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Acadia Healthcare Company, Inc.（ACHC）与罗宾汉（HOOD）财务数据对比。点击上方公司名可切换其他公司
罗宾汉的季度营收约是Acadia Healthcare Company, Inc.的1.1倍（$927.0M vs $821.5M），罗宾汉净利率更高（36.2% vs -143.3%，领先179.6%），Acadia Healthcare Company, Inc.同比增速更快（6.1% vs -27.7%），过去两年罗宾汉的营收复合增速更高（16.6% vs 3.4%）
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。
罗宾汉市场（Robinhood Markets, Inc.）是总部位于美国加利福尼亚州门洛帕克的金融服务企业，旗下电子交易平台支持股票、ETF、期权、期货、加密货币等品类交易，还提供加密货币钱包、财富管理、信用卡等金融服务，部分银行服务与FDIC投保银行合作推出，同时运营新闻网站Sherwood.News。
ACHC vs HOOD — 直观对比
营收规模更大
HOOD
是对方的1.1倍
$821.5M
营收增速更快
ACHC
高出33.8%
-27.7%
净利率更高
HOOD
高出179.6%
-143.3%
两年增速更快
HOOD
近两年复合增速
3.4%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $821.5M | $927.0M |
| 净利润 | $-1.2B | $336.0M |
| 毛利率 | — | — |
| 营业利润率 | -142.4% | — |
| 净利率 | -143.3% | 36.2% |
| 营收同比 | 6.1% | -27.7% |
| 净利润同比 | -3710.4% | -2.9% |
| 每股收益（稀释后） | $-12.98 | $336.00 |
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ACHCHOOD
| Q1 26 | — | $927.0M | ||
| Q4 25 | $821.5M | $1.3B | ||
| Q3 25 | $851.6M | $1.3B | ||
| Q2 25 | $869.2M | $989.0M | ||
| Q1 25 | $770.5M | $927.0M | ||
| Q4 24 | $774.2M | $1.0B | ||
| Q3 24 | $815.6M | $637.0M | ||
| Q2 24 | $796.0M | $682.0M |
净利润ACHCHOOD
| Q1 26 | — | $336.0M | ||
| Q4 25 | $-1.2B | $605.0M | ||
| Q3 25 | $36.2M | $556.0M | ||
| Q2 25 | $30.1M | $386.0M | ||
| Q1 25 | $8.4M | $336.0M | ||
| Q4 24 | $32.6M | $916.0M | ||
| Q3 24 | $68.1M | $150.0M | ||
| Q2 24 | $78.5M | $188.0M |
营业利润率ACHCHOOD
| Q1 26 | — | — | ||
| Q4 25 | -142.4% | 51.5% | ||
| Q3 25 | 4.7% | 49.8% | ||
| Q2 25 | 5.8% | 44.7% | ||
| Q1 25 | 1.7% | 40.0% | ||
| Q4 24 | 4.9% | 55.0% | ||
| Q3 24 | 12.1% | 24.0% | ||
| Q2 24 | 13.4% | 28.0% |
净利率ACHCHOOD
| Q1 26 | — | 36.2% | ||
| Q4 25 | -143.3% | 47.2% | ||
| Q3 25 | 4.3% | 43.6% | ||
| Q2 25 | 3.5% | 39.0% | ||
| Q1 25 | 1.1% | 36.2% | ||
| Q4 24 | 4.2% | 90.3% | ||
| Q3 24 | 8.4% | 23.5% | ||
| Q2 24 | 9.9% | 27.6% |
每股收益（稀释后）ACHCHOOD
| Q1 26 | — | $336.00 | ||
| Q4 25 | $-12.98 | $0.65 | ||
| Q3 25 | $0.40 | $0.61 | ||
| Q2 25 | $0.33 | $0.42 | ||
| Q1 25 | $0.09 | $0.37 | ||
| Q4 24 | $0.36 | $1.00 | ||
| Q3 24 | $0.74 | $0.17 | ||
| Q2 24 | $0.85 | $0.21 |
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 | $133.2M | $4.3B |
| 总债务越低越好 | $2.5B | — |
| 股东权益账面价值 | $1.9B | $9.2B |
| 总资产 | $5.5B | $38.1B |
| 负债/权益比越低杠杆越低 | 1.28× | — |
8季度趋势，按日历期对齐
现金及短期投资ACHCHOOD
| Q1 26 | — | $4.3B | ||
| Q4 25 | $133.2M | $4.3B | ||
| Q3 25 | $118.7M | $4.3B | ||
| Q2 25 | $131.4M | $4.2B | ||
| Q1 25 | $91.2M | $4.4B | ||
| Q4 24 | $76.3M | $4.3B | ||
| Q3 24 | $82.1M | $4.6B | ||
| Q2 24 | $77.2M | $4.5B |
总债务ACHCHOOD
| Q1 26 | — | — | ||
| 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ACHCHOOD
| Q1 26 | — | $9.2B | ||
| Q4 25 | $1.9B | $9.2B | ||
| Q3 25 | $3.1B | $8.6B | ||
| Q2 25 | $3.1B | $8.1B | ||
| Q1 25 | $3.0B | $8.0B | ||
| Q4 24 | $3.1B | $8.0B | ||
| Q3 24 | $3.0B | $7.2B | ||
| Q2 24 | $3.0B | $7.1B |
总资产ACHCHOOD
| Q1 26 | — | $38.1B | ||
| Q4 25 | $5.5B | $38.1B | ||
| Q3 25 | $6.4B | $41.5B | ||
| Q2 25 | $6.3B | $35.3B | ||
| Q1 25 | $6.1B | $27.5B | ||
| Q4 24 | $6.0B | $26.2B | ||
| Q3 24 | $5.9B | $43.2B | ||
| Q2 24 | $5.7B | $41.3B |
负债/权益比ACHCHOOD
| Q1 26 | — | — | ||
| 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 | $-86.3M | $642.0M |
| 自由现金流经营现金流 - 资本支出 | $-179.5M | — |
| 自由现金流率自由现金流/营收 | -21.8% | — |
| 资本支出强度资本支出/营收 | 11.3% | — |
| 现金转化率经营现金流/净利润 | — | 1.91× |
| 过去12个月自由现金流最近4个季度 | $-439.9M | — |
8季度趋势，按日历期对齐
经营现金流ACHCHOOD
| Q1 26 | — | $642.0M | ||
| Q4 25 | $-86.3M | $-937.0M | ||
| Q3 25 | $73.2M | $-1.6B | ||
| Q2 25 | $133.5M | $3.5B | ||
| Q1 25 | $11.5M | $642.0M | ||
| Q4 24 | $116.7M | $-1.4B | ||
| Q3 24 | $163.1M | $1.8B | ||
| Q2 24 | $171.1M | $54.0M |
自由现金流ACHCHOOD
| 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ACHCHOOD
| 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ACHCHOOD
| 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ACHCHOOD
| Q1 26 | — | 1.91× | ||
| Q4 25 | — | -1.55× | ||
| Q3 25 | 2.02× | -2.83× | ||
| Q2 25 | 4.43× | 9.09× | ||
| Q1 25 | 1.37× | 1.91× | ||
| Q4 24 | 3.58× | -1.53× | ||
| Q3 24 | 2.39× | 12.08× | ||
| Q2 24 | 2.18× | 0.29× |
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 | $451.2M | 55% |
| Comprehensive Treatment Centers | $144.2M | 18% |
| Medicare | $113.7M | 14% |
| Residential Treatment Centers | $89.7M | 11% |
| Self Payor | $16.1M | 2% |
| Other Payor | $10.7M | 1% |
HOOD
| Transaction-based revenues | $583.0M | 63% |
| Other | $290.0M | 31% |
| Other revenues | $54.0M | 6% |
