7B | ||
| Q4 24 | $2.6B | $1.7B | ||
| Q3 24 | $2.6B | $1.9B | ||
| Q2 24 | $2.4B | $1.4B | ||
| Q1 24 | $2.3B | $1.4B |
| Q4 25 | $8.0B | $5.9B | ||
| Q3 25 | $7.8B | $5.7B | ||
| Q2 25 | $7.6B | $5.7B | ||
| Q1 25 | $7.3B | $5.7B | ||
| Q4 24 | $7.2B | $5.6B | ||
| Q3 24 | $7.2B | $8.0B | ||
| Q2 24 | $7.1B | $7.9B | ||
| Q1 24 | $7.1B | $7.9B |
| Q4 25 | 0.48× | 1.06× | ||
| Q3 25 | 0.51× | 1.03× | ||
| Q2 25 | 0.53× | 1.10× | ||
| Q1 25 | 0.56× | 1.03× | ||
| Q4 24 | 0.59× | 1.01× | ||
| Q3 24 | 0.64× | 1.62× | ||
| Q2 24 | 0.78× | 2.54× | ||
| Q1 24 | 0.87× | 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 | $239.9M | $64.3M |
| Free Cash FlowOCF − Capex | $-64.6M | $5.2M |
| FCF MarginFCF / Revenue | -8.7% | 0.4% |
| Capex IntensityCapex / Revenue | 40.9% | 4.2% |
| Cash ConversionOCF / Net Profit | 1.95× | 3.19× |
| TTM Free Cash FlowTrailing 4 quarters | $-21.0M | $117.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $239.9M | $64.3M | ||
| Q3 25 | $251.1M | $175.3M | ||
| Q2 25 | $195.7M | $110.3M | ||
| Q1 25 | $183.9M | $-3.5M | ||
| Q4 24 | $163.1M | $125.4M | ||
| Q3 24 | $151.1M | $181.0M | ||
| Q2 24 | $170.4M | $278.2M | ||
| Q1 24 | $90.4M | $-66.7M |
| Q4 25 | $-64.6M | $5.2M | ||
| Q3 25 | $28.6M | $122.2M | ||
| Q2 25 | $-26.3M | $45.6M | ||
| Q1 25 | $41.4M | $-55.8M | ||
| Q4 24 | $26.8M | $62.0M | ||
| Q3 24 | $64.0M | $130.3M | ||
| Q2 24 | $26.1M | $222.6M | ||
| Q1 24 | $-66.4M | $-119.2M |
| Q4 25 | -8.7% | 0.4% | ||
| Q3 25 | 3.7% | 9.0% | ||
| Q2 25 | -3.5% | 3.4% | ||
| Q1 25 | 5.9% | -4.1% | ||
| Q4 24 | 4.0% | 4.7% | ||
| Q3 24 | 9.2% | 10.2% | ||
| Q2 24 | 3.9% | 17.4% | ||
| Q1 24 | -11.1% | -9.0% |
| Q4 25 | 40.9% | 4.2% | ||
| Q3 25 | 28.4% | 3.9% | ||
| Q2 25 | 29.2% | 4.8% | ||
| Q1 25 | 20.2% | 3.9% | ||
| Q4 24 | 20.6% | 4.8% | ||
| Q3 24 | 12.6% | 4.0% | ||
| Q2 24 | 21.6% | 4.3% | ||
| Q1 24 | 26.3% | 4.0% |
| Q4 25 | 1.95× | 3.19× | ||
| Q3 25 | 2.45× | 6.09× | ||
| Q2 25 | 2.71× | 2.72× | ||
| Q1 25 | 2.41× | -0.06× | ||
| Q4 24 | 4.39× | — | ||
| Q3 24 | 3.65× | 3.25× | ||
| Q2 24 | 3.23× | 3.59× | ||
| Q1 24 | 3.63× | -0.69× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LTH
| Membership | $535.1M | 72% |
| In Center | $191.2M | 26% |
| Other | $18.8M | 3% |
SEM
| Critical Illness Recovery Hospitals | $629.7M | 45% |
| Health Care Patient Service Non Medicare | $428.6M | 31% |
| Rehabilitation Hospitals | $339.2M | 24% |
