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Acadia Healthcare Company, Inc.（ACHC）与布鲁克菲尔德资产管理（BAM）财务数据对比。点击上方公司名可切换其他公司
布鲁克菲尔德资产管理的季度营收约是Acadia Healthcare Company, Inc.的1.6倍（$1.3B vs $829.0M），布鲁克菲尔德资产管理净利率更高（43.8% vs 0.5%，领先43.3%），布鲁克菲尔德资产管理同比增速更快（23.8% vs 7.5%），过去两年布鲁克菲尔德资产管理的营收复合增速更高（30.5% vs 2.0%）
阿卡迪亚医疗公司是美国的营利性行为医疗健康服务提供商，目前在美国及波多黎各地区运营着超过225家医疗机构，搭建了覆盖广泛的行为健康服务网络，为有相关需求的人群提供专业的心理健康与行为干预服务。
布鲁克菲尔德资产管理有限公司是加美两地的另类资产管理机构，2022年12月从布鲁克菲尔德集团的资管业务分拆成立，在全球范围内管理不动产、基础设施、可再生能源、私募股权及信贷市场等领域的投资。
ACHC vs BAM — 直观对比
营收规模更大
BAM
是对方的1.6倍
$829.0M
营收增速更快
BAM
高出16.3%
7.5%
净利率更高
BAM
高出43.3%
0.5%
两年增速更快
BAM
近两年复合增速
2.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $829.0M | $1.3B |
| 净利润 | $4.5M | $586.0M |
| 毛利率 | — | — |
| 营业利润率 | — | — |
| 净利率 | 0.5% | 43.8% |
| 营收同比 | 7.5% | 23.8% |
| 净利润同比 | -50.8% | 15.6% |
| 每股收益（稀释后） | $0.05 | $0.38 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收ACHCBAM
| Q1 26 | $829.0M | $1.3B | ||
| Q4 25 | $821.5M | $1.1B | ||
| Q3 25 | $851.6M | $974.0M | ||
| Q2 25 | $869.2M | $931.0M | ||
| Q1 25 | $770.5M | $954.0M | ||
| Q4 24 | $774.2M | — | ||
| Q3 24 | $815.6M | $873.0M | ||
| Q2 24 | $796.0M | $821.0M |
净利润ACHCBAM
| Q1 26 | $4.5M | $586.0M | ||
| Q4 25 | $-1.2B | $615.0M | ||
| Q3 25 | $36.2M | $692.0M | ||
| Q2 25 | $30.1M | $584.0M | ||
| Q1 25 | $8.4M | $507.0M | ||
| Q4 24 | $32.6M | — | ||
| Q3 24 | $68.1M | $537.0M | ||
| Q2 24 | $78.5M | $124.0M |
营业利润率ACHCBAM
| Q1 26 | — | — | ||
| Q4 25 | -142.4% | 84.2% | ||
| Q3 25 | 4.7% | 79.1% | ||
| Q2 25 | 5.8% | 70.8% | ||
| Q1 25 | 1.7% | 61.0% | ||
| Q4 24 | 4.9% | — | ||
| Q3 24 | 12.1% | 72.5% | ||
| Q2 24 | 13.4% | 80.4% |
净利率ACHCBAM
| Q1 26 | 0.5% | 43.8% | ||
| Q4 25 | -143.3% | 56.7% | ||
| Q3 25 | 4.3% | 71.0% | ||
| Q2 25 | 3.5% | 62.7% | ||
| Q1 25 | 1.1% | 53.1% | ||
| Q4 24 | 4.2% | — | ||
| Q3 24 | 8.4% | 61.5% | ||
| Q2 24 | 9.9% | 15.1% |
每股收益（稀释后）ACHCBAM
| Q1 26 | $0.05 | $0.38 | ||
| Q4 25 | $-12.98 | — | ||
| Q3 25 | $0.40 | — | ||
| Q2 25 | $0.33 | — | ||
| Q1 25 | $0.09 | — | ||
| Q4 24 | $0.36 | — | ||
| Q3 24 | $0.74 | — | ||
| Q2 24 | $0.85 | — |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $158.5M | $1.0M |
| 总债务越低越好 | $2.5B | — |
| 股东权益账面价值 | $2.0B | $8.6M |
| 总资产 | $5.5B | $17.9M |
| 负债/权益比越低杠杆越低 | 1.29× | — |
8季度趋势，按日历期对齐
现金及短期投资ACHCBAM
| Q1 26 | $158.5M | $1.0M | ||
| Q4 25 | $133.2M | $1.6B | ||
| Q3 25 | $118.7M | $1.1B | ||
| Q2 25 | $131.4M | $480.0M | ||
| Q1 25 | $91.2M | $332.0M | ||
| Q4 24 | $76.3M | — | ||
| Q3 24 | $82.1M | — | ||
| Q2 24 | $77.2M | $10.0M |
总债务ACHCBAM
| 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 | — |
股东权益ACHCBAM
| Q1 26 | $2.0B | $8.6M | ||
| Q4 25 | $1.9B | $8.9B | ||
| Q3 25 | $3.1B | $8.5B | ||
| Q2 25 | $3.1B | $8.5B | ||
| Q1 25 | $3.0B | $8.5B | ||
| Q4 24 | $3.1B | — | ||
| Q3 24 | $3.0B | $9.0B | ||
| Q2 24 | $3.0B | $3.2B |
总资产ACHCBAM
| Q1 26 | $5.5B | $17.9M | ||
| Q4 25 | $5.5B | $17.0B | ||
| Q3 25 | $6.4B | $16.5B | ||
| Q2 25 | $6.3B | $16.1B | ||
| Q1 25 | $6.1B | $15.0B | ||
| Q4 24 | $6.0B | — | ||
| Q3 24 | $5.9B | — | ||
| Q2 24 | $5.7B | $4.2B |
负债/权益比ACHCBAM
| 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× | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $61.5M | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 13.78× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流ACHCBAM
| Q1 26 | $61.5M | — | ||
| Q4 25 | $-86.3M | $562.0M | ||
| Q3 25 | $73.2M | $745.0M | ||
| Q2 25 | $133.5M | $529.0M | ||
| Q1 25 | $11.5M | $265.0M | ||
| Q4 24 | $116.7M | — | ||
| Q3 24 | $163.1M | $567.0M | ||
| Q2 24 | $171.1M | $159.0M |
自由现金流ACHCBAM
| Q1 26 | — | — | ||
| Q4 25 | $-179.5M | — | ||
| Q3 25 | $-63.0M | — | ||
| Q2 25 | $-34.2M | — | ||
| Q1 25 | $-163.2M | — | ||
| Q4 24 | $-86.8M | — | ||
| Q3 24 | $-27.1M | — | ||
| Q2 24 | $16.9M | — |
自由现金流率ACHCBAM
| Q1 26 | — | — | ||
| Q4 25 | -21.8% | — | ||
| Q3 25 | -7.4% | — | ||
| Q2 25 | -3.9% | — | ||
| Q1 25 | -21.2% | — | ||
| Q4 24 | -11.2% | — | ||
| Q3 24 | -3.3% | — | ||
| Q2 24 | 2.1% | — |
资本支出强度ACHCBAM
| Q1 26 | — | — | ||
| Q4 25 | 11.3% | — | ||
| Q3 25 | 16.0% | — | ||
| Q2 25 | 19.3% | — | ||
| Q1 25 | 22.7% | — | ||
| Q4 24 | 26.3% | — | ||
| Q3 24 | 23.3% | — | ||
| Q2 24 | 19.4% | — |
现金转化率ACHCBAM
| Q1 26 | 13.78× | — | ||
| Q4 25 | — | 0.91× | ||
| Q3 25 | 2.02× | 1.08× | ||
| Q2 25 | 4.43× | 0.91× | ||
| Q1 25 | 1.37× | 0.52× | ||
| Q4 24 | 3.58× | — | ||
| Q3 24 | 2.39× | 1.06× | ||
| Q2 24 | 2.18× | 1.28× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
ACHC
| Acute Inpatient Psychiatric Facilities | $471.0M | 57% |
| Other | $140.0M | 17% |
| Specialty Treatment Facilities | $128.0M | 15% |
| Residential Treatment Facilities | $90.0M | 11% |
BAM
| Management and incentive fee revenues | $990.0M | 74% |
| Other revenues | $236.0M | 18% |
| Other | $112.0M | 8% |
