NYSE$SEM

Select Medical Holdings Corporation · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Announced results for its second quarter and declared a cash dividend.

Select Medical Holdings Corporation reported a 5.7% increase in revenue to $1,674.5 million for the second quarter ended June 30, 2023, compared to $1,584.7 million for the same quarter, prior year. Net income increased 38.6% to $91.9 million, and earnings per share increased 44.0% to $0.61.

  • Revenue increased by 5.7% to $1,674.5 million compared to the same quarter prior year.
  • Income from operations increased by 31.6% to $159.2 million compared to the same quarter prior year.
  • Net income increased by 38.6% to $91.9 million compared to the same quarter prior year.
  • Earnings per common share increased by 44.0% to $0.61 compared to the same quarter prior year.

Headline financials

Total Revenue

$1.67B

Previous: $1.58B+5.7%
EPS (adj)

$0.61

Previous: $0.43+41.9%
Free Cash Flow

$78.2M

Previous: $55.2M+41.7%
Net Income

$78.2M

Previous: $55.2M+41.7%
Operating Income

$159M

Previous: $121M+31.6%
Gross Profit

-$1.42B

Previous: -$1.39B-2.4%
Cash & Equivalents

$101M

Previous: $94.7M+6.9%
Total Assets

$7.7B

Previous: $7.55B+2.0%
Stock-Based Comp

$10.3M

Previous: $8.95M+15.4%

Revenue & EPS history

Select Medical · Revenue · Quarterly

$1.67B

Q2 2023+5.7%vs Q2 2022
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Select Medical · $1.12B total across 3 segments · Q2 2023

  • Critical Illness Recovery
    $575M+5.3%
  • Outpatient Rehabilitation
    $303M+5.5%
  • Rehabilitation Hospital
    $241M+5.2%

Forward guidance

Select Medical is adjusting its 2023 business outlook for revenue, Adjusted EBITDA, and fully diluted earnings per share. Select Medical expects consolidated revenue to be in the range of $6.55 billion to $6.7 billion for the full year of 2023, Adjusted EBITDA to be in the range of $795.0 million to $825.0 million, and fully diluted earnings per share to be in the range of $1.77 to $1.94. Select Medical expects adjusted earnings per share to be in the range of $1.86 to $2.03.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2023

Historical avgQ2 2023

-0.3%

Avg return

Earnings day

+0.1%

Avg return

5 days after

+0.5%

Avg return

30 days after

49%

32 / 65 earnings

Positive

+18.8%

Q3 2018

Best reaction

-22.2%

Q1 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.2%+0.1%+0.7%
Q4 2025-6.5%-7.3%+1.1%
Q3 2025-5.8%-5.1%+9.1%
Q1 2025-22.2%-17.7%-16.2%
Q4 2024-7.2%-2.9%-13.1%
Q3 2024+9.4%+13.3%+19.3%
Q2 2024-14.0%-17.2%-9.3%
Q1 2024+12.3%+17.0%+23.5%
Q4 2023+6.7%+4.6%+7.7%
Q3 2023-1.2%-2.7%+3.9%
Q2 2023-1.3%-2.5%-4.3%
Q1 2023+4.8%-0.8%-2.8%
Q4 2022-7.8%-9.1%-17.6%
Q3 2022-6.5%-10.9%+0.9%
Q2 2022-4.1%-11.1%-14.7%
Q1 2022+0.9%-4.2%+10.6%
Q4 2021+1.1%+2.2%+3.5%
Q3 2021+2.4%-0.9%-18.4%
Q2 2021-3.3%-6.9%-7.7%
Q1 2021-2.5%-3.1%+4.9%
Q4 2020+10.5%+16.9%+20.5%
Q3 2020-1.7%+8.5%+15.4%
Q2 2020+13.1%+14.7%+21.2%
Q1 2020-15.3%-12.9%-6.3%
Q4 2019+8.9%-0.1%-55.6%
Q3 2019+5.7%+10.6%+22.9%
Q2 2019-5.8%-5.8%-3.1%
Q1 2019+1.7%+3.0%-1.3%
Q4 2018+0.1%-4.8%-10.1%
Q3 2018+18.8%+21.2%+16.9%
Q2 2018-5.0%-7.5%-6.6%
Q1 2018-4.4%-3.5%-2.9%
Q4 2017+11.2%+11.4%+7.8%
Q3 2017-7.8%-9.4%-6.5%
Q2 2017+8.6%+12.7%+18.7%
Q1 2017+5.9%+1.1%+3.7%
Q4 2016+9.6%+11.6%-3.1%
Q3 2016-8.2%-6.1%-1.2%
Q2 2016+10.6%+6.3%+9.3%
Q1 2016-4.5%
Q4 2015+10.9%
Q3 2015+5.0%
Q2 2015+0.1%
Q1 2015+0.0%
Q4 2014-5.2%
Q3 2014+11.3%
Q2 2014-12.4%
Q1 2014+0.5%
Q4 2013+1.7%
Q3 2013+1.1%
Q2 2013+1.3%
Q1 2013-2.5%
Q4 2012+4.0%
Q3 2012+10.0%
Q2 2012+9.1%
Q1 2011-3.2%
Q1 2012+1.1%
Q4 2009-0.4%
Q4 2011-0.4%
Q3 2010-2.4%
Q3 2011-2.4%
Q4 2010-15.8%
Q2 2010-15.8%
Q2 2011-15.8%
Q1 2010-7.2%

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