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Side-by-side financial comparison of Construction Partners, Inc. (ROAD) 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 $809.5M, roughly 1.8× Construction Partners, Inc.). SELECT MEDICAL HOLDINGS CORP runs the higher net margin — 4.5% vs 2.1%, a 2.4% gap on every dollar of revenue. On growth, Construction Partners, Inc. posted the faster year-over-year revenue change (44.1% vs 5.0%). Over the past eight quarters, Construction Partners, Inc.'s revenue compounded faster (47.6% CAGR vs 5.3%).
Alexander Construction Company was a Palm Springs, California, residential development company that built over 2,200 houses in the Coachella Valley of Riverside County, California, between 1955 and 1965.
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.
ROAD vs SEM — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $809.5M | $1.4B |
| Net Profit | $17.2M | $63.8M |
| Gross Margin | 15.0% | — |
| Operating Margin | 6.2% | 6.9% |
| Net Margin | 2.1% | 4.5% |
| Revenue YoY | 44.1% | 5.0% |
| Net Profit YoY | 663.9% | -14.7% |
| EPS (diluted) | $0.31 | $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 | $809.5M | $1.4B | ||
| Q3 25 | $899.8M | $1.4B | ||
| Q2 25 | $779.3M | $1.3B | ||
| Q1 25 | $571.6M | $1.4B | ||
| Q4 24 | $561.6M | $1.3B | ||
| Q3 24 | $538.2M | $1.3B | ||
| Q2 24 | $517.8M | $1.3B |
| Q1 26 | — | $63.8M | ||
| Q4 25 | $17.2M | $20.2M | ||
| Q3 25 | $56.6M | $28.8M | ||
| Q2 25 | $44.0M | $40.6M | ||
| Q1 25 | $4.2M | $56.7M | ||
| Q4 24 | $-3.1M | $-16.1M | ||
| Q3 24 | $29.3M | $55.6M | ||
| Q2 24 | $30.9M | $77.6M |
| Q1 26 | — | — | ||
| Q4 25 | 15.0% | — | ||
| Q3 25 | 17.7% | — | ||
| Q2 25 | 16.9% | — | ||
| Q1 25 | 12.5% | — | ||
| Q4 24 | 13.6% | — | ||
| Q3 24 | 15.6% | — | ||
| Q2 24 | 16.1% | — |
| Q1 26 | — | 6.9% | ||
| Q4 25 | 6.2% | 4.6% | ||
| Q3 25 | 11.2% | 5.4% | ||
| Q2 25 | 10.6% | 6.5% | ||
| Q1 25 | 4.8% | 8.3% | ||
| Q4 24 | 2.5% | 1.6% | ||
| Q3 24 | 8.5% | 4.3% | ||
| Q2 24 | 8.8% | 5.8% |
| Q1 26 | — | 4.5% | ||
| Q4 25 | 2.1% | 1.4% | ||
| Q3 25 | 6.3% | 2.1% | ||
| Q2 25 | 5.7% | 3.0% | ||
| Q1 25 | 0.7% | 4.2% | ||
| Q4 24 | -0.5% | -1.2% | ||
| Q3 24 | 5.4% | 4.4% | ||
| Q2 24 | 6.0% | 6.1% |
| Q1 26 | — | $0.35 | ||
| Q4 25 | $0.31 | $0.17 | ||
| Q3 25 | $1.03 | $0.23 | ||
| Q2 25 | $0.79 | $0.32 | ||
| Q1 25 | $0.08 | $0.44 | ||
| Q4 24 | $-0.06 | $-0.12 | ||
| Q3 24 | $0.55 | $0.43 | ||
| Q2 24 | $0.59 | $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 | $104.1M | $25.7M |
| Total DebtLower is stronger | — | $1.8B |
| Stockholders' EquityBook value | $969.1M | $2.1B |
| Total Assets | $3.4B | $6.0B |
| Debt / EquityLower = less leverage | — | 0.88× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $25.7M | ||
| Q4 25 | $104.1M | $26.5M | ||
| Q3 25 | $156.1M | $60.1M | ||
| Q2 25 | $114.3M | $52.3M | ||
| Q1 25 | $101.9M | $53.2M | ||
| Q4 24 | $132.5M | $59.7M | ||
| Q3 24 | $74.7M | $191.5M | ||
| Q2 24 | $56.3M | $111.2M |
| Q1 26 | — | $1.8B | ||
| Q4 25 | — | $1.8B | ||
| Q3 25 | $1.6B | $1.7B | ||
| Q2 25 | — | $1.8B | ||
| Q1 25 | — | $1.8B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | $515.0M | $3.1B | ||
| Q2 24 | — | $3.6B |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $969.1M | $1.7B | ||
| Q3 25 | $912.0M | $1.7B | ||
| Q2 25 | $853.3M | $1.7B | ||
| Q1 25 | $807.9M | $1.7B | ||
| Q4 24 | $811.1M | $1.7B | ||
| Q3 24 | $573.7M | $1.9B | ||
| Q2 24 | $552.9M | $1.4B |
| Q1 26 | — | $6.0B | ||
| Q4 25 | $3.4B | $5.9B | ||
| Q3 25 | $3.2B | $5.7B | ||
| Q2 25 | $2.9B | $5.7B | ||
| Q1 25 | $2.8B | $5.7B | ||
| Q4 24 | $2.6B | $5.6B | ||
| Q3 24 | $1.5B | $8.0B | ||
| Q2 24 | $1.4B | $7.9B |
| Q1 26 | — | 0.88× | ||
| Q4 25 | — | 1.06× | ||
| Q3 25 | 1.78× | 1.03× | ||
| Q2 25 | — | 1.10× | ||
| Q1 25 | — | 1.03× | ||
| Q4 24 | — | 1.01× | ||
| Q3 24 | 0.90× | 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 | $82.6M | — |
| Free Cash FlowOCF − Capex | $47.1M | — |
| FCF MarginFCF / Revenue | 5.8% | — |
| Capex IntensityCapex / Revenue | 4.4% | — |
| Cash ConversionOCF / Net Profit | 4.80× | — |
| TTM Free Cash FlowTrailing 4 quarters | $186.6M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $82.6M | $64.3M | ||
| Q3 25 | $112.0M | $175.3M | ||
| Q2 25 | $83.0M | $110.3M | ||
| Q1 25 | $55.6M | $-3.5M | ||
| Q4 24 | $40.7M | $125.4M | ||
| Q3 24 | $95.9M | $181.0M | ||
| Q2 24 | $34.6M | $278.2M |
| Q1 26 | — | — | ||
| Q4 25 | $47.1M | $5.2M | ||
| Q3 25 | $78.9M | $122.2M | ||
| Q2 25 | $46.4M | $45.6M | ||
| Q1 25 | $14.2M | $-55.8M | ||
| Q4 24 | $13.8M | $62.0M | ||
| Q3 24 | $78.4M | $130.3M | ||
| Q2 24 | $19.7M | $222.6M |
| Q1 26 | — | — | ||
| Q4 25 | 5.8% | 0.4% | ||
| Q3 25 | 8.8% | 9.0% | ||
| Q2 25 | 5.9% | 3.4% | ||
| Q1 25 | 2.5% | -4.1% | ||
| Q4 24 | 2.5% | 4.7% | ||
| Q3 24 | 14.6% | 10.2% | ||
| Q2 24 | 3.8% | 17.4% |
| Q1 26 | — | — | ||
| Q4 25 | 4.4% | 4.2% | ||
| Q3 25 | 3.7% | 3.9% | ||
| Q2 25 | 4.7% | 4.8% | ||
| Q1 25 | 7.2% | 3.9% | ||
| Q4 24 | 4.8% | 4.8% | ||
| Q3 24 | 3.3% | 4.0% | ||
| Q2 24 | 2.9% | 4.3% |
| Q1 26 | — | — | ||
| Q4 25 | 4.80× | 3.19× | ||
| Q3 25 | 1.98× | 6.09× | ||
| Q2 25 | 1.88× | 2.72× | ||
| Q1 25 | 13.20× | -0.06× | ||
| Q4 24 | — | — | ||
| Q3 24 | 3.27× | 3.25× | ||
| Q2 24 | 1.12× | 3.59× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
