earnings
confidence high
sentiment positive
materiality 0.75
Select Medical Q4 revenue +7.8% to $1.31B, adjusted EPS +50%; issues 2025 outlook
SELECT MEDICAL HOLDINGS CORP
2024-FY EPS reported
$1.66
revenue$5,187,105,000
- Q4 revenue $1.31B (+7.8% YoY); loss from continuing ops $10.5M vs profit $30.3M (impacted by $45.9M stock comp acceleration and $17.9M debt retirement loss).
- Adjusted EPS from continuing ops $0.18 (+50% YoY); full-year adjusted EPS $0.94 (+74.1%).
- Rehabilitation hospital segment Q4 margin declined to 21.2% from 25.5%; outpatient rehab full-year margin down to 8.7% from 9.4%.
- Completed tax-free distribution of Concentra; no longer owns any shares.
- 2025 outlook: revenue $5.4-5.6B, Adj EBITDA $520-540M, diluted EPS $1.09-1.19.