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Acadia Healthcare Company, Inc.（ACHC）とBRIGHT HORIZONS FAMILY SOLUTIONS INC.（BFAM）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 $733.7M、BRIGHT HORIZONS FAMILY SOLUTIONS INC.の約1.1倍）。BRIGHT HORIZONS FAMILY SOLUTIONS INC.の前年同期比売上増加率が高い（8.8% vs 7.5%）。過去8四半期でBRIGHT HORIZONS FAMILY SOLUTIONS INC.の売上複合成長率が高い（8.5% 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。
Bright Horizons Family Solutions Inc.は米国マサチューセッツ州ニュートンに本社を置く保育サービス事業者で、米国最大の企業主導型保育サービス提供会社です。予備保育・高齢者介護・授業料管理プログラム・教育アドバイス・学生ローン返済支援などのサービスも展開しています。
ACHC vs BFAM — 直接比較
損益計算書 — Q1 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $829.0M | $733.7M |
| 純利益 | $4.5M | — |
| 粗利率 | — | 19.3% |
| 営業利益率 | — | 6.2% |
| 純利益率 | 0.5% | — |
| 売上前年比 | 7.5% | 8.8% |
| 純利益前年比 | -50.8% | — |
| EPS（希薄化後） | $0.05 | $0.38 |
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 | $733.7M | ||
| Q3 25 | $851.6M | $802.8M | ||
| Q2 25 | $869.2M | $731.6M | ||
| Q1 25 | $770.5M | $665.5M | ||
| Q4 24 | $774.2M | $674.1M | ||
| Q3 24 | $815.6M | $719.1M | ||
| Q2 24 | $796.0M | $670.1M |
| Q1 26 | $4.5M | — | ||
| Q4 25 | $-1.2B | — | ||
| Q3 25 | $36.2M | $78.6M | ||
| Q2 25 | $30.1M | $54.8M | ||
| Q1 25 | $8.4M | $38.0M | ||
| Q4 24 | $32.6M | — | ||
| Q3 24 | $68.1M | $54.9M | ||
| Q2 24 | $78.5M | $39.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | 19.3% | ||
| Q3 25 | — | 27.0% | ||
| Q2 25 | — | 25.0% | ||
| Q1 25 | — | 23.4% | ||
| Q4 24 | — | 20.8% | ||
| Q3 24 | — | 25.2% | ||
| Q2 24 | — | 24.2% |
| Q1 26 | — | — | ||
| Q4 25 | -142.4% | 6.2% | ||
| Q3 25 | 4.7% | 15.1% | ||
| Q2 25 | 5.8% | 11.8% | ||
| Q1 25 | 1.7% | 9.4% | ||
| Q4 24 | 4.9% | 7.2% | ||
| Q3 24 | 12.1% | 12.4% | ||
| Q2 24 | 13.4% | 10.3% |
| Q1 26 | 0.5% | — | ||
| Q4 25 | -143.3% | — | ||
| Q3 25 | 4.3% | 9.8% | ||
| Q2 25 | 3.5% | 7.5% | ||
| Q1 25 | 1.1% | 5.7% | ||
| Q4 24 | 4.2% | — | ||
| Q3 24 | 8.4% | 7.6% | ||
| Q2 24 | 9.9% | 5.8% |
| Q1 26 | $0.05 | — | ||
| Q4 25 | $-12.98 | $0.38 | ||
| Q3 25 | $0.40 | $1.37 | ||
| Q2 25 | $0.33 | $0.95 | ||
| Q1 25 | $0.09 | $0.66 | ||
| Q4 24 | $0.36 | $0.50 | ||
| Q3 24 | $0.74 | $0.94 | ||
| Q2 24 | $0.85 | $0.67 |
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 | $140.1M |
| 総負債低いほど良い | $2.5B | $747.6M |
| 株主資本純資産 | $2.0B | $1.3B |
| 総資産 | $5.5B | $3.9B |
| 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 | $140.1M | ||
| Q3 25 | $118.7M | $116.6M | ||
| Q2 25 | $131.4M | $179.2M | ||
| Q1 25 | $91.2M | $112.0M | ||
| Q4 24 | $76.3M | $110.3M | ||
| Q3 24 | $82.1M | $109.9M | ||
| Q2 24 | $77.2M | $140.2M |
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | $747.6M | ||
| Q3 25 | $2.3B | $747.5M | ||
| Q2 25 | $2.3B | $797.0M | ||
| Q1 25 | $2.2B | $872.7M | ||
| Q4 24 | $2.0B | $918.4M | ||
| Q3 24 | $1.9B | $925.7M | ||
| Q2 24 | $1.8B | $931.9M |
| Q1 26 | $2.0B | — | ||
| Q4 25 | $1.9B | $1.3B | ||
| Q3 25 | $3.1B | $1.4B | ||
| Q2 25 | $3.1B | $1.4B | ||
| Q1 25 | $3.0B | $1.3B | ||
| Q4 24 | $3.1B | $1.3B | ||
| Q3 24 | $3.0B | $1.4B | ||
| Q2 24 | $3.0B | $1.3B |
| Q1 26 | $5.5B | — | ||
| Q4 25 | $5.5B | $3.9B | ||
| Q3 25 | $6.4B | $3.9B | ||
| Q2 25 | $6.3B | $3.9B | ||
| Q1 25 | $6.1B | $3.8B | ||
| Q4 24 | $6.0B | $3.9B | ||
| Q3 24 | $5.9B | $3.9B | ||
| Q2 24 | $5.7B | $3.8B |
| Q1 26 | 1.29× | — | ||
| Q4 25 | 1.28× | 0.56× | ||
| Q3 25 | 0.74× | 0.52× | ||
| Q2 25 | 0.74× | 0.57× | ||
| Q1 25 | 0.72× | 0.66× | ||
| Q4 24 | 0.64× | 0.72× | ||
| Q3 24 | 0.62× | 0.66× | ||
| Q2 24 | 0.62× | 0.73× |
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 | $350.7M |
| フリーキャッシュフロー営業CF - 設備投資 | — | $258.5M |
| FCFマージンFCF / 売上 | — | 35.2% |
| 設備投資強度設備投資 / 売上 | — | 12.6% |
| キャッシュ転換率営業CF / 純利益 | 13.78× | — |
| 直近12ヶ月FCF直近4四半期 | — | $402.4M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $61.5M | — | ||
| Q4 25 | $-86.3M | $350.7M | ||
| Q3 25 | $73.2M | $-17.6M | ||
| Q2 25 | $133.5M | $134.2M | ||
| Q1 25 | $11.5M | $86.2M | ||
| Q4 24 | $116.7M | $337.5M | ||
| Q3 24 | $163.1M | $-8.9M | ||
| Q2 24 | $171.1M | $109.4M |
| Q1 26 | — | — | ||
| Q4 25 | $-179.5M | $258.5M | ||
| Q3 25 | $-63.0M | $-42.4M | ||
| Q2 25 | $-34.2M | $115.4M | ||
| Q1 25 | $-163.2M | $70.9M | ||
| Q4 24 | $-86.8M | $240.2M | ||
| Q3 24 | $-27.1M | $-32.2M | ||
| Q2 24 | $16.9M | $86.8M |
| Q1 26 | — | — | ||
| Q4 25 | -21.8% | 35.2% | ||
| Q3 25 | -7.4% | -5.3% | ||
| Q2 25 | -3.9% | 15.8% | ||
| Q1 25 | -21.2% | 10.7% | ||
| Q4 24 | -11.2% | 35.6% | ||
| Q3 24 | -3.3% | -4.5% | ||
| Q2 24 | 2.1% | 13.0% |
| Q1 26 | — | — | ||
| Q4 25 | 11.3% | 12.6% | ||
| Q3 25 | 16.0% | 3.1% | ||
| Q2 25 | 19.3% | 2.6% | ||
| Q1 25 | 22.7% | 2.3% | ||
| Q4 24 | 26.3% | 14.4% | ||
| Q3 24 | 23.3% | 3.2% | ||
| Q2 24 | 19.4% | 3.4% |
| Q1 26 | 13.78× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 2.02× | -0.22× | ||
| Q2 25 | 4.43× | 2.45× | ||
| Q1 25 | 1.37× | 2.26× | ||
| Q4 24 | 3.58× | — | ||
| Q3 24 | 2.39× | -0.16× | ||
| Q2 24 | 2.18× | 2.79× |
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% |
BFAM
セグメントデータなし
