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Side-by-side financial comparison of Acadia Healthcare Company, Inc. (ACHC) and UPBOUND GROUP, INC. (UPBD). Click either name above to swap in a different company.
UPBOUND GROUP, INC. is the larger business by last-quarter revenue ($1.2B vs $829.0M, roughly 1.4× Acadia Healthcare Company, Inc.). UPBOUND GROUP, INC. runs the higher net margin — 1.7% vs 0.5%, a 1.1% gap on every dollar of revenue. On growth, UPBOUND GROUP, INC. posted the faster year-over-year revenue change (10.9% vs 7.5%). Over the past eight quarters, UPBOUND GROUP, INC.'s revenue compounded faster (4.5% 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.
Upbound Group, Inc. is a leading US provider of flexible lease-to-own solutions for consumer goods. It offers furniture, consumer electronics, home appliances, and accessories, catering to customers seeking accessible payment alternatives to traditional retail financing.
ACHC vs UPBD — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $829.0M | $1.2B |
| Net Profit | $4.5M | $19.7M |
| Gross Margin | — | 49.0% |
| Operating Margin | — | 4.8% |
| Net Margin | 0.5% | 1.7% |
| Revenue YoY | 7.5% | 10.9% |
| Net Profit YoY | -50.8% | -36.3% |
| EPS (diluted) | $0.05 | $0.35 |
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 | $1.2B | ||
| Q3 25 | $851.6M | $1.2B | ||
| Q2 25 | $869.2M | $1.2B | ||
| Q1 25 | $770.5M | $1.2B | ||
| Q4 24 | $774.2M | $1.1B | ||
| Q3 24 | $815.6M | $1.1B | ||
| Q2 24 | $796.0M | $1.1B |
| Q1 26 | $4.5M | — | ||
| Q4 25 | $-1.2B | $19.7M | ||
| Q3 25 | $36.2M | $13.2M | ||
| Q2 25 | $30.1M | $15.5M | ||
| Q1 25 | $8.4M | $24.8M | ||
| Q4 24 | $32.6M | $31.0M | ||
| Q3 24 | $68.1M | $30.9M | ||
| Q2 24 | $78.5M | $33.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | 49.0% | ||
| Q3 25 | — | 48.3% | ||
| Q2 25 | — | 49.4% | ||
| Q1 25 | — | 46.8% | ||
| Q4 24 | — | 47.1% | ||
| Q3 24 | — | 47.8% | ||
| Q2 24 | — | 49.4% |
| Q1 26 | — | — | ||
| Q4 25 | -142.4% | 4.8% | ||
| Q3 25 | 4.7% | 4.5% | ||
| Q2 25 | 5.8% | 4.4% | ||
| Q1 25 | 1.7% | 5.3% | ||
| Q4 24 | 4.9% | 7.3% | ||
| Q3 24 | 12.1% | 6.6% | ||
| Q2 24 | 13.4% | 7.5% |
| Q1 26 | 0.5% | — | ||
| Q4 25 | -143.3% | 1.7% | ||
| Q3 25 | 4.3% | 1.1% | ||
| Q2 25 | 3.5% | 1.3% | ||
| Q1 25 | 1.1% | 2.1% | ||
| Q4 24 | 4.2% | 2.9% | ||
| Q3 24 | 8.4% | 2.9% | ||
| Q2 24 | 9.9% | 3.2% |
| Q1 26 | $0.05 | — | ||
| Q4 25 | $-12.98 | $0.35 | ||
| Q3 25 | $0.40 | $0.22 | ||
| Q2 25 | $0.33 | $0.26 | ||
| Q1 25 | $0.09 | $0.42 | ||
| Q4 24 | $0.36 | $0.55 | ||
| Q3 24 | $0.74 | $0.55 | ||
| Q2 24 | $0.85 | $0.61 |
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 | $120.5M |
| Total DebtLower is stronger | $2.5B | — |
| Stockholders' EquityBook value | $2.0B | $695.7M |
| Total Assets | $5.5B | $3.3B |
| Debt / EquityLower = less leverage | 1.29× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $158.5M | — | ||
| Q4 25 | $133.2M | $120.5M | ||
| Q3 25 | $118.7M | $107.0M | ||
| Q2 25 | $131.4M | $106.8M | ||
| Q1 25 | $91.2M | $107.3M | ||
| Q4 24 | $76.3M | $60.9M | ||
| Q3 24 | $82.1M | $85.1M | ||
| Q2 24 | $77.2M | $82.5M |
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | — | ||
| Q3 25 | $2.3B | — | ||
| Q2 25 | $2.3B | — | ||
| Q1 25 | $2.2B | — | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $1.9B | — | ||
| Q2 24 | $1.8B | — |
| Q1 26 | $2.0B | — | ||
| Q4 25 | $1.9B | $695.7M | ||
| Q3 25 | $3.1B | $687.3M | ||
| Q2 25 | $3.1B | $685.5M | ||
| Q1 25 | $3.0B | $679.2M | ||
| Q4 24 | $3.1B | $629.0M | ||
| Q3 24 | $3.0B | $611.8M | ||
| Q2 24 | $3.0B | $596.3M |
| Q1 26 | $5.5B | — | ||
| Q4 25 | $5.5B | $3.3B | ||
| Q3 25 | $6.4B | $3.2B | ||
| Q2 25 | $6.3B | $3.1B | ||
| Q1 25 | $6.1B | $3.0B | ||
| Q4 24 | $6.0B | $2.6B | ||
| Q3 24 | $5.9B | $2.6B | ||
| Q2 24 | $5.7B | $2.6B |
| Q1 26 | 1.29× | — | ||
| Q4 25 | 1.28× | — | ||
| Q3 25 | 0.74× | — | ||
| Q2 25 | 0.74× | — | ||
| Q1 25 | 0.72× | — | ||
| Q4 24 | 0.64× | — | ||
| Q3 24 | 0.62× | — | ||
| Q2 24 | 0.62× | — |
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 | $41.6M |
| Free Cash FlowOCF − Capex | — | $24.0M |
| FCF MarginFCF / Revenue | — | 2.0% |
| Capex IntensityCapex / Revenue | — | 1.5% |
| Cash ConversionOCF / Net Profit | 13.78× | 2.11× |
| TTM Free Cash FlowTrailing 4 quarters | — | $238.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $61.5M | — | ||
| Q4 25 | $-86.3M | $41.6M | ||
| Q3 25 | $73.2M | $118.4M | ||
| Q2 25 | $133.5M | $7.8M | ||
| Q1 25 | $11.5M | $137.7M | ||
| Q4 24 | $116.7M | $-61.9M | ||
| Q3 24 | $163.1M | $106.2M | ||
| Q2 24 | $171.1M | $15.0M |
| Q1 26 | — | — | ||
| Q4 25 | $-179.5M | $24.0M | ||
| Q3 25 | $-63.0M | $97.9M | ||
| Q2 25 | $-34.2M | $-10.4M | ||
| Q1 25 | $-163.2M | $127.2M | ||
| Q4 24 | $-86.8M | $-74.0M | ||
| Q3 24 | $-27.1M | $88.3M | ||
| Q2 24 | $16.9M | $613.0K |
| Q1 26 | — | — | ||
| Q4 25 | -21.8% | 2.0% | ||
| Q3 25 | -7.4% | 8.4% | ||
| Q2 25 | -3.9% | -0.9% | ||
| Q1 25 | -21.2% | 10.8% | ||
| Q4 24 | -11.2% | -6.9% | ||
| Q3 24 | -3.3% | 8.3% | ||
| Q2 24 | 2.1% | 0.1% |
| Q1 26 | — | — | ||
| Q4 25 | 11.3% | 1.5% | ||
| Q3 25 | 16.0% | 1.8% | ||
| Q2 25 | 19.3% | 1.6% | ||
| Q1 25 | 22.7% | 0.9% | ||
| Q4 24 | 26.3% | 1.1% | ||
| Q3 24 | 23.3% | 1.7% | ||
| Q2 24 | 19.4% | 1.3% |
| Q1 26 | 13.78× | — | ||
| Q4 25 | — | 2.11× | ||
| Q3 25 | 2.02× | 8.96× | ||
| Q2 25 | 4.43× | 0.50× | ||
| Q1 25 | 1.37× | 5.56× | ||
| Q4 24 | 3.58× | -2.00× | ||
| Q3 24 | 2.39× | 3.44× | ||
| Q2 24 | 2.18× | 0.44× |
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% |
UPBD
Segment breakdown not available.
