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Side-by-side financial comparison of Acadia Healthcare Company, Inc. (ACHC) and AvalonBay Communities (AVB). 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 $767.9M, roughly 1.1× AvalonBay Communities). AvalonBay Communities runs the higher net margin — 9040.6% vs 0.5%, a 9040.0% gap on every dollar of revenue. On growth, Acadia Healthcare Company, Inc. posted the faster year-over-year revenue change (7.5% vs 3.7%). Over the past eight quarters, AvalonBay Communities's revenue compounded faster (3.8% 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.
AvalonBay Communities, Inc. is a publicly traded real estate investment trust that invests in apartments.
ACHC vs AVB — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $829.0M | $767.9M |
| Net Profit | $4.5M | $166.0M |
| Gross Margin | — | — |
| Operating Margin | — | 64.2% |
| Net Margin | 0.5% | 9040.6% |
| Revenue YoY | 7.5% | 3.7% |
| Net Profit YoY | -50.8% | -41.2% |
| EPS (diluted) | $0.05 | $1.18 |
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 | $767.9M | ||
| Q3 25 | $851.6M | $766.8M | ||
| Q2 25 | $869.2M | $760.2M | ||
| Q1 25 | $770.5M | $745.9M | ||
| Q4 24 | $774.2M | $740.5M | ||
| Q3 24 | $815.6M | $734.3M | ||
| Q2 24 | $796.0M | $726.0M |
| Q1 26 | $4.5M | — | ||
| Q4 25 | $-1.2B | $166.0M | ||
| Q3 25 | $36.2M | $381.3M | ||
| Q2 25 | $30.1M | $268.7M | ||
| Q1 25 | $8.4M | $236.6M | ||
| Q4 24 | $32.6M | $282.1M | ||
| Q3 24 | $68.1M | $372.5M | ||
| Q2 24 | $78.5M | $253.9M |
| Q1 26 | — | — | ||
| Q4 25 | -142.4% | 64.2% | ||
| Q3 25 | 4.7% | 65.7% | ||
| Q2 25 | 5.8% | 67.6% | ||
| Q1 25 | 1.7% | 68.5% | ||
| Q4 24 | 4.9% | 63.1% | ||
| Q3 24 | 12.1% | 65.4% | ||
| Q2 24 | 13.4% | 66.6% |
| Q1 26 | 0.5% | — | ||
| Q4 25 | -143.3% | 9040.6% | ||
| Q3 25 | 4.3% | 49.7% | ||
| Q2 25 | 3.5% | 35.3% | ||
| Q1 25 | 1.1% | 31.7% | ||
| Q4 24 | 4.2% | 38.1% | ||
| Q3 24 | 8.4% | 50.7% | ||
| Q2 24 | 9.9% | 35.0% |
| Q1 26 | $0.05 | — | ||
| Q4 25 | $-12.98 | $1.18 | ||
| Q3 25 | $0.40 | $2.68 | ||
| Q2 25 | $0.33 | $1.88 | ||
| Q1 25 | $0.09 | $1.66 | ||
| Q4 24 | $0.36 | $1.99 | ||
| Q3 24 | $0.74 | $2.61 | ||
| Q2 24 | $0.85 | $1.78 |
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 | $187.2M |
| Total DebtLower is stronger | $2.5B | $9.3B |
| Stockholders' EquityBook value | $2.0B | $11.6B |
| Total Assets | $5.5B | $22.2B |
| Debt / EquityLower = less leverage | 1.29× | 0.80× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $158.5M | — | ||
| Q4 25 | $133.2M | $187.2M | ||
| Q3 25 | $118.7M | $123.3M | ||
| Q2 25 | $131.4M | $102.8M | ||
| Q1 25 | $91.2M | $53.3M | ||
| Q4 24 | $76.3M | $108.6M | ||
| Q3 24 | $82.1M | $552.4M | ||
| Q2 24 | $77.2M | $545.8M |
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | $9.3B | ||
| Q3 25 | $2.3B | $8.7B | ||
| Q2 25 | $2.3B | $8.7B | ||
| Q1 25 | $2.2B | $8.3B | ||
| Q4 24 | $2.0B | $8.1B | ||
| Q3 24 | $1.9B | $8.4B | ||
| Q2 24 | $1.8B | $8.4B |
| Q1 26 | $2.0B | — | ||
| Q4 25 | $1.9B | $11.6B | ||
| Q3 25 | $3.1B | $11.9B | ||
| Q2 25 | $3.1B | $11.9B | ||
| Q1 25 | $3.0B | $11.9B | ||
| Q4 24 | $3.1B | $11.9B | ||
| Q3 24 | $3.0B | $11.9B | ||
| Q2 24 | $3.0B | $11.7B |
| Q1 26 | $5.5B | — | ||
| Q4 25 | $5.5B | $22.2B | ||
| Q3 25 | $6.4B | $21.9B | ||
| Q2 25 | $6.3B | $21.8B | ||
| Q1 25 | $6.1B | $21.2B | ||
| Q4 24 | $6.0B | $21.0B | ||
| Q3 24 | $5.9B | $21.3B | ||
| Q2 24 | $5.7B | $21.0B |
| Q1 26 | 1.29× | — | ||
| Q4 25 | 1.28× | 0.80× | ||
| Q3 25 | 0.74× | 0.73× | ||
| Q2 25 | 0.74× | 0.72× | ||
| Q1 25 | 0.72× | 0.70× | ||
| Q4 24 | 0.64× | 0.68× | ||
| Q3 24 | 0.62× | 0.70× | ||
| 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 | $1.7B |
| Free Cash FlowOCF − Capex | — | $1.4B |
| FCF MarginFCF / Revenue | — | 183.5% |
| Capex IntensityCapex / Revenue | — | 34.1% |
| Cash ConversionOCF / Net Profit | 13.78× | 10.07× |
| TTM Free Cash FlowTrailing 4 quarters | — | $2.5B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $61.5M | — | ||
| Q4 25 | $-86.3M | $1.7B | ||
| Q3 25 | $73.2M | $477.0M | ||
| Q2 25 | $133.5M | $377.8M | ||
| Q1 25 | $11.5M | $415.9M | ||
| Q4 24 | $116.7M | $1.6B | ||
| Q3 24 | $163.1M | $486.2M | ||
| Q2 24 | $171.1M | $380.0M |
| Q1 26 | — | — | ||
| Q4 25 | $-179.5M | $1.4B | ||
| Q3 25 | $-63.0M | $402.2M | ||
| Q2 25 | $-34.2M | $317.1M | ||
| Q1 25 | $-163.2M | $367.5M | ||
| Q4 24 | $-86.8M | $1.4B | ||
| Q3 24 | $-27.1M | $434.2M | ||
| Q2 24 | $16.9M | $333.0M |
| Q1 26 | — | — | ||
| Q4 25 | -21.8% | 183.5% | ||
| Q3 25 | -7.4% | 52.5% | ||
| Q2 25 | -3.9% | 41.7% | ||
| Q1 25 | -21.2% | 49.3% | ||
| Q4 24 | -11.2% | 191.0% | ||
| Q3 24 | -3.3% | 59.1% | ||
| Q2 24 | 2.1% | 45.9% |
| Q1 26 | — | — | ||
| Q4 25 | 11.3% | 34.1% | ||
| Q3 25 | 16.0% | 9.8% | ||
| Q2 25 | 19.3% | 8.0% | ||
| Q1 25 | 22.7% | 6.5% | ||
| Q4 24 | 26.3% | 26.1% | ||
| Q3 24 | 23.3% | 7.1% | ||
| Q2 24 | 19.4% | 6.5% |
| Q1 26 | 13.78× | — | ||
| Q4 25 | — | 10.07× | ||
| Q3 25 | 2.02× | 1.25× | ||
| Q2 25 | 4.43× | 1.41× | ||
| Q1 25 | 1.37× | 1.76× | ||
| Q4 24 | 3.58× | 5.70× | ||
| Q3 24 | 2.39× | 1.31× | ||
| Q2 24 | 2.18× | 1.50× |
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% |
AVB
Segment breakdown not available.
