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Acadia Healthcare Company, Inc.(ACHC)とAxon Enterprise(AXON)の財務データ比較。上の社名をクリックして会社を切り替えられます
Acadia Healthcare Company, Inc.の直近四半期売上が大きい($829.0M vs $796.7M、Axon Enterpriseの約1.0倍)。Acadia Healthcare Company, Inc.の純利益率が高く(0.5% vs 0.3%、差は0.2%)。Axon Enterpriseの前年同期比売上増加率が高い(38.9% vs 7.5%)。過去8四半期でAxon Enterpriseの売上複合成長率が高い(31.5% vs 2.0%)
アカディア・ヘルスケアはアメリカ合衆国に本拠を置く営利目的の行動医療サービス提供企業です。現在アメリカ本土とプエルトリコにわたり225カ所以上の医療施設を運営し、広範な行動ヘルスケアネットワークを構築して、専門的なサービスを提供しています。
アクソン・エンタープライズは米国アリゾナ州スコッツデールに本社を置く企業で、軍隊、法執行機関、一般消費者向けに武器や技術関連製品の開発を手がけています。公共安全、国防、民生分野のそれぞれのニーズに応じた製品を提供している点が特徴です。
ACHC vs AXON — 直接比較
損益計算書 — Q1 FY2026 vs Q4 FY2025
| 指標 | ||
|---|---|---|
| 売上 | $829.0M | $796.7M |
| 純利益 | $4.5M | $2.7M |
| 粗利率 | — | 57.9% |
| 営業利益率 | — | -6.3% |
| 純利益率 | 0.5% | 0.3% |
| 売上前年比 | 7.5% | 38.9% |
| 純利益前年比 | -50.8% | -98.0% |
| EPS(希薄化後) | $0.05 | $0.02 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
| Q1 26 | $829.0M | — | ||
| Q4 25 | $821.5M | $796.7M | ||
| Q3 25 | $851.6M | $710.6M | ||
| Q2 25 | $869.2M | $668.5M | ||
| Q1 25 | $770.5M | $603.6M | ||
| Q4 24 | $774.2M | $573.4M | ||
| Q3 24 | $815.6M | $544.3M | ||
| Q2 24 | $796.0M | $504.1M |
| Q1 26 | $4.5M | — | ||
| Q4 25 | $-1.2B | $2.7M | ||
| Q3 25 | $36.2M | $-2.2M | ||
| Q2 25 | $30.1M | $36.1M | ||
| Q1 25 | $8.4M | $88.0M | ||
| Q4 24 | $32.6M | $136.0M | ||
| Q3 24 | $68.1M | $67.0M | ||
| Q2 24 | $78.5M | $40.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | 57.9% | ||
| Q3 25 | — | 60.1% | ||
| Q2 25 | — | 60.4% | ||
| Q1 25 | — | 60.6% | ||
| Q4 24 | — | 60.5% | ||
| Q3 24 | — | 60.8% | ||
| Q2 24 | — | 60.3% |
| Q1 26 | — | — | ||
| Q4 25 | -142.4% | -6.3% | ||
| Q3 25 | 4.7% | -0.3% | ||
| Q2 25 | 5.8% | -0.2% | ||
| Q1 25 | 1.7% | -1.5% | ||
| Q4 24 | 4.9% | -2.6% | ||
| Q3 24 | 12.1% | 4.4% | ||
| Q2 24 | 13.4% | 6.5% |
| Q1 26 | 0.5% | — | ||
| Q4 25 | -143.3% | 0.3% | ||
| Q3 25 | 4.3% | -0.3% | ||
| Q2 25 | 3.5% | 5.4% | ||
| Q1 25 | 1.1% | 14.6% | ||
| Q4 24 | 4.2% | 23.7% | ||
| Q3 24 | 8.4% | 12.3% | ||
| Q2 24 | 9.9% | 8.1% |
| Q1 26 | $0.05 | — | ||
| Q4 25 | $-12.98 | $0.02 | ||
| Q3 25 | $0.40 | $-0.03 | ||
| Q2 25 | $0.33 | $0.44 | ||
| Q1 25 | $0.09 | $1.08 | ||
| Q4 24 | $0.36 | $1.68 | ||
| Q3 24 | $0.74 | $0.86 | ||
| Q2 24 | $0.85 | $0.53 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | ||
|---|---|---|
| 現金・短期投資手元流動性 | $158.5M | $1.7B |
| 総負債低いほど良い | $2.5B | $1.8B |
| 株主資本純資産 | $2.0B | $3.2B |
| 総資産 | $5.5B | $7.0B |
| 負債/資本比率低いほどレバレッジが低い | 1.29× | 0.56× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $158.5M | — | ||
| Q4 25 | $133.2M | $1.7B | ||
| Q3 25 | $118.7M | $2.4B | ||
| Q2 25 | $131.4M | $2.1B | ||
| Q1 25 | $91.2M | $2.2B | ||
| Q4 24 | $76.3M | $788.1M | ||
| Q3 24 | $82.1M | $1.0B | ||
| Q2 24 | $77.2M | $968.9M |
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | $1.8B | ||
| Q3 25 | $2.3B | $2.0B | ||
| Q2 25 | $2.3B | $2.0B | ||
| Q1 25 | $2.2B | $2.0B | ||
| Q4 24 | $2.0B | $680.3M | ||
| Q3 24 | $1.9B | — | ||
| Q2 24 | $1.8B | — |
| Q1 26 | $2.0B | — | ||
| Q4 25 | $1.9B | $3.2B | ||
| Q3 25 | $3.1B | $3.0B | ||
| Q2 25 | $3.1B | $2.7B | ||
| Q1 25 | $3.0B | $2.6B | ||
| Q4 24 | $3.1B | $2.3B | ||
| Q3 24 | $3.0B | $2.1B | ||
| Q2 24 | $3.0B | $1.9B |
| Q1 26 | $5.5B | — | ||
| Q4 25 | $5.5B | $7.0B | ||
| Q3 25 | $6.4B | $6.7B | ||
| Q2 25 | $6.3B | $6.2B | ||
| Q1 25 | $6.1B | $6.1B | ||
| Q4 24 | $6.0B | $4.5B | ||
| Q3 24 | $5.9B | $4.0B | ||
| Q2 24 | $5.7B | $3.7B |
| Q1 26 | 1.29× | — | ||
| Q4 25 | 1.28× | 0.56× | ||
| Q3 25 | 0.74× | 0.66× | ||
| Q2 25 | 0.74× | 0.73× | ||
| Q1 25 | 0.72× | 0.79× | ||
| Q4 24 | 0.64× | 0.29× | ||
| Q3 24 | 0.62× | — | ||
| Q2 24 | 0.62× | — |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | ||
|---|---|---|
| 営業キャッシュフロー直近四半期 | $61.5M | $217.2M |
| フリーキャッシュフロー営業CF - 設備投資 | — | $155.4M |
| FCFマージンFCF / 売上 | — | 19.5% |
| 設備投資強度設備投資 / 売上 | — | 7.8% |
| キャッシュ転換率営業CF / 純利益 | 13.78× | 79.14× |
| 直近12ヶ月FCF直近4四半期 | — | $75.1M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $61.5M | — | ||
| Q4 25 | $-86.3M | $217.2M | ||
| Q3 25 | $73.2M | $60.0M | ||
| Q2 25 | $133.5M | $-91.7M | ||
| Q1 25 | $11.5M | $25.8M | ||
| Q4 24 | $116.7M | $250.2M | ||
| Q3 24 | $163.1M | $91.3M | ||
| Q2 24 | $171.1M | $82.8M |
| Q1 26 | — | — | ||
| Q4 25 | $-179.5M | $155.4M | ||
| Q3 25 | $-63.0M | $33.4M | ||
| Q2 25 | $-34.2M | $-114.7M | ||
| Q1 25 | $-163.2M | $932.0K | ||
| Q4 24 | $-86.8M | $225.4M | ||
| Q3 24 | $-27.1M | $64.8M | ||
| Q2 24 | $16.9M | $71.4M |
| Q1 26 | — | — | ||
| Q4 25 | -21.8% | 19.5% | ||
| Q3 25 | -7.4% | 4.7% | ||
| Q2 25 | -3.9% | -17.2% | ||
| Q1 25 | -21.2% | 0.2% | ||
| Q4 24 | -11.2% | 39.3% | ||
| Q3 24 | -3.3% | 11.9% | ||
| Q2 24 | 2.1% | 14.2% |
| Q1 26 | — | — | ||
| Q4 25 | 11.3% | 7.8% | ||
| Q3 25 | 16.0% | 3.7% | ||
| Q2 25 | 19.3% | 3.4% | ||
| Q1 25 | 22.7% | 4.1% | ||
| Q4 24 | 26.3% | 4.3% | ||
| Q3 24 | 23.3% | 4.9% | ||
| Q2 24 | 19.4% | 2.2% |
| Q1 26 | 13.78× | — | ||
| Q4 25 | — | 79.14× | ||
| Q3 25 | 2.02× | — | ||
| Q2 25 | 4.43× | -2.54× | ||
| Q1 25 | 1.37× | 0.29× | ||
| Q4 24 | 3.58× | 1.84× | ||
| Q3 24 | 2.39× | 1.36× | ||
| Q2 24 | 2.18× | 2.03× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
ACHC
| Acute Inpatient Psychiatric Facilities | $471.0M | 57% |
| Other | $140.0M | 17% |
| Specialty Treatment Facilities | $128.0M | 15% |
| Residential Treatment Facilities | $90.0M | 11% |
AXON
| Software And Sensors Segment | $342.5M | 43% |
| TASER Devices Professional | $264.2M | 33% |
| Personal Sensors | $109.1M | 14% |
| Platform Solutions | $80.9M | 10% |