earnings
confidence high
sentiment negative
materiality 0.65
Select Medical Q1 EPS $0.35 vs $0.44; revenue +5% to $1.42B; merger on track
SELECT MEDICAL HOLDINGS CORP
2026-Q1 EPS reported
$0.35
revenue$1,421,476,000
- Revenue $1,421.5M +5.0% YoY; net income $63.8M vs $74.7M; diluted EPS $0.35 vs $0.44.
- Adj EBITDA $141.6M down from $151.4M; critical illness hospital margin fell to 11.5% from 13.6%.
- Rehab hospital revenue +14.5% to $351.9M, Adj EBITDA +15.1% to $81.1M, margin stable at 23.0%.
- Merger with WCAS XIV on track; HSR waiting period expired Apr 27; expected close mid-2026 at $16.50/share.
- FY 2026 outlook reaffirmed: rev $5.6-5.8B, Adj EBITDA $520-540M, diluted EPS $1.22-1.32.