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Side-by-side financial comparison of SELECT MEDICAL HOLDINGS CORP (SEM) and TIMKEN CO (TKR). 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 $1.1B, roughly 1.3× TIMKEN CO). TIMKEN CO runs the higher net margin — 5.6% vs 1.4%, a 4.2% gap on every dollar of revenue. On growth, SELECT MEDICAL HOLDINGS CORP posted the faster year-over-year revenue change (6.4% vs 3.5%). TIMKEN CO produced more free cash flow last quarter ($140.7M vs $5.2M). Over the past eight quarters, SELECT MEDICAL HOLDINGS CORP's revenue compounded faster (2.8% CAGR vs -3.4%).
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.
The Timken Company is a global manufacturer of engineered bearings and industrial motion products. Headquartered in North Canton, Ohio, the company operates from 45 countries.
SEM vs TKR — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $1.1B |
| Net Profit | $20.2M | $62.3M |
| Gross Margin | — | 29.3% |
| Operating Margin | 4.6% | 9.8% |
| Net Margin | 1.4% | 5.6% |
| Revenue YoY | 6.4% | 3.5% |
| Net Profit YoY | 225.7% | -12.5% |
| EPS (diluted) | $0.17 | $0.89 |
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 | $1.4B | $1.1B | ||
| Q3 25 | $1.4B | $1.2B | ||
| Q2 25 | $1.3B | $1.2B | ||
| Q1 25 | $1.4B | $1.1B | ||
| Q4 24 | $1.3B | $1.1B | ||
| Q3 24 | $1.3B | $1.1B | ||
| Q2 24 | $1.3B | $1.2B | ||
| Q1 24 | $1.3B | $1.2B |
| Q4 25 | $20.2M | $62.3M | ||
| Q3 25 | $28.8M | $69.3M | ||
| Q2 25 | $40.6M | $78.5M | ||
| Q1 25 | $56.7M | $78.3M | ||
| Q4 24 | $-16.1M | $71.2M | ||
| Q3 24 | $55.6M | $81.8M | ||
| Q2 24 | $77.6M | $96.2M | ||
| Q1 24 | $96.9M | $103.5M |
| Q4 25 | — | 29.3% | ||
| Q3 25 | — | 30.2% | ||
| Q2 25 | — | 30.7% | ||
| Q1 25 | — | 31.5% | ||
| Q4 24 | — | 30.3% | ||
| Q3 24 | — | 30.6% | ||
| Q2 24 | — | 31.6% | ||
| Q1 24 | — | 33.4% |
| Q4 25 | 4.6% | 9.8% | ||
| Q3 25 | 5.4% | 12.0% | ||
| Q2 25 | 6.5% | 12.6% | ||
| Q1 25 | 8.3% | 12.6% | ||
| Q4 24 | 1.6% | 10.5% | ||
| Q3 24 | 4.3% | 13.0% | ||
| Q2 24 | 5.8% | 14.1% | ||
| Q1 24 | 9.0% | 15.5% |
| Q4 25 | 1.4% | 5.6% | ||
| Q3 25 | 2.1% | 6.0% | ||
| Q2 25 | 3.0% | 6.7% | ||
| Q1 25 | 4.2% | 6.9% | ||
| Q4 24 | -1.2% | 6.6% | ||
| Q3 24 | 4.4% | 7.3% | ||
| Q2 24 | 6.1% | 8.1% | ||
| Q1 24 | 7.3% | 8.7% |
| Q4 25 | $0.17 | $0.89 | ||
| Q3 25 | $0.23 | $0.99 | ||
| Q2 25 | $0.32 | $1.12 | ||
| Q1 25 | $0.44 | $1.11 | ||
| Q4 24 | $-0.12 | $1.01 | ||
| Q3 24 | $0.43 | $1.16 | ||
| Q2 24 | $0.60 | $1.36 | ||
| Q1 24 | $0.75 | $1.46 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $26.5M | $364.4M |
| Total DebtLower is stronger | $1.8B | $1.9B |
| Stockholders' EquityBook value | $1.7B | $3.2B |
| Total Assets | $5.9B | $6.7B |
| Debt / EquityLower = less leverage | 1.06× | 0.60× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $26.5M | $364.4M | ||
| Q3 25 | $60.1M | $449.1M | ||
| Q2 25 | $52.3M | $419.3M | ||
| Q1 25 | $53.2M | $376.1M | ||
| Q4 24 | $59.7M | $373.2M | ||
| Q3 24 | $191.5M | $412.7M | ||
| Q2 24 | $111.2M | $469.9M | ||
| Q1 24 | $92.6M | $421.9M |
| Q4 25 | $1.8B | $1.9B | ||
| Q3 25 | $1.7B | $2.1B | ||
| Q2 25 | $1.8B | $2.2B | ||
| Q1 25 | $1.8B | $2.1B | ||
| Q4 24 | $1.7B | $2.1B | ||
| Q3 24 | $3.1B | $2.2B | ||
| Q2 24 | $3.6B | $2.1B | ||
| Q1 24 | $3.8B | $2.2B |
| Q4 25 | $1.7B | $3.2B | ||
| Q3 25 | $1.7B | $3.1B | ||
| Q2 25 | $1.7B | $3.1B | ||
| Q1 25 | $1.7B | $2.9B | ||
| Q4 24 | $1.7B | $2.8B | ||
| Q3 24 | $1.9B | $2.9B | ||
| Q2 24 | $1.4B | $2.8B | ||
| Q1 24 | $1.4B | $2.6B |
| Q4 25 | $5.9B | $6.7B | ||
| Q3 25 | $5.7B | $6.8B | ||
| Q2 25 | $5.7B | $6.8B | ||
| Q1 25 | $5.7B | $6.6B | ||
| Q4 24 | $5.6B | $6.4B | ||
| Q3 24 | $8.0B | $6.8B | ||
| Q2 24 | $7.9B | $6.6B | ||
| Q1 24 | $7.9B | $6.5B |
| Q4 25 | 1.06× | 0.60× | ||
| Q3 25 | 1.03× | 0.67× | ||
| Q2 25 | 1.10× | 0.70× | ||
| Q1 25 | 1.03× | 0.73× | ||
| Q4 24 | 1.01× | 0.73× | ||
| Q3 24 | 1.62× | 0.75× | ||
| Q2 24 | 2.54× | 0.77× | ||
| Q1 24 | 2.75× | 0.83× |
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 | $64.3M | $183.3M |
| Free Cash FlowOCF − Capex | $5.2M | $140.7M |
| FCF MarginFCF / Revenue | 0.4% | 12.7% |
| Capex IntensityCapex / Revenue | 4.2% | 3.8% |
| Cash ConversionOCF / Net Profit | 3.19× | 2.94× |
| TTM Free Cash FlowTrailing 4 quarters | $117.2M | $406.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $64.3M | $183.3M | ||
| Q3 25 | $175.3M | $201.1M | ||
| Q2 25 | $110.3M | $111.3M | ||
| Q1 25 | $-3.5M | $58.6M | ||
| Q4 24 | $125.4M | $178.6M | ||
| Q3 24 | $181.0M | $123.2M | ||
| Q2 24 | $278.2M | $124.6M | ||
| Q1 24 | $-66.7M | $49.3M |
| Q4 25 | $5.2M | $140.7M | ||
| Q3 25 | $122.2M | $163.8M | ||
| Q2 25 | $45.6M | $78.2M | ||
| Q1 25 | $-55.8M | $23.4M | ||
| Q4 24 | $62.0M | $125.0M | ||
| Q3 24 | $130.3M | $88.2M | ||
| Q2 24 | $222.6M | $87.3M | ||
| Q1 24 | $-119.2M | $5.2M |
| Q4 25 | 0.4% | 12.7% | ||
| Q3 25 | 9.0% | 14.2% | ||
| Q2 25 | 3.4% | 6.7% | ||
| Q1 25 | -4.1% | 2.1% | ||
| Q4 24 | 4.7% | 11.6% | ||
| Q3 24 | 10.2% | 7.8% | ||
| Q2 24 | 17.4% | 7.4% | ||
| Q1 24 | -9.0% | 0.4% |
| Q4 25 | 4.2% | 3.8% | ||
| Q3 25 | 3.9% | 3.2% | ||
| Q2 25 | 4.8% | 2.8% | ||
| Q1 25 | 3.9% | 3.1% | ||
| Q4 24 | 4.8% | 5.0% | ||
| Q3 24 | 4.0% | 3.1% | ||
| Q2 24 | 4.3% | 3.2% | ||
| Q1 24 | 4.0% | 3.7% |
| Q4 25 | 3.19× | 2.94× | ||
| Q3 25 | 6.09× | 2.90× | ||
| Q2 25 | 2.72× | 1.42× | ||
| Q1 25 | -0.06× | 0.75× | ||
| Q4 24 | — | 2.51× | ||
| Q3 24 | 3.25× | 1.51× | ||
| Q2 24 | 3.59× | 1.30× | ||
| Q1 24 | -0.69× | 0.48× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
SEM
| Critical Illness Recovery Hospitals | $629.7M | 45% |
| Health Care Patient Service Non Medicare | $428.6M | 31% |
| Rehabilitation Hospitals | $339.2M | 24% |
TKR
| Industrial Motion | $574.1M | 52% |
| Other | $536.9M | 48% |
