This story was originally published on Healthcare Dive. To receive daily news and insights, subscribe to our free daily Healthcare Dive newsletter. Dive Brief: Healthcare bankruptcies declined in 2025, even as the sector faces financial headwinds on the horizon, according to an analysis published last week by restructuring advisory firm Gibbins Advisors. The industry recorded 45 bankruptcy filings for debtors with liabilities of at least $10 million last year, down 21% from 2024 — and a steep drop fro ...

Group 1 - Bank of America (BofA) downgraded Acadia Healthcare Inc from Buy to Neutral and lowered the price forecast from $27 to $25 due to anticipated headwinds from Medicaid state-directed payment program cuts in 2028 and beyond [1] - Acadia's same-store volumes have decelerated to low single digits, impacted by legal issues at some locations and reduced inpatient admissions due to payor pressure [3] - Acadia Healthcare reported second-quarter adjusted earnings of 83 cents per share, exceeding the consensus estimate of 68 cents, with sales increasing 9.2% year over year to $869.23 million, also surpassing the consensus of $840.02 million [4] Group 2 - Analyst Joanna Gajuk expects volume growth to improve as new bed capacity increases, with Acadia expanding beds by 12% in 2024 and an additional 8% planned for 2025 [4] - Acadia Healthcare has revised its fiscal 2025 adjusted earnings per share guidance down from $2.50-$2.80 to $2.45-$2.65, compared to the consensus of $2.67 [5] - The company narrowed its sales guidance for fiscal 2025 from $3.3 billion-$3.4 billion to $3.3 billion-$3.35 billion, against a consensus of $3.334 billion [5]

Healthcare Sector Impact - US healthcare sector is broadly affected by Washington's Medicaid cuts [1] - Even financially strong teaching hospitals associated with leading medical schools are not exempt from the impact [1]

A recent study showed that by 2034, the annual economic impact of cuts to Medicaid are estimated to result in more than 400,000 jobs lost and $183 billion in reduced economic output. https://t.co/ZPgFhFPA8o ...

Stock Performance - Centene 股票下跌 40% [1] Potential Risks - 可能因 1 万亿美元的 Medicaid 削减而下滑 [1]

Stock Performance - Centene 股票下跌 40% [1] Potential Risks - Medicaid 削减 1 万亿美元可能导致股价下跌 [1]

Policy Change - Medicaid cuts could begin following House passage of Trump's megabill [1]

Here’s When Medicaid Cuts Could Begin After House Passes Trump’s Megabill https://t.co/MSZtQO34Ng https://t.co/MSZtQO34Ng ...

Fiscal Policy & Economic Growth - The bill aims to provide tax relief for working and middle-class families to improve affordability [2] - The bill intends to secure the southern border, build the wall, and provide resources for deportations [3] - The bill seeks to open up the country to energy exploration to increase base load power on the grid [3] - The bill aims to expand the economy and increase investment in the United States, leading to wage growth [8][9] - The goal is to grow the economy and get more people into the workforce to reduce the burden on the federal government [10] - Tax policy is viewed as a means of raising revenue, with the expectation that this bill will expand the economy and increase revenue [12][13] Healthcare & Social Programs - The bill strengthens work requirements in Medicaid and SNAP, aligning with Clinton-era policies [4] - The bill prioritizes Medicaid benefits for poor families, children, the elderly, and pregnant women over able-bodied adults without children [6] - The bill aims to incentivize able-bodied individuals to enter the workforce and pay for their own benefits [6] Deficit & Borrowing - The US government needs to slow down its borrowing to avoid rising bond rates, which would increase borrowing rates for families and businesses [10][11]

Policy Changes - Medicaid cuts could begin following House passage of Trump's megabill [1]