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Acadia Healthcare Company, Inc.（ACHC）与CARLISLE COMPANIES INC（CSL）财务数据对比。点击上方公司名可切换其他公司
CARLISLE COMPANIES INC的季度营收约是Acadia Healthcare Company, Inc.的1.3倍（$1.1B vs $829.0M），CARLISLE COMPANIES INC净利率更高（12.1% vs 0.5%，领先11.6%），Acadia Healthcare Company, Inc.同比增速更快（7.5% vs -4.0%），过去两年Acadia Healthcare Company, Inc.的营收复合增速更高（2.0% vs -14.8%）
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。
卡莱尔公司是专业建筑产品供应商，聚焦于提升建筑能效与稳固性，面向商业建筑领域生产销售单层屋面产品、质保系统及配套配件，旗下设有卡莱尔建筑材料、卡莱尔防水技术两大业务板块，产品涵盖防潮材料、屋面防护层等多个品类。
ACHC vs CSL — 直观对比
营收规模更大
CSL
是对方的1.3倍
$829.0M
营收增速更快
ACHC
高出11.5%
-4.0%
净利率更高
CSL
高出11.6%
0.5%
两年增速更快
ACHC
近两年复合增速
-14.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $829.0M | $1.1B |
| 净利润 | $4.5M | $127.7M |
| 毛利率 | — | 34.5% |
| 营业利润率 | — | 17.1% |
| 净利率 | 0.5% | 12.1% |
| 营收同比 | 7.5% | -4.0% |
| 净利润同比 | -50.8% | -10.9% |
| 每股收益（稀释后） | $0.05 | $3.10 |
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ACHCCSL
| Q1 26 | $829.0M | $1.1B | ||
| Q4 25 | $821.5M | $1.1B | ||
| Q3 25 | $851.6M | $1.3B | ||
| Q2 25 | $869.2M | $1.4B | ||
| Q1 25 | $770.5M | $1.1B | ||
| Q4 24 | $774.2M | $1.1B | ||
| Q3 24 | $815.6M | $1.3B | ||
| Q2 24 | $796.0M | $1.5B |
净利润ACHCCSL
| Q1 26 | $4.5M | $127.7M | ||
| Q4 25 | $-1.2B | $127.4M | ||
| Q3 25 | $36.2M | $214.2M | ||
| Q2 25 | $30.1M | $255.8M | ||
| Q1 25 | $8.4M | $143.3M | ||
| Q4 24 | $32.6M | $162.8M | ||
| Q3 24 | $68.1M | $244.3M | ||
| Q2 24 | $78.5M | $712.4M |
毛利率ACHCCSL
| Q1 26 | — | 34.5% | ||
| Q4 25 | — | 33.8% | ||
| Q3 25 | — | 36.0% | ||
| Q2 25 | — | 37.3% | ||
| Q1 25 | — | 35.2% | ||
| Q4 24 | — | 36.1% | ||
| Q3 24 | — | 38.6% | ||
| Q2 24 | — | 39.2% |
营业利润率ACHCCSL
| Q1 26 | — | 17.1% | ||
| Q4 25 | -142.4% | 16.8% | ||
| Q3 25 | 4.7% | 21.8% | ||
| Q2 25 | 5.8% | 23.1% | ||
| Q1 25 | 1.7% | 16.8% | ||
| Q4 24 | 4.9% | 19.9% | ||
| Q3 24 | 12.1% | 23.7% | ||
| Q2 24 | 13.4% | 26.0% |
净利率ACHCCSL
| Q1 26 | 0.5% | 12.1% | ||
| Q4 25 | -143.3% | 11.3% | ||
| Q3 25 | 4.3% | 15.9% | ||
| Q2 25 | 3.5% | 17.6% | ||
| Q1 25 | 1.1% | 13.1% | ||
| Q4 24 | 4.2% | 14.5% | ||
| Q3 24 | 8.4% | 18.3% | ||
| Q2 24 | 9.9% | 49.1% |
每股收益（稀释后）ACHCCSL
| Q1 26 | $0.05 | $3.10 | ||
| Q4 25 | $-12.98 | $3.06 | ||
| Q3 25 | $0.40 | $4.98 | ||
| Q2 25 | $0.33 | $5.88 | ||
| Q1 25 | $0.09 | $3.20 | ||
| Q4 24 | $0.36 | $3.76 | ||
| Q3 24 | $0.74 | $5.25 | ||
| Q2 24 | $0.85 | $14.84 |
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 | $771.3M |
| 总债务越低越好 | $2.5B | — |
| 股东权益账面价值 | $2.0B | $1.7B |
| 总资产 | $5.5B | — |
| 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ACHCCSL
| Q1 26 | $158.5M | $771.3M | ||
| Q4 25 | $133.2M | $1.1B | ||
| Q3 25 | $118.7M | $1.1B | ||
| Q2 25 | $131.4M | $68.4M | ||
| Q1 25 | $91.2M | $220.2M | ||
| Q4 24 | $76.3M | $753.5M | ||
| Q3 24 | $82.1M | $1.5B | ||
| Q2 24 | $77.2M | $1.7B |
总债务ACHCCSL
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | $2.9B | ||
| Q3 25 | $2.3B | $2.9B | ||
| Q2 25 | $2.3B | $1.9B | ||
| Q1 25 | $2.2B | $1.9B | ||
| Q4 24 | $2.0B | $1.9B | ||
| Q3 24 | $1.9B | $2.3B | ||
| Q2 24 | $1.8B | $2.3B |
股东权益ACHCCSL
| Q1 26 | $2.0B | $1.7B | ||
| Q4 25 | $1.9B | $1.8B | ||
| Q3 25 | $3.1B | $2.0B | ||
| Q2 25 | $3.1B | $2.1B | ||
| Q1 25 | $3.0B | $2.2B | ||
| Q4 24 | $3.1B | $2.5B | ||
| Q3 24 | $3.0B | $2.8B | ||
| Q2 24 | $3.0B | $3.0B |
总资产ACHCCSL
| Q1 26 | $5.5B | — | ||
| Q4 25 | $5.5B | $6.3B | ||
| Q3 25 | $6.4B | $6.5B | ||
| Q2 25 | $6.3B | $5.5B | ||
| Q1 25 | $6.1B | $5.5B | ||
| Q4 24 | $6.0B | $5.8B | ||
| Q3 24 | $5.9B | $6.5B | ||
| Q2 24 | $5.7B | $6.7B |
负债/权益比ACHCCSL
| Q1 26 | 1.29× | — | ||
| Q4 25 | 1.28× | 1.61× | ||
| Q3 25 | 0.74× | 1.45× | ||
| Q2 25 | 0.74× | 0.89× | ||
| Q1 25 | 0.72× | 0.87× | ||
| Q4 24 | 0.64× | 0.77× | ||
| Q3 24 | 0.62× | 0.83× | ||
| Q2 24 | 0.62× | 0.76× |
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 | — | $-73.0M |
| 自由现金流率自由现金流/营收 | — | -6.9% |
| 资本支出强度资本支出/营收 | — | 2.7% |
| 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 | — | $924.8M |
8季度趋势，按日历期对齐
经营现金流ACHCCSL
| Q1 26 | $61.5M | — | ||
| Q4 25 | $-86.3M | $386.0M | ||
| Q3 25 | $73.2M | $426.9M | ||
| Q2 25 | $133.5M | $287.1M | ||
| Q1 25 | $11.5M | $1.8M | ||
| Q4 24 | $116.7M | $370.6M | ||
| Q3 24 | $163.1M | $312.8M | ||
| Q2 24 | $171.1M | $183.4M |
自由现金流ACHCCSL
| Q1 26 | — | $-73.0M | ||
| Q4 25 | $-179.5M | $346.1M | ||
| Q3 25 | $-63.0M | $393.4M | ||
| Q2 25 | $-34.2M | $258.3M | ||
| Q1 25 | $-163.2M | $-27.2M | ||
| Q4 24 | $-86.8M | $334.0M | ||
| Q3 24 | $-27.1M | $293.5M | ||
| Q2 24 | $16.9M | $158.5M |
自由现金流率ACHCCSL
| Q1 26 | — | -6.9% | ||
| Q4 25 | -21.8% | 30.7% | ||
| Q3 25 | -7.4% | 29.2% | ||
| Q2 25 | -3.9% | 17.8% | ||
| Q1 25 | -21.2% | -2.5% | ||
| Q4 24 | -11.2% | 29.7% | ||
| Q3 24 | -3.3% | 22.0% | ||
| Q2 24 | 2.1% | 10.9% |
资本支出强度ACHCCSL
| Q1 26 | — | 2.7% | ||
| Q4 25 | 11.3% | 3.5% | ||
| Q3 25 | 16.0% | 2.5% | ||
| Q2 25 | 19.3% | 2.0% | ||
| Q1 25 | 22.7% | 2.6% | ||
| Q4 24 | 26.3% | 3.3% | ||
| Q3 24 | 23.3% | 1.4% | ||
| Q2 24 | 19.4% | 1.7% |
现金转化率ACHCCSL
| Q1 26 | 13.78× | — | ||
| Q4 25 | — | 3.03× | ||
| Q3 25 | 2.02× | 1.99× | ||
| Q2 25 | 4.43× | 1.12× | ||
| Q1 25 | 1.37× | 0.01× | ||
| Q4 24 | 3.58× | 2.28× | ||
| Q3 24 | 2.39× | 1.28× | ||
| Q2 24 | 2.18× | 0.26× |
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% |
CSL
| CCM | $758.0M | 72% |
| CWT | $294.0M | 28% |
