Feed / ACHC

Acadia Healthcare Company, Inc.

ACHC

Healthcare · 27.51 -1.9% today

Isolated · not yet confirmedMarket checked 30 Sept, 15:55 GMT-4

Market read

No connected market move is active around Acadia Healthcare Company, Inc..

No new filing conclusion is available. 0 of 0 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.

Company-1.9% todayVolume comparison unavailable
Market groupNo active group readNo durable group available
Disclosed network0 of 1 confirmingNo filing-linked name is confirming now
What would change this read
  • ACHC's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if ACHC's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Healthcare · Medical Care Facilities

No new filing conclusion is available. 0 of 0 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • ACHC's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Oct 1, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations341
Usable filing statements67
Verified relationships1
Evidence supporting the case
  • Latest annual revenue changed +5.0% year over year.
Evidence challenging the case
  • Net margin changed -41.4 percentage points in the latest annual period.
Questions before a position
  • EV/sales is 20% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 30, 2026

27.51
6m+17.6%12m+12.1%24m—
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$2.3B+10.7%$2.10+2.5%
2022-12-31$2.6B+12.8%$2.98+0.8%
2023-12-31$2.9B+12.2%$-0.24-0.7%
2024-12-31$3.2B+7.7%$2.78+1.2%
2025-12-31$3.3B+5.0%$-12.16-1.5%

What management says matters

Persistent and emerging business drivers

Supply chain and availabilitymixed · 5 filings
“Subsequent changes resulting from a patient’s ability to pay are recorded as bad debt expense, which is included as a component of other operating expenses in the condensed consolidated statements of income.”
10-Q · Jul 28, 2026 ↗
Legal and regulatory exposurenegative · 3 filings
“The Company maintains a primary insurance policy and an excess insurance policy applicable to the Sandoval Litigation, subject to applicable policy terms, limits, retentions, and exclusions, but the excess insurance policy for the relevant policy year was exh…”
10-Q · Jul 28, 2026 ↗
Demand and volumemixed · 1 filings
“Net (loss) income attributable to Acadia Healthcare Company, Inc.”
10-K · Feb 27, 2026 ↗
Restructuring and cost reductionsmixed · 1 filings
“How We Addressed the Matter in Our Audit Auditing the Company’s impairment tests for goodwill was complex and involved auditor judgment and the involvement of a valuation specialist due to the significant estimation required to determine the fair value of the…”
10-K · Feb 27, 2026 ↗

Valuation discipline

Descriptive valuation snapshot

Price/sales 0.8× · EV/sales 1.5×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

27.51-1.9% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 30 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for ACHC. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for ACHC. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind ACHC

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

UHSUniversal Health Services, Inc.competitorFeb 27, 2026 ▾

“Our principal competitors include other behavioral healthcare service companies, such as Universal Health Services, Inc.”

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 1 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

ACHC is currently a Leader in the organic co-movement group Unknown Theme. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for ACHC; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.