Pulling SEC filings + quote and writing the call…

SELECT MEDICAL HOLDINGS CORP
Next earnings Jul 29, 2026 (after close) · consensus $0.31 EPS, $1.41B rev
Last earnings -0.5% on 2026-04-30
Revenue grew 5.1% YoY; but thin net margin (2.7%).
Sources: SEC EDGAR (CIK 0001320414, latest 10-Q filed 2026-04-30) · EODHD · as of 6/25/2026, 6:59:13 PM.
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Middling fundamentals and a rich price (~43% above fair value) leave little margin of safety — a wait-and-see.
SELECT MEDICAL HOLDINGS CORP shows $5.45B in FY2025 revenue (+5.1% YoY), a 2.7% net margin, and 8.6% ROE.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $6.20B | $4.61B | $4.83B | $5.19B | $5.45B |
| Gross profit | — | — | — | — | — |
| Operating income | $714M | $145M | $267M | $268M | $336M |
| Net income | $402M | $159M | $243M | $214M | $146M |
| Diluted EPS | $2.98 | $1.23 | $1.91 | $1.66 | $1.16 |
| Net margin | 6.5% | 3.4% | 5.0% | 4.1% | 2.7% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1072 tracked peers · median
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
| 2026-05-04 | Breighner Robert G. JR SENIOR VICE PRESIDENT | Tax | 1.33K @ $16.44 | $21.9K |
| 2026-04-30 | CHERNOW DAVID S Vice Chairman | Tax | 22.6K @ $16.41 | $371K |
| 2026-04-28 | Frist William H. Director | Award | 1.09K @ $16.45 | $18.0K |
| 2026-02-11 | Frist William H. Director | Award | 1.11K @ $16.23 | $18.0K |
| 2025-11-01 | Duggan John F. Executive Vice President | Tax | 4.87K @ $13.83 | $67.3K |
| 2025-11-01 | Malatesta Michael F CHIEF FINANCIAL OFFICER | Tax | 7.36K @ $13.83 | $102K |
| 2025-10-28 | Duggan John F. Executive Vice President | Award | 50.0K | |
| 2025-10-28 | Frist William H. Director | Award | 1.27K @ $14.22 | $18.0K |