earnings
confidence high
sentiment positive
materiality 0.80
Select Medical reports Q4 growth, 2026 outlook; Ortenzio take-private bid under review
SELECT MEDICAL HOLDINGS CORP
2025-FY EPS reported
$1.16
revenue$5,452,830,000
- Q4 revenue $1,396.6M (+6.4%), net income $37.7M, diluted EPS $0.16 vs loss $0.19 YoY.
- FY2025 revenue $5,452.8M (+5.1%), net income $214.5M (+65%), adjusted EPS $1.16 (+23.4%).
- Rehab hospital segment revenue +15.2%, Adj EBITDA +11.1%. Outpatient rehab margin fell to 3.4% from 8.3%.
- 2026 outlook: revenue $5.6-5.8B, Adj EBITDA $520-540M, diluted EPS $1.22-1.32.
- Board declares $0.0625 dividend; $1B stock repurchase authorized through Dec 2027; Ortenzio take-private proposal under review.