Acadia Healthcare

ACHC

Market cap $2.25B

Acadia Healthcare (ACHC) reported earnings 30 days ago. What's next for the stock?

ACHC shares surge 82% YTD while it expands bed capacity, boosts cash flow and rides on rising behavioral health demand.

ACHC Q1 tops estimates with 37 cents EPS and 7.6% revenue growth, driven by higher patient days and admissions despite shorter stays and rising costs.

Acadia Healthcare Company, Inc. (ACHC) Q1 2026 Earnings Call Transcript

Acadia Healthcare Company, Inc. is downgraded to Sell due to persistent structural issues and a sharp valuation increase. Despite CEO change and capex cuts, ACHC faces a 200+ bps margin disadvantage from elevated insurance costs and rising claim frequency. ACHC's reliance on Medicaid (60.7% of revenue) is at risk from OBBBA, with reimbursement rates set to decline after 2028.

Acadia Healthcare (ACHC) came out with quarterly earnings of $0.37 per share, beating the Zacks Consensus Estimate of $0.28 per share. This compares to earnings of $0.4 per share a year ago.

FRANKLIN, Tenn.--(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 attributabl.

FRANKLIN, Tenn.--(BUSINESS WIRE)--Acadia Healthcare Company, Inc. (“Acadia” or the “Company”) (NASDAQ: ACHC) today announced the appointment of David Duckworth, former Chief Financial Officer of Acadia, as Interim Chief Financial Officer, effective May 1, 2026. Duckworth succeeds Todd Young, who is departing from the Company to pursue a CFO role at a private equity-backed animal health company. Young will remain with the Company through April 30, 2026, and will participate in the Company's firs.

Greenlight Capital's David Einhorn warned that investors may be underestimating potential downside risks. "It probably won't surprise anyone that we are again putting capital preservation at the top of our priorities," Einhorn said in his latest investor letter.

FRANKLIN, Tenn.--(BUSINESS WIRE)--Acadia Healthcare Company, Inc. (NASDAQ: ACHC) today announced that it will release its first quarter 2026 results on Wednesday, April 29, 2026, after the close of the market. Acadia will also conduct a conference call with institutional investors and analysts on Thursday, April 30, 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. The webcast of the conference.