ACHC · Acadia Healthcare Company, Inc.
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AI Brief
Q2 FY26 earnings call · Jul 29, 2026TL;DR. Acadia reported Q2 results largely in line with guidance, beat on operating cash flow, and raised full-year adjusted EBITDA and operating cash flow guidance while reducing CapEx outlook, but adjusted EBITDA still fell 26% YoY due to a $28.6M professional liability reserve increase, and the company has not reflected expanded Florida/Ohio supplemental payments in guidance.
- + Generated $124M of free cash flow and reduced debt by $113M in Q2
- + Raised full-year operating cash flow guidance range to $350–$400M from $285–$325M
- + Raised low end of full-year adjusted EBITDA guidance to $590M from $580M
- + Lowered full-year CapEx guidance to $235–$255M from $255–$280M
- − Q2 adjusted EBITDA fell 26% YoY to $149.2M, dragged by a $28.6M PLGL reserve increase
- − Reported Q2 net income attributable to Acadia fell 64% YoY to $10.9M
- − Specialty revenue declined 8.4% YoY due to Pennsylvania/New York Medicaid changes and prior closures
- − Potential Medicaid headwinds from OBBBA work/community engagement requirements
- − Same-facility revenue was flat YoY (reported), with revenue per patient day down 0.8%
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Same facility admissions growth non-GAAP | 6.4% | the three months ended June 30, 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Medical Care Facilities — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
ACHC
this stock
Acadia Healthcare Company, Inc.
|
$2.55B | +103.5% | +5.0% | — | 23.3% |
|
HCA
HCA Healthcare, Inc.
|
$96.64B | -6.8% | +7.1% | 15.0 | 2.9% |
|
FSNUY
Fresenius SE & Co. KGaA
|
$29.92B | -13.3% | — | — | 0.0% |
|
THC
Tenet Healthcare Corp
|
$20.91B | +30.6% | +0.9% | 10.0 | 2.5% |
|
FMS
Fresenius Medical Care AG
|
$12.08B | -4.9% | +5.9% | — | 0.5% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ACHC | +3.4% | +2.6% | +8.7% | +5.0% | +103.5% |
| SPY | +1.2% | +0.6% | +11.6% | +1.6% | +13.6% |
| vs SPY | +2.2% | +2.0% | -2.9% | +3.4% | +89.8% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.