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Side-by-side financial comparison of Noble Corp plc (NE) 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 $764.4M, roughly 1.9× Noble Corp plc). Noble Corp plc runs the higher net margin — 11.3% vs 4.5%, a 6.8% gap on every dollar of revenue. On growth, SELECT MEDICAL HOLDINGS CORP posted the faster year-over-year revenue change (5.0% vs -17.6%). Over the past eight quarters, Noble Corp plc's revenue compounded faster (9.5% CAGR vs 5.3%).
Barnes & Noble Booksellers is an American bookseller with the largest number of retail outlets in the United States. The company operates approximately 700+ retail stores across the United States.
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.
NE vs SEM — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $764.4M | $1.4B |
| Net Profit | $86.6M | $63.8M |
| Gross Margin | — | — |
| Operating Margin | 5.6% | 6.9% |
| Net Margin | 11.3% | 4.5% |
| Revenue YoY | -17.6% | 5.0% |
| Net Profit YoY | -10.4% | -14.7% |
| EPS (diluted) | $0.54 | $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 | $764.4M | $1.4B | ||
| Q3 25 | $798.0M | $1.4B | ||
| Q2 25 | $848.7M | $1.3B | ||
| Q1 25 | $874.5M | $1.4B | ||
| Q4 24 | $927.3M | $1.3B | ||
| Q3 24 | $800.5M | $1.3B | ||
| Q2 24 | $692.8M | $1.3B |
| Q1 26 | — | $63.8M | ||
| Q4 25 | $86.6M | $20.2M | ||
| Q3 25 | $-21.1M | $28.8M | ||
| Q2 25 | $42.9M | $40.6M | ||
| Q1 25 | $108.3M | $56.7M | ||
| Q4 24 | $96.6M | $-16.1M | ||
| Q3 24 | $61.2M | $55.6M | ||
| Q2 24 | $195.0M | $77.6M |
| Q1 26 | — | 6.9% | ||
| Q4 25 | 5.6% | 4.6% | ||
| Q3 25 | 6.3% | 5.4% | ||
| Q2 25 | 15.9% | 6.5% | ||
| Q1 25 | 21.4% | 8.3% | ||
| Q4 24 | 18.4% | 1.6% | ||
| Q3 24 | 14.4% | 4.3% | ||
| Q2 24 | 30.3% | 5.8% |
| Q1 26 | — | 4.5% | ||
| Q4 25 | 11.3% | 1.4% | ||
| Q3 25 | -2.6% | 2.1% | ||
| Q2 25 | 5.1% | 3.0% | ||
| Q1 25 | 12.4% | 4.2% | ||
| Q4 24 | 10.4% | -1.2% | ||
| Q3 24 | 7.6% | 4.4% | ||
| Q2 24 | 28.1% | 6.1% |
| Q1 26 | — | $0.35 | ||
| Q4 25 | $0.54 | $0.17 | ||
| Q3 25 | $-0.13 | $0.23 | ||
| Q2 25 | $0.27 | $0.32 | ||
| Q1 25 | $0.67 | $0.44 | ||
| Q4 24 | $0.56 | $-0.12 | ||
| Q3 24 | $0.40 | $0.43 | ||
| Q2 24 | $1.34 | $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 | $471.4M | $25.7M |
| Total DebtLower is stronger | — | $1.8B |
| Stockholders' EquityBook value | $4.5B | $2.1B |
| Total Assets | $7.5B | $6.0B |
| Debt / EquityLower = less leverage | — | 0.88× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $25.7M | ||
| Q4 25 | $471.4M | $26.5M | ||
| Q3 25 | $477.9M | $60.1M | ||
| Q2 25 | $338.2M | $52.3M | ||
| Q1 25 | $303.8M | $53.2M | ||
| Q4 24 | $247.3M | $59.7M | ||
| Q3 24 | $391.9M | $191.5M | ||
| Q2 24 | $162.9M | $111.2M |
| Q1 26 | — | $1.8B | ||
| Q4 25 | — | $1.8B | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | — | $1.8B | ||
| Q1 25 | — | $1.8B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $3.1B | ||
| Q2 24 | — | $3.6B |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $4.5B | $1.7B | ||
| Q3 25 | $4.5B | $1.7B | ||
| Q2 25 | $4.6B | $1.7B | ||
| Q1 25 | $4.7B | $1.7B | ||
| Q4 24 | $4.7B | $1.7B | ||
| Q3 24 | $4.7B | $1.9B | ||
| Q2 24 | $4.0B | $1.4B |
| Q1 26 | — | $6.0B | ||
| Q4 25 | $7.5B | $5.9B | ||
| Q3 25 | $7.6B | $5.7B | ||
| Q2 25 | $7.7B | $5.7B | ||
| Q1 25 | $7.9B | $5.7B | ||
| Q4 24 | $8.0B | $5.6B | ||
| Q3 24 | $8.0B | $8.0B | ||
| Q2 24 | $5.6B | $7.9B |
| Q1 26 | — | 0.88× | ||
| Q4 25 | — | 1.06× | ||
| Q3 25 | — | 1.03× | ||
| Q2 25 | — | 1.10× | ||
| Q1 25 | — | 1.03× | ||
| Q4 24 | — | 1.01× | ||
| Q3 24 | — | 1.62× | ||
| Q2 24 | — | 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 | $187.1M | — |
| Free Cash FlowOCF − Capex | $35.4M | — |
| FCF MarginFCF / Revenue | 4.6% | — |
| Capex IntensityCapex / Revenue | 19.9% | — |
| Cash ConversionOCF / Net Profit | 2.16× | — |
| TTM Free Cash FlowTrailing 4 quarters | $432.2M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $187.1M | $64.3M | ||
| Q3 25 | $277.1M | $175.3M | ||
| Q2 25 | $216.4M | $110.3M | ||
| Q1 25 | $271.1M | $-3.5M | ||
| Q4 24 | $136.2M | $125.4M | ||
| Q3 24 | $283.8M | $181.0M | ||
| Q2 24 | $106.8M | $278.2M |
| Q1 26 | — | — | ||
| Q4 25 | $35.4M | $5.2M | ||
| Q3 25 | $139.5M | $122.2M | ||
| Q2 25 | $99.8M | $45.6M | ||
| Q1 25 | $157.5M | $-55.8M | ||
| Q4 24 | $-4.4M | $62.0M | ||
| Q3 24 | $156.8M | $130.3M | ||
| Q2 24 | $-34.3M | $222.6M |
| Q1 26 | — | — | ||
| Q4 25 | 4.6% | 0.4% | ||
| Q3 25 | 17.5% | 9.0% | ||
| Q2 25 | 11.8% | 3.4% | ||
| Q1 25 | 18.0% | -4.1% | ||
| Q4 24 | -0.5% | 4.7% | ||
| Q3 24 | 19.6% | 10.2% | ||
| Q2 24 | -4.9% | 17.4% |
| Q1 26 | — | — | ||
| Q4 25 | 19.9% | 4.2% | ||
| Q3 25 | 17.3% | 3.9% | ||
| Q2 25 | 13.7% | 4.8% | ||
| Q1 25 | 13.0% | 3.9% | ||
| Q4 24 | 15.2% | 4.8% | ||
| Q3 24 | 15.9% | 4.0% | ||
| Q2 24 | 20.4% | 4.3% |
| Q1 26 | — | — | ||
| Q4 25 | 2.16× | 3.19× | ||
| Q3 25 | — | 6.09× | ||
| Q2 25 | 5.05× | 2.72× | ||
| Q1 25 | 2.50× | -0.06× | ||
| Q4 24 | 1.41× | — | ||
| Q3 24 | 4.64× | 3.25× | ||
| Q2 24 | 0.55× | 3.59× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
NE
| Floaters | $559.8M | 73% |
| Jackups | $145.5M | 19% |
| Service Other | $59.1M | 8% |
SEM
Segment breakdown not available.
