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Acadia Healthcare Company, Inc.（ACHC）与Rithm Capital Corp.（RITM）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Rithm Capital Corp.的1.0倍（$829.0M vs $828.2M），Rithm Capital Corp.净利率更高（13.2% vs 0.5%，领先12.7%），Rithm Capital Corp.同比增速更快（508.5% vs 7.5%），过去两年Acadia Healthcare Company, Inc.的营收复合增速更高（2.0% vs -17.9%）
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。
Rithm Capital Corp.是总部位于美国纽约的投资管理机构，核心业务聚焦房地产投资与另类资产投资，依托专业的投研团队和成熟的市场运营经验，为合作伙伴及投资者提供优质的资产配置解决方案与长期收益回报。
ACHC vs RITM — 直观对比
营收规模更大
ACHC
是对方的1.0倍
$828.2M
营收增速更快
RITM
高出501.0%
7.5%
净利率更高
RITM
高出12.7%
0.5%
两年增速更快
ACHC
近两年复合增速
-17.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $829.0M | $828.2M |
| 净利润 | $4.5M | $109.5M |
| 毛利率 | — | — |
| 营业利润率 | — | 29.9% |
| 净利率 | 0.5% | 13.2% |
| 营收同比 | 7.5% | 508.5% |
| 净利润同比 | -50.8% | 27.7% |
| 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ACHCRITM
| Q1 26 | $829.0M | $828.2M | ||
| Q4 25 | $821.5M | $1.5B | ||
| Q3 25 | $851.6M | $1.1B | ||
| Q2 25 | $869.2M | $1.2B | ||
| Q1 25 | $770.5M | $768.4M | ||
| Q4 24 | $774.2M | $2.1B | ||
| Q3 24 | $815.6M | $619.5M | ||
| Q2 24 | $796.0M | $1.2B |
净利润ACHCRITM
| Q1 26 | $4.5M | $109.5M | ||
| Q4 25 | $-1.2B | $85.0M | ||
| Q3 25 | $36.2M | $221.5M | ||
| Q2 25 | $30.1M | $311.7M | ||
| Q1 25 | $8.4M | $78.8M | ||
| Q4 24 | $32.6M | $290.2M | ||
| Q3 24 | $68.1M | $121.7M | ||
| Q2 24 | $78.5M | $235.6M |
营业利润率ACHCRITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | -142.4% | 13.8% | ||
| Q3 25 | 4.7% | 21.4% | ||
| Q2 25 | 5.8% | 25.2% | ||
| Q1 25 | 1.7% | 7.4% | ||
| Q4 24 | 4.9% | 23.8% | ||
| Q3 24 | 12.1% | 7.3% | ||
| Q2 24 | 13.4% | 23.6% |
净利率ACHCRITM
| Q1 26 | 0.5% | 13.2% | ||
| Q4 25 | -143.3% | 5.7% | ||
| Q3 25 | 4.3% | 20.0% | ||
| Q2 25 | 3.5% | 25.6% | ||
| Q1 25 | 1.1% | 10.3% | ||
| Q4 24 | 4.2% | 14.0% | ||
| Q3 24 | 8.4% | 19.7% | ||
| Q2 24 | 9.9% | 19.2% |
每股收益（稀释后）ACHCRITM
| Q1 26 | $0.05 | $0.12 | ||
| Q4 25 | $-12.98 | $0.09 | ||
| Q3 25 | $0.40 | $0.35 | ||
| Q2 25 | $0.33 | $0.53 | ||
| Q1 25 | $0.09 | $0.07 | ||
| Q4 24 | $0.36 | $0.50 | ||
| Q3 24 | $0.74 | $0.20 | ||
| Q2 24 | $0.85 | $0.43 |
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 | — |
| 总债务越低越好 | $2.5B | — |
| 股东权益账面价值 | $2.0B | $9.1B |
| 总资产 | $5.5B | $53.4B |
| 负债/权益比越低杠杆越低 | 1.29× | — |
8季度趋势，按日历期对齐
现金及短期投资ACHCRITM
| Q1 26 | $158.5M | — | ||
| Q4 25 | $133.2M | $1.8B | ||
| Q3 25 | $118.7M | $1.6B | ||
| Q2 25 | $131.4M | $1.6B | ||
| Q1 25 | $91.2M | $1.5B | ||
| Q4 24 | $76.3M | $1.5B | ||
| Q3 24 | $82.1M | $1.6B | ||
| Q2 24 | $77.2M | $1.2B |
总债务ACHCRITM
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | $35.4B | ||
| Q3 25 | $2.3B | $32.2B | ||
| Q2 25 | $2.3B | $31.2B | ||
| Q1 25 | $2.2B | $32.2B | ||
| Q4 24 | $2.0B | $32.6B | ||
| Q3 24 | $1.9B | $29.6B | ||
| Q2 24 | $1.8B | $30.1B |
股东权益ACHCRITM
| Q1 26 | $2.0B | $9.1B | ||
| Q4 25 | $1.9B | $8.4B | ||
| Q3 25 | $3.1B | $8.5B | ||
| Q2 25 | $3.1B | $7.9B | ||
| Q1 25 | $3.0B | $7.8B | ||
| Q4 24 | $3.1B | $7.8B | ||
| Q3 24 | $3.0B | $7.7B | ||
| Q2 24 | $3.0B | $7.3B |
总资产ACHCRITM
| Q1 26 | $5.5B | $53.4B | ||
| Q4 25 | $5.5B | $53.1B | ||
| Q3 25 | $6.4B | $47.2B | ||
| Q2 25 | $6.3B | $44.3B | ||
| Q1 25 | $6.1B | $45.3B | ||
| Q4 24 | $6.0B | $46.0B | ||
| Q3 24 | $5.9B | $42.3B | ||
| Q2 24 | $5.7B | $42.0B |
负债/权益比ACHCRITM
| Q1 26 | 1.29× | — | ||
| Q4 25 | 1.28× | 4.20× | ||
| Q3 25 | 0.74× | 3.79× | ||
| Q2 25 | 0.74× | 3.92× | ||
| Q1 25 | 0.72× | 4.14× | ||
| Q4 24 | 0.64× | 4.18× | ||
| Q3 24 | 0.62× | 3.87× | ||
| Q2 24 | 0.62× | 4.10× |
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 | — |
| 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× | — |
| 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ACHCRITM
| Q1 26 | $61.5M | — | ||
| Q4 25 | $-86.3M | $-114.6M | ||
| Q3 25 | $73.2M | $-2.0B | ||
| Q2 25 | $133.5M | $-557.1M | ||
| Q1 25 | $11.5M | $1.4B | ||
| Q4 24 | $116.7M | $-1.8B | ||
| Q3 24 | $163.1M | $768.1M | ||
| Q2 24 | $171.1M | $-55.7M |
自由现金流ACHCRITM
| 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ACHCRITM
| 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ACHCRITM
| 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ACHCRITM
| Q1 26 | 13.78× | — | ||
| Q4 25 | — | -1.35× | ||
| Q3 25 | 2.02× | -9.22× | ||
| Q2 25 | 4.43× | -1.79× | ||
| Q1 25 | 1.37× | 18.03× | ||
| Q4 24 | 3.58× | -6.04× | ||
| Q3 24 | 2.39× | 6.31× | ||
| Q2 24 | 2.18× | -0.24× |
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% |
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |
