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Side-by-side financial comparison of Acadia Healthcare Company, Inc. (ACHC) and DONALDSON Co INC (DCI). Click either name above to swap in a different company.
DONALDSON Co INC is the larger business by last-quarter revenue ($935.4M vs $829.0M, roughly 1.1× Acadia Healthcare Company, Inc.). DONALDSON Co INC runs the higher net margin — 12.2% vs 0.5%, a 11.6% gap on every dollar of revenue. On growth, Acadia Healthcare Company, Inc. posted the faster year-over-year revenue change (7.5% vs 3.9%). Over the past eight quarters, DONALDSON Co INC's revenue compounded faster (3.3% 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.
Donaldson Company, Inc. is a filtration company engaged in the production and marketing of filtration products used in a variety of industry sectors, including commercial/industrial, aerospace, chemical, alternative energy (windmills), food & beverage, and pharmaceuticals. Also the company's research division, located in Minneapolis, Minn., participated in defense-related projects for various military applications.
ACHC vs DCI — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $829.0M | $935.4M |
| Net Profit | $4.5M | $113.9M |
| Gross Margin | — | 35.2% |
| Operating Margin | — | 16.0% |
| Net Margin | 0.5% | 12.2% |
| Revenue YoY | 7.5% | 3.9% |
| Net Profit YoY | -50.8% | 15.1% |
| EPS (diluted) | $0.05 | $0.97 |
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 | $935.4M | ||
| Q3 25 | $851.6M | $980.7M | ||
| Q2 25 | $869.2M | $940.1M | ||
| Q1 25 | $770.5M | $870.0M | ||
| Q4 24 | $774.2M | $900.1M | ||
| Q3 24 | $815.6M | $935.4M | ||
| Q2 24 | $796.0M | $927.9M |
| Q1 26 | $4.5M | — | ||
| Q4 25 | $-1.2B | $113.9M | ||
| Q3 25 | $36.2M | $114.3M | ||
| Q2 25 | $30.1M | $57.8M | ||
| Q1 25 | $8.4M | $95.9M | ||
| Q4 24 | $32.6M | $99.0M | ||
| Q3 24 | $68.1M | $109.7M | ||
| Q2 24 | $78.5M | $113.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | 35.2% | ||
| Q3 25 | — | 34.5% | ||
| Q2 25 | — | 34.2% | ||
| Q1 25 | — | 35.2% | ||
| Q4 24 | — | 35.5% | ||
| Q3 24 | — | 35.8% | ||
| Q2 24 | — | 35.6% |
| Q1 26 | — | — | ||
| Q4 25 | -142.4% | 16.0% | ||
| Q3 25 | 4.7% | 15.5% | ||
| Q2 25 | 5.8% | 9.3% | ||
| Q1 25 | 1.7% | 14.4% | ||
| Q4 24 | 4.9% | 14.5% | ||
| Q3 24 | 12.1% | 15.6% | ||
| Q2 24 | 13.4% | 15.5% |
| Q1 26 | 0.5% | — | ||
| Q4 25 | -143.3% | 12.2% | ||
| Q3 25 | 4.3% | 11.7% | ||
| Q2 25 | 3.5% | 6.1% | ||
| Q1 25 | 1.1% | 11.0% | ||
| Q4 24 | 4.2% | 11.0% | ||
| Q3 24 | 8.4% | 11.7% | ||
| Q2 24 | 9.9% | 12.2% |
| Q1 26 | $0.05 | — | ||
| Q4 25 | $-12.98 | $0.97 | ||
| Q3 25 | $0.40 | $0.97 | ||
| Q2 25 | $0.33 | $0.48 | ||
| Q1 25 | $0.09 | $0.79 | ||
| Q4 24 | $0.36 | $0.81 | ||
| Q3 24 | $0.74 | $0.90 | ||
| Q2 24 | $0.85 | $0.92 |
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 | $210.7M |
| Total DebtLower is stronger | $2.5B | $671.5M |
| Stockholders' EquityBook value | $2.0B | $1.5B |
| Total Assets | $5.5B | $3.0B |
| Debt / EquityLower = less leverage | 1.29× | 0.44× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $158.5M | — | ||
| Q4 25 | $133.2M | $210.7M | ||
| Q3 25 | $118.7M | $180.4M | ||
| Q2 25 | $131.4M | $178.5M | ||
| Q1 25 | $91.2M | $189.1M | ||
| Q4 24 | $76.3M | $221.2M | ||
| Q3 24 | $82.1M | $232.7M | ||
| Q2 24 | $77.2M | $223.7M |
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | $671.5M | ||
| Q3 25 | $2.3B | $630.4M | ||
| Q2 25 | $2.3B | $638.8M | ||
| Q1 25 | $2.2B | $514.7M | ||
| Q4 24 | $2.0B | $538.6M | ||
| Q3 24 | $1.9B | $483.4M | ||
| Q2 24 | $1.8B | $481.8M |
| Q1 26 | $2.0B | — | ||
| Q4 25 | $1.9B | $1.5B | ||
| Q3 25 | $3.1B | $1.5B | ||
| Q2 25 | $3.1B | $1.5B | ||
| Q1 25 | $3.0B | $1.5B | ||
| Q4 24 | $3.1B | $1.5B | ||
| Q3 24 | $3.0B | $1.5B | ||
| Q2 24 | $3.0B | $1.5B |
| Q1 26 | $5.5B | — | ||
| Q4 25 | $5.5B | $3.0B | ||
| Q3 25 | $6.4B | $3.0B | ||
| Q2 25 | $6.3B | $3.0B | ||
| Q1 25 | $6.1B | $3.0B | ||
| Q4 24 | $6.0B | $3.0B | ||
| Q3 24 | $5.9B | $2.9B | ||
| Q2 24 | $5.7B | $2.9B |
| Q1 26 | 1.29× | — | ||
| Q4 25 | 1.28× | 0.44× | ||
| Q3 25 | 0.74× | 0.43× | ||
| Q2 25 | 0.74× | 0.44× | ||
| Q1 25 | 0.72× | 0.33× | ||
| Q4 24 | 0.64× | 0.35× | ||
| Q3 24 | 0.62× | 0.32× | ||
| Q2 24 | 0.62× | 0.32× |
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 | $125.4M |
| Free Cash FlowOCF − Capex | — | $111.2M |
| FCF MarginFCF / Revenue | — | 11.9% |
| Capex IntensityCapex / Revenue | — | 1.5% |
| Cash ConversionOCF / Net Profit | 13.78× | 1.10× |
| TTM Free Cash FlowTrailing 4 quarters | — | $403.2M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $61.5M | — | ||
| Q4 25 | $-86.3M | $125.4M | ||
| Q3 25 | $73.2M | $167.8M | ||
| Q2 25 | $133.5M | $87.7M | ||
| Q1 25 | $11.5M | $90.4M | ||
| Q4 24 | $116.7M | $72.9M | ||
| Q3 24 | $163.1M | $126.0M | ||
| Q2 24 | $171.1M | $141.5M |
| Q1 26 | — | — | ||
| Q4 25 | $-179.5M | $111.2M | ||
| Q3 25 | $-63.0M | $147.5M | ||
| Q2 25 | $-34.2M | $73.0M | ||
| Q1 25 | $-163.2M | $71.5M | ||
| Q4 24 | $-86.8M | $47.9M | ||
| Q3 24 | $-27.1M | $106.2M | ||
| Q2 24 | $16.9M | $120.2M |
| Q1 26 | — | — | ||
| Q4 25 | -21.8% | 11.9% | ||
| Q3 25 | -7.4% | 15.0% | ||
| Q2 25 | -3.9% | 7.8% | ||
| Q1 25 | -21.2% | 8.2% | ||
| Q4 24 | -11.2% | 5.3% | ||
| Q3 24 | -3.3% | 11.4% | ||
| Q2 24 | 2.1% | 13.0% |
| Q1 26 | — | — | ||
| Q4 25 | 11.3% | 1.5% | ||
| Q3 25 | 16.0% | 2.1% | ||
| Q2 25 | 19.3% | 1.6% | ||
| Q1 25 | 22.7% | 2.2% | ||
| Q4 24 | 26.3% | 2.8% | ||
| Q3 24 | 23.3% | 2.1% | ||
| Q2 24 | 19.4% | 2.3% |
| Q1 26 | 13.78× | — | ||
| Q4 25 | — | 1.10× | ||
| Q3 25 | 2.02× | 1.47× | ||
| Q2 25 | 4.43× | 1.52× | ||
| Q1 25 | 1.37× | 0.94× | ||
| Q4 24 | 3.58× | 0.74× | ||
| Q3 24 | 2.39× | 1.15× | ||
| Q2 24 | 2.18× | 1.25× |
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% |
DCI
| Aftermarket Products | $447.1M | 48% |
| Industrial Filtration Solutions Products | $222.6M | 24% |
| Off Road Products | $86.5M | 9% |
| Life Sciences Segment | $80.0M | 9% |
| Other | $39.1M | 4% |
| Aerospace And Defense Products | $37.1M | 4% |
| On Road Products | $23.0M | 2% |
