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Side-by-side financial comparison of Post Holdings, Inc. (POST) and SELECT MEDICAL HOLDINGS CORP (SEM). Click either name above to swap in a different company.
Post Holdings, Inc. is the larger business by last-quarter revenue ($2.2B vs $1.4B, roughly 1.6× SELECT MEDICAL HOLDINGS CORP). Post Holdings, Inc. runs the higher net margin — 4.5% vs 1.4%, a 3.0% gap on every dollar of revenue. On growth, Post Holdings, Inc. posted the faster year-over-year revenue change (10.1% vs 6.4%). Post Holdings, Inc. produced more free cash flow last quarter ($119.3M vs $5.2M). Over the past eight quarters, Post Holdings, Inc.'s revenue compounded faster (4.3% CAGR vs 2.8%).
Post Consumer Brands, LLC, also known as Post, is an American consumer packaged goods food manufacturer headquartered in Lakeville, Minnesota.
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.
POST vs SEM — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $2.2B | $1.4B |
| Net Profit | $96.8M | $20.2M |
| Gross Margin | 29.4% | — |
| Operating Margin | 11.0% | 4.6% |
| Net Margin | 4.5% | 1.4% |
| Revenue YoY | 10.1% | 6.4% |
| Net Profit YoY | -14.6% | 225.7% |
| EPS (diluted) | $1.71 | $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 | $2.2B | $1.4B | ||
| Q3 25 | $2.2B | $1.4B | ||
| Q2 25 | $2.0B | $1.3B | ||
| Q1 25 | $2.0B | $1.4B | ||
| Q4 24 | $2.0B | $1.3B | ||
| Q3 24 | $2.0B | $1.3B | ||
| Q2 24 | $1.9B | $1.3B | ||
| Q1 24 | $2.0B | $1.3B |
| Q4 25 | $96.8M | $20.2M | ||
| Q3 25 | $51.0M | $28.8M | ||
| Q2 25 | $108.8M | $40.6M | ||
| Q1 25 | $62.6M | $56.7M | ||
| Q4 24 | $113.3M | $-16.1M | ||
| Q3 24 | $81.6M | $55.6M | ||
| Q2 24 | $99.8M | $77.6M | ||
| Q1 24 | $97.2M | $96.9M |
| Q4 25 | 29.4% | — | ||
| Q3 25 | 26.8% | — | ||
| Q2 25 | 30.0% | — | ||
| Q1 25 | 28.0% | — | ||
| Q4 24 | 30.1% | — | ||
| Q3 24 | 28.6% | — | ||
| Q2 24 | 29.6% | — | ||
| Q1 24 | 29.0% | — |
| Q4 25 | 11.0% | 4.6% | ||
| Q3 25 | 7.5% | 5.4% | ||
| Q2 25 | 11.8% | 6.5% | ||
| Q1 25 | 9.3% | 8.3% | ||
| Q4 24 | 10.8% | 1.6% | ||
| Q3 24 | 9.5% | 4.3% | ||
| Q2 24 | 10.4% | 5.8% | ||
| Q1 24 | 9.5% | 9.0% |
| Q4 25 | 4.5% | 1.4% | ||
| Q3 25 | 2.3% | 2.1% | ||
| Q2 25 | 5.5% | 3.0% | ||
| Q1 25 | 3.2% | 4.2% | ||
| Q4 24 | 5.7% | -1.2% | ||
| Q3 24 | 4.1% | 4.4% | ||
| Q2 24 | 5.1% | 6.1% | ||
| Q1 24 | 4.9% | 7.3% |
| Q4 25 | $1.71 | $0.17 | ||
| Q3 25 | $0.91 | $0.23 | ||
| Q2 25 | $1.79 | $0.32 | ||
| Q1 25 | $1.03 | $0.44 | ||
| Q4 24 | $1.78 | $-0.12 | ||
| Q3 24 | $1.28 | $0.43 | ||
| Q2 24 | $1.53 | $0.60 | ||
| Q1 24 | $1.48 | $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 | $279.3M | $26.5M |
| Total DebtLower is stronger | $7.5B | $1.8B |
| Stockholders' EquityBook value | $3.5B | $1.7B |
| Total Assets | $13.0B | $5.9B |
| Debt / EquityLower = less leverage | 2.16× | 1.06× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $279.3M | $26.5M | ||
| Q3 25 | $176.7M | $60.1M | ||
| Q2 25 | $1.1B | $52.3M | ||
| Q1 25 | $617.6M | $53.2M | ||
| Q4 24 | $872.9M | $59.7M | ||
| Q3 24 | $787.4M | $191.5M | ||
| Q2 24 | $333.8M | $111.2M | ||
| Q1 24 | $333.4M | $92.6M |
| Q4 25 | $7.5B | $1.8B | ||
| Q3 25 | $7.4B | $1.7B | ||
| Q2 25 | $7.3B | $1.8B | ||
| Q1 25 | $6.9B | $1.8B | ||
| Q4 24 | $6.9B | $1.7B | ||
| Q3 24 | $6.8B | $3.1B | ||
| Q2 24 | $6.4B | $3.6B | ||
| Q1 24 | $6.4B | $3.8B |
| Q4 25 | $3.5B | $1.7B | ||
| Q3 25 | $3.8B | $1.7B | ||
| Q2 25 | $4.0B | $1.7B | ||
| Q1 25 | $3.8B | $1.7B | ||
| Q4 24 | $3.9B | $1.7B | ||
| Q3 24 | $4.1B | $1.9B | ||
| Q2 24 | $3.9B | $1.4B | ||
| Q1 24 | $4.0B | $1.4B |
| Q4 25 | $13.0B | $5.9B | ||
| Q3 25 | $13.5B | $5.7B | ||
| Q2 25 | $13.4B | $5.7B | ||
| Q1 25 | $12.8B | $5.7B | ||
| Q4 24 | $12.8B | $5.6B | ||
| Q3 24 | $12.9B | $8.0B | ||
| Q2 24 | $12.1B | $7.9B | ||
| Q1 24 | $12.2B | $7.9B |
| Q4 25 | 2.16× | 1.06× | ||
| Q3 25 | 1.98× | 1.03× | ||
| Q2 25 | 1.84× | 1.10× | ||
| Q1 25 | 1.81× | 1.03× | ||
| Q4 24 | 1.79× | 1.01× | ||
| Q3 24 | 1.67× | 1.62× | ||
| Q2 24 | 1.62× | 2.54× | ||
| Q1 24 | 1.61× | 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 | $235.7M | $64.3M |
| Free Cash FlowOCF − Capex | $119.3M | $5.2M |
| FCF MarginFCF / Revenue | 5.5% | 0.4% |
| Capex IntensityCapex / Revenue | 5.4% | 4.2% |
| Cash ConversionOCF / Net Profit | 2.43× | 3.19× |
| TTM Free Cash FlowTrailing 4 quarters | $436.0M | $117.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $235.7M | $64.3M | ||
| Q3 25 | $301.3M | $175.3M | ||
| Q2 25 | $225.9M | $110.3M | ||
| Q1 25 | $160.7M | $-3.5M | ||
| Q4 24 | $310.4M | $125.4M | ||
| Q3 24 | $235.4M | $181.0M | ||
| Q2 24 | $272.3M | $278.2M | ||
| Q1 24 | $249.6M | $-66.7M |
| Q4 25 | $119.3M | $5.2M | ||
| Q3 25 | $151.6M | $122.2M | ||
| Q2 25 | $94.9M | $45.6M | ||
| Q1 25 | $70.2M | $-55.8M | ||
| Q4 24 | $171.4M | $62.0M | ||
| Q3 24 | $96.2M | $130.3M | ||
| Q2 24 | $161.5M | $222.6M | ||
| Q1 24 | $150.9M | $-119.2M |
| Q4 25 | 5.5% | 0.4% | ||
| Q3 25 | 6.7% | 9.0% | ||
| Q2 25 | 4.8% | 3.4% | ||
| Q1 25 | 3.6% | -4.1% | ||
| Q4 24 | 8.7% | 4.7% | ||
| Q3 24 | 4.8% | 10.2% | ||
| Q2 24 | 8.3% | 17.4% | ||
| Q1 24 | 7.5% | -9.0% |
| Q4 25 | 5.4% | 4.2% | ||
| Q3 25 | 6.7% | 3.9% | ||
| Q2 25 | 6.6% | 4.8% | ||
| Q1 25 | 4.6% | 3.9% | ||
| Q4 24 | 7.0% | 4.8% | ||
| Q3 24 | 6.9% | 4.0% | ||
| Q2 24 | 5.7% | 4.3% | ||
| Q1 24 | 4.9% | 4.0% |
| Q4 25 | 2.43× | 3.19× | ||
| Q3 25 | 5.91× | 6.09× | ||
| Q2 25 | 2.08× | 2.72× | ||
| Q1 25 | 2.57× | -0.06× | ||
| Q4 24 | 2.74× | — | ||
| Q3 24 | 2.88× | 3.25× | ||
| Q2 24 | 2.73× | 3.59× | ||
| Q1 24 | 2.57× | -0.69× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
POST
| Post Consumer Brands Segment | $1.1B | 51% |
| Pet Food | $360.4M | 17% |
| Side Dishes | $221.5M | 10% |
| Weetabix | $137.9M | 6% |
| Other | $122.1M | 6% |
| Nut Butters | $105.8M | 5% |
| Sausage | $53.1M | 2% |
| Cheeseand Dairy | $41.3M | 2% |
| Protein Based Shakes | $29.3M | 1% |
| Bell Ring | $18.1M | 1% |
SEM
| Critical Illness Recovery Hospitals | $629.7M | 45% |
| Health Care Patient Service Non Medicare | $428.6M | 31% |
| Rehabilitation Hospitals | $339.2M | 24% |
