Acadia Healthcare Company, Inc. (ACHC) Presents at 47th Annual Raymond James Institutional Investor Conference Transcript
Acadia Healthcare Company, Inc. maintains a Buy rating as new CEO Debbie Osteen focuses on operational stability and disciplined capital allocation amid ongoing industry headwinds. ACHC 2025 revenues reached $3.3bn with adjusted EBITDA of $609m, but a net loss of $1.1bn was driven by a non-cash goodwill impairment. 2026 guidance projects modest revenue growth to $3.37–$3.45bn, adjusted EBITDA of $575–$610m, and EPS decline, reflecting a reset year with limited organic volume growth.
Acadia Healthcare Company, Inc. (ACHC) Q4 2025 Earnings Call Transcript
ACHC tops Q4 estimates as admissions and patient days rise, lifting revenues, but profit plunges 89% year over year.
Acadia Healthcare (ACHC) came out with quarterly earnings of $0.07 per share, beating the Zacks Consensus Estimate of $0.03 per share. This compares to earnings of $0.64 per share a year ago.
Acadia Healthcare is rated Buy, driven by a record-low valuation post-2011 merger and a massive 29% short interest poised for a potential squeeze. ACHC trades at 6.5x EV/EBITDA and 1.2x EV/sales, far below its 10-year medians and current peer ratios, with steady earnings projected during 2026-27. Management slashed CapEx by $300M for 2026, aiming to stabilize cash flows and address debt concerns, while a new CEO and activist investors add confidence in a turnaround.
Acadia Healthcare (ACHC) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Acadia Healthcare Company, Inc. (ACHC) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript
Acadia Healthcare (NASDAQ:ACHC) shares plunged more than 10% after the company was downgraded to an ‘Underperform' rating by Bank of America analysts, who warned that rising insurance and legal costs will pressure profitability into 2026. The analyst also lowered their price objective on Acadia Healthcare to $13.
ACHC cuts its 2025 outlook as liability costs soar, with surging claims and weaker reinsurance sharply hitting earnings and EBITDA.
Acadia Healthcare Company, Inc. ( ACHC ) UBS Global Healthcare Conference 2025 November 11, 2025 2:45 PM EST Company Participants Christopher Hunter - CEO & Director Todd Young - Chief Financial Officer Conference Call Participants Joseph Overman - UBS Investment Bank, Research Division Presentation Joseph Overman UBS Investment Bank, Research Division Hey, everyone. I'm Joseph Overman, I'm on the health care managed care and facilities team here at UBS.
Acadia Healthcare Company, Inc. ( ACHC ) Q3 2025 Earnings Call November 6, 2025 9:00 AM EST Company Participants Brian Farley - Executive VP, General Counsel & Secretary Christopher Hunter - CEO & Director Todd Young - Chief Financial Officer Conference Call Participants Albert Rice - UBS Investment Bank, Research Division Pito Chickering - Deutsche Bank AG, Research Division Brian Tanquilut - Jefferies LLC, Research Division Benjamin Mayo - Leerink Partners LLC, Research Division Ryan Langston - TD Cowen, Research Division Jason Cassorla - Guggenheim Securities, LLC, Research Division Andrew Mok - Barclays Bank PLC, Research Division Matthew Gillmor - KeyBanc Capital Markets Inc., Research Division Joanna Gajuk - BofA Securities, Research Division Presentation Operator Hello, and thank you for standing by. My name is Lacey, and I will be your conference operator today.