{"schema_version":"secwatch.filing_event.v1","accession":"0001104659-26-017585","form_type":"8-K","ticker":"SEM","cik":"0001320414","company_name":"SELECT MEDICAL HOLDINGS CORP","filed_at":"2026-02-19T23:59:59+00:00","discovered_at":"2026-05-14T18:02:34.784342+00:00","generated_at":"2026-05-16T01:40:46.445704+00:00","sec_items":["2.02","8.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Select Medical reports Q4 growth, 2026 outlook; Ortenzio take-private bid under review","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-017585","json":"https://secwatch.observer/filing/0001104659-26-017585.json","markdown":"https://secwatch.observer/filing/0001104659-26-017585.md","text":"https://secwatch.observer/filing/0001104659-26-017585.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1320414/000110465926017585/0001104659-26-017585-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1320414/000110465926017585/tm266741d1_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-16T01:40:46.445704+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}