Acadia Healthcare Company, Inc. — Form 8-K
Filed November 4, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 58/100
What the filing says
Acadia reported Q3 2026 revenue of $895.3M (+5.1% YoY), Adjusted EBITDA of $176.4M (+2% YoY), and Adjusted EPS of $0.60 (down from $0.72 prior year). The company raised FY2026 guidance: revenue to $3.44–$3.46B (from $3.40–$3.45B); Adjusted EBITDA to $615–$625M (from $590–$615M); Adjusted EPS to $1.70–$1.80 (from $1.45–$1.60). Added 220 licensed beds in Q3; expects ~$60M incremental EBITDA from 16 new acute facilities opened over four years to materialize in 2027 versus 2026.
Why this rating
Guidance raise is meaningful for $2.1B company (~3% revenue, ~2.5% EBITDA uplift), but offset by Q3 Adjusted EPS decline YoY (-17%) and same-facility EBITDA weakness (-1.6% nine-month YoY). Expansion trajectory positive but near-term margin pressure evident.
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