Acadia Healthcare Company, Inc. (ACHC) · Nov 4, 2026 · Earnings

Acadia Healthcare earnings beat as guidance rises again

Beat — Adj. EPS $0.60 vs ~$0.46 consensus; revenue $895.3M vs ~$877.8M

Acadia Healthcare earnings beat Q3 estimates and lifted 2026 guidance, with acute growth accelerating but EBITDA helped by a Florida payment benefit.

Acadia is in a capacity-expansion phase, trying to convert a large acute-bed buildout into sustained utilization and earnings growth after second-quarter profitability was pressured by professional-liability costs and the timing of supplemental payments.

The quarter cleared the market’s bar by a meaningful margin. Adjusted EPS was $0.60 versus published consensus of roughly $0.46, while revenue was $895.3 million versus roughly $877.8 million expected. Total revenue rose 5.1% year over year, and adjusted EBITDA increased only 2.0%, so the earnings beat was stronger than the headline operating growth alone suggests.

Metric	Q3 2026	Q3 2025	Consensus / prior guide
Revenue (Third Quarter Financial Summary)	$895.3M (+5.1%)	$851.6M	~$877.8M consensus
Adjusted EPS (Third Quarter Financial Summary)	$0.60 (-16.7%)	$0.72	~$0.46 consensus
Adjusted EBITDA (Third Quarter Financial Summary)	$176.4M (+2.0%)	$173.0M	—
FY revenue guidance (Guidance Range)	$3.44–$3.46B	—	$3.40–$3.45B prior
FY adjusted EBITDA guidance (Guidance Range)	$615–$625M	—	$590–$615M prior
FY adjusted EPS guidance (Guidance Range)	$1.70–$1.80	—	$1.45–$1.60 prior
FY operating cash flow (Guidance Range)	$375–$400M	—	$350–$400M prior
FY capital expenditures (Guidance Range)	$210–$230M	—	$235–$255M prior

The most important change is the raised full-year outlook. The midpoint of adjusted EBITDA guidance increased about 3%, while the adjusted EPS midpoint rose about 15%; capital-spending guidance also fell by roughly 10%. That combination says Acadia now expects better earnings conversion and less cash investment than it assumed in July, not merely a one-quarter variance.

Acute expansion is producing the clearest operating traction. Acute revenue increased 11.3%, acute inpatient volumes rose 7.5%, and the company added 220 licensed beds, including a new 144-bed facility near Jacksonville. 〔0〕 This supports the company’s central growth strategy, although Specialty revenue fell 8.2% and CTC revenue fell 2.3%, showing that growth remains concentrated rather than broad-based.

The earnings quality is good but not entirely clean. Same-facility revenue rose 5.2% and same-facility EBITDA rose 6.1% in the quarter, but the nine-month same-facility EBITDA figure was down 1.6%. The quarterly EBITDA result also included a $13.4 million Florida supplemental-payment accrual, versus $5.6 million assumed in the prior guidance. That benefit explains part of the upside and means the underlying improvement is better than the reported nine-month trend, but not as strong as the adjusted EPS beat alone implies.

Balance-sheet pressure eased, but leverage remains material. Net leverage declined to 3.9x adjusted EBITDA from 4.1x at June 30, while liquidity increased to $710.1 million of revolver availability. That gives the expansion program more room, though the company remains exposed to labor costs, Medicaid changes and reimbursement timing.

Bottom line: Acadia delivered a genuine earnings beat and raised its full-year outlook materially, strengthening the expansion story. The main qualification is that a sizable Florida payment benefit helped the quarter, so the result is clearly better than expected but not a pure underlying-margin breakthrough.

What to watch next

November 5 earnings call

Original filing on SEC EDGAR

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AllSight · BlackBerry Q2 FY27

Revenue $163.3M vs ~$144M expected; adjusted basic EPS $0.07 vs ~$0.04 consensus — a real upside surprise.Income statement
QNX revenue +27% to $80.3M; segment EBITDA $29.0M from $20.5M. “Record performance… core automotive.”Segment — QNX
Licensing jumped to $22.1M from $6.6M — it amplified the beat, but it's less recurring than QNX, so the quality sits in QNX.Segment — Licensing
FY27 guide lifted to $616–636M rev / $141–158M EBITDA, above the prior $594–621M / $119–139M framework.Guidance
QNX growth, margins, cash and a raised outlook all beat. But licensing amplified it and Secure Comms is flat — net retention 91% from 93%.Segment — Secure Comms

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Events/ANDE/8-K · Earnings

8-K · Item 2.02 · Earnings

The Andersons — a record Renewables quarter that beat profit expectations

Filed Aug 3, 2026ANDE · NASDAQ

AllSight readBeatPriced in▲ 1.8% since filed · reaction agrees

adj. EPS $2.15 vs ~$1.48 consensus

This filing tests whether The Andersons' sharp profit increase reflects broad operating improvement or a one-off renewable-fuels boost. It also separates strong adjusted earnings and cash generation from the quarter's legal and impairment charges.

The quarter was substantially stronger than both last year and the published earnings expectation. Adjusted EPS reached $2.15, versus $0.24 a year earlier and above the published consensus of about $1.48; reported EPS was $1.65. Adjusted EBITDA more than doubled to $140 million, while sales slipped modestly — the improvement came from margins and operating performance rather than higher revenue. Financial Highlights · Statements of Operations

Q2 ($M, exc. per-share)	Q2 2026	Q2 2025	YoY
Sales & merchandising revenue	3,097.7	3,135.9	−1%
Net income (attributable)	56.6	7.9	+48.7
Diluted EPS	1.65	0.23	+1.42
Adjusted EPS	2.15	0.24	+1.91
Adjusted EBITDA	140.3	65.2	+75.1
Agribusiness adj. pretax	20.3	16.8	+3.5
Renewables adj. pretax	88.4	9.6	+78.8
Cash from operations	487.9	299.3	+188.6
Cash from ops (pre-WC)	112.9	42.9	+70.1

Renewables drove nearly all of the upside — the operating backdrop was strong, but the result also benefited materially from tax credits. Renewables' adjusted pretax income rose to $88 million on record production, stronger ethanol margins and merchandising gains. It also received $24 million of 45Z producer tax credits, so this was not solely a repeatable plant-margin improvement; the company did cite healthy export and domestic ethanol demand as supportive. Renewables — Record Q2 · Segment Data

Agribusiness improved, but it was a supporting contributor rather than the main earnings engine. Adjusted pretax income increased to $20 million as fertilizer margins improved and merchandising benefited from commodity-price volatility, despite lower fertilizer volumes. Agribusiness — Improved Q2 · Segment Data

Cash generation improved and funding capacity is comfortable, while reported earnings still absorbed meaningful non-core costs. Operating cash flow was $488 million ($113 million before working-capital changes); capital spending was $76 million. Adjusted EPS excludes $0.50 of legal-settlement, impairment and transaction items, so the $2.15 adjusted result runs ahead of the $1.65 reported. Leverage stays below the <2.5× debt-to-EBITDA target; no new quantified full-year outlook was given. Cash & Liquidity · Adjusted Net Income

Community sentiment · 612 votes

58% bullish

Bull 58%Neu 27%Bear 15%

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Acadia Healthcare earnings beat as guidance rises again

What to watch next

More Acadia Healthcare Company, Inc. news

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