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Side-by-side financial comparison of SELECT MEDICAL HOLDINGS CORP (SEM) and WERNER ENTERPRISES INC (WERN). 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 $808.6M, roughly 1.8× WERNER ENTERPRISES INC). SELECT MEDICAL HOLDINGS CORP runs the higher net margin — 4.5% vs -0.5%, a 5.0% gap on every dollar of revenue. On growth, WERNER ENTERPRISES INC posted the faster year-over-year revenue change (13.6% vs 5.0%). Over the past eight quarters, SELECT MEDICAL HOLDINGS CORP's revenue compounded faster (5.3% CAGR vs 4.3%).

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.

Werner Enterprises, Inc. is an American transportation and logistics company, serving the United States, Mexico and Canada. Werner Enterprises stated that it had 2023 revenues of $3.28 billion and over 14,000 employees and contractors.

SEM vs WERN — Head-to-Head

Bigger by revenue
SEM
SEM
1.8× larger
SEM
$1.4B
$808.6M
WERN
Growing faster (revenue YoY)
WERN
WERN
+8.5% gap
WERN
13.6%
5.0%
SEM
Higher net margin
SEM
SEM
5.0% more per $
SEM
4.5%
-0.5%
WERN
Faster 2-yr revenue CAGR
SEM
SEM
Annualised
SEM
5.3%
4.3%
WERN

Income Statement — Q1 FY2026 vs Q1 FY2026

Metric
SEM
SEM
WERN
WERN
Revenue
$1.4B
$808.6M
Net Profit
$63.8M
$-4.3M
Gross Margin
Operating Margin
6.9%
75.5%
Net Margin
4.5%
-0.5%
Revenue YoY
5.0%
13.6%
Net Profit YoY
-14.7%
57.8%
EPS (diluted)
$0.35
$-0.07

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.

Revenue
SEM
SEM
WERN
WERN
Q1 26
$1.4B
$808.6M
Q4 25
$1.4B
$719.9M
Q3 25
$1.4B
$752.2M
Q2 25
$1.3B
$734.1M
Q1 25
$1.4B
$693.4M
Q4 24
$1.3B
$736.6M
Q3 24
$1.3B
$726.3M
Q2 24
$1.3B
$742.7M
Net Profit
SEM
SEM
WERN
WERN
Q1 26
$63.8M
$-4.3M
Q4 25
$20.2M
$-27.8M
Q3 25
$28.8M
$-20.6M
Q2 25
$40.6M
$44.1M
Q1 25
$56.7M
$-10.1M
Q4 24
$-16.1M
$11.9M
Q3 24
$55.6M
$6.6M
Q2 24
$77.6M
$9.5M
Operating Margin
SEM
SEM
WERN
WERN
Q1 26
6.9%
75.5%
Q4 25
4.6%
-5.0%
Q3 25
5.4%
-1.7%
Q2 25
6.5%
9.0%
Q1 25
8.3%
-0.8%
Q4 24
1.6%
1.8%
Q3 24
4.3%
2.4%
Q2 24
5.8%
2.6%
Net Margin
SEM
SEM
WERN
WERN
Q1 26
4.5%
-0.5%
Q4 25
1.4%
-3.9%
Q3 25
2.1%
-2.7%
Q2 25
3.0%
6.0%
Q1 25
4.2%
-1.5%
Q4 24
-1.2%
1.6%
Q3 24
4.4%
0.9%
Q2 24
6.1%
1.3%
EPS (diluted)
SEM
SEM
WERN
WERN
Q1 26
$0.35
$-0.07
Q4 25
$0.17
$-0.46
Q3 25
$0.23
$-0.34
Q2 25
$0.32
$0.72
Q1 25
$0.44
$-0.16
Q4 24
$-0.12
$0.19
Q3 24
$0.43
$0.11
Q2 24
$0.60
$0.15

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
SEM
SEM
WERN
WERN
Cash + ST InvestmentsLiquidity on hand
$25.7M
$61.5M
Total DebtLower is stronger
$1.8B
$878.2M
Stockholders' EquityBook value
$2.1B
$1.4B
Total Assets
$6.0B
$3.3B
Debt / EquityLower = less leverage
0.88×
0.65×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
SEM
SEM
WERN
WERN
Q1 26
$25.7M
$61.5M
Q4 25
$26.5M
$59.9M
Q3 25
$60.1M
$51.0M
Q2 25
$52.3M
$51.4M
Q1 25
$53.2M
$52.0M
Q4 24
$59.7M
$40.8M
Q3 24
$191.5M
$54.7M
Q2 24
$111.2M
$70.4M
Total Debt
SEM
SEM
WERN
WERN
Q1 26
$1.8B
$878.2M
Q4 25
$1.8B
$752.0M
Q3 25
$1.7B
$725.0M
Q2 25
$1.8B
$725.0M
Q1 25
$1.8B
$640.0M
Q4 24
$1.7B
$650.0M
Q3 24
$3.1B
$690.0M
Q2 24
$3.6B
$670.0M
Stockholders' Equity
SEM
SEM
WERN
WERN
Q1 26
$2.1B
$1.4B
Q4 25
$1.7B
$1.4B
Q3 25
$1.7B
$1.4B
Q2 25
$1.7B
$1.4B
Q1 25
$1.7B
$1.4B
Q4 24
$1.7B
$1.5B
Q3 24
$1.9B
$1.4B
Q2 24
$1.4B
$1.5B
Total Assets
SEM
SEM
WERN
WERN
Q1 26
$6.0B
$3.3B
Q4 25
$5.9B
$2.9B
Q3 25
$5.7B
$3.0B
Q2 25
$5.7B
$2.9B
Q1 25
$5.7B
$3.0B
Q4 24
$5.6B
$3.1B
Q3 24
$8.0B
$3.1B
Q2 24
$7.9B
$3.1B
Debt / Equity
SEM
SEM
WERN
WERN
Q1 26
0.88×
0.65×
Q4 25
1.06×
0.55×
Q3 25
1.03×
0.52×
Q2 25
1.10×
0.51×
Q1 25
1.03×
0.45×
Q4 24
1.01×
0.45×
Q3 24
1.62×
0.48×
Q2 24
2.54×
0.46×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

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