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Side-by-side financial comparison of Old Dominion (ODFL) 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 $1.3B, roughly 1.1× Old Dominion). Old Dominion runs the higher net margin — 17.9% vs 4.5%, a 13.4% gap on every dollar of revenue. On growth, SELECT MEDICAL HOLDINGS CORP posted the faster year-over-year revenue change (5.0% vs -2.9%). Over the past eight quarters, SELECT MEDICAL HOLDINGS CORP's revenue compounded faster (5.3% CAGR vs -5.6%).
Old Dominion Freight Line, Inc. (ODFL) is an American regional, inter-regional and national less than truckload shipping (LTL) company. In addition to its core LTL services, the company offers expedited, logistics and household moving services.
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.
ODFL vs SEM — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.3B | $1.4B |
| Net Profit | $238.3M | $63.8M |
| Gross Margin | — | — |
| Operating Margin | 23.8% | 6.9% |
| Net Margin | 17.9% | 4.5% |
| Revenue YoY | -2.9% | 5.0% |
| Net Profit YoY | -6.4% | -14.7% |
| EPS (diluted) | $1.14 | $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 | $1.3B | $1.4B | ||
| Q4 25 | $1.3B | $1.4B | ||
| Q3 25 | $1.4B | $1.4B | ||
| Q2 25 | $1.4B | $1.3B | ||
| Q1 25 | $1.4B | $1.4B | ||
| Q4 24 | $1.4B | $1.3B | ||
| Q3 24 | $1.5B | $1.3B | ||
| Q2 24 | $1.5B | $1.3B |
| Q1 26 | $238.3M | $63.8M | ||
| Q4 25 | $229.5M | $20.2M | ||
| Q3 25 | $270.9M | $28.8M | ||
| Q2 25 | $268.6M | $40.6M | ||
| Q1 25 | $254.7M | $56.7M | ||
| Q4 24 | $263.1M | $-16.1M | ||
| Q3 24 | $308.6M | $55.6M | ||
| Q2 24 | $322.0M | $77.6M |
| Q1 26 | 23.8% | 6.9% | ||
| Q4 25 | 23.3% | 4.6% | ||
| Q3 25 | 25.7% | 5.4% | ||
| Q2 25 | 25.4% | 6.5% | ||
| Q1 25 | 24.6% | 8.3% | ||
| Q4 24 | 24.1% | 1.6% | ||
| Q3 24 | 27.3% | 4.3% | ||
| Q2 24 | 28.1% | 5.8% |
| Q1 26 | 17.9% | 4.5% | ||
| Q4 25 | 17.6% | 1.4% | ||
| Q3 25 | 19.3% | 2.1% | ||
| Q2 25 | 19.1% | 3.0% | ||
| Q1 25 | 18.5% | 4.2% | ||
| Q4 24 | 19.0% | -1.2% | ||
| Q3 24 | 21.0% | 4.4% | ||
| Q2 24 | 21.5% | 6.1% |
| Q1 26 | $1.14 | $0.35 | ||
| Q4 25 | $1.10 | $0.17 | ||
| Q3 25 | $1.28 | $0.23 | ||
| Q2 25 | $1.27 | $0.32 | ||
| Q1 25 | $1.19 | $0.44 | ||
| Q4 24 | $1.23 | $-0.12 | ||
| Q3 24 | $1.43 | $0.43 | ||
| Q2 24 | $1.48 | $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 | $288.1M | $25.7M |
| Total DebtLower is stronger | $40.0M | $1.8B |
| Stockholders' EquityBook value | $4.4B | $2.1B |
| Total Assets | $5.7B | $6.0B |
| Debt / EquityLower = less leverage | 0.01× | 0.88× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $288.1M | $25.7M | ||
| Q4 25 | $120.1M | $26.5M | ||
| Q3 25 | $46.6M | $60.1M | ||
| Q2 25 | $24.1M | $52.3M | ||
| Q1 25 | $97.2M | $53.2M | ||
| Q4 24 | $108.7M | $59.7M | ||
| Q3 24 | $74.2M | $191.5M | ||
| Q2 24 | $104.6M | $111.2M |
| Q1 26 | $40.0M | $1.8B | ||
| Q4 25 | $20.0M | $1.8B | ||
| Q3 25 | $65.0M | $1.7B | ||
| Q2 25 | $150.0M | $1.8B | ||
| Q1 25 | $40.0M | $1.8B | ||
| Q4 24 | $40.0M | $1.7B | ||
| Q3 24 | $40.0M | $3.1B | ||
| Q2 24 | $40.0M | $3.6B |
| Q1 26 | $4.4B | $2.1B | ||
| Q4 25 | $4.3B | $1.7B | ||
| Q3 25 | $4.3B | $1.7B | ||
| Q2 25 | $4.2B | $1.7B | ||
| Q1 25 | $4.2B | $1.7B | ||
| Q4 24 | $4.2B | $1.7B | ||
| Q3 24 | $4.2B | $1.9B | ||
| Q2 24 | $4.1B | $1.4B |
| Q1 26 | $5.7B | $6.0B | ||
| Q4 25 | $5.5B | $5.9B | ||
| Q3 25 | $5.5B | $5.7B | ||
| Q2 25 | $5.6B | $5.7B | ||
| Q1 25 | $5.5B | $5.7B | ||
| Q4 24 | $5.5B | $5.6B | ||
| Q3 24 | $5.4B | $8.0B | ||
| Q2 24 | $5.3B | $7.9B |
| Q1 26 | 0.01× | 0.88× | ||
| Q4 25 | 0.00× | 1.06× | ||
| Q3 25 | 0.02× | 1.03× | ||
| Q2 25 | 0.04× | 1.10× | ||
| Q1 25 | 0.01× | 1.03× | ||
| Q4 24 | 0.01× | 1.01× | ||
| Q3 24 | 0.01× | 1.62× | ||
| Q2 24 | 0.01× | 2.54× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
