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Acadia Healthcare Company, Inc. Q2 FY26 Results

ACHCQ2 FY26 Results
Filing
MetricValue ($ M)Q1 FY26Q2 FY25
Revenue865.844.5%0.4%
Total Income865.844.5%0.4%
Expenditure843.833.2%3.0%
PBT22.01100.8%56.0%
Net Profit10.93165.9%63.7%
OPM—
NPM1.26%0.77pp2.20pp
EPS0.12140.0%63.6%
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Acadia Healthcare Announces Second Quarter 2026 Results

29 Jul 2026 · 29 Jul, 2:31 am

Summary

Acadia Healthcare reported second quarter 2026 revenue of $865.8 million, which was approximately flat year-over-year, but showed 2.8% growth after normalizing for supplemental payment program revenue. Net income attributable to Acadia decreased significantly to $10.9 million ($0.12 per diluted share) from $30.1 million ($0.33 per diluted share) in the prior year, with Adjusted EBITDA also declining to $149.2 million from $201.8 million. The company highlighted operational execution and progress on key priorities, including opening new facilities and generating strong free cash flow, and updated its full-year 2026 guidance with an increased revenue and operating cash flow outlook.

Key Highlights

  1. 1

    Acadia Healthcare announced total revenue of $865.8 million for the second quarter ended June 30, 2026, which was approximately flat compared to the prior-year period.

  2. 2

    After normalizing for prior period supplemental payment program revenue, total revenue growth in the second quarter was 2.8%.

  3. 3

    Net income attributable to Acadia totaled $10.9 million, or $0.12 per diluted share, a decrease from $30.1 million, or $0.33 per diluted share, in the prior-year period.

  4. 4

    Adjusted net income attributable to Acadia was $35.1 million, or $0.38 per diluted share, down from $74.8 million, or $0.83 per diluted share, in the prior-year period.

  5. 5

    Adjusted EBITDA was $149.2 million for the second quarter of 2026, compared to $201.8 million in the prior-year period.

  6. 6

    The company added 240 licensed beds during the second quarter from newly constructed facilities.

  7. 7

    Acadia updated its full-year 2026 guidance, increasing the range for revenue to $3.40 to $3.45 billion and operating cash flow to $350 to $400 million.

Management Comments

D

Debbie Osteen

Acadia delivered solid results in the second quarter that were driven by our continued focus on disciplined operational execution and providing quality care for our patients. We made significant progress on our key priorities during the second quarter, including opening two new facilities with JV partners, continuing to ramp occupancy at our new facilities opened over the last few years, and generating strong free cash flow. We are well-positioned for additional progress in the second half of the year as we build upon our leadership position in the behavioral healthcare industry and continue expanding access to quality care for our patients.

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