Select Medical Holdings Corporation (NYSE:SEM ) Q2 2025 Earnings Conference Call August 1, 2025 9:00 AM ET Company Participants Michael F. Malatesta - Executive VP & CFO Robert A.
Select Medical (SEM) came out with quarterly earnings of $0.32 per share, beating the Zacks Consensus Estimate of $0.28 per share. This compares to earnings of $0.6 per share a year ago.
Select Medical Holdings remains a soft 'buy' due to attractive valuation, organic growth, and solid top-line performance despite recent share price decline. Legislative changes pose risks, particularly from reduced Medicaid coverage, but only a small portion of revenue is exposed to this headwind. Recent results show revenue growth and improving profitability from continuing operations, though some metrics like EBITDA and adjusted cash flow have softened.
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SEM partners with Ballad Health to relocate and expand its Tri-Cities critical illness recovery hospital, boosting care access in Tennessee by being able to treat more patients grappling with serious illnesses.
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SEM reiterates that earnings for 2025 are likely to be between $1.09 and $1.19 per share.
Select Medical Holdings Corporation (NYSE:SEM ) Q1 2025 Earnings Conference Call May 2, 2025 9:00 AM ET Company Participants Robert Ortenzio - Executive Chairman and Co-Founder Martin Jackson - Senior Executive Vice President of Strategic Finance and Operations Conference Call Participants Justin Bowers - Deutsche Bank Ben Hendrix - RBC Capital Markets William Sutherland - The Benchmark Company Ann Hynes - Mizuho Operator Good morning, and thank you for joining us today for Select Medical Holdings Corporation's Earnings Conference Call to discuss the first quarter 2025 results at the company's -- and the company's business outlook. Presenting today are the company's Executive Chairman and Co-Founder, Robert Ortenzio; and the company's Senior Executive Vice President of Strategic Finance and Operations, Martin Jackson.
Select Medical (SEM) came out with quarterly earnings of $0.44 per share, missing the Zacks Consensus Estimate of $0.45 per share. This compares to earnings of $0.77 per share a year ago.
SEM expects revenues to be between $5.4 billion and $5.6 billion, the mid-point of which implies 5.8% growth from the 2024 figure of $5.2 billion.