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Acadia Healthcare Company, Inc.（ACHC）与FirstCash Holdings, Inc.（FCFS）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FirstCash Holdings, Inc.的1.7倍（$829.0M vs $501.3M），FirstCash Holdings, Inc.净利率更高（20.8% vs 0.5%，领先20.2%），FirstCash Holdings, Inc.同比增速更快（21.2% vs 7.5%），过去两年FirstCash Holdings, Inc.的营收复合增速更高（16.9% 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。
FirstCash Holdings, Inc.是总部位于美国得克萨斯州沃斯堡的典当企业，在美国及拉丁美洲多地运营线下典当零售门店，为纳斯达克证券交易所公开上市企业，在美洲典当服务领域拥有成熟的业务布局与完善的运营网络。
ACHC vs FCFS — 直观对比
营收规模更大
ACHC
是对方的1.7倍
$501.3M
营收增速更快
FCFS
高出13.7%
7.5%
净利率更高
FCFS
高出20.2%
0.5%
两年增速更快
FCFS
近两年复合增速
2.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $829.0M | $501.3M |
| 净利润 | $4.5M | $104.2M |
| 毛利率 | — | — |
| 营业利润率 | — | 28.5% |
| 净利率 | 0.5% | 20.8% |
| 营收同比 | 7.5% | 21.2% |
| 净利润同比 | -50.8% | 24.7% |
| 每股收益（稀释后） | $0.05 | $2.35 |
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ACHCFCFS
| Q1 26 | $829.0M | — | ||
| Q4 25 | $821.5M | $501.3M | ||
| Q3 25 | $851.6M | $411.0M | ||
| Q2 25 | $869.2M | $385.1M | ||
| Q1 25 | $770.5M | $371.1M | ||
| Q4 24 | $774.2M | $413.7M | ||
| Q3 24 | $815.6M | $363.1M | ||
| Q2 24 | $796.0M | $363.5M |
净利润ACHCFCFS
| Q1 26 | $4.5M | — | ||
| Q4 25 | $-1.2B | $104.2M | ||
| Q3 25 | $36.2M | $82.8M | ||
| Q2 25 | $30.1M | $59.8M | ||
| Q1 25 | $8.4M | $83.6M | ||
| Q4 24 | $32.6M | $83.5M | ||
| Q3 24 | $68.1M | $64.8M | ||
| Q2 24 | $78.5M | $49.1M |
营业利润率ACHCFCFS
| Q1 26 | — | — | ||
| Q4 25 | -142.4% | 28.5% | ||
| Q3 25 | 4.7% | 27.4% | ||
| Q2 25 | 5.8% | 21.1% | ||
| Q1 25 | 1.7% | 30.0% | ||
| Q4 24 | 4.9% | 26.5% | ||
| Q3 24 | 12.1% | 23.5% | ||
| Q2 24 | 13.4% | 18.2% |
净利率ACHCFCFS
| Q1 26 | 0.5% | — | ||
| Q4 25 | -143.3% | 20.8% | ||
| Q3 25 | 4.3% | 20.1% | ||
| Q2 25 | 3.5% | 15.5% | ||
| Q1 25 | 1.1% | 22.5% | ||
| Q4 24 | 4.2% | 20.2% | ||
| Q3 24 | 8.4% | 17.9% | ||
| Q2 24 | 9.9% | 13.5% |
每股收益（稀释后）ACHCFCFS
| Q1 26 | $0.05 | — | ||
| Q4 25 | $-12.98 | $2.35 | ||
| Q3 25 | $0.40 | $1.86 | ||
| Q2 25 | $0.33 | $1.34 | ||
| Q1 25 | $0.09 | $1.87 | ||
| Q4 24 | $0.36 | $1.86 | ||
| Q3 24 | $0.74 | $1.44 | ||
| Q2 24 | $0.85 | $1.08 |
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 | $125.2M |
| 总债务越低越好 | $2.5B | $2.2B |
| 股东权益账面价值 | $2.0B | $2.3B |
| 总资产 | $5.5B | $5.3B |
| 负债/权益比越低杠杆越低 | 1.29× | 0.98× |
8季度趋势，按日历期对齐
现金及短期投资ACHCFCFS
| Q1 26 | $158.5M | — | ||
| Q4 25 | $133.2M | $125.2M | ||
| Q3 25 | $118.7M | $130.2M | ||
| Q2 25 | $131.4M | $101.5M | ||
| Q1 25 | $91.2M | $146.0M | ||
| Q4 24 | $76.3M | $175.1M | ||
| Q3 24 | $82.1M | $106.3M | ||
| Q2 24 | $77.2M | $113.7M |
总债务ACHCFCFS
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | $2.2B | ||
| Q3 25 | $2.3B | $2.2B | ||
| Q2 25 | $2.3B | $1.7B | ||
| Q1 25 | $2.2B | $1.7B | ||
| Q4 24 | $2.0B | $1.7B | ||
| Q3 24 | $1.9B | $1.7B | ||
| Q2 24 | $1.8B | $1.7B |
股东权益ACHCFCFS
| Q1 26 | $2.0B | — | ||
| Q4 25 | $1.9B | $2.3B | ||
| Q3 25 | $3.1B | $2.2B | ||
| Q2 25 | $3.1B | $2.1B | ||
| Q1 25 | $3.0B | $2.1B | ||
| Q4 24 | $3.1B | $2.1B | ||
| Q3 24 | $3.0B | $2.0B | ||
| Q2 24 | $3.0B | $2.0B |
总资产ACHCFCFS
| Q1 26 | $5.5B | — | ||
| Q4 25 | $5.5B | $5.3B | ||
| Q3 25 | $6.4B | $5.2B | ||
| Q2 25 | $6.3B | $4.5B | ||
| Q1 25 | $6.1B | $4.4B | ||
| Q4 24 | $6.0B | $4.5B | ||
| Q3 24 | $5.9B | $4.4B | ||
| Q2 24 | $5.7B | $4.3B |
负债/权益比ACHCFCFS
| Q1 26 | 1.29× | — | ||
| Q4 25 | 1.28× | 0.98× | ||
| Q3 25 | 0.74× | 1.01× | ||
| Q2 25 | 0.74× | 0.79× | ||
| Q1 25 | 0.72× | 0.83× | ||
| Q4 24 | 0.64× | 0.85× | ||
| Q3 24 | 0.62× | 0.87× | ||
| Q2 24 | 0.62× | 0.85× |
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 | $206.6M |
| 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× | 1.98× |
| 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ACHCFCFS
| Q1 26 | $61.5M | — | ||
| Q4 25 | $-86.3M | $206.6M | ||
| Q3 25 | $73.2M | $135.8M | ||
| Q2 25 | $133.5M | $116.9M | ||
| Q1 25 | $11.5M | $126.6M | ||
| Q4 24 | $116.7M | $198.1M | ||
| Q3 24 | $163.1M | $113.1M | ||
| Q2 24 | $171.1M | $106.2M |
自由现金流ACHCFCFS
| 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ACHCFCFS
| 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ACHCFCFS
| 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ACHCFCFS
| Q1 26 | 13.78× | — | ||
| Q4 25 | — | 1.98× | ||
| Q3 25 | 2.02× | 1.64× | ||
| Q2 25 | 4.43× | 1.95× | ||
| Q1 25 | 1.37× | 1.51× | ||
| Q4 24 | 3.58× | 2.37× | ||
| Q3 24 | 2.39× | 1.74× | ||
| Q2 24 | 2.18× | 2.16× |
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% |
FCFS
| US Pawn Segment | $292.2M | 58% |
| Retail POS Payment Solutions | $209.8M | 42% |
