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Side-by-side financial comparison of Acadia Healthcare Company, Inc. (ACHC) and ESAB Corp (ESAB). Click either name above to swap in a different company.
Acadia Healthcare Company, Inc. is the larger business by last-quarter revenue ($821.5M vs $727.8M, roughly 1.1× ESAB Corp). ESAB Corp runs the higher net margin — 7.5% vs -143.3%, a 150.9% gap on every dollar of revenue. On growth, ESAB Corp posted the faster year-over-year revenue change (8.5% vs 6.1%). ESAB Corp produced more free cash flow last quarter ($70.3M vs $-179.5M). Over the past eight quarters, Acadia Healthcare Company, Inc.'s revenue compounded faster (3.4% CAGR vs 2.8%).
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.
ESAB, Elektriska Svetsnings-Aktiebolaget, is an American-Swedish industrial company.
ACHC vs ESAB — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $821.5M | $727.8M |
| Net Profit | $-1.2B | $54.8M |
| Gross Margin | — | 37.0% |
| Operating Margin | -142.4% | 14.6% |
| Net Margin | -143.3% | 7.5% |
| Revenue YoY | 6.1% | 8.5% |
| Net Profit YoY | -3710.4% | 2.1% |
| EPS (diluted) | $-12.98 | $0.90 |
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.
| Q4 25 | $821.5M | $727.8M | ||
| Q3 25 | $851.6M | $715.6M | ||
| Q2 25 | $869.2M | $678.1M | ||
| Q1 25 | $770.5M | — | ||
| Q4 24 | $774.2M | $670.8M | ||
| Q3 24 | $815.6M | $673.3M | ||
| Q2 24 | $796.0M | $707.1M | ||
| Q1 24 | $768.1M | $689.7M |
| Q4 25 | $-1.2B | $54.8M | ||
| Q3 25 | $36.2M | $66.9M | ||
| Q2 25 | $30.1M | $67.4M | ||
| Q1 25 | $8.4M | — | ||
| Q4 24 | $32.6M | $53.7M | ||
| Q3 24 | $68.1M | $68.2M | ||
| Q2 24 | $78.5M | $82.9M | ||
| Q1 24 | $76.4M | $60.0M |
| Q4 25 | — | 37.0% | ||
| Q3 25 | — | 37.2% | ||
| Q2 25 | — | 37.6% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 38.5% | ||
| Q3 24 | — | 37.7% | ||
| Q2 24 | — | 38.2% | ||
| Q1 24 | — | 37.0% |
| Q4 25 | -142.4% | 14.6% | ||
| Q3 25 | 4.7% | 15.2% | ||
| Q2 25 | 5.8% | 16.2% | ||
| Q1 25 | 1.7% | — | ||
| Q4 24 | 4.9% | 16.6% | ||
| Q3 24 | 12.1% | 15.7% | ||
| Q2 24 | 13.4% | 16.9% | ||
| Q1 24 | 12.9% | 16.0% |
| Q4 25 | -143.3% | 7.5% | ||
| Q3 25 | 4.3% | 9.3% | ||
| Q2 25 | 3.5% | 9.9% | ||
| Q1 25 | 1.1% | — | ||
| Q4 24 | 4.2% | 8.0% | ||
| Q3 24 | 8.4% | 10.1% | ||
| Q2 24 | 9.9% | 11.7% | ||
| Q1 24 | 9.9% | 8.7% |
| Q4 25 | $-12.98 | $0.90 | ||
| Q3 25 | $0.40 | $1.09 | ||
| Q2 25 | $0.33 | $1.10 | ||
| Q1 25 | $0.09 | — | ||
| Q4 24 | $0.36 | $0.87 | ||
| Q3 24 | $0.74 | $1.11 | ||
| Q2 24 | $0.85 | $1.35 | ||
| Q1 24 | $0.83 | $0.98 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $133.2M | $218.2M |
| Total DebtLower is stronger | $2.5B | $1.3B |
| Stockholders' EquityBook value | $1.9B | $2.1B |
| Total Assets | $5.5B | $4.9B |
| Debt / EquityLower = less leverage | 1.28× | 0.63× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $133.2M | $218.2M | ||
| Q3 25 | $118.7M | $258.2M | ||
| Q2 25 | $131.4M | $291.3M | ||
| Q1 25 | $91.2M | — | ||
| Q4 24 | $76.3M | $249.4M | ||
| Q3 24 | $82.1M | $253.7M | ||
| Q2 24 | $77.2M | $228.5M | ||
| Q1 24 | $77.3M | $76.5M |
| Q4 25 | $2.5B | $1.3B | ||
| Q3 25 | $2.3B | $1.1B | ||
| Q2 25 | $2.3B | $1.1B | ||
| Q1 25 | $2.2B | — | ||
| Q4 24 | $2.0B | $1.1B | ||
| Q3 24 | $1.9B | $1.1B | ||
| Q2 24 | $1.8B | $1.1B | ||
| Q1 24 | $1.9B | $992.8M |
| Q4 25 | $1.9B | $2.1B | ||
| Q3 25 | $3.1B | $2.1B | ||
| Q2 25 | $3.1B | $1.9B | ||
| Q1 25 | $3.0B | — | ||
| Q4 24 | $3.1B | $1.8B | ||
| Q3 24 | $3.0B | $1.8B | ||
| Q2 24 | $3.0B | $1.7B | ||
| Q1 24 | $2.9B | $1.6B |
| Q4 25 | $5.5B | $4.9B | ||
| Q3 25 | $6.4B | $4.4B | ||
| Q2 25 | $6.3B | $4.2B | ||
| Q1 25 | $6.1B | — | ||
| Q4 24 | $6.0B | $4.0B | ||
| Q3 24 | $5.9B | $4.1B | ||
| Q2 24 | $5.7B | $4.0B | ||
| Q1 24 | $5.5B | $3.8B |
| Q4 25 | 1.28× | 0.63× | ||
| Q3 25 | 0.74× | 0.51× | ||
| Q2 25 | 0.74× | 0.55× | ||
| Q1 25 | 0.72× | — | ||
| Q4 24 | 0.64× | 0.60× | ||
| Q3 24 | 0.62× | 0.59× | ||
| Q2 24 | 0.62× | 0.63× | ||
| Q1 24 | 0.65× | 0.61× |
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 | $-86.3M | $81.5M |
| Free Cash FlowOCF − Capex | $-179.5M | $70.3M |
| FCF MarginFCF / Revenue | -21.8% | 9.7% |
| Capex IntensityCapex / Revenue | 11.3% | 1.5% |
| Cash ConversionOCF / Net Profit | — | 1.49× |
| TTM Free Cash FlowTrailing 4 quarters | $-439.9M | $238.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-86.3M | $81.5M | ||
| Q3 25 | $73.2M | $46.6M | ||
| Q2 25 | $133.5M | $35.4M | ||
| Q1 25 | $11.5M | — | ||
| Q4 24 | $116.7M | $126.9M | ||
| Q3 24 | $163.1M | $101.0M | ||
| Q2 24 | $171.1M | $83.0M | ||
| Q1 24 | $-321.3M | $44.5M |
| Q4 25 | $-179.5M | $70.3M | ||
| Q3 25 | $-63.0M | $37.4M | ||
| Q2 25 | $-34.2M | $28.1M | ||
| Q1 25 | $-163.2M | — | ||
| Q4 24 | $-86.8M | $102.2M | ||
| Q3 24 | $-27.1M | $90.4M | ||
| Q2 24 | $16.9M | $74.0M | ||
| Q1 24 | $-463.7M | $37.1M |
| Q4 25 | -21.8% | 9.7% | ||
| Q3 25 | -7.4% | 5.2% | ||
| Q2 25 | -3.9% | 4.1% | ||
| Q1 25 | -21.2% | — | ||
| Q4 24 | -11.2% | 15.2% | ||
| Q3 24 | -3.3% | 13.4% | ||
| Q2 24 | 2.1% | 10.5% | ||
| Q1 24 | -60.4% | 5.4% |
| Q4 25 | 11.3% | 1.5% | ||
| Q3 25 | 16.0% | 1.3% | ||
| Q2 25 | 19.3% | 1.1% | ||
| Q1 25 | 22.7% | — | ||
| Q4 24 | 26.3% | 3.7% | ||
| Q3 24 | 23.3% | 1.6% | ||
| Q2 24 | 19.4% | 1.3% | ||
| Q1 24 | 18.5% | 1.1% |
| Q4 25 | — | 1.49× | ||
| Q3 25 | 2.02× | 0.70× | ||
| Q2 25 | 4.43× | 0.53× | ||
| Q1 25 | 1.37× | — | ||
| Q4 24 | 3.58× | 2.36× | ||
| Q3 24 | 2.39× | 1.48× | ||
| Q2 24 | 2.18× | 1.00× | ||
| Q1 24 | -4.21× | 0.74× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ACHC
| Acute Inpatient Psychiatric Facilities | $451.2M | 55% |
| Comprehensive Treatment Centers | $144.2M | 18% |
| Medicare | $113.7M | 14% |
| Residential Treatment Centers | $89.7M | 11% |
| Self Payor | $16.1M | 2% |
| Other Payor | $10.7M | 1% |
ESAB
| Consumable Products | $477.9M | 66% |
| Equipment Products | $249.9M | 34% |
