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Side-by-side financial comparison of Acadia Healthcare Company, Inc. (ACHC) and American Homes 4 Rent (AMH). Click either name above to swap in a different company.
Acadia Healthcare Company, Inc. is the larger business by last-quarter revenue ($829.0M vs $455.0M, roughly 1.8× American Homes 4 Rent). American Homes 4 Rent runs the higher net margin — 31.7% vs 0.5%, a 31.2% gap on every dollar of revenue. On growth, Acadia Healthcare Company, Inc. posted the faster year-over-year revenue change (7.5% vs 4.2%). Over the past eight quarters, American Homes 4 Rent's revenue compounded faster (3.6% CAGR vs 2.0%).
Acadia Healthcare Company, Inc. is an American provider of for-profit behavioral healthcare services. It operates a network of over 225 facilities across the United States and Puerto Rico.
American Homes 4 RentAMHEarnings & Financial Report
American Homes 4 Rent, doing business as AMH, is a real estate investment trust based in Las Vegas, Nevada, that invests in single-family rental homes. As of December 31, 2019, the company owned 52,552 homes in 22 states. Its largest concentrations are in Atlanta, Dallas-Fort Worth, and Charlotte, North Carolina.
ACHC vs AMH — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $829.0M | $455.0M |
| Net Profit | $4.5M | $144.3M |
| Gross Margin | — | — |
| Operating Margin | — | — |
| Net Margin | 0.5% | 31.7% |
| Revenue YoY | 7.5% | 4.2% |
| Net Profit YoY | -50.8% | 0.3% |
| EPS (diluted) | $0.05 | $0.33 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $829.0M | — | ||
| Q4 25 | $821.5M | $455.0M | ||
| Q3 25 | $851.6M | $478.5M | ||
| Q2 25 | $869.2M | $457.5M | ||
| Q1 25 | $770.5M | $459.3M | ||
| Q4 24 | $774.2M | $436.6M | ||
| Q3 24 | $815.6M | $445.1M | ||
| Q2 24 | $796.0M | $423.5M |
| Q1 26 | $4.5M | — | ||
| Q4 25 | $-1.2B | $144.3M | ||
| Q3 25 | $36.2M | $116.8M | ||
| Q2 25 | $30.1M | $123.6M | ||
| Q1 25 | $8.4M | $128.7M | ||
| Q4 24 | $32.6M | $143.9M | ||
| Q3 24 | $68.1M | $87.6M | ||
| Q2 24 | $78.5M | $108.5M |
| Q1 26 | — | — | ||
| Q4 25 | -142.4% | — | ||
| Q3 25 | 4.7% | — | ||
| Q2 25 | 5.8% | — | ||
| Q1 25 | 1.7% | — | ||
| Q4 24 | 4.9% | — | ||
| Q3 24 | 12.1% | — | ||
| Q2 24 | 13.4% | — |
| Q1 26 | 0.5% | — | ||
| Q4 25 | -143.3% | 31.7% | ||
| Q3 25 | 4.3% | 24.4% | ||
| Q2 25 | 3.5% | 27.0% | ||
| Q1 25 | 1.1% | 28.0% | ||
| Q4 24 | 4.2% | 33.0% | ||
| Q3 24 | 8.4% | 19.7% | ||
| Q2 24 | 9.9% | 25.6% |
| Q1 26 | $0.05 | — | ||
| Q4 25 | $-12.98 | $0.33 | ||
| Q3 25 | $0.40 | $0.27 | ||
| Q2 25 | $0.33 | $0.28 | ||
| Q1 25 | $0.09 | $0.30 | ||
| Q4 24 | $0.36 | $0.33 | ||
| Q3 24 | $0.74 | $0.20 | ||
| Q2 24 | $0.85 | $0.25 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $158.5M | $108.5M |
| Total DebtLower is stronger | $2.5B | $5.1B |
| Stockholders' EquityBook value | $2.0B | $7.0B |
| Total Assets | $5.5B | $13.2B |
| Debt / EquityLower = less leverage | 1.29× | 0.72× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $158.5M | — | ||
| Q4 25 | $133.2M | $108.5M | ||
| Q3 25 | $118.7M | $45.6M | ||
| Q2 25 | $131.4M | $323.3M | ||
| Q1 25 | $91.2M | $69.7M | ||
| Q4 24 | $76.3M | $199.4M | ||
| Q3 24 | $82.1M | $162.5M | ||
| Q2 24 | $77.2M | $718.4M |
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | $5.1B | ||
| Q3 25 | $2.3B | $4.8B | ||
| Q2 25 | $2.3B | $5.2B | ||
| Q1 25 | $2.2B | $4.9B | ||
| Q4 24 | $2.0B | $5.0B | ||
| Q3 24 | $1.9B | $4.5B | ||
| Q2 24 | $1.8B | $5.0B |
| Q1 26 | $2.0B | — | ||
| Q4 25 | $1.9B | $7.0B | ||
| Q3 25 | $3.1B | $7.2B | ||
| Q2 25 | $3.1B | $7.2B | ||
| Q1 25 | $3.0B | $7.2B | ||
| Q4 24 | $3.1B | $7.2B | ||
| Q3 24 | $3.0B | $7.0B | ||
| Q2 24 | $3.0B | $7.0B |
| Q1 26 | $5.5B | — | ||
| Q4 25 | $5.5B | $13.2B | ||
| Q3 25 | $6.4B | $13.3B | ||
| Q2 25 | $6.3B | $13.6B | ||
| Q1 25 | $6.1B | $13.3B | ||
| Q4 24 | $6.0B | $13.4B | ||
| Q3 24 | $5.9B | $12.8B | ||
| Q2 24 | $5.7B | $13.3B |
| Q1 26 | 1.29× | — | ||
| Q4 25 | 1.28× | 0.72× | ||
| Q3 25 | 0.74× | 0.68× | ||
| Q2 25 | 0.74× | 0.72× | ||
| Q1 25 | 0.72× | 0.69× | ||
| Q4 24 | 0.64× | 0.70× | ||
| Q3 24 | 0.62× | 0.64× | ||
| Q2 24 | 0.62× | 0.71× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $61.5M | $864.3M |
| Free Cash FlowOCF − Capex | — | $823.7M |
| FCF MarginFCF / Revenue | — | 181.0% |
| Capex IntensityCapex / Revenue | — | 8.9% |
| Cash ConversionOCF / Net Profit | 13.78× | 5.99× |
| TTM Free Cash FlowTrailing 4 quarters | — | $1.5B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $61.5M | — | ||
| Q4 25 | $-86.3M | $864.3M | ||
| Q3 25 | $73.2M | $223.3M | ||
| Q2 25 | $133.5M | $271.9M | ||
| Q1 25 | $11.5M | $223.4M | ||
| Q4 24 | $116.7M | $811.5M | ||
| Q3 24 | $163.1M | $233.6M | ||
| Q2 24 | $171.1M | $274.0M |
| Q1 26 | — | — | ||
| Q4 25 | $-179.5M | $823.7M | ||
| Q3 25 | $-63.0M | $214.5M | ||
| Q2 25 | $-34.2M | $257.7M | ||
| Q1 25 | $-163.2M | $215.9M | ||
| Q4 24 | $-86.8M | $777.5M | ||
| Q3 24 | $-27.1M | $225.3M | ||
| Q2 24 | $16.9M | $263.3M |
| Q1 26 | — | — | ||
| Q4 25 | -21.8% | 181.0% | ||
| Q3 25 | -7.4% | 44.8% | ||
| Q2 25 | -3.9% | 56.3% | ||
| Q1 25 | -21.2% | 47.0% | ||
| Q4 24 | -11.2% | 178.1% | ||
| Q3 24 | -3.3% | 50.6% | ||
| Q2 24 | 2.1% | 62.2% |
| Q1 26 | — | — | ||
| Q4 25 | 11.3% | 8.9% | ||
| Q3 25 | 16.0% | 1.8% | ||
| Q2 25 | 19.3% | 3.1% | ||
| Q1 25 | 22.7% | 1.6% | ||
| Q4 24 | 26.3% | 7.8% | ||
| Q3 24 | 23.3% | 1.9% | ||
| Q2 24 | 19.4% | 2.5% |
| Q1 26 | 13.78× | — | ||
| Q4 25 | — | 5.99× | ||
| Q3 25 | 2.02× | 1.91× | ||
| Q2 25 | 4.43× | 2.20× | ||
| Q1 25 | 1.37× | 1.74× | ||
| Q4 24 | 3.58× | 5.64× | ||
| Q3 24 | 2.39× | 2.67× | ||
| Q2 24 | 2.18× | 2.52× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ACHC
| Acute Inpatient Psychiatric Facilities | $471.0M | 57% |
| Other | $140.0M | 17% |
| Specialty Treatment Facilities | $128.0M | 15% |
| Residential Treatment Facilities | $90.0M | 11% |
AMH
Segment breakdown not available.
