ACHC

FRANKLIN, Tenn., July 09, 2026--(BUSINESS WIRE)--Acadia Healthcare Company, Inc. (NASDAQ: ACHC) today announced that it will release its second quarter 2026 results on Tuesday, July 28, 2026, after the close of the market. Acadia will host a conference call with institutional investors and analysts on Wednesday, July 29, 2026 at 9:00 a.m. ET. A live broadcast of the conference call will be available at www.acadiahealthcare.com in the "Investors" section of the website, and the archived webcast will be available after the call has ended. About Acadia Healthcare Acadia is a leading provider of behavioral healthcare services across the United States. As of March 31, 2026, Acadia operated a network of 275 behavioral healthcare facilities with approximately 12,400 beds in 40 states and Puerto Rico. With approximately 25,000 employees serving more than 84,000 patients daily, Acadia is the largest stand-alone behavioral healthcare company in the U.S. Acadia provides behavioral healthcare services to its patients in a variety of settings, including inpatient psychiatric hospitals, specialty treatment facilities, RTCs and outpatient clinics. View source version on businesswire.com: https://www.businesswire.com/news/home/20260709210549/en/ Contacts Jason PlagmanVice President, Investor [email protected]

The Zacks Medical-Hospital industry is undergoing a structural transformation as patients and payers increasingly shift toward lower-cost care settings outside traditional hospitals. As a result, the fastest growth is coming from ambulatory surgery centers, home health and post-acute care providers. Meanwhile, hospitals continue to contend with elevated patient utilization, persistent labor and supply cost inflation, and reimbursement and regulatory uncertainty. To protect margins, providers are accelerating investments in AI, revenue cycle management and digital technologies, while streamlining operations and expanding outpatient care networks.Strategic mergers and acquisitions also remain an important growth lever to expand scale, improve efficiency and strengthen market presence. Companies like Tenet Healthcare Corporation THC, Universal Health Services, Inc. UHS, Acadia Healthcare Company, Inc. ACHC and Community Health Systems, Inc. CYH are streamlining operations, strengthening cost discipline and investing in higher-growth service lines. Industry Overview The Zacks Medical-Hospital industry comprises for-profit hospital companies that provide healthcare through different types of hospitals, including acute care, outpatient, rehabilitation and psychiatric. These entities are engaged in internal medicine, general surgery, cardiology, oncology, neurosurgery, orthopedics and obstetrics, telehealth, mental health and diagnostic and emergency services. Revenues of these companies depend on inpatient occupancy, medical and ancillary services ordered by physicians and provided to patients, and the volume of ambulatory surgery centers’ (ASC) procedures. These companies receive payments for patient services from the government under the Medicare program, Medicaid, or similar programs, managed care plans (including plans offered through the American Health Benefit Exchanges), private insurers and directly from patients. 4 Key Trends Shaping the Hospital Industry Demand Grows as Care Moves Beyond Hospitals: Demand for healthcare continues to rise, supported by an aging U.S. population, increasing chronic disease prevalence and higher use of elective procedures. CMS projects national health spending to climb steadily and reach around $9 trillion by 2034, making up 20.6% of the economy. Meanwhile, care is shifting away from traditional inpatient hospitals toward am...

The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Acadia Healthcare (NASDAQ:ACHC) and the rest of the hospital chains stocks fared in Q1. Hospital chains operate scale-driven businesses that rely on patient volumes, efficient operations, and favorable payer contracts to drive revenue and profitability. These organizations benefit from the essential nature of their services, which ensures consistent demand, particularly as populations age and chronic diseases become more prevalent. However, profitability can be pressured by rising labor costs, regulatory requirements, and the challenges of balancing care quality with cost efficiency. Dependence on government and private insurance reimbursements also introduces financial uncertainty. Looking ahead, hospital chains stand to benefit from tailwinds such as increasing healthcare utilization driven by an aging population that generally has higher incidents of disease. AI can also be a tailwind in areas such as predictive analytics for more personalized treatment and efficiency (intake, staffing, resourcing allocation). However, the sector faces potential headwinds such as labor shortages that could push up wages as well as substantial investments needs for digital infrastructure to support telehealth and electronic health records. Regulatory scrutiny, and reimbursement cuts are also looming topics that could further strain margins. The 4 hospital chains stocks we track reported a mixed Q1. As a group, revenues beat analysts’ consensus estimates by 0.7% while next quarter’s revenue guidance was in line. Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 16% since the latest earnings results. With a network of over 250 facilities serving patients in 38 states and Puerto Rico, Acadia Healthcare (NASDAQ:ACHC) operates facilities providing mental health and substance use disorder treatment services across the United States. Acadia Healthcare reported revenues of $828.8 million, up 7.6% year on year. This print exceeded analysts’ expectations by 0.6%. Despite the top-line beat, it was still a slower quarter for the company with revenue guidance for next quarter missing analysts’ expectations and a significant miss of analysts’ EPS guidance for next quarte...

In the past quarter, Acadia Healthcare reported adjusted first-quarter earnings that exceeded estimates, supported by higher patient days, improved revenue per patient day, and 14% year-over-year revenue growth in its Acute Inpatient Psychiatric Facilities business. The company also issued second-quarter 2026 guidance of US$835 million–US$850 million in revenue and adjusted earnings per share of US$0.30–US$0.40, highlighting the growing contribution of its acute inpatient psychiatric operations. Now, we’ll examine how this earnings beat and Acute Inpatient Psychiatric Facilities revenue strength may influence Acadia Healthcare’s existing investment narrative. Invest in the nuclear renaissance through our list of 88 elite nuclear energy infrastructure plays powering the global AI revolution. To own Acadia Healthcare, you need to believe that demand for behavioral health services, particularly in acute inpatient psychiatry, can support steady revenue while management manages reimbursement, facility, and legal headwinds. The latest earnings beat and strong Acute Inpatient Psychiatric Facilities growth support the near term revenue catalyst but do not remove key risks around Medicaid exposure, underperforming sites, and start up losses, so the core risk profile remains largely intact for now. The most relevant recent announcement here is Acadia’s reaffirmed full year 2026 revenue guidance of US$3.37 billion to US$3.45 billion, issued alongside Q1 results. Keeping that range after a quarter helped by higher patient days and revenue per patient day suggests management still expects only modest same facility growth, which matters for how investors view the sustainability of this acute inpatient strength and its ability to offset Medicaid pressures and expansion related losses. Yet beneath this solid quarter, investors should be aware of how ongoing Medicaid reimbursement shifts could still... Read the full narrative on Acadia Healthcare Company (it's free!) Acadia Healthcare Company's narrative projects $3.8 billion revenue and $156.0 million earnings by 2029. Uncover how Acadia Healthcare Company's forecasts yield a $23.00 fair value, in line with its current price. While consensus focuses on Medicaid and facility risks, the most optimistic analysts once modeled revenue reaching about US$4.0 billion and earnings of roughly US$254 million, so you should expect that...

It has been about a month since the last earnings report for Acadia Healthcare (ACHC). Shares have lost about 8.2% in that time frame, underperforming the S&P 500. But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Acadia Healthcare due for a breakout? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent catalysts for Acadia Healthcare Company, Inc. before we dive into how investors and analysts have reacted as of late. Acadia Healthcare Q1 Earnings Beat Estimates on Rising Patient Days Acadia Healthcare reported adjusted first-quarter earnings of 37 cents per share, which beat the Zacks Consensus Estimate of 28 cents. However, the bottom line declined 7.5% year over year. Total revenues increased 7.6% year over year to $828.8 million. The top line beat the consensus mark of $824 million. The better-than-expected quarterly results were driven by increased patient days and revenues per patient day, and higher admissions, which were partially offset by lower average length of stay and higher expenses. ACHC’s top line benefited most from its Acute Inpatient Psychiatric Facilities business, where revenues increased 14% year over year to $470.7 million and beat the Zacks Consensus Estimate by 6.4%. The metric benefited from higher volumes, aided by expanded capacity from both new construction and additions at existing facilities. Specialty Treatment Facilities’ revenues declined 6.5% from the prior-year period to $128.1 million. Comprehensive Treatment Facilities’ revenues rose 2.5% year over year to $140.4 million, while Residential Treatment Facilities’ revenues increased 6.3% to $89.6 million. Same-facility revenues of $813.4 million rose 7.3% year over year and beat the Zacks Consensus Estimate by 2%. The year-over-year improvement was driven by a 1.6% increase in patient days. Admissions grew 6.5% year over year. The average length of stay declined 4.6% year over year and missed the consensus estimate by 5.5%. Revenue per patient day increased 5.6% year over year. In the overall facility, patient days improved 1.5% year over year, while admissions grew 7.8%. Revenue per patient day increased 5.9% year over year. The average length of stay declined 5.8% year over year. Total expenses of $817.8 million rose from $757 million i...

Acadia Healthcare Company, Inc. (NASDAQ:ACHC) is one of the best performing healthcare stocks so far in 2026. Acadia Healthcare Company, Inc. (NASDAQ:ACHC) received a rating update from RBC Capital on May 4, with the firm lifting the price target on the stock to $31 from $28 and reiterating an Outperform rating on the shares. The rating update came after the company delivered its fiscal Q1 earnings beat. RBC Capital told investors in a research note that shares reversed earlier declines as investors digested the company’s fundamental beat and raise quarter, as well as constructive color from the management’s callbacks that walked back the “broad-based” denial and bad debt characterization offered on the call. Acadia Healthcare Company, Inc. (NASDAQ:ACHC) also received a rating update from Raymond James the same day. The firm upgraded the stock to Strong Buy from Outperform, lifting the price target on the shares to $39 from $25. It told investors in a research note that the company reported a solid fiscal Q1 beat, modestly raising its 2026 EBITDA and earnings outlook. Raymond James believes that Acadia Healthcare Company, Inc. (NASDAQ:ACHC) will see rising estimates and a higher multiple as it harvests its $200M target from underperforming facilities, along with modest underlying growth. Acadia Healthcare Company, Inc. (NASDAQ:ACHC) provides behavioral healthcare services across the US in various settings, including inpatient psychiatric hospitals, residential treatment centers, specialty treatment facilities, and outpatient clinics. While we acknowledge the potential of ACHC as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 15 Stocks That Will Make You Rich in 10 Years AND 12 Best Stocks That Will Always Grow. Disclosure: None. Follow Insider Monkey on Google News.

In late April 2026, Acadia Healthcare Company reported first-quarter 2026 results showing sales of US$828.8 million, higher than a year earlier, while net income and earnings per share from continuing operations both declined compared with the prior-year period. At the same time, the company issued second-quarter 2026 revenue guidance of US$835 million to US$850 million, highlighting management’s focus on top-line expansion even as profitability pressures persist. Next, we’ll examine how Acadia’s stronger revenue base but weaker earnings shape its investment narrative and future growth-risk balance. Uncover the next big thing with 25 elite penny stocks that balance risk and reward. To own Acadia, you need to believe that long term demand for behavioral health will keep filling its facilities and that management can eventually convert this demand into healthier margins. The latest results support the revenue side, but weaker earnings and modest Q2 revenue guidance do little to change the key near term story: the main catalyst is stabilizing profitability, while the biggest risk remains that ongoing cost, reimbursement, and underperforming-facility pressures limit that recovery. Among recent developments, the nearly US$1.0 billion goodwill impairment and resulting 2025 net loss highlight how prior expansion and facility underperformance are still weighing on reported earnings. Against that backdrop, today’s higher Q1 2026 sales but softer profit underline the execution risk around turning a larger footprint into consistent returns, and help frame why some investors are watching management’s capital allocation and any future buybacks as potential supports for the equity story. But investors should also be aware that reimbursement and facility level issues could still worsen if... Read the full narrative on Acadia Healthcare Company (it's free!) Acadia Healthcare Company's narrative projects $3.8 billion revenue and $156.0 million earnings by 2029. This requires 4.9% yearly revenue growth and an earnings increase of about $1.3 billion from -$1.1 billion today. Uncover how Acadia Healthcare Company's forecasts yield a $23.00 fair value, a 6% downside to its current price. Before this report, the most optimistic analysts were penciling in roughly US$4.2 billion of revenue and US$368 million of earnings by 2028, which is a much rosier scenario than the consensus vi...

Acadia Healthcare Company, Inc. ACHC reported adjusted first-quarter earnings of 37 cents per share, which beat the Zacks Consensus Estimate of 28 cents. However, the bottom line declined 7.5% year over year. Total revenues increased 7.6% year over year to $828.8 million. The top line beat the consensus mark of $824 million. The better-than-expected quarterly results were driven by increased patient days and revenues per patient day, and higher admissions, which were partially offset by lower average length of stay and higher expenses. Acadia Healthcare Company, Inc. price-consensus-eps-surprise-chart | Acadia Healthcare Company, Inc. Quote ACHC’s top line benefited most from its Acute Inpatient Psychiatric Facilities business, where revenues increased 14% year over year to $470.7 million and beat the Zacks Consensus Estimate by 6.4%. The metric benefited from higher volumes, aided by expanded capacity from both new construction and additions at existing facilities. Specialty Treatment Facilities’ revenues declined 6.5% from the prior-year period to $128.1 million. Comprehensive Treatment Facilities’ revenues rose 2.5% year over year to $140.4 million, while Residential Treatment Facilities’ revenues increased 6.3% to $89.6 million. Same-facility revenues of $813.4 million rose 7.3% year over year and beat the Zacks Consensus Estimate by 2%. The year-over-year improvement was driven by a 1.6% increase in patient days. Admissions grew 6.5% year over year. The average length of stay declined 4.6% year over year and missed the consensus estimate by 5.5%. Revenue per patient day increased 5.6% year over year. In the overall facility, patient days improved 1.5% year over year, while admissions grew 7.8%. Revenue per patient day increased 5.9% year over year. The average length of stay declined 5.8% year over year. Total expenses of $817.8 million rose from $757 million in the prior-year period due to higher salaries, wages and benefits, other operating expenses, supply costs and professional fees. Total adjusted EBITDA rose 7.5% year over year to $144.2 million. During the quarter, the company added 82 newly licensed beds, including 42 beds at existing facilities and 40 beds from newly constructed facilities, including a joint venture with Tufts Medicine. Acadia Healthcare exited the first quarter with cash and cash equivalents of $158.5 million, which increased...

Image source: The Motley Fool. Thursday, April 30, 2026 at 9 a.m. ET Chief Executive Officer — Debra K. Osteen Chief Financial Officer — Todd R. Young Operator Debra Osteen: Good morning, and thank you for joining us. I'm pleased to be with you today to discuss Acadia's results for the first quarter of 2026. Since returning as CEO, I have spent time in the business, listening to our teams, assessing operations and getting close to the drivers of quality and performance. Our mission is unchanged, and I continue to be impressed by the hard work and dedication of our clinicians and employees across the country and the important work we are doing to provide safe quality care for those seeking treatment for mental health and substance use issues. Across Acadia, we share a clear purpose, meeting a critical need and making a difference in the communities we serve. As the nation's leading pure-play provider of behavioral health services, we are uniquely positioned to address this growing unmet need with our 275 facilities serving more than 84,000 patients daily. We have a strong foundation. an integrated model of care, a deep focus on clinical quality and a proven operating approach. As I shared in our last call, we are focused on building on our strong foundation with operational discipline and consistent execution to deliver significant sustainable value creation. I have great confidence in our teams and in the near- and long-term direction of the company, and I am fully committed to supporting Acadia through this next phase of execution and improvement. Our first quarter financial and operating results marked a good start to 2026. We delivered revenue at the high end of our guidance range and exceeded the top end of our adjusted EBITDA and EPS range. Our revenue growth was driven by our acute inpatient psychiatric facilities with 14% growth compared to last year as we increased inpatient volumes by 6.2%. Our specialty team also delivered better-than-expected results by mitigating some of the challenges in Pennsylvania. On the CTC side of the business, while we grew 2.5% compared to the first quarter of 2025, growth slowed sequentially from quarter 4 as that business was impacted by the severe weather we noted on our February call as certain centers had to be closed during that time. The increase in volumes across Acadia reflects the continued strong demand for ou...

Acadia beat Q1 guidance with revenue of $828.8M (+7.6% YoY) and Adjusted EBITDA of $144.2M (+7.5% YoY)$580–$615M Adjusted EBITDA and $1.35–$1.60 adjusted EPS while keeping revenue guidance unchanged. Management is executing an acute service‑line reorganization and leadership changes to boost referrals and execution, while expanding capacity (added 82 beds in Q1 and targeting 400–600 beds in 2026 with new JVs) and cutting capital investment by more than $300M vs. 2025 (2026 capex guide $255–$280M). Near‑term headwinds include a 6.5% decline in specialty revenue from lost NY referrals to Pennsylvania facilities and closures, slowed CTC growth from winter weather, rising bad debts/denials and startup losses (now expected $47–$51M for 2026), with net leverage ~3.9x pushing temporarily to ~4.4–4.5x in Q2; potential regulatory supplemental payments could add about $22M of EBITDA if approved. Interested in Acadia Healthcare Company, Inc.? Here are five stocks we like better. Neurogene Stock Plummets 44%: Is All Hope Lost for This Biotech?" Acadia Healthcare (NASDAQ:ACHC) reported first-quarter 2026 results that management said came in at the high end of its revenue outlook and above the top end of its Adjusted EBITDA and earnings guidance, driven primarily by growth in its acute inpatient psychiatric business and continued demand across behavioral health services. Chief Executive Officer Debbie Osteen said the company’s first-quarter performance marked “a good start to 2026,” citing revenue at the high end of guidance and results that exceeded expectations for Adjusted EBITDA and EPS. Osteen said revenue growth was led by acute inpatient psychiatric facilities, where the company posted 14% growth versus the prior year and increased inpatient volumes by 6.2%. → Palantir Is Down 30%: Noise? Or a Signal to Accumulate? Chief Financial Officer Todd Young reported revenue of $828.8 million, up 7.6% year-over-year. Same-facility revenue increased 7.3%, driven by a 5.6% increase in revenue per patient day and a 1.6% increase in patient days. Young said the acute and residential treatment center (RTC) businesses grew 14.2% and 6.3%, respectively, and noted that acute results benefited from supplemental payments from Ohio and Tennessee that were not present in the prior-year quarter. Adjusted EBITDA was $144.2 million, up 7.5% year-over-year and $7.2 million above the high e...

Company Increases Full Year 2026 Adjusted EBITDA and Adjusted EPS Guidance FRANKLIN, Tenn., April 29, 2026--(BUSINESS WIRE)--Acadia Healthcare Company, Inc. ("Acadia" or the "Company") (NASDAQ: ACHC) today announced financial results for the first quarter ended March 31, 2026. First Quarter 2026 Results Revenue totaled $828.8 million, a 7.6% increase compared with the first quarter of 2025 Same-facility revenue increased 7.3% compared with the first quarter of 2025, including an increase in revenue per patient day of 5.6% and an increase in patient days of 1.6% Net income attributable to Acadia totaled $0.05 per diluted share, compared with $0.09 per diluted share in the prior-year period Adjusted net income attributable to Acadia totaled $33.3 million, or $0.37 per diluted share, compared with $36.9 million, or $0.40 per diluted share, in the prior-year period Adjusted EBITDA was $144.2 million, compared with $134.2 million in the prior-year period Added 82 newly licensed beds during the first quarter, including 42 beds to existing facilities and 40 beds from newly constructed facilities Adjusted net income attributable to Acadia, Adjusted EBITDA and Adjusted earnings per diluted share are non-GAAP financial measures. A reconciliation of all non-GAAP financial measures in this press release begins on page 10. "The good start to the year reflects disciplined execution throughout Acadia as we provide quality care for individuals seeking treatment for mental health and substance abuse issues," said Debbie Osteen, Chief Executive Officer of Acadia. "Strong patient volumes across our Acute and RTC businesses, along with continued operating efficiencies across the Company, enabled us to exceed the high end of our Adjusted EBITDA guidance. I am very pleased with how the team has responded in my first few months back as CEO, and we are building on this progress with a clear focus on sustained performance and long‑term value." Discussion of First Quarter Results Acadia reported first quarter revenue of $828.8 million, an increase of 7.6% year-over-year. Same-facility revenue increased 7.3%, driven by a 1.6% increase in patient days and a 5.6% increase in revenue per patient day. A portion of the increase in revenue per patient day reflects supplemental payments received from Tennessee and Ohio that were not included in the prior-year period, but were contemplated in...

Performance was primarily driven by the acute inpatient psychiatric segment, which saw 14% growth fueled by strong demand and increased inpatient volumes. Management implemented a structural reorganization of the acute service line, reducing geographic scope for division leaders to enhance facility-level oversight and accountability. A new operating group was established specifically to manage joint venture (JV) hospitals and recently opened facilities to accelerate their ramp-up and strengthen referral networks. Operational discipline focused on labor efficiency, achieving the eighth consecutive quarter of improved staff retention and reducing reliance on high-cost premium labor. The company is shifting its marketing and referral strategy back toward commercial payers and diversified sources to mitigate specific regional challenges, such as the loss of New York residents in Pennsylvania facilities. Management is leveraging technology and AI tools to improve real-time operational visibility and enhance clinical documentation to better reflect patient acuity. Full-year adjusted EBITDA guidance was raised by $5 million at the midpoint, reflecting Q1 outperformance and expected cost efficiencies from corporate headcount reductions. The company plans to add 400 to 600 new beds in 2026, focusing on completing current JV projects while reducing overall capital investment by over $300 million compared to 2025. Guidance assumes a sequential improvement in the back half of the year driven by the continued ramping of facilities opened between 2023 and 2025. Management identified at least $22 million in potential incremental EBITDA from supplemental payment programs currently under regulatory review, which are not yet included in formal guidance. Free cash flow is expected to turn positive in 2026 as capital expenditure declines in the second half following the opening of three major JV facilities. Payer denials and bad debt levels were higher than anticipated in Q1; management has re-engaged former leadership on a consulting basis to audit and improve revenue cycle management. Severe winter weather in early 2026 negatively impacted the Comprehensive Treatment Center (CTC) business, resulting in a $3.7 million hit to adjusted EBITDA. Net leverage is expected to temporarily spike to 4.4x-4.5x in Q2 2025 due to the rolling off of a significant one-time supplemental payme...