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Side-by-side financial comparison of Acadia Healthcare Company, Inc. (ACHC) and Gaming & Leisure Properties, Inc. (GLPI). 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 $420.0M, roughly 2.0× Gaming & Leisure Properties, Inc.). Gaming & Leisure Properties, Inc. runs the higher net margin — 57.0% vs -143.3%, a 200.3% gap on every dollar of revenue. On growth, Gaming & Leisure Properties, Inc. posted the faster year-over-year revenue change (6.3% vs 6.1%). Over the past eight quarters, Gaming & Leisure Properties, Inc.'s revenue compounded faster (5.0% CAGR vs 3.4%).
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.
Gaming and Leisure Properties, Inc. is a real estate investment trust (REIT) specializing in casino properties, based in Wyomissing, Pennsylvania. It was formed in November 2013 as a corporate spin-off from Penn National Gaming. The company owns 62 casino properties, all of which are leased to other companies.
ACHC vs GLPI — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $821.5M | $420.0M |
| Net Profit | $-1.2B | $239.4M |
| Gross Margin | — | — |
| Operating Margin | -142.4% | 79.4% |
| Net Margin | -143.3% | 57.0% |
| Revenue YoY | 6.1% | 6.3% |
| Net Profit YoY | -3710.4% | 40.5% |
| EPS (diluted) | $-12.98 | — |
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 | — | $420.0M | ||
| Q4 25 | $821.5M | $407.0M | ||
| Q3 25 | $851.6M | $397.6M | ||
| Q2 25 | $869.2M | $394.9M | ||
| Q1 25 | $770.5M | $395.2M | ||
| Q4 24 | $774.2M | $389.6M | ||
| Q3 24 | $815.6M | $385.3M | ||
| Q2 24 | $796.0M | $380.6M |
| Q1 26 | — | $239.4M | ||
| Q4 25 | $-1.2B | $275.4M | ||
| Q3 25 | $36.2M | $241.2M | ||
| Q2 25 | $30.1M | $151.4M | ||
| Q1 25 | $8.4M | $165.2M | ||
| Q4 24 | $32.6M | $223.6M | ||
| Q3 24 | $68.1M | $184.7M | ||
| Q2 24 | $78.5M | $208.3M |
| Q1 26 | — | 79.4% | ||
| Q4 25 | -142.4% | 89.3% | ||
| Q3 25 | 4.7% | 84.8% | ||
| Q2 25 | 5.8% | 61.3% | ||
| Q1 25 | 1.7% | 65.5% | ||
| Q4 24 | 4.9% | 79.1% | ||
| Q3 24 | 12.1% | 70.4% | ||
| Q2 24 | 13.4% | 77.1% |
| Q1 26 | — | 57.0% | ||
| Q4 25 | -143.3% | 67.6% | ||
| Q3 25 | 4.3% | 60.7% | ||
| Q2 25 | 3.5% | 38.4% | ||
| Q1 25 | 1.1% | 41.8% | ||
| Q4 24 | 4.2% | 57.4% | ||
| Q3 24 | 8.4% | 47.9% | ||
| Q2 24 | 9.9% | 54.7% |
| Q1 26 | — | — | ||
| Q4 25 | $-12.98 | $0.96 | ||
| Q3 25 | $0.40 | $0.85 | ||
| Q2 25 | $0.33 | $0.54 | ||
| Q1 25 | $0.09 | $0.60 | ||
| Q4 24 | $0.36 | $0.79 | ||
| Q3 24 | $0.74 | $0.67 | ||
| Q2 24 | $0.85 | $0.77 |
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 | $274.5M |
| Total DebtLower is stronger | $2.5B | — |
| Stockholders' EquityBook value | $1.9B | $5.0B |
| Total Assets | $5.5B | $13.8B |
| Debt / EquityLower = less leverage | 1.28× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $274.5M | ||
| Q4 25 | $133.2M | — | ||
| Q3 25 | $118.7M | — | ||
| Q2 25 | $131.4M | — | ||
| Q1 25 | $91.2M | — | ||
| Q4 24 | $76.3M | $560.8M | ||
| Q3 24 | $82.1M | $560.8M | ||
| Q2 24 | $77.2M | $560.8M |
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $7.2B | ||
| Q3 25 | $2.3B | $7.2B | ||
| Q2 25 | $2.3B | $6.9B | ||
| Q1 25 | $2.2B | $6.9B | ||
| Q4 24 | $2.0B | $7.7B | ||
| Q3 24 | $1.9B | $7.4B | ||
| Q2 24 | $1.8B | $6.6B |
| Q1 26 | — | $5.0B | ||
| Q4 25 | $1.9B | $4.6B | ||
| Q3 25 | $3.1B | $4.6B | ||
| Q2 25 | $3.1B | $4.6B | ||
| Q1 25 | $3.0B | $4.2B | ||
| Q4 24 | $3.1B | $4.3B | ||
| Q3 24 | $3.0B | $4.3B | ||
| Q2 24 | $3.0B | $4.1B |
| Q1 26 | — | $13.8B | ||
| Q4 25 | $5.5B | $12.9B | ||
| Q3 25 | $6.4B | $12.8B | ||
| Q2 25 | $6.3B | $12.5B | ||
| Q1 25 | $6.1B | $12.1B | ||
| Q4 24 | $6.0B | $13.1B | ||
| Q3 24 | $5.9B | $12.7B | ||
| Q2 24 | $5.7B | $11.8B |
| Q1 26 | — | — | ||
| Q4 25 | 1.28× | 1.56× | ||
| Q3 25 | 0.74× | 1.57× | ||
| Q2 25 | 0.74× | 1.51× | ||
| Q1 25 | 0.72× | 1.63× | ||
| Q4 24 | 0.64× | 1.81× | ||
| Q3 24 | 0.62× | 1.74× | ||
| Q2 24 | 0.62× | 1.60× |
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 | — |
| Free Cash FlowOCF − Capex | $-179.5M | — |
| FCF MarginFCF / Revenue | -21.8% | — |
| Capex IntensityCapex / Revenue | 11.3% | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $-439.9M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-86.3M | $1.1B | ||
| Q3 25 | $73.2M | $240.3M | ||
| Q2 25 | $133.5M | $293.4M | ||
| Q1 25 | $11.5M | $252.5M | ||
| Q4 24 | $116.7M | $1.1B | ||
| Q3 24 | $163.1M | $270.4M | ||
| Q2 24 | $171.1M | $252.1M |
| Q1 26 | — | — | ||
| Q4 25 | $-179.5M | — | ||
| Q3 25 | $-63.0M | $183.0M | ||
| Q2 25 | $-34.2M | $272.3M | ||
| Q1 25 | $-163.2M | $239.6M | ||
| Q4 24 | $-86.8M | $1.1B | ||
| Q3 24 | $-27.1M | $261.5M | ||
| Q2 24 | $16.9M | $245.0M |
| Q1 26 | — | — | ||
| Q4 25 | -21.8% | — | ||
| Q3 25 | -7.4% | 46.0% | ||
| Q2 25 | -3.9% | 69.0% | ||
| Q1 25 | -21.2% | 60.6% | ||
| Q4 24 | -11.2% | 275.3% | ||
| Q3 24 | -3.3% | 67.9% | ||
| Q2 24 | 2.1% | 64.4% |
| Q1 26 | — | — | ||
| Q4 25 | 11.3% | — | ||
| Q3 25 | 16.0% | 14.4% | ||
| Q2 25 | 19.3% | 5.3% | ||
| Q1 25 | 22.7% | 3.3% | ||
| Q4 24 | 26.3% | 0.0% | ||
| Q3 24 | 23.3% | 2.3% | ||
| Q2 24 | 19.4% | 1.9% |
| Q1 26 | — | — | ||
| Q4 25 | — | 4.10× | ||
| Q3 25 | 2.02× | 1.00× | ||
| Q2 25 | 4.43× | 1.94× | ||
| Q1 25 | 1.37× | 1.53× | ||
| Q4 24 | 3.58× | 4.80× | ||
| Q3 24 | 2.39× | 1.46× | ||
| Q2 24 | 2.18× | 1.21× |
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% |
GLPI
Segment breakdown not available.
