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Acadia Healthcare Company, Inc.（ACHC）与LCI INDUSTRIES（LCII）财务数据对比。点击上方公司名可切换其他公司
LCI INDUSTRIES的季度营收约是Acadia Healthcare Company, Inc.的1.1倍（$932.7M vs $829.0M），LCI INDUSTRIES净利率更高（2.0% vs 0.5%，领先1.5%），LCI INDUSTRIES同比增速更快（16.1% vs 7.5%），过去两年Acadia Healthcare Company, Inc.的营收复合增速更高（2.0% vs -1.8%）
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。
拉奇核心工业有限公司前身为巴基斯坦帝国化学工业公司，是一家总部位于卡拉奇的巴基斯坦综合性企业集团，业务覆盖聚酯、医药、农用化学品、纯碱及兽药等多品类产品的研发生产，在巴基斯坦本土工业领域拥有重要市场地位。
ACHC vs LCII — 直观对比
营收规模更大
LCII
是对方的1.1倍
$829.0M
营收增速更快
LCII
高出8.6%
7.5%
净利率更高
LCII
高出1.5%
0.5%
两年增速更快
ACHC
近两年复合增速
-1.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $829.0M | $932.7M |
| 净利润 | $4.5M | $18.7M |
| 毛利率 | — | 22.1% |
| 营业利润率 | — | 3.8% |
| 净利率 | 0.5% | 2.0% |
| 营收同比 | 7.5% | 16.1% |
| 净利润同比 | -50.8% | 95.7% |
| 每股收益（稀释后） | $0.05 | $0.79 |
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ACHCLCII
| Q1 26 | $829.0M | — | ||
| Q4 25 | $821.5M | $932.7M | ||
| Q3 25 | $851.6M | $1.0B | ||
| Q2 25 | $869.2M | $1.1B | ||
| Q1 25 | $770.5M | $1.0B | ||
| Q4 24 | $774.2M | $803.1M | ||
| Q3 24 | $815.6M | $915.5M | ||
| Q2 24 | $796.0M | $1.1B |
净利润ACHCLCII
| Q1 26 | $4.5M | — | ||
| Q4 25 | $-1.2B | $18.7M | ||
| Q3 25 | $36.2M | $62.5M | ||
| Q2 25 | $30.1M | $57.6M | ||
| Q1 25 | $8.4M | $49.4M | ||
| Q4 24 | $32.6M | $9.5M | ||
| Q3 24 | $68.1M | $35.6M | ||
| Q2 24 | $78.5M | $61.2M |
毛利率ACHCLCII
| Q1 26 | — | — | ||
| Q4 25 | — | 22.1% | ||
| Q3 25 | — | 24.4% | ||
| Q2 25 | — | 24.4% | ||
| Q1 25 | — | 24.1% | ||
| Q4 24 | — | 21.1% | ||
| Q3 24 | — | 24.0% | ||
| Q2 24 | — | 25.3% |
营业利润率ACHCLCII
| Q1 26 | — | — | ||
| Q4 25 | -142.4% | 3.8% | ||
| Q3 25 | 4.7% | 7.3% | ||
| Q2 25 | 5.8% | 7.9% | ||
| Q1 25 | 1.7% | 7.8% | ||
| Q4 24 | 4.9% | 2.0% | ||
| Q3 24 | 12.1% | 5.9% | ||
| Q2 24 | 13.4% | 8.6% |
净利率ACHCLCII
| Q1 26 | 0.5% | — | ||
| Q4 25 | -143.3% | 2.0% | ||
| Q3 25 | 4.3% | 6.0% | ||
| Q2 25 | 3.5% | 5.2% | ||
| Q1 25 | 1.1% | 4.7% | ||
| Q4 24 | 4.2% | 1.2% | ||
| Q3 24 | 8.4% | 3.9% | ||
| Q2 24 | 9.9% | 5.8% |
每股收益（稀释后）ACHCLCII
| Q1 26 | $0.05 | — | ||
| Q4 25 | $-12.98 | $0.79 | ||
| Q3 25 | $0.40 | $2.55 | ||
| Q2 25 | $0.33 | $2.29 | ||
| Q1 25 | $0.09 | $1.94 | ||
| Q4 24 | $0.36 | $0.37 | ||
| Q3 24 | $0.74 | $1.39 | ||
| Q2 24 | $0.85 | $2.40 |
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 | $222.6M |
| 总债务越低越好 | $2.5B | $945.2M |
| 股东权益账面价值 | $2.0B | $1.4B |
| 总资产 | $5.5B | $3.2B |
| 负债/权益比越低杠杆越低 | 1.29× | 0.69× |
8季度趋势，按日历期对齐
现金及短期投资ACHCLCII
| Q1 26 | $158.5M | — | ||
| Q4 25 | $133.2M | $222.6M | ||
| Q3 25 | $118.7M | $199.7M | ||
| Q2 25 | $131.4M | $191.9M | ||
| Q1 25 | $91.2M | $231.2M | ||
| Q4 24 | $76.3M | $165.8M | ||
| Q3 24 | $82.1M | $161.2M | ||
| Q2 24 | $77.2M | $130.4M |
总债务ACHCLCII
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | $945.2M | ||
| Q3 25 | $2.3B | $947.8M | ||
| Q2 25 | $2.3B | $948.0M | ||
| Q1 25 | $2.2B | $938.3M | ||
| Q4 24 | $2.0B | $757.3M | ||
| Q3 24 | $1.9B | $822.5M | ||
| Q2 24 | $1.8B | $829.7M |
股东权益ACHCLCII
| Q1 26 | $2.0B | — | ||
| Q4 25 | $1.9B | $1.4B | ||
| Q3 25 | $3.1B | $1.4B | ||
| Q2 25 | $3.1B | $1.4B | ||
| Q1 25 | $3.0B | $1.4B | ||
| Q4 24 | $3.1B | $1.4B | ||
| Q3 24 | $3.0B | $1.4B | ||
| Q2 24 | $3.0B | $1.4B |
总资产ACHCLCII
| Q1 26 | $5.5B | — | ||
| Q4 25 | $5.5B | $3.2B | ||
| Q3 25 | $6.4B | $3.2B | ||
| Q2 25 | $6.3B | $3.2B | ||
| Q1 25 | $6.1B | $3.1B | ||
| Q4 24 | $6.0B | $2.9B | ||
| Q3 24 | $5.9B | $3.0B | ||
| Q2 24 | $5.7B | $3.0B |
负债/权益比ACHCLCII
| Q1 26 | 1.29× | — | ||
| Q4 25 | 1.28× | 0.69× | ||
| Q3 25 | 0.74× | 0.70× | ||
| Q2 25 | 0.74× | 0.68× | ||
| Q1 25 | 0.72× | 0.69× | ||
| Q4 24 | 0.64× | 0.55× | ||
| Q3 24 | 0.62× | 0.58× | ||
| Q2 24 | 0.62× | 0.60× |
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 | $78.9M |
| 自由现金流经营现金流 - 资本支出 | — | $64.3M |
| 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 | — | 1.6% |
| 现金转化率经营现金流/净利润 | 13.78× | 4.22× |
| 过去12个月自由现金流最近4个季度 | — | $278.3M |
8季度趋势，按日历期对齐
经营现金流ACHCLCII
| Q1 26 | $61.5M | — | ||
| Q4 25 | $-86.3M | $78.9M | ||
| Q3 25 | $73.2M | $97.2M | ||
| Q2 25 | $133.5M | $112.2M | ||
| Q1 25 | $11.5M | $42.7M | ||
| Q4 24 | $116.7M | $106.6M | ||
| Q3 24 | $163.1M | $78.4M | ||
| Q2 24 | $171.1M | $192.9M |
自由现金流ACHCLCII
| Q1 26 | — | — | ||
| Q4 25 | $-179.5M | $64.3M | ||
| Q3 25 | $-63.0M | $80.9M | ||
| Q2 25 | $-34.2M | $99.5M | ||
| Q1 25 | $-163.2M | $33.7M | ||
| Q4 24 | $-86.8M | $95.7M | ||
| Q3 24 | $-27.1M | $68.3M | ||
| Q2 24 | $16.9M | $180.2M |
自由现金流率ACHCLCII
| Q1 26 | — | — | ||
| Q4 25 | -21.8% | 6.9% | ||
| Q3 25 | -7.4% | 7.8% | ||
| Q2 25 | -3.9% | 9.0% | ||
| Q1 25 | -21.2% | 3.2% | ||
| Q4 24 | -11.2% | 11.9% | ||
| Q3 24 | -3.3% | 7.5% | ||
| Q2 24 | 2.1% | 17.1% |
资本支出强度ACHCLCII
| Q1 26 | — | — | ||
| Q4 25 | 11.3% | 1.6% | ||
| Q3 25 | 16.0% | 1.6% | ||
| Q2 25 | 19.3% | 1.2% | ||
| Q1 25 | 22.7% | 0.9% | ||
| Q4 24 | 26.3% | 1.4% | ||
| Q3 24 | 23.3% | 1.1% | ||
| Q2 24 | 19.4% | 1.2% |
现金转化率ACHCLCII
| Q1 26 | 13.78× | — | ||
| Q4 25 | — | 4.22× | ||
| Q3 25 | 2.02× | 1.55× | ||
| Q2 25 | 4.43× | 1.95× | ||
| Q1 25 | 1.37× | 0.86× | ||
| Q4 24 | 3.58× | 11.17× | ||
| Q3 24 | 2.39× | 2.20× | ||
| Q2 24 | 2.18× | 3.15× |
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% |
LCII
| Travel Trailer And Fifth Wheels | $378.4M | 41% |
| Chassis Chassis Partsand Slideout Mechanisms | $206.1M | 22% |
| Furnitureand Mattresses | $120.4M | 13% |
| Appliances | $69.9M | 7% |
| Other Products | $69.1M | 7% |
| Axlesand Suspension Solutions | $62.3M | 7% |
| Motorhomes | $34.2M | 4% |
