Core Viewpoint - Acadia Healthcare is a leading provider in the inpatient behavioral health care sector, recognized for its strong performance and unique market position [1]. Financial Performance - In the fourth quarter, Acadia reported adjusted earnings of $0.07 per share, exceeding the Zacks Consensus Estimate of $0.03, resulting in an earnings surprise of +164.15%. This is a decrease from $0.64 per share in the same quarter last year, but the company has consistently surpassed consensus EPS estimates over the last four quarters [3]. - Total revenues for the quarter reached $821.5 million, surpassing the expected $799 million, marking a 6.1% year-over-year increase driven by higher patient days and admissions, as well as increased revenues per patient day. However, this growth was partially offset by a shorter average length of stay and increased expenses [4]. Future Outlook - Acadia anticipates 2026 revenues to be between $3.37 billion and $3.45 billion, with adjusted EBITDA projected to range from $575 million to $610 million [5][6]. - Following the announcement of its fourth-quarter and full-year 2025 results, Acadia's stock experienced a 23% surge, benefiting from a broader market upswing, with a market capitalization of approximately $2 billion [5]. Analyst Ratings - Raymond James maintained an "Outperform" rating for Acadia Healthcare, indicating confidence in the company's future performance despite a recommendation to "hold" the stock [2][6].
Acadia Healthcare (NASDAQ: ACHC) Maintains Strong Performance in Behavioral Health Sector