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Acadia Healthcare Company, Inc.（ACHC）与LOUISIANA-PACIFIC CORP（LPX）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LOUISIANA-PACIFIC CORP的1.5倍（$829.0M vs $566.0M），Acadia Healthcare Company, Inc.净利率更高（0.5% vs -1.4%，领先2.0%），Acadia Healthcare Company, Inc.同比增速更快（7.5% vs -16.9%），过去两年Acadia Healthcare Company, Inc.的营收复合增速更高（2.0% vs -11.6%）
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。
路易斯安那-太平洋公司（简称LP）是美国知名建材制造商，成立于1973年，是美国定向结构刨花板（OSB）生产的开创者，总部现位于田纳西州纳什维尔。作为全球最大的OSB生产商，公司还生产工程木建材产品，通过建材分销商、经销商及家居零售中心向建筑商和业主供货。
ACHC vs LPX — 直观对比
营收规模更大
ACHC
是对方的1.5倍
$566.0M
营收增速更快
ACHC
高出24.4%
-16.9%
净利率更高
ACHC
高出2.0%
-1.4%
两年增速更快
ACHC
近两年复合增速
-11.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $829.0M | $566.0M |
| 净利润 | $4.5M | $-8.0M |
| 毛利率 | — | 15.0% |
| 营业利润率 | — | -1.6% |
| 净利率 | 0.5% | -1.4% |
| 营收同比 | 7.5% | -16.9% |
| 净利润同比 | -50.8% | -112.9% |
| 每股收益（稀释后） | $0.05 | $-0.12 |
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ACHCLPX
| Q1 26 | $829.0M | — | ||
| Q4 25 | $821.5M | $566.0M | ||
| Q3 25 | $851.6M | $663.0M | ||
| Q2 25 | $869.2M | $755.0M | ||
| Q1 25 | $770.5M | $724.0M | ||
| Q4 24 | $774.2M | $681.0M | ||
| Q3 24 | $815.6M | $722.0M | ||
| Q2 24 | $796.0M | $814.0M |
净利润ACHCLPX
| Q1 26 | $4.5M | — | ||
| Q4 25 | $-1.2B | $-8.0M | ||
| Q3 25 | $36.2M | $9.0M | ||
| Q2 25 | $30.1M | $54.0M | ||
| Q1 25 | $8.4M | $91.0M | ||
| Q4 24 | $32.6M | $62.0M | ||
| Q3 24 | $68.1M | $90.0M | ||
| Q2 24 | $78.5M | $160.0M |
毛利率ACHCLPX
| Q1 26 | — | — | ||
| Q4 25 | — | 15.0% | ||
| Q3 25 | — | 19.5% | ||
| Q2 25 | — | 23.6% | ||
| Q1 25 | — | 27.2% | ||
| Q4 24 | — | 23.8% | ||
| Q3 24 | — | 26.7% | ||
| Q2 24 | — | 32.3% |
营业利润率ACHCLPX
| Q1 26 | — | — | ||
| Q4 25 | -142.4% | -1.6% | ||
| Q3 25 | 4.7% | 2.7% | ||
| Q2 25 | 5.8% | 10.6% | ||
| Q1 25 | 1.7% | 16.6% | ||
| Q4 24 | 4.9% | 11.0% | ||
| Q3 24 | 12.1% | 16.1% | ||
| Q2 24 | 13.4% | 23.8% |
净利率ACHCLPX
| Q1 26 | 0.5% | — | ||
| Q4 25 | -143.3% | -1.4% | ||
| Q3 25 | 4.3% | 1.4% | ||
| Q2 25 | 3.5% | 7.2% | ||
| Q1 25 | 1.1% | 12.6% | ||
| Q4 24 | 4.2% | 9.1% | ||
| Q3 24 | 8.4% | 12.5% | ||
| Q2 24 | 9.9% | 19.7% |
每股收益（稀释后）ACHCLPX
| Q1 26 | $0.05 | — | ||
| Q4 25 | $-12.98 | $-0.12 | ||
| Q3 25 | $0.40 | $0.13 | ||
| Q2 25 | $0.33 | $0.77 | ||
| Q1 25 | $0.09 | $1.30 | ||
| Q4 24 | $0.36 | $0.90 | ||
| Q3 24 | $0.74 | $1.28 | ||
| Q2 24 | $0.85 | $2.23 |
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 | $292.0M |
| 总债务越低越好 | $2.5B | $348.0M |
| 股东权益账面价值 | $2.0B | $1.7B |
| 总资产 | $5.5B | $2.6B |
| 负债/权益比越低杠杆越低 | 1.29× | 0.20× |
8季度趋势，按日历期对齐
现金及短期投资ACHCLPX
| Q1 26 | $158.5M | — | ||
| Q4 25 | $133.2M | $292.0M | ||
| Q3 25 | $118.7M | $316.0M | ||
| Q2 25 | $131.4M | $333.0M | ||
| Q1 25 | $91.2M | $256.0M | ||
| Q4 24 | $76.3M | $340.0M | ||
| Q3 24 | $82.1M | $346.0M | ||
| Q2 24 | $77.2M | $317.0M |
总债务ACHCLPX
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | $348.0M | ||
| Q3 25 | $2.3B | $348.0M | ||
| Q2 25 | $2.3B | $348.0M | ||
| Q1 25 | $2.2B | $348.0M | ||
| Q4 24 | $2.0B | $348.0M | ||
| Q3 24 | $1.9B | $347.0M | ||
| Q2 24 | $1.8B | $347.0M |
股东权益ACHCLPX
| Q1 26 | $2.0B | — | ||
| Q4 25 | $1.9B | $1.7B | ||
| Q3 25 | $3.1B | $1.7B | ||
| Q2 25 | $3.1B | $1.7B | ||
| Q1 25 | $3.0B | $1.7B | ||
| Q4 24 | $3.1B | $1.7B | ||
| Q3 24 | $3.0B | $1.7B | ||
| Q2 24 | $3.0B | $1.7B |
总资产ACHCLPX
| Q1 26 | $5.5B | — | ||
| Q4 25 | $5.5B | $2.6B | ||
| Q3 25 | $6.4B | $2.6B | ||
| Q2 25 | $6.3B | $2.7B | ||
| Q1 25 | $6.1B | $2.6B | ||
| Q4 24 | $6.0B | $2.6B | ||
| Q3 24 | $5.9B | $2.6B | ||
| Q2 24 | $5.7B | $2.5B |
负债/权益比ACHCLPX
| Q1 26 | 1.29× | — | ||
| Q4 25 | 1.28× | 0.20× | ||
| Q3 25 | 0.74× | 0.20× | ||
| Q2 25 | 0.74× | 0.20× | ||
| Q1 25 | 0.72× | 0.21× | ||
| Q4 24 | 0.64× | 0.21× | ||
| Q3 24 | 0.62× | 0.21× | ||
| Q2 24 | 0.62× | 0.21× |
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 | $67.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-8.0M |
| 自由现金流率自由现金流/营收 | — | -1.4% |
| 资本支出强度资本支出/营收 | — | 13.3% |
| 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 | — | $91.0M |
8季度趋势，按日历期对齐
经营现金流ACHCLPX
| Q1 26 | $61.5M | — | ||
| Q4 25 | $-86.3M | $67.0M | ||
| Q3 25 | $73.2M | $89.0M | ||
| Q2 25 | $133.5M | $162.0M | ||
| Q1 25 | $11.5M | $64.0M | ||
| Q4 24 | $116.7M | $105.0M | ||
| Q3 24 | $163.1M | $183.0M | ||
| Q2 24 | $171.1M | $212.0M |
自由现金流ACHCLPX
| Q1 26 | — | — | ||
| Q4 25 | $-179.5M | $-8.0M | ||
| Q3 25 | $-63.0M | $5.0M | ||
| Q2 25 | $-34.2M | $94.0M | ||
| Q1 25 | $-163.2M | $0 | ||
| Q4 24 | $-86.8M | $43.0M | ||
| Q3 24 | $-27.1M | $139.0M | ||
| Q2 24 | $16.9M | $176.0M |
自由现金流率ACHCLPX
| Q1 26 | — | — | ||
| Q4 25 | -21.8% | -1.4% | ||
| Q3 25 | -7.4% | 0.8% | ||
| Q2 25 | -3.9% | 12.5% | ||
| Q1 25 | -21.2% | 0.0% | ||
| Q4 24 | -11.2% | 6.3% | ||
| Q3 24 | -3.3% | 19.3% | ||
| Q2 24 | 2.1% | 21.6% |
资本支出强度ACHCLPX
| Q1 26 | — | — | ||
| Q4 25 | 11.3% | 13.3% | ||
| Q3 25 | 16.0% | 12.7% | ||
| Q2 25 | 19.3% | 9.0% | ||
| Q1 25 | 22.7% | 8.8% | ||
| Q4 24 | 26.3% | 9.1% | ||
| Q3 24 | 23.3% | 6.1% | ||
| Q2 24 | 19.4% | 4.4% |
现金转化率ACHCLPX
| Q1 26 | 13.78× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 2.02× | 9.89× | ||
| Q2 25 | 4.43× | 3.00× | ||
| Q1 25 | 1.37× | 0.70× | ||
| Q4 24 | 3.58× | 1.69× | ||
| Q3 24 | 2.39× | 2.03× | ||
| Q2 24 | 2.18× | 1.32× |
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% |
LPX
| OS Bvalueadd | $472.0M | 83% |
| Other | $84.0M | 15% |
| Otherproducts | $10.0M | 2% |
