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Side-by-side financial comparison of Acadia Healthcare Company, Inc. (ACHC) and RXO, Inc. (RXO). Click either name above to swap in a different company.
RXO, Inc. is the larger business by last-quarter revenue ($1.5B vs $829.0M, roughly 1.8× Acadia Healthcare Company, Inc.). Acadia Healthcare Company, Inc. runs the higher net margin — 0.5% vs -3.1%, a 3.7% gap on every dollar of revenue. On growth, Acadia Healthcare Company, Inc. posted the faster year-over-year revenue change (7.5% vs -11.9%). Over the past eight quarters, RXO, Inc.'s revenue compounded faster (26.8% 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.
RXO, Inc. is a leading transportation and logistics solutions provider headquartered in the United States. Its core service portfolio includes freight brokerage, last-mile delivery for heavy and bulky goods, managed transportation services, and end-to-end supply chain optimization support, primarily catering to clients across the North American manufacturing, retail, and e-commerce segments.
ACHC vs RXO — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $829.0M | $1.5B |
| Net Profit | $4.5M | $-46.0M |
| Gross Margin | — | — |
| Operating Margin | — | -2.9% |
| Net Margin | 0.5% | -3.1% |
| Revenue YoY | 7.5% | -11.9% |
| Net Profit YoY | -50.8% | -84.0% |
| EPS (diluted) | $0.05 | $-0.28 |
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 | $1.5B | ||
| Q3 25 | $851.6M | $1.4B | ||
| Q2 25 | $869.2M | $1.4B | ||
| Q1 25 | $770.5M | $1.4B | ||
| Q4 24 | $774.2M | $1.7B | ||
| Q3 24 | $815.6M | $1.0B | ||
| Q2 24 | $796.0M | $930.0M |
| Q1 26 | $4.5M | — | ||
| Q4 25 | $-1.2B | $-46.0M | ||
| Q3 25 | $36.2M | $-14.0M | ||
| Q2 25 | $30.1M | $-9.0M | ||
| Q1 25 | $8.4M | $-31.0M | ||
| Q4 24 | $32.6M | $-25.0M | ||
| Q3 24 | $68.1M | $-243.0M | ||
| Q2 24 | $78.5M | $-7.0M |
| Q1 26 | — | — | ||
| Q4 25 | -142.4% | -2.9% | ||
| Q3 25 | 4.7% | -0.5% | ||
| Q2 25 | 5.8% | — | ||
| Q1 25 | 1.7% | -2.1% | ||
| Q4 24 | 4.9% | -1.4% | ||
| Q3 24 | 12.1% | -1.9% | ||
| Q2 24 | 13.4% | — |
| Q1 26 | 0.5% | — | ||
| Q4 25 | -143.3% | -3.1% | ||
| Q3 25 | 4.3% | -1.0% | ||
| Q2 25 | 3.5% | -0.6% | ||
| Q1 25 | 1.1% | -2.2% | ||
| Q4 24 | 4.2% | -1.5% | ||
| Q3 24 | 8.4% | -23.4% | ||
| Q2 24 | 9.9% | -0.8% |
| Q1 26 | $0.05 | — | ||
| Q4 25 | $-12.98 | $-0.28 | ||
| Q3 25 | $0.40 | $-0.08 | ||
| Q2 25 | $0.33 | $-0.05 | ||
| Q1 25 | $0.09 | $-0.18 | ||
| Q4 24 | $0.36 | $-0.17 | ||
| Q3 24 | $0.74 | $-1.81 | ||
| Q2 24 | $0.85 | $-0.06 |
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 | $17.0M |
| Total DebtLower is stronger | $2.5B | $387.0M |
| Stockholders' EquityBook value | $2.0B | $1.5B |
| Total Assets | $5.5B | $3.3B |
| Debt / EquityLower = less leverage | 1.29× | 0.25× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $158.5M | — | ||
| Q4 25 | $133.2M | $17.0M | ||
| Q3 25 | $118.7M | $25.0M | ||
| Q2 25 | $131.4M | $18.0M | ||
| Q1 25 | $91.2M | $16.0M | ||
| Q4 24 | $76.3M | $35.0M | ||
| Q3 24 | $82.1M | $55.0M | ||
| Q2 24 | $77.2M | $7.0M |
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | $387.0M | ||
| Q3 25 | $2.3B | $387.0M | ||
| Q2 25 | $2.3B | $387.0M | ||
| Q1 25 | $2.2B | $387.0M | ||
| Q4 24 | $2.0B | $351.0M | ||
| Q3 24 | $1.9B | $352.0M | ||
| Q2 24 | $1.8B | $370.0M |
| Q1 26 | $2.0B | — | ||
| Q4 25 | $1.9B | $1.5B | ||
| Q3 25 | $3.1B | $1.6B | ||
| Q2 25 | $3.1B | $1.6B | ||
| Q1 25 | $3.0B | $1.6B | ||
| Q4 24 | $3.1B | $1.6B | ||
| Q3 24 | $3.0B | $1.7B | ||
| Q2 24 | $3.0B | $579.0M |
| Q1 26 | $5.5B | — | ||
| Q4 25 | $5.5B | $3.3B | ||
| Q3 25 | $6.4B | $3.2B | ||
| Q2 25 | $6.3B | $3.2B | ||
| Q1 25 | $6.1B | $3.3B | ||
| Q4 24 | $6.0B | $3.4B | ||
| Q3 24 | $5.9B | $3.4B | ||
| Q2 24 | $5.7B | $1.8B |
| Q1 26 | 1.29× | — | ||
| Q4 25 | 1.28× | 0.25× | ||
| Q3 25 | 0.74× | 0.24× | ||
| Q2 25 | 0.74× | 0.24× | ||
| Q1 25 | 0.72× | 0.24× | ||
| Q4 24 | 0.64× | 0.22× | ||
| Q3 24 | 0.62× | 0.21× | ||
| Q2 24 | 0.62× | 0.64× |
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 | $7.0M |
| Free Cash FlowOCF − Capex | — | $-9.0M |
| FCF MarginFCF / Revenue | — | -0.6% |
| Capex IntensityCapex / Revenue | — | 1.1% |
| Cash ConversionOCF / Net Profit | 13.78× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-8.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $61.5M | — | ||
| Q4 25 | $-86.3M | $7.0M | ||
| Q3 25 | $73.2M | $23.0M | ||
| Q2 25 | $133.5M | $23.0M | ||
| Q1 25 | $11.5M | $-2.0M | ||
| Q4 24 | $116.7M | $-7.0M | ||
| Q3 24 | $163.1M | $-7.0M | ||
| Q2 24 | $171.1M | $-5.0M |
| Q1 26 | — | — | ||
| Q4 25 | $-179.5M | $-9.0M | ||
| Q3 25 | $-63.0M | $9.0M | ||
| Q2 25 | $-34.2M | $9.0M | ||
| Q1 25 | $-163.2M | $-17.0M | ||
| Q4 24 | $-86.8M | $-19.0M | ||
| Q3 24 | $-27.1M | $-18.0M | ||
| Q2 24 | $16.9M | $-16.0M |
| Q1 26 | — | — | ||
| Q4 25 | -21.8% | -0.6% | ||
| Q3 25 | -7.4% | 0.6% | ||
| Q2 25 | -3.9% | 0.6% | ||
| Q1 25 | -21.2% | -1.2% | ||
| Q4 24 | -11.2% | -1.1% | ||
| Q3 24 | -3.3% | -1.7% | ||
| Q2 24 | 2.1% | -1.7% |
| Q1 26 | — | — | ||
| Q4 25 | 11.3% | 1.1% | ||
| Q3 25 | 16.0% | 1.0% | ||
| Q2 25 | 19.3% | 1.0% | ||
| Q1 25 | 22.7% | 1.0% | ||
| Q4 24 | 26.3% | 0.7% | ||
| Q3 24 | 23.3% | 1.1% | ||
| Q2 24 | 19.4% | 1.2% |
| Q1 26 | 13.78× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 2.02× | — | ||
| Q2 25 | 4.43× | — | ||
| Q1 25 | 1.37× | — | ||
| Q4 24 | 3.58× | — | ||
| 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% |
RXO
| Retail Sector | $546.0M | 37% |
| Last Mile | $298.0M | 20% |
| Food And Beverage Sector | $225.0M | 15% |
| Other Sector | $185.0M | 13% |
| Managed Transportation | $133.0M | 9% |
| Automotive Sector | $93.0M | 6% |
