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Side-by-side financial comparison of Acadia Healthcare Company, Inc. (ACHC) and NATIONAL FUEL GAS CO (NFG). 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 $425.9M, roughly 1.9× NATIONAL FUEL GAS CO). NATIONAL FUEL GAS CO runs the higher net margin — 35.7% vs 0.5%, a 35.2% gap on every dollar of revenue. On growth, Acadia Healthcare Company, Inc. posted the faster year-over-year revenue change (7.5% vs 1.7%). Over the past eight quarters, NATIONAL FUEL GAS CO's revenue compounded faster (12.1% 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.
National Fuel Gas Company is a diversified energy company with $6.2 billion in assets distributed among the following five operating segments: Exploration and Production, Pipeline and Storage, Gathering, Utility, and Energy Marketing. National Fuel Gas was incorporated in 1902 and is based in Williamsville, New York.
ACHC vs NFG — Head-to-Head
Income Statement — Q1 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $829.0M | $425.9M |
| Net Profit | $4.5M | $152.0M |
| Gross Margin | — | — |
| Operating Margin | — | 81.5% |
| Net Margin | 0.5% | 35.7% |
| Revenue YoY | 7.5% | 1.7% |
| Net Profit YoY | -50.8% | — |
| EPS (diluted) | $0.05 | $1.59 |
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 | $425.9M | ||
| Q4 25 | $821.5M | $637.9M | ||
| Q3 25 | $851.6M | $443.1M | ||
| Q2 25 | $869.2M | $527.4M | ||
| Q1 25 | $770.5M | $734.8M | ||
| Q4 24 | $774.2M | $513.8M | ||
| Q3 24 | $815.6M | $310.0M | ||
| Q2 24 | $796.0M | $338.6M |
| Q1 26 | $4.5M | $152.0M | ||
| Q4 25 | $-1.2B | $181.6M | ||
| Q3 25 | $36.2M | $107.3M | ||
| Q2 25 | $30.1M | $149.8M | ||
| Q1 25 | $8.4M | $216.4M | ||
| Q4 24 | $32.6M | $45.0M | ||
| Q3 24 | $68.1M | $-167.6M | ||
| Q2 24 | $78.5M | $-54.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | 86.6% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 94.7% | ||
| Q1 25 | — | 81.6% | ||
| Q4 24 | — | 87.3% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 98.5% |
| Q1 26 | — | 81.5% | ||
| Q4 25 | -142.4% | 43.3% | ||
| Q3 25 | 4.7% | 40.6% | ||
| Q2 25 | 5.8% | 43.7% | ||
| Q1 25 | 1.7% | 43.2% | ||
| Q4 24 | 4.9% | 16.8% | ||
| Q3 24 | 12.1% | -63.4% | ||
| Q2 24 | 13.4% | -15.2% |
| Q1 26 | 0.5% | 35.7% | ||
| Q4 25 | -143.3% | 28.5% | ||
| Q3 25 | 4.3% | 24.2% | ||
| Q2 25 | 3.5% | 28.4% | ||
| Q1 25 | 1.1% | 29.4% | ||
| Q4 24 | 4.2% | 8.8% | ||
| Q3 24 | 8.4% | -54.1% | ||
| Q2 24 | 9.9% | -16.0% |
| Q1 26 | $0.05 | $1.59 | ||
| Q4 25 | $-12.98 | $1.98 | ||
| Q3 25 | $0.40 | $1.18 | ||
| Q2 25 | $0.33 | $1.64 | ||
| Q1 25 | $0.09 | $2.37 | ||
| Q4 24 | $0.36 | $0.49 | ||
| Q3 24 | $0.74 | $-1.81 | ||
| Q2 24 | $0.85 | $-0.59 |
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 | — |
| Total DebtLower is stronger | $2.5B | $300.0M |
| Stockholders' EquityBook value | $2.0B | — |
| Total Assets | $5.5B | $9.1B |
| Debt / EquityLower = less leverage | 1.29× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $158.5M | — | ||
| Q4 25 | $133.2M | $271.4M | ||
| Q3 25 | $118.7M | $43.2M | ||
| Q2 25 | $131.4M | $39.3M | ||
| Q1 25 | $91.2M | $40.0M | ||
| Q4 24 | $76.3M | $48.7M | ||
| Q3 24 | $82.1M | $38.2M | ||
| Q2 24 | $77.2M | $81.4M |
| Q1 26 | $2.5B | $300.0M | ||
| Q4 25 | $2.5B | $2.7B | ||
| Q3 25 | $2.3B | $2.7B | ||
| Q2 25 | $2.3B | $2.7B | ||
| Q1 25 | $2.2B | $2.7B | ||
| Q4 24 | $2.0B | $2.7B | ||
| Q3 24 | $1.9B | $2.7B | ||
| Q2 24 | $1.8B | $2.7B |
| Q1 26 | $2.0B | — | ||
| Q4 25 | $1.9B | $3.6B | ||
| Q3 25 | $3.1B | $3.1B | ||
| Q2 25 | $3.1B | $3.0B | ||
| Q1 25 | $3.0B | $2.8B | ||
| Q4 24 | $3.1B | $-76.2M | ||
| Q3 24 | $3.0B | $-15.5M | ||
| Q2 24 | $3.0B | $5.0M |
| Q1 26 | $5.5B | $9.1B | ||
| Q4 25 | $5.5B | $9.2B | ||
| Q3 25 | $6.4B | $8.7B | ||
| Q2 25 | $6.3B | $8.4B | ||
| Q1 25 | $6.1B | $8.5B | ||
| Q4 24 | $6.0B | $8.3B | ||
| Q3 24 | $5.9B | $8.3B | ||
| Q2 24 | $5.7B | $8.5B |
| Q1 26 | 1.29× | — | ||
| Q4 25 | 1.28× | 0.75× | ||
| Q3 25 | 0.74× | 0.87× | ||
| Q2 25 | 0.74× | 0.90× | ||
| Q1 25 | 0.72× | 0.99× | ||
| Q4 24 | 0.64× | — | ||
| Q3 24 | 0.62× | — | ||
| Q2 24 | 0.62× | 532.10× |
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 | $657.3M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | 117.0% |
| Cash ConversionOCF / Net Profit | 13.78× | 4.32× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $61.5M | $657.3M | ||
| Q4 25 | $-86.3M | $274.9M | ||
| Q3 25 | $73.2M | $237.8M | ||
| Q2 25 | $133.5M | $388.4M | ||
| Q1 25 | $11.5M | $253.8M | ||
| Q4 24 | $116.7M | $220.1M | ||
| Q3 24 | $163.1M | $197.9M | ||
| Q2 24 | $171.1M | $281.8M |
| Q1 26 | — | — | ||
| Q4 25 | $-179.5M | $-2.7M | ||
| Q3 25 | $-63.0M | $-47.8M | ||
| Q2 25 | $-34.2M | $195.3M | ||
| Q1 25 | $-163.2M | $59.9M | ||
| Q4 24 | $-86.8M | $-20.3M | ||
| Q3 24 | $-27.1M | $-49.1M | ||
| Q2 24 | $16.9M | $79.5M |
| Q1 26 | — | — | ||
| Q4 25 | -21.8% | -0.4% | ||
| Q3 25 | -7.4% | -10.8% | ||
| Q2 25 | -3.9% | 37.0% | ||
| Q1 25 | -21.2% | 8.2% | ||
| Q4 24 | -11.2% | -4.0% | ||
| Q3 24 | -3.3% | -15.8% | ||
| Q2 24 | 2.1% | 23.5% |
| Q1 26 | — | 117.0% | ||
| Q4 25 | 11.3% | 43.5% | ||
| Q3 25 | 16.0% | 64.4% | ||
| Q2 25 | 19.3% | 36.6% | ||
| Q1 25 | 22.7% | 26.4% | ||
| Q4 24 | 26.3% | 46.8% | ||
| Q3 24 | 23.3% | 79.7% | ||
| Q2 24 | 19.4% | 59.7% |
| Q1 26 | 13.78× | 4.32× | ||
| Q4 25 | — | 1.51× | ||
| Q3 25 | 2.02× | 2.21× | ||
| Q2 25 | 4.43× | 2.59× | ||
| Q1 25 | 1.37× | 1.17× | ||
| Q4 24 | 3.58× | 4.89× | ||
| 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% |
NFG
| Revenues from External Customers | $425.8M | 100% |
| Intersegment Revenues | $126.0K | 0% |
