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Side-by-side financial comparison of Acadia Healthcare Company, Inc. (ACHC) and LANDSTAR SYSTEM INC (LSTR). Click either name above to swap in a different company.
LANDSTAR SYSTEM INC is the larger business by last-quarter revenue ($1.2B vs $829.0M, roughly 1.4× Acadia Healthcare Company, Inc.). LANDSTAR SYSTEM INC runs the higher net margin — 3.4% vs 0.5%, a 2.8% gap on every dollar of revenue. On growth, Acadia Healthcare Company, Inc. posted the faster year-over-year revenue change (7.5% vs 1.6%). Over the past eight quarters, Acadia Healthcare Company, Inc.'s revenue compounded faster (2.0% CAGR vs -2.2%).
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.
Landstar System, Inc. is an American transportation services company specializing in logistics and, more specifically, third-party logistics. Landstar utilizes an extensive network of over 8,800 independent owner-operators, referred to internally as business capacity owners (BCOs), over 1,000 independent freight agents, and over 70,000 vetted carriers. Landstar provides services principally throughout the United States and to a lesser extent in Canada and between the U.S. and Canada, Mexico, ...
ACHC vs LSTR — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $829.0M | $1.2B |
| Net Profit | $4.5M | $39.4M |
| Gross Margin | — | 9.6% |
| Operating Margin | — | 4.5% |
| Net Margin | 0.5% | 3.4% |
| Revenue YoY | 7.5% | 1.6% |
| Net Profit YoY | -50.8% | 32.3% |
| EPS (diluted) | $0.05 | $1.16 |
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 | $1.2B | ||
| Q4 25 | $821.5M | $1.2B | ||
| Q3 25 | $851.6M | $1.2B | ||
| Q2 25 | $869.2M | $1.2B | ||
| Q1 25 | $770.5M | $1.2B | ||
| Q4 24 | $774.2M | $1.2B | ||
| Q3 24 | $815.6M | $1.2B | ||
| Q2 24 | $796.0M | $1.2B |
| Q1 26 | $4.5M | $39.4M | ||
| Q4 25 | $-1.2B | $23.9M | ||
| Q3 25 | $36.2M | $19.4M | ||
| Q2 25 | $30.1M | $41.9M | ||
| Q1 25 | $8.4M | $29.8M | ||
| Q4 24 | $32.6M | $46.2M | ||
| Q3 24 | $68.1M | $50.0M | ||
| Q2 24 | $78.5M | $52.6M |
| Q1 26 | — | 9.6% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | 4.5% | ||
| Q4 25 | -142.4% | 2.5% | ||
| Q3 25 | 4.7% | 2.2% | ||
| Q2 25 | 5.8% | 4.6% | ||
| Q1 25 | 1.7% | 3.4% | ||
| Q4 24 | 4.9% | 4.8% | ||
| Q3 24 | 12.1% | 5.2% | ||
| Q2 24 | 13.4% | 5.6% |
| Q1 26 | 0.5% | 3.4% | ||
| Q4 25 | -143.3% | 2.0% | ||
| Q3 25 | 4.3% | 1.6% | ||
| Q2 25 | 3.5% | 3.5% | ||
| Q1 25 | 1.1% | 2.6% | ||
| Q4 24 | 4.2% | 3.8% | ||
| Q3 24 | 8.4% | 4.1% | ||
| Q2 24 | 9.9% | 4.3% |
| Q1 26 | $0.05 | $1.16 | ||
| Q4 25 | $-12.98 | $0.70 | ||
| Q3 25 | $0.40 | $0.56 | ||
| Q2 25 | $0.33 | $1.20 | ||
| Q1 25 | $0.09 | $0.85 | ||
| Q4 24 | $0.36 | $1.30 | ||
| Q3 24 | $0.74 | $1.41 | ||
| Q2 24 | $0.85 | $1.48 |
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 | $411.0M |
| Total DebtLower is stronger | $2.5B | $26.1M |
| Stockholders' EquityBook value | $2.0B | $799.0M |
| Total Assets | $5.5B | $1.6B |
| Debt / EquityLower = less leverage | 1.29× | 0.03× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $158.5M | $411.0M | ||
| Q4 25 | $133.2M | $452.2M | ||
| Q3 25 | $118.7M | $434.4M | ||
| Q2 25 | $131.4M | $426.2M | ||
| Q1 25 | $91.2M | $473.4M | ||
| Q4 24 | $76.3M | $566.6M | ||
| Q3 24 | $82.1M | $531.3M | ||
| Q2 24 | $77.2M | $504.0M |
| Q1 26 | $2.5B | $26.1M | ||
| Q4 25 | $2.5B | $0 | ||
| Q3 25 | $2.3B | $0 | ||
| Q2 25 | $2.3B | $0 | ||
| Q1 25 | $2.2B | $0 | ||
| Q4 24 | $2.0B | $0 | ||
| Q3 24 | $1.9B | $0 | ||
| Q2 24 | $1.8B | $0 |
| Q1 26 | $2.0B | $799.0M | ||
| Q4 25 | $1.9B | $795.7M | ||
| Q3 25 | $3.1B | $888.7M | ||
| Q2 25 | $3.1B | $921.8M | ||
| Q1 25 | $3.0B | $930.8M | ||
| Q4 24 | $3.1B | $972.4M | ||
| Q3 24 | $3.0B | $1.0B | ||
| Q2 24 | $3.0B | $1.0B |
| Q1 26 | $5.5B | $1.6B | ||
| Q4 25 | $5.5B | $1.6B | ||
| Q3 25 | $6.4B | $1.7B | ||
| Q2 25 | $6.3B | $1.7B | ||
| Q1 25 | $6.1B | $1.7B | ||
| Q4 24 | $6.0B | $1.8B | ||
| Q3 24 | $5.9B | $1.8B | ||
| Q2 24 | $5.7B | $1.8B |
| Q1 26 | 1.29× | 0.03× | ||
| Q4 25 | 1.28× | 0.00× | ||
| Q3 25 | 0.74× | 0.00× | ||
| Q2 25 | 0.74× | 0.00× | ||
| Q1 25 | 0.72× | 0.00× | ||
| Q4 24 | 0.64× | 0.00× | ||
| Q3 24 | 0.62× | 0.00× | ||
| Q2 24 | 0.62× | 0.00× |
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 | — |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 13.78× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $61.5M | — | ||
| Q4 25 | $-86.3M | $72.7M | ||
| Q3 25 | $73.2M | $89.3M | ||
| Q2 25 | $133.5M | $7.1M | ||
| Q1 25 | $11.5M | $55.7M | ||
| Q4 24 | $116.7M | $61.1M | ||
| Q3 24 | $163.1M | $83.1M | ||
| Q2 24 | $171.1M | $48.1M |
| Q1 26 | — | — | ||
| Q4 25 | $-179.5M | $70.5M | ||
| Q3 25 | $-63.0M | $86.0M | ||
| Q2 25 | $-34.2M | $4.7M | ||
| Q1 25 | $-163.2M | $53.8M | ||
| Q4 24 | $-86.8M | $54.4M | ||
| Q3 24 | $-27.1M | $75.6M | ||
| Q2 24 | $16.9M | $40.6M |
| Q1 26 | — | — | ||
| Q4 25 | -21.8% | 6.0% | ||
| Q3 25 | -7.4% | 7.1% | ||
| Q2 25 | -3.9% | 0.4% | ||
| Q1 25 | -21.2% | 4.7% | ||
| Q4 24 | -11.2% | 4.5% | ||
| Q3 24 | -3.3% | 6.2% | ||
| Q2 24 | 2.1% | 3.3% |
| Q1 26 | — | — | ||
| Q4 25 | 11.3% | 0.2% | ||
| Q3 25 | 16.0% | 0.3% | ||
| Q2 25 | 19.3% | 0.2% | ||
| Q1 25 | 22.7% | 0.2% | ||
| Q4 24 | 26.3% | 0.6% | ||
| Q3 24 | 23.3% | 0.6% | ||
| Q2 24 | 19.4% | 0.6% |
| Q1 26 | 13.78× | — | ||
| Q4 25 | — | 3.04× | ||
| Q3 25 | 2.02× | 4.61× | ||
| Q2 25 | 4.43× | 0.17× | ||
| Q1 25 | 1.37× | 1.87× | ||
| Q4 24 | 3.58× | 1.32× | ||
| Q3 24 | 2.39× | 1.66× | ||
| Q2 24 | 2.18× | 0.91× |
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% |
LSTR
Segment breakdown not available.
