ACHC Nasdaq Konferencja wynikowa
Acadia Healthcare Company, Inc. (ACHC) · wyniki II kw. 2026
Cena akcji: $29.62 · 2026-11-02
Wyniki II kw. 2026 vs I kw. 2026 · poprzedni kwartał · opublikowano 28 lip 2026 i 30 kwi 2026
Net income up 166.2% on the previous quarter. Management sounded about as positive as a typical company call, in its script and in answers to analysts.
Na razie dostępna jest tylko podstawowa analiza tej spółki.
1 · Liczby
+166,2%
Zysk netto vs I kw. 2026
Podano perspektywy
Zysk netto 10,9 mln vs 4,1 mln
Przychody +4,5%
Against the same quarter last year (II kw. 2025) it is −63.7%, so the move on last quarter looks seasonal or timing-related rather than a trend.
2 · Jak mówił zarząd
Typowy
Less upbeat than 63% of company calls
Answers to analysts: restrained, in line with the script.
Similar to last call.
3 · Co się wyróżniło
Liczba
As of March 31, 2026, the company had $158 million in cash and cash equivalents and approximately $565 million available under its credit facility.
Wycena
Odwrócony DCF. Wolne przepływy pieniężne z ostatniego pełnego roku obrotowego, powiększane przez 10 lat, zdyskontowane, plus wartość rezydualna. „Wzrost implikowany” to tempo, które zakłada obecna cena.
Wycena niedostępna: wolne przepływy pieniężne i zysk były ujemne w ostatnim pełnym roku i średnio w trzech ostatnich, więc nie ma czego dyskontować.
Aktualna cena
$29.62
zamknięcie z 2026-11-02
Wzrost przychodów, 3 lata
+8,3% rocznie
średnioroczne tempo (CAGR)
Wolne przepływy pieniężne 2023
$0,0B
Wolne przepływy pieniężne 2024
−$0,6B
Wolne przepływy pieniężne 2025
−$0,4B
Między wierszami
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Główny temat
Normalizing for timing of supplemental payments in Florida and Tennessee reveals 2.8% growth instead of flat revenue.
Cytat ze źródła
“After normalizing for the impact of the timing of supplemental payments related to prior periods in Florida and Tennessee, our total... For the second quarter, our total revenue was flat compared with the prior year period. In our acute business, we saw continued progress in ramping occupancy and revenue at our new facilities that have opened over the last few years, and our growth in same-facility volumes...”
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Główny temat
ACHC reported positive free cash flow performance in the second quarter due to core business performance, new facility execution, and a decrease in AR days relative to previous periods.
Cytat ze źródła
“We were pleased with the free cash flow performance during the second quarter and expect that to continue into the back... And it is attributable to strong performance in the core business and strong execution on many of our new facilities in addition to just some EBITDA visibility and confidence in the full year number that we have after being through the first part of the year, moving into the second half of the year, we're also seeing positive trends in our working capital and would highlight that AR days declined relative to where they were not only...”
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Prognoza
The company expects to generate additional free cash flow in the second half of the year due to a disciplined approach to capital deployment, including CapEx.
Cytat ze źródła
“We are taking a disciplined approach to capital deployment, including CapEx, and we expect to generate additional free cash flow in the second half of the year.”
Ton
Jak optymistyczny był język w porównaniu z innymi spółkamiiTon to liczba pozytywnych słów finansowych minus liczba negatywnych, skorygowana o długość tekstu. Zarządy zwykle mówią pozytywnie, więc etykiety porównują każdą konferencję z ostatnimi konferencjami wszystkich spółek: „typowy” to środkowa trzecia, „bardzo optymistyczny” to najlepsze 10%, „ostrożny” to najsłabsze 10%.. Kropka: II kw. 2026. Pierścień: I kw. 2026.
Script and answers carried a similar tone, so the script's message held up under questioning.
Zdania, które wpłynęły na ton
“In our RTC service line, revenue in the second quarter was $97 million and increased 12% year-over-year, driven by solid volume growth as well as growth in revenue per day.”
“But with the strong demand capacity and team that we have and demand that we still see in that service line, we do see continued opportunity there to improve the...”
“We have seen growth in the number of clinics in that market and continue to see some opportunities in other markets to continue to add clinics selectively and based on...”
Wszystkie liczby
USD · ROIC.AI fundamentals (NASDAQ:ACHC, period end 2026-06-30)
| Pozycja | II kw. 2026period end 2026-06-30 | I kw. 2026period end 2026-03-31 | Zmiana | II kw. 2025 | r/r |
|---|---|---|---|---|---|
| Przychody | 865,8 mln | 828,8 mln | +4,5% | 869,2 mln | −0,4% |
| Zysk brutto ze sprzedaży | 835,6 mln | — | — | ||
| Zysk operacyjny | 87,8 mln | 11,0 mln | +700,5% | 50,0 mln | +75,5% |
| Zysk netto | 10,9 mln | 4,1 mln | +166,2% | 30,1 mln | −63,7% |
| Zysk na akcję | 0,12 | 0,05 | +140,7% | 0,33 | −63,5% |
| C/Z | — | strata 12 mies. | — | 14,9 | — |
Tematy
Najczęściej omawiane teraz
- Nowe Looking at its second quarter results, a few notable highlights include the following: Acadia Healthcare delivered revenue that was above…
- Nowe Acadia Healthcare ats the corporate level, it did take out a level of middle management just to facilitate problem solving to...
- Since I returned as CEO 6 months ago, Acadia Healthcare has refocused on its key priorities in order to create lasting...
- As always, Acadia is guided by Acadia Healthcare's mission to provide compassionate care that improves lives, inspires hope, and elevates…
- Acadia Healthcare has made significant progress on its key priorities in the first half of the year, and it expects to deliver...
Zniknęło od I kw. 2026
- Zniknęło Acadia Healthcare's CTC revenue grew 2.5% compared to the first quarter of 2025, but it slowed sequentially as it was negatively...
- Zniknęło It's slightly higher supplementals in the back half on a run rate basis, just sort of the core embedded supplementals...
- Słabnie As I shared in its last call, Acadia Healthcare is focused on building on its strong foundation with operational discipline and...
- Słabnie The decline in Acadia Healthcare's specialty facility revenue of 6.5% was driven by the previously discussed challenges in Pennsylvania and…
Najnowsze komunikaty
Oficjalne raporty spółki, od najnowszych.
- Other events · SEC 8-K
- Results of operations; Regulation FD disclosure · SEC 8-K
- Other events · SEC 8-K
- Shareholder vote results · SEC 8-K
- Results of operations; Regulation FD disclosure · SEC 8-K
- Director or officer change; Regulation FD disclosure · SEC 8-K
- Director or officer change; Regulation FD disclosure · SEC 8-K
- Results of operations; Regulation FD disclosure · SEC 8-K