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Acadia Healthcare Company, Inc.（ACHC）与EAGLE MATERIALS INC（EXP）财务数据对比。点击上方公司名可切换其他公司
Acadia Healthcare Company, Inc.的季度营收约是EAGLE MATERIALS INC的1.5倍（$829.0M vs $556.0M），EAGLE MATERIALS INC净利率更高（18.5% vs 0.5%，领先18.0%），Acadia Healthcare Company, Inc.同比增速更快（7.5% vs -0.4%），过去两年EAGLE MATERIALS INC的营收复合增速更高（8.0% 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。
Eagle Materials Inc.是总部位于美国得克萨斯州达拉斯的建筑材料生产企业，主营产品包括水泥、混凝土、建筑骨料、石膏、墙板、纸板以及水力压裂作业专用砂，产品广泛应用于建筑施工、能源开发等多个领域。
ACHC vs EXP — 直观对比
营收规模更大
ACHC
是对方的1.5倍
$556.0M
营收增速更快
ACHC
高出7.9%
-0.4%
净利率更高
EXP
高出18.0%
0.5%
两年增速更快
EXP
近两年复合增速
2.0%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $829.0M | $556.0M |
| 净利润 | $4.5M | $102.9M |
| 毛利率 | — | 28.9% |
| 营业利润率 | — | — |
| 净利率 | 0.5% | 18.5% |
| 营收同比 | 7.5% | -0.4% |
| 净利润同比 | -50.8% | -13.9% |
| 每股收益（稀释后） | $0.05 | $3.22 |
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ACHCEXP
| Q1 26 | $829.0M | — | ||
| Q4 25 | $821.5M | $556.0M | ||
| Q3 25 | $851.6M | $638.9M | ||
| Q2 25 | $869.2M | $634.7M | ||
| Q1 25 | $770.5M | $470.2M | ||
| Q4 24 | $774.2M | $558.0M | ||
| Q3 24 | $815.6M | $623.6M | ||
| Q2 24 | $796.0M | $608.7M |
净利润ACHCEXP
| Q1 26 | $4.5M | — | ||
| Q4 25 | $-1.2B | $102.9M | ||
| Q3 25 | $36.2M | $137.4M | ||
| Q2 25 | $30.1M | $123.4M | ||
| Q1 25 | $8.4M | $66.5M | ||
| Q4 24 | $32.6M | $119.6M | ||
| Q3 24 | $68.1M | $143.5M | ||
| Q2 24 | $78.5M | $133.8M |
毛利率ACHCEXP
| Q1 26 | — | — | ||
| Q4 25 | — | 28.9% | ||
| Q3 25 | — | 31.3% | ||
| Q2 25 | — | 29.2% | ||
| Q1 25 | — | 22.2% | ||
| Q4 24 | — | 31.9% | ||
| Q3 24 | — | 32.7% | ||
| Q2 24 | — | 30.7% |
营业利润率ACHCEXP
| Q1 26 | — | — | ||
| Q4 25 | -142.4% | — | ||
| Q3 25 | 4.7% | — | ||
| Q2 25 | 5.8% | — | ||
| Q1 25 | 1.7% | — | ||
| Q4 24 | 4.9% | 32.8% | ||
| Q3 24 | 12.1% | 34.2% | ||
| Q2 24 | 13.4% | 32.0% |
净利率ACHCEXP
| Q1 26 | 0.5% | — | ||
| Q4 25 | -143.3% | 18.5% | ||
| Q3 25 | 4.3% | 21.5% | ||
| Q2 25 | 3.5% | 19.4% | ||
| Q1 25 | 1.1% | 14.1% | ||
| Q4 24 | 4.2% | 21.4% | ||
| Q3 24 | 8.4% | 23.0% | ||
| Q2 24 | 9.9% | 22.0% |
每股收益（稀释后）ACHCEXP
| Q1 26 | $0.05 | — | ||
| Q4 25 | $-12.98 | $3.22 | ||
| Q3 25 | $0.40 | $4.23 | ||
| Q2 25 | $0.33 | $3.76 | ||
| Q1 25 | $0.09 | $2.01 | ||
| Q4 24 | $0.36 | $3.56 | ||
| Q3 24 | $0.74 | $4.26 | ||
| Q2 24 | $0.85 | $3.94 |
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 | $419.0M |
| 总债务越低越好 | $2.5B | — |
| 股东权益账面价值 | $2.0B | $1.5B |
| 总资产 | $5.5B | $3.8B |
| 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ACHCEXP
| Q1 26 | $158.5M | — | ||
| Q4 25 | $133.2M | $419.0M | ||
| Q3 25 | $118.7M | $35.0M | ||
| Q2 25 | $131.4M | $59.7M | ||
| Q1 25 | $91.2M | $20.4M | ||
| Q4 24 | $76.3M | $31.2M | ||
| Q3 24 | $82.1M | $93.9M | ||
| Q2 24 | $77.2M | $46.5M |
总债务ACHCEXP
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | — | ||
| Q3 25 | $2.3B | — | ||
| Q2 25 | $2.3B | — | ||
| Q1 25 | $2.2B | $1.2B | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $1.9B | — | ||
| Q2 24 | $1.8B | — |
股东权益ACHCEXP
| Q1 26 | $2.0B | — | ||
| Q4 25 | $1.9B | $1.5B | ||
| Q3 25 | $3.1B | $1.5B | ||
| Q2 25 | $3.1B | $1.5B | ||
| Q1 25 | $3.0B | $1.5B | ||
| Q4 24 | $3.1B | $1.5B | ||
| Q3 24 | $3.0B | $1.4B | ||
| Q2 24 | $3.0B | $1.4B |
总资产ACHCEXP
| Q1 26 | $5.5B | — | ||
| Q4 25 | $5.5B | $3.8B | ||
| Q3 25 | $6.4B | $3.4B | ||
| Q2 25 | $6.3B | $3.4B | ||
| Q1 25 | $6.1B | $3.3B | ||
| Q4 24 | $6.0B | $3.0B | ||
| Q3 24 | $5.9B | $3.1B | ||
| Q2 24 | $5.7B | $3.0B |
负债/权益比ACHCEXP
| Q1 26 | 1.29× | — | ||
| Q4 25 | 1.28× | — | ||
| Q3 25 | 0.74× | — | ||
| Q2 25 | 0.74× | — | ||
| Q1 25 | 0.72× | 0.86× | ||
| 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 | $170.8M |
| 自由现金流经营现金流 - 资本支出 | — | $60.8M |
| 自由现金流率自由现金流/营收 | — | 10.9% |
| 资本支出强度资本支出/营收 | — | 19.8% |
| 现金转化率经营现金流/净利润 | 13.78× | 1.66× |
| 过去12个月自由现金流最近4个季度 | — | $231.8M |
8季度趋势，按日历期对齐
经营现金流ACHCEXP
| Q1 26 | $61.5M | — | ||
| Q4 25 | $-86.3M | $170.8M | ||
| Q3 25 | $73.2M | $204.6M | ||
| Q2 25 | $133.5M | $136.6M | ||
| Q1 25 | $11.5M | $62.8M | ||
| Q4 24 | $116.7M | $119.9M | ||
| Q3 24 | $163.1M | $233.3M | ||
| Q2 24 | $171.1M | $132.6M |
自由现金流ACHCEXP
| Q1 26 | — | — | ||
| Q4 25 | $-179.5M | $60.8M | ||
| Q3 25 | $-63.0M | $96.1M | ||
| Q2 25 | $-34.2M | $60.5M | ||
| Q1 25 | $-163.2M | $14.5M | ||
| Q4 24 | $-86.8M | $72.5M | ||
| Q3 24 | $-27.1M | $166.8M | ||
| Q2 24 | $16.9M | $99.5M |
自由现金流率ACHCEXP
| Q1 26 | — | — | ||
| Q4 25 | -21.8% | 10.9% | ||
| Q3 25 | -7.4% | 15.0% | ||
| Q2 25 | -3.9% | 9.5% | ||
| Q1 25 | -21.2% | 3.1% | ||
| Q4 24 | -11.2% | 13.0% | ||
| Q3 24 | -3.3% | 26.7% | ||
| Q2 24 | 2.1% | 16.3% |
资本支出强度ACHCEXP
| Q1 26 | — | — | ||
| Q4 25 | 11.3% | 19.8% | ||
| Q3 25 | 16.0% | 17.0% | ||
| Q2 25 | 19.3% | 12.0% | ||
| Q1 25 | 22.7% | 10.3% | ||
| Q4 24 | 26.3% | 8.5% | ||
| Q3 24 | 23.3% | 10.7% | ||
| Q2 24 | 19.4% | 5.4% |
现金转化率ACHCEXP
| Q1 26 | 13.78× | — | ||
| Q4 25 | — | 1.66× | ||
| Q3 25 | 2.02× | 1.49× | ||
| Q2 25 | 4.43× | 1.11× | ||
| Q1 25 | 1.37× | 0.94× | ||
| Q4 24 | 3.58× | 1.00× | ||
| Q3 24 | 2.39× | 1.63× | ||
| Q2 24 | 2.18× | 0.99× |
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% |
EXP
| External Customers | $283.5M | 51% |
| Gypsum Wallboard | $175.9M | 32% |
| Recycled Paperboard | $47.8M | 9% |
| Corporate Joint Venture | $29.4M | 5% |
| Other | $11.8M | 2% |
| Western Pennsylvania Acquisition | $7.6M | 1% |
