Semperit (SEM) Q2 2025 Earnings Call August 13, 2025 09:00 AM ET Speaker0Thank you very much, and welcome, everybody, to our results call for the 2025. With me today is our CFO, Helmut Zwager. As always, we will guide you through the earnings presentation, which is available on our website, followed by a Q and A session. On Page three of the slide deck, I provide a brief summary of the highlights. After a subdued start of the year, with January and February being particularly weak, we significantly picked u ...

SEMPERIT GROUP H1 2025 EARNINGS PRESENTATION Manfred Stanek, CEO Helmut Sorger, CFO 13 August 2025 Agenda Overview (p.3) Operational Performance (p.4) Financial Performance (p.7) Outlook (p.15) Appendix (p.17) 2 Earnings Presentation H1 2025 I 13 August 2025 Overview H1 2025 Semperit gains momentum in Q2 2025: EBITDA significantly improved to EUR 19.6m (+76.2% qoq) Recovery in order activities continues after subdued development in January/February H1 still marked by challenging environment: EBITDA at EUR 3 ...

Core Insights - Select Medical Holdings Corporation (SEM) shares have decreased by 20.4% since the release of Q2 2025 results on July 31, primarily due to lower occupancy rates in the Rehabilitation Hospital segment and increased costs, although improved revenue per patient day and higher admissions in the Critical Illness Recovery Hospital segment provided some offset [1] Financial Performance - Adjusted earnings per share (EPS) for Q2 2025 were reported at 32 cents, surpassing the Zacks Consensus Estimate of 28 cents, but down from 60 cents year-over-year [2][9] - Net operating revenues reached $1.3 billion, reflecting a 4.5% increase from the previous year and exceeding the consensus estimate by 1.5% [2][9] - Total costs and expenses rose by 3.9% year-over-year to $1.3 billion, driven by increasing service costs, which was above the estimated $1.2 billion [3][9] Segment Performance - **Critical Illness Recovery Hospital**: Revenues were $601.1 million, down 0.6% year-over-year, missing the consensus estimate of $641.4 million. Revenue per patient day decreased by 0.5%, while patient days fell by 0.1%, although admissions increased by 0.9% [4] - Adjusted EBITDA for this segment was $56.3 million, a decline of 21.6% year-over-year, missing estimates [5] - **Rehabilitation Hospital**: Revenues increased by 17.2% year-over-year to $313.8 million, exceeding the consensus estimate of $264.8 million, supported by a 9.3% rise in admissions and a 7.6% increase in patient days, despite a 200 basis point decline in occupancy rate [6] - Adjusted EBITDA rose to $71 million, a 14.7% increase year-over-year, beating the Zacks Consensus Estimate [7] - **Outpatient Rehabilitation**: Revenues were $327.6 million, up 3.8% year-over-year, surpassing the consensus estimate of $318.2 million. Adjusted EBITDA increased by 6.1% year-over-year to $30.5 million, although it missed estimates [8] Financial Position - As of June 30, 2025, cash and cash equivalents stood at $52.3 million, down from $59.7 million at the end of 2024. Total assets increased to $5.7 billion from $5.6 billion, while long-term debt rose to $1.8 billion from $1.7 billion [10] - Total equity increased by 2.4% to $2 billion [10] - Net cash provided by operations was $110.3 million, a decline from $278.2 million a year ago [11] Shareholder Returns - In the first half of 2025, Select Medical repurchased shares worth $96.5 million, totaling approximately $696.8 million since the inception of the repurchase program [12] - A cash dividend of 6.25 cents per share was approved, to be paid on August 28, 2025 [12] Outlook - Management maintains revenue guidance for 2025 between $5.3 billion and $5.5 billion, with adjusted EBITDA expected between $510 million and $530 million, and EPS projected between $1.09 and $1.19 [13]

Select Medical (SEM) Q2 2025 Earnings Call August 01, 2025 09:00 AM ET Speaker0Good morning, and thank you for joining us today for Select Medical Holdings Corporation earnings conference call to discuss the second quarter twenty twenty five results and the company's business outlook. Presenting today are the company's Executive Chairman and Co Founder, Robert Ortenzio the company's Executive Vice President and Chief Financial Officer, Michael Molotesta. Also on the conference line is the company's Senior E ...

Exhibit 99.1 FOR IMMEDIATE RELEASE 4714 Gettysburg Road Mechanicsburg, PA 17055 NYSE Symbol: SEM Select Medical Holdings Corporation Announces Results For Its Second Quarter Ended June 30, 2025 and Cash Dividend MECHANICSBURG, PENNSYLVANIA — July 31, 2025 — Select Medical Holdings Corporation ("Select Medical," "we," "us," or "our") (NYSE: SEM) today announced results for its second quarter ended June 30, 2025, and the declaration of a cash dividend. For the second quarter ended June 30, 2025, revenue incre ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file numbers: 001-34465 SELECT MEDICAL HOLDINGS CORPORATION (Exact name of Registrant as specified in its Charter) Delaware 20-1764048 (State or ...

MECHANICSBURG, Pa., July 31, 2025 /PRNewswire/ -- Select Medical Holdings Corporation ("Select Medical," "we," "us," or "our") (NYSE: SEM) today announced results for its second quarter ended June 30, 2025, and the declaration of a cash dividend.For the second quarter ended June 30, 2025, revenue increased 4.5% to $1,339.6 million, compared to $1,281.7 million for the same quarter, prior year. Income from continuing operations before other income and expense increased 17.2% to $86.5 million for the second q ...

Company Overview - Select Medical Holdings Corporation is one of the largest operators of critical centers, rehabilitation hospitals, outpatient rehabilitation clinics, and occupational health centers in the US [1] Investment Focus - Crude Value Insights emphasizes an investment service and community centered on oil and natural gas, focusing on cash flow and companies that generate it, which leads to value and growth prospects with real potential [1]

Core Insights - Select Medical Holdings Corporation (SEM) has entered into a membership interest purchase agreement with Ballad Health to jointly operate a critical illness recovery hospital in Kingsport, TN [1][2][8] - The new facility will be a 46-bed hospital, relocating from Bristol Regional Medical Center to Indian Path Community Hospital after regulatory approvals [2][4] - This partnership aims to enhance care delivery and broaden access to specialized recovery services in the Tri-Cities region, addressing the growing demand for such services [3][4] Company Expansion - The initiative represents a significant investment by SEM to improve accessibility to long-term acute care services in Tennessee, with the company already operating six other critical illness recovery hospitals in the state [4][5] - As of March 31, 2025, SEM operates a total of 104 critical illness recovery hospitals across 29 states, along with 35 rehabilitation hospitals and 1,911 outpatient rehabilitation clinics [5][8] - The expansion initiatives are expected to allow SEM to cater more effectively to an increasing patient base and enhance revenue generation [5][6] Market Performance - SEM's shares have increased by 0.9% over the past month, compared to the industry's growth of 1.8% [7] - The company currently holds a Zacks Rank of 3 (Hold), indicating a stable outlook in the market [7]

Company Overview - Select Medical Holdings Corporation is one of the largest operators of critical illness recovery hospitals, rehabilitation hospitals, and outpatient rehabilitation clinics in the United States based on the number of facilities [4] - As of March 31, 2025, Select Medical operated 104 critical illness recovery hospitals in 29 states, 35 rehabilitation hospitals in 14 states, and 1,911 outpatient rehabilitation clinics in 39 states and the District of Columbia [4] - The company has operations in 41 states and the District of Columbia [4] Financial Results Announcement - Select Medical will release its financial results for the second quarter ended June 30, 2025, on Thursday, July 31, 2025, after the market closes [1] - A conference call regarding the second quarter results and business outlook will be hosted on Friday, August 1, 2025, at 9:00 am ET [2] - The conference call will be available as a live webcast and can be accessed through the company's website [2]