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Side-by-side financial comparison of ON Semiconductor (ON) and SELECT MEDICAL HOLDINGS CORP (SEM). Click either name above to swap in a different company.
ON Semiconductor is the larger business by last-quarter revenue ($1.6B vs $1.4B, roughly 1.1× SELECT MEDICAL HOLDINGS CORP). ON Semiconductor runs the higher net margin — 16.4% vs 4.5%, a 12.0% gap on every dollar of revenue. On growth, SELECT MEDICAL HOLDINGS CORP posted the faster year-over-year revenue change (5.0% vs -10.0%). Over the past eight quarters, SELECT MEDICAL HOLDINGS CORP's revenue compounded faster (5.3% CAGR vs -12.3%).
Fairchild Semiconductor International, Inc. was an American semiconductor company based in San Jose, California. It was founded in 1957 as a division of Fairchild Camera and Instrument by the "traitorous eight" who defected from Shockley Semiconductor Laboratory. It became a pioneer in the manufacturing of transistors and of integrated circuits. Schlumberger bought the firm in 1979 and sold it to National Semiconductor in 1987; Fairchild was spun off as an independent company again in 1997. I...
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.
ON vs SEM — Head-to-Head
Income Statement — Q3 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.6B | $1.4B |
| Net Profit | $255.0M | $63.8M |
| Gross Margin | 37.9% | — |
| Operating Margin | 17.0% | 6.9% |
| Net Margin | 16.4% | 4.5% |
| Revenue YoY | -10.0% | 5.0% |
| Net Profit YoY | -32.9% | -14.7% |
| EPS (diluted) | $0.63 | $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 | $1.6B | $1.4B | ||
| Q3 25 | $1.5B | $1.4B | ||
| Q2 25 | $1.4B | $1.3B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | $1.7B | $1.3B | ||
| Q3 24 | $1.8B | $1.3B | ||
| Q2 24 | $1.7B | $1.3B |
| Q1 26 | — | $63.8M | ||
| Q4 25 | $255.0M | $20.2M | ||
| Q3 25 | $170.3M | $28.8M | ||
| Q2 25 | $-486.1M | $40.6M | ||
| Q1 25 | — | $56.7M | ||
| Q4 24 | $379.9M | $-16.1M | ||
| Q3 24 | $401.7M | $55.6M | ||
| Q2 24 | $338.2M | $77.6M |
| Q1 26 | — | — | ||
| Q4 25 | 37.9% | — | ||
| Q3 25 | 37.6% | — | ||
| Q2 25 | 20.3% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 45.2% | — | ||
| Q3 24 | 45.4% | — | ||
| Q2 24 | 45.2% | — |
| Q1 26 | — | 6.9% | ||
| Q4 25 | 17.0% | 4.6% | ||
| Q3 25 | 13.2% | 5.4% | ||
| Q2 25 | -39.7% | 6.5% | ||
| Q1 25 | — | 8.3% | ||
| Q4 24 | 23.7% | 1.6% | ||
| Q3 24 | 25.3% | 4.3% | ||
| Q2 24 | 22.4% | 5.8% |
| Q1 26 | — | 4.5% | ||
| Q4 25 | 16.4% | 1.4% | ||
| Q3 25 | 11.6% | 2.1% | ||
| Q2 25 | -33.6% | 3.0% | ||
| Q1 25 | — | 4.2% | ||
| Q4 24 | 22.1% | -1.2% | ||
| Q3 24 | 22.8% | 4.4% | ||
| Q2 24 | 19.5% | 6.1% |
| Q1 26 | — | $0.35 | ||
| Q4 25 | $0.63 | $0.17 | ||
| Q3 25 | $0.41 | $0.23 | ||
| Q2 25 | $-1.15 | $0.32 | ||
| Q1 25 | — | $0.44 | ||
| Q4 24 | $0.88 | $-0.12 | ||
| Q3 24 | $0.93 | $0.43 | ||
| Q2 24 | $0.78 | $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 | $2.9B | $25.7M |
| Total DebtLower is stronger | $3.4B | $1.8B |
| Stockholders' EquityBook value | $7.9B | $2.1B |
| Total Assets | $13.0B | $6.0B |
| Debt / EquityLower = less leverage | 0.43× | 0.88× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $25.7M | ||
| Q4 25 | $2.9B | $26.5M | ||
| Q3 25 | $2.8B | $60.1M | ||
| Q2 25 | $3.0B | $52.3M | ||
| Q1 25 | — | $53.2M | ||
| Q4 24 | $3.0B | $59.7M | ||
| Q3 24 | $2.8B | $191.5M | ||
| Q2 24 | $2.7B | $111.2M |
| Q1 26 | — | $1.8B | ||
| Q4 25 | $3.4B | $1.8B | ||
| Q3 25 | $3.4B | $1.7B | ||
| Q2 25 | $3.4B | $1.8B | ||
| Q1 25 | — | $1.8B | ||
| Q4 24 | $3.4B | $1.7B | ||
| Q3 24 | $3.4B | $3.1B | ||
| Q2 24 | $3.4B | $3.6B |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $7.9B | $1.7B | ||
| Q3 25 | $7.9B | $1.7B | ||
| Q2 25 | $8.0B | $1.7B | ||
| Q1 25 | — | $1.7B | ||
| Q4 24 | $8.8B | $1.7B | ||
| Q3 24 | $8.6B | $1.9B | ||
| Q2 24 | $8.3B | $1.4B |
| Q1 26 | — | $6.0B | ||
| Q4 25 | $13.0B | $5.9B | ||
| Q3 25 | $13.1B | $5.7B | ||
| Q2 25 | $13.3B | $5.7B | ||
| Q1 25 | — | $5.7B | ||
| Q4 24 | $14.1B | $5.6B | ||
| Q3 24 | $13.9B | $8.0B | ||
| Q2 24 | $13.7B | $7.9B |
| Q1 26 | — | 0.88× | ||
| Q4 25 | 0.43× | 1.06× | ||
| Q3 25 | 0.43× | 1.03× | ||
| Q2 25 | 0.42× | 1.10× | ||
| Q1 25 | — | 1.03× | ||
| Q4 24 | 0.38× | 1.01× | ||
| Q3 24 | 0.39× | 1.62× | ||
| Q2 24 | 0.41× | 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 | $418.7M | — |
| Free Cash FlowOCF − Capex | $372.4M | — |
| FCF MarginFCF / Revenue | 24.0% | — |
| Capex IntensityCapex / Revenue | 3.0% | — |
| Cash ConversionOCF / Net Profit | 1.64× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.4B | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $418.7M | $64.3M | ||
| Q3 25 | $184.3M | $175.3M | ||
| Q2 25 | $602.3M | $110.3M | ||
| Q1 25 | — | $-3.5M | ||
| Q4 24 | $579.7M | $125.4M | ||
| Q3 24 | $465.8M | $181.0M | ||
| Q2 24 | $362.2M | $278.2M |
| Q1 26 | — | — | ||
| Q4 25 | $372.4M | $5.2M | ||
| Q3 25 | $106.1M | $122.2M | ||
| Q2 25 | $454.7M | $45.6M | ||
| Q1 25 | — | $-55.8M | ||
| Q4 24 | $434.8M | $62.0M | ||
| Q3 24 | $293.6M | $130.3M | ||
| Q2 24 | $207.7M | $222.6M |
| Q1 26 | — | — | ||
| Q4 25 | 24.0% | 0.4% | ||
| Q3 25 | 7.2% | 9.0% | ||
| Q2 25 | 31.5% | 3.4% | ||
| Q1 25 | — | -4.1% | ||
| Q4 24 | 25.2% | 4.7% | ||
| Q3 24 | 16.7% | 10.2% | ||
| Q2 24 | 12.0% | 17.4% |
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 4.2% | ||
| Q3 25 | 5.3% | 3.9% | ||
| Q2 25 | 10.2% | 4.8% | ||
| Q1 25 | — | 3.9% | ||
| Q4 24 | 8.4% | 4.8% | ||
| Q3 24 | 9.8% | 4.0% | ||
| Q2 24 | 8.9% | 4.3% |
| Q1 26 | — | — | ||
| Q4 25 | 1.64× | 3.19× | ||
| Q3 25 | 1.08× | 6.09× | ||
| Q2 25 | — | 2.72× | ||
| Q1 25 | — | -0.06× | ||
| Q4 24 | 1.53× | — | ||
| Q3 24 | 1.16× | 3.25× | ||
| Q2 24 | 1.07× | 3.59× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ON
| Industrial Segment | $426.3M | 27% |
| Other End Markets Segment | $337.3M | 22% |
| Intelligent Sensing Segments | $284.0M | 18% |
| Direct Customers | $282.4M | 18% |
| Intelligent Sensing Group | $230.0M | 15% |
SEM
Segment breakdown not available.
