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Side-by-side financial comparison of Acadia Healthcare Company, Inc. (ACHC) and Compass Diversified Holdings (CODI). 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 $468.6M, roughly 1.8× Compass Diversified Holdings). Acadia Healthcare Company, Inc. runs the higher net margin — 0.5% vs -16.8%, a 17.4% gap on every dollar of revenue. On growth, Acadia Healthcare Company, Inc. posted the faster year-over-year revenue change (7.5% vs -5.1%). Over the past eight quarters, Compass Diversified Holdings's revenue compounded faster (6.8% 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.
Compass Diversified Holdings is a publicly traded holding firm that acquires and operates a diverse portfolio of middle-market businesses across sectors including consumer goods, industrial manufacturing, outdoor recreation, and food & beverage. It partners with portfolio company leadership teams to drive long-term operational growth and value creation, primarily serving North American markets.
ACHC vs CODI — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $829.0M | $468.6M |
| Net Profit | $4.5M | $-78.8M |
| Gross Margin | — | 43.1% |
| Operating Margin | — | 9.8% |
| Net Margin | 0.5% | -16.8% |
| Revenue YoY | 7.5% | -5.1% |
| Net Profit YoY | -50.8% | -14.4% |
| EPS (diluted) | $0.05 | $-0.91 |
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 | $468.6M | ||
| Q3 25 | $851.6M | $472.6M | ||
| Q2 25 | $869.2M | $478.7M | ||
| Q1 25 | $770.5M | $453.8M | ||
| Q4 24 | $774.2M | $493.9M | ||
| Q3 24 | $815.6M | $456.6M | ||
| Q2 24 | $796.0M | $426.7M |
| Q1 26 | $4.5M | — | ||
| Q4 25 | $-1.2B | $-78.8M | ||
| Q3 25 | $36.2M | $-74.0M | ||
| Q2 25 | $30.1M | $-51.2M | ||
| Q1 25 | $8.4M | $-30.0M | ||
| Q4 24 | $32.6M | $-68.9M | ||
| Q3 24 | $68.1M | $-36.0M | ||
| Q2 24 | $78.5M | $-73.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | 43.1% | ||
| Q3 25 | — | 44.0% | ||
| Q2 25 | — | 43.6% | ||
| Q1 25 | — | 43.2% | ||
| Q4 24 | — | 38.6% | ||
| Q3 24 | — | 43.1% | ||
| Q2 24 | — | 44.1% |
| Q1 26 | — | — | ||
| Q4 25 | -142.4% | 9.8% | ||
| Q3 25 | 4.7% | -2.3% | ||
| Q2 25 | 5.8% | -5.7% | ||
| Q1 25 | 1.7% | 0.8% | ||
| Q4 24 | 4.9% | -3.8% | ||
| Q3 24 | 12.1% | 1.8% | ||
| Q2 24 | 13.4% | 1.8% |
| Q1 26 | 0.5% | — | ||
| Q4 25 | -143.3% | -16.8% | ||
| Q3 25 | 4.3% | -15.7% | ||
| Q2 25 | 3.5% | -10.7% | ||
| Q1 25 | 1.1% | -6.6% | ||
| Q4 24 | 4.2% | -13.9% | ||
| Q3 24 | 8.4% | -7.9% | ||
| Q2 24 | 9.9% | -17.1% |
| Q1 26 | $0.05 | — | ||
| Q4 25 | $-12.98 | $-0.91 | ||
| Q3 25 | $0.40 | $-1.21 | ||
| Q2 25 | $0.33 | $-0.88 | ||
| Q1 25 | $0.09 | $-0.59 | ||
| Q4 24 | $0.36 | $-0.57 | ||
| Q3 24 | $0.74 | $-0.62 | ||
| Q2 24 | $0.85 | $-1.12 |
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 | $68.0M |
| Total DebtLower is stronger | $2.5B | $1.9B |
| Stockholders' EquityBook value | $2.0B | $442.0M |
| Total Assets | $5.5B | $3.0B |
| Debt / EquityLower = less leverage | 1.29× | 4.25× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $158.5M | — | ||
| Q4 25 | $133.2M | $68.0M | ||
| Q3 25 | $118.7M | $61.1M | ||
| Q2 25 | $131.4M | $73.8M | ||
| Q1 25 | $91.2M | $146.2M | ||
| Q4 24 | $76.3M | $59.7M | ||
| Q3 24 | $82.1M | $64.9M | ||
| Q2 24 | $77.2M | $61.5M |
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | $1.9B | ||
| Q3 25 | $2.3B | $1.9B | ||
| Q2 25 | $2.3B | $1.9B | ||
| Q1 25 | $2.2B | $1.9B | ||
| Q4 24 | $2.0B | $1.8B | ||
| Q3 24 | $1.9B | $1.8B | ||
| Q2 24 | $1.8B | $1.7B |
| Q1 26 | $2.0B | — | ||
| Q4 25 | $1.9B | $442.0M | ||
| Q3 25 | $3.1B | $519.2M | ||
| Q2 25 | $3.1B | $601.9M | ||
| Q1 25 | $3.0B | $680.7M | ||
| Q4 24 | $3.1B | $678.6M | ||
| Q3 24 | $3.0B | $672.2M | ||
| Q2 24 | $3.0B | $711.3M |
| Q1 26 | $5.5B | — | ||
| Q4 25 | $5.5B | $3.0B | ||
| Q3 25 | $6.4B | $3.2B | ||
| Q2 25 | $6.3B | $3.3B | ||
| Q1 25 | $6.1B | $3.4B | ||
| Q4 24 | $6.0B | $3.3B | ||
| Q3 24 | $5.9B | $3.3B | ||
| Q2 24 | $5.7B | $3.2B |
| Q1 26 | 1.29× | — | ||
| Q4 25 | 1.28× | 4.25× | ||
| Q3 25 | 0.74× | 3.62× | ||
| Q2 25 | 0.74× | 3.09× | ||
| Q1 25 | 0.72× | 2.73× | ||
| Q4 24 | 0.64× | 2.61× | ||
| Q3 24 | 0.62× | 2.64× | ||
| Q2 24 | 0.62× | 2.42× |
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 | $47.0M |
| Free Cash FlowOCF − Capex | — | $36.9M |
| FCF MarginFCF / Revenue | — | 7.9% |
| Capex IntensityCapex / Revenue | — | 2.2% |
| Cash ConversionOCF / Net Profit | 13.78× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-51.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $61.5M | — | ||
| Q4 25 | $-86.3M | $47.0M | ||
| Q3 25 | $73.2M | $10.7M | ||
| Q2 25 | $133.5M | $-35.2M | ||
| Q1 25 | $11.5M | $-29.3M | ||
| Q4 24 | $116.7M | $-16.1M | ||
| Q3 24 | $163.1M | $-48.4M | ||
| Q2 24 | $171.1M | $-61.3M |
| Q1 26 | — | — | ||
| Q4 25 | $-179.5M | $36.9M | ||
| Q3 25 | $-63.0M | $481.0K | ||
| Q2 25 | $-34.2M | $-46.0M | ||
| Q1 25 | $-163.2M | $-42.4M | ||
| Q4 24 | $-86.8M | $-39.0M | ||
| Q3 24 | $-27.1M | $-63.5M | ||
| Q2 24 | $16.9M | $-72.2M |
| Q1 26 | — | — | ||
| Q4 25 | -21.8% | 7.9% | ||
| Q3 25 | -7.4% | 0.1% | ||
| Q2 25 | -3.9% | -9.6% | ||
| Q1 25 | -21.2% | -9.4% | ||
| Q4 24 | -11.2% | -7.9% | ||
| Q3 24 | -3.3% | -13.9% | ||
| Q2 24 | 2.1% | -16.9% |
| Q1 26 | — | — | ||
| Q4 25 | 11.3% | 2.2% | ||
| Q3 25 | 16.0% | 2.2% | ||
| Q2 25 | 19.3% | 2.3% | ||
| Q1 25 | 22.7% | 2.9% | ||
| Q4 24 | 26.3% | 4.6% | ||
| Q3 24 | 23.3% | 3.3% | ||
| Q2 24 | 19.4% | 2.6% |
| Q1 26 | 13.78× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 2.02× | — | ||
| Q2 25 | 4.43× | — | ||
| Q1 25 | 1.37× | — | ||
| Q4 24 | 3.58× | — | ||
| Q3 24 | 2.39× | — | ||
| Q2 24 | 2.18× | — |
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% |
CODI
| Other | $119.5M | 26% |
| A5.11Tactical | $113.9M | 24% |
| Sterno Products | $85.9M | 18% |
| Altor | $60.8M | 13% |
| The Honey Pot | $36.0M | 8% |
| Arnold | $25.4M | 5% |
| Velocity Outdoor | $18.7M | 4% |
| Lugano | $8.3M | 2% |
