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Acadia Healthcare Company, Inc.（ACHC）与利氏兄弟拍卖行（RBA）财务数据对比。点击上方公司名可切换其他公司
利氏兄弟拍卖行的季度营收约是Acadia Healthcare Company, Inc.的1.5倍（$1.2B vs $829.0M），利氏兄弟拍卖行净利率更高（9.1% vs 0.5%，领先8.6%），Acadia Healthcare Company, Inc.同比增速更快（7.5% vs 5.4%），过去两年利氏兄弟拍卖行的营收复合增速更高（6.3% 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。
利氏兄弟拍卖行（股票代码RBA）是全球知名的工业资产拍卖服务商，注册地位于加拿大，属公开上市企业，总部设在美国伊利诺伊州韦斯特切斯特，普通股同时在多伦多证券交易所与纽约证券交易所挂牌交易。
ACHC vs RBA — 直观对比
营收规模更大
RBA
是对方的1.5倍
$829.0M
营收增速更快
ACHC
高出2.1%
5.4%
净利率更高
RBA
高出8.6%
0.5%
两年增速更快
RBA
近两年复合增速
2.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $829.0M | $1.2B |
| 净利润 | $4.5M | $109.7M |
| 毛利率 | — | — |
| 营业利润率 | — | 14.7% |
| 净利率 | 0.5% | 9.1% |
| 营收同比 | 7.5% | 5.4% |
| 净利润同比 | -50.8% | -7.4% |
| 每股收益（稀释后） | $0.05 | $0.53 |
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ACHCRBA
| Q1 26 | $829.0M | — | ||
| Q4 25 | $821.5M | $1.2B | ||
| Q3 25 | $851.6M | $1.1B | ||
| Q2 25 | $869.2M | $1.2B | ||
| Q1 25 | $770.5M | $1.1B | ||
| Q4 24 | $774.2M | $1.1B | ||
| Q3 24 | $815.6M | $981.8M | ||
| Q2 24 | $796.0M | $1.1B |
净利润ACHCRBA
| Q1 26 | $4.5M | — | ||
| Q4 25 | $-1.2B | $109.7M | ||
| Q3 25 | $36.2M | $95.5M | ||
| Q2 25 | $30.1M | $109.8M | ||
| Q1 25 | $8.4M | $113.4M | ||
| Q4 24 | $32.6M | $118.5M | ||
| Q3 24 | $68.1M | $76.1M | ||
| Q2 24 | $78.5M | $111.1M |
营业利润率ACHCRBA
| Q1 26 | — | — | ||
| Q4 25 | -142.4% | 14.7% | ||
| Q3 25 | 4.7% | 14.5% | ||
| Q2 25 | 5.8% | 15.9% | ||
| Q1 25 | 1.7% | 17.1% | ||
| Q4 24 | 4.9% | 18.1% | ||
| Q3 24 | 12.1% | 15.6% | ||
| Q2 24 | 13.4% | 18.4% |
净利率ACHCRBA
| Q1 26 | 0.5% | — | ||
| Q4 25 | -143.3% | 9.1% | ||
| Q3 25 | 4.3% | 8.7% | ||
| Q2 25 | 3.5% | 9.3% | ||
| Q1 25 | 1.1% | 10.2% | ||
| Q4 24 | 4.2% | 10.4% | ||
| Q3 24 | 8.4% | 7.8% | ||
| Q2 24 | 9.9% | 10.1% |
每股收益（稀释后）ACHCRBA
| Q1 26 | $0.05 | — | ||
| Q4 25 | $-12.98 | $0.53 | ||
| Q3 25 | $0.40 | $0.43 | ||
| Q2 25 | $0.33 | $0.53 | ||
| Q1 25 | $0.09 | $0.55 | ||
| Q4 24 | $0.36 | $0.58 | ||
| Q3 24 | $0.74 | $0.36 | ||
| Q2 24 | $0.85 | $0.54 |
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 | $531.5M |
| 总债务越低越好 | $2.5B | $2.3B |
| 股东权益账面价值 | $2.0B | $5.6B |
| 总资产 | $5.5B | $12.1B |
| 负债/权益比越低杠杆越低 | 1.29× | 0.42× |
8季度趋势，按日历期对齐
现金及短期投资ACHCRBA
| Q1 26 | $158.5M | — | ||
| Q4 25 | $133.2M | $531.5M | ||
| Q3 25 | $118.7M | $674.7M | ||
| Q2 25 | $131.4M | $710.2M | ||
| Q1 25 | $91.2M | $578.1M | ||
| Q4 24 | $76.3M | $533.9M | ||
| Q3 24 | $82.1M | $650.7M | ||
| Q2 24 | $77.2M | $599.5M |
总债务ACHCRBA
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | $2.3B | ||
| Q3 25 | $2.3B | $2.6B | ||
| Q2 25 | $2.3B | $2.6B | ||
| Q1 25 | $2.2B | $2.6B | ||
| Q4 24 | $2.0B | $2.6B | ||
| Q3 24 | $1.9B | $2.7B | ||
| Q2 24 | $1.8B | $2.8B |
股东权益ACHCRBA
| Q1 26 | $2.0B | — | ||
| Q4 25 | $1.9B | $5.6B | ||
| Q3 25 | $3.1B | $5.5B | ||
| Q2 25 | $3.1B | $5.5B | ||
| Q1 25 | $3.0B | $5.3B | ||
| Q4 24 | $3.1B | $5.2B | ||
| Q3 24 | $3.0B | $5.2B | ||
| Q2 24 | $3.0B | $5.2B |
总资产ACHCRBA
| Q1 26 | $5.5B | — | ||
| Q4 25 | $5.5B | $12.1B | ||
| Q3 25 | $6.4B | $12.2B | ||
| Q2 25 | $6.3B | $12.2B | ||
| Q1 25 | $6.1B | $11.9B | ||
| Q4 24 | $6.0B | $11.8B | ||
| Q3 24 | $5.9B | $11.9B | ||
| Q2 24 | $5.7B | $12.1B |
负债/权益比ACHCRBA
| Q1 26 | 1.29× | — | ||
| Q4 25 | 1.28× | 0.42× | ||
| Q3 25 | 0.74× | 0.47× | ||
| Q2 25 | 0.74× | 0.47× | ||
| Q1 25 | 0.72× | 0.50× | ||
| Q4 24 | 0.64× | 0.50× | ||
| Q3 24 | 0.62× | 0.52× | ||
| Q2 24 | 0.62× | 0.55× |
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 | $255.2M |
| 自由现金流经营现金流 - 资本支出 | — | $186.5M |
| 自由现金流率自由现金流/营收 | — | 15.5% |
| 资本支出强度资本支出/营收 | — | 5.7% |
| 现金转化率经营现金流/净利润 | 13.78× | 2.33× |
| 过去12个月自由现金流最近4个季度 | — | $719.2M |
8季度趋势，按日历期对齐
经营现金流ACHCRBA
| Q1 26 | $61.5M | — | ||
| Q4 25 | $-86.3M | $255.2M | ||
| Q3 25 | $73.2M | $239.7M | ||
| Q2 25 | $133.5M | $326.5M | ||
| Q1 25 | $11.5M | $156.8M | ||
| Q4 24 | $116.7M | $184.5M | ||
| Q3 24 | $163.1M | $285.4M | ||
| Q2 24 | $171.1M | $337.3M |
自由现金流ACHCRBA
| Q1 26 | — | — | ||
| Q4 25 | $-179.5M | $186.5M | ||
| Q3 25 | $-63.0M | $188.5M | ||
| Q2 25 | $-34.2M | $241.7M | ||
| Q1 25 | $-163.2M | $102.5M | ||
| Q4 24 | $-86.8M | $127.9M | ||
| Q3 24 | $-27.1M | $248.5M | ||
| Q2 24 | $16.9M | $308.6M |
自由现金流率ACHCRBA
| Q1 26 | — | — | ||
| Q4 25 | -21.8% | 15.5% | ||
| Q3 25 | -7.4% | 17.3% | ||
| Q2 25 | -3.9% | 20.4% | ||
| Q1 25 | -21.2% | 9.2% | ||
| Q4 24 | -11.2% | 11.2% | ||
| Q3 24 | -3.3% | 25.3% | ||
| Q2 24 | 2.1% | 28.2% |
资本支出强度ACHCRBA
| Q1 26 | — | — | ||
| Q4 25 | 11.3% | 5.7% | ||
| Q3 25 | 16.0% | 4.7% | ||
| Q2 25 | 19.3% | 7.2% | ||
| Q1 25 | 22.7% | 4.9% | ||
| Q4 24 | 26.3% | 5.0% | ||
| Q3 24 | 23.3% | 3.8% | ||
| Q2 24 | 19.4% | 2.6% |
现金转化率ACHCRBA
| Q1 26 | 13.78× | — | ||
| Q4 25 | — | 2.33× | ||
| Q3 25 | 2.02× | 2.51× | ||
| Q2 25 | 4.43× | 2.97× | ||
| Q1 25 | 1.37× | 1.38× | ||
| Q4 24 | 3.58× | 1.56× | ||
| Q3 24 | 2.39× | 3.75× | ||
| Q2 24 | 2.18× | 3.04× |
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% |
RBA
| Buyer Revenue | $577.2M | 48% |
| Seller Revenue | $255.2M | 21% |
| CA | $199.0M | 17% |
| Other | $124.7M | 10% |
| AU | $47.3M | 4% |
