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Acadia Healthcare Company, Inc.（ACHC）与RXO, Inc.（RXO）财务数据对比。点击上方公司名可切换其他公司
RXO, Inc.的季度营收约是Acadia Healthcare Company, Inc.的1.8倍（$1.5B vs $829.0M），Acadia Healthcare Company, Inc.净利率更高（0.5% vs -3.1%，领先3.7%），Acadia Healthcare Company, Inc.同比增速更快（7.5% vs -11.9%），过去两年RXO, Inc.的营收复合增速更高（26.8% 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。
RXO是总部位于美国的头部运输及物流解决方案供应商，核心业务覆盖货运经纪、大件商品最后一公里配送、运输管理服务与全链路供应链优化支持，主要服务北美制造业、零售业及电商领域的客户。
ACHC vs RXO — 直观对比
营收规模更大
RXO
是对方的1.8倍
$829.0M
营收增速更快
ACHC
高出19.4%
-11.9%
净利率更高
ACHC
高出3.7%
-3.1%
两年增速更快
RXO
近两年复合增速
2.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $829.0M | $1.5B |
| 净利润 | $4.5M | $-46.0M |
| 毛利率 | — | — |
| 营业利润率 | — | -2.9% |
| 净利率 | 0.5% | -3.1% |
| 营收同比 | 7.5% | -11.9% |
| 净利润同比 | -50.8% | -84.0% |
| 每股收益（稀释后） | $0.05 | $-0.28 |
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ACHCRXO
| Q1 26 | $829.0M | — | ||
| Q4 25 | $821.5M | $1.5B | ||
| Q3 25 | $851.6M | $1.4B | ||
| Q2 25 | $869.2M | $1.4B | ||
| Q1 25 | $770.5M | $1.4B | ||
| Q4 24 | $774.2M | $1.7B | ||
| Q3 24 | $815.6M | $1.0B | ||
| Q2 24 | $796.0M | $930.0M |
净利润ACHCRXO
| Q1 26 | $4.5M | — | ||
| Q4 25 | $-1.2B | $-46.0M | ||
| Q3 25 | $36.2M | $-14.0M | ||
| Q2 25 | $30.1M | $-9.0M | ||
| Q1 25 | $8.4M | $-31.0M | ||
| Q4 24 | $32.6M | $-25.0M | ||
| Q3 24 | $68.1M | $-243.0M | ||
| Q2 24 | $78.5M | $-7.0M |
营业利润率ACHCRXO
| Q1 26 | — | — | ||
| Q4 25 | -142.4% | -2.9% | ||
| Q3 25 | 4.7% | -0.5% | ||
| Q2 25 | 5.8% | — | ||
| Q1 25 | 1.7% | -2.1% | ||
| Q4 24 | 4.9% | -1.4% | ||
| Q3 24 | 12.1% | -1.9% | ||
| Q2 24 | 13.4% | — |
净利率ACHCRXO
| Q1 26 | 0.5% | — | ||
| Q4 25 | -143.3% | -3.1% | ||
| Q3 25 | 4.3% | -1.0% | ||
| Q2 25 | 3.5% | -0.6% | ||
| Q1 25 | 1.1% | -2.2% | ||
| Q4 24 | 4.2% | -1.5% | ||
| Q3 24 | 8.4% | -23.4% | ||
| Q2 24 | 9.9% | -0.8% |
每股收益（稀释后）ACHCRXO
| Q1 26 | $0.05 | — | ||
| Q4 25 | $-12.98 | $-0.28 | ||
| Q3 25 | $0.40 | $-0.08 | ||
| Q2 25 | $0.33 | $-0.05 | ||
| Q1 25 | $0.09 | $-0.18 | ||
| Q4 24 | $0.36 | $-0.17 | ||
| Q3 24 | $0.74 | $-1.81 | ||
| Q2 24 | $0.85 | $-0.06 |
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 | $17.0M |
| 总债务越低越好 | $2.5B | $387.0M |
| 股东权益账面价值 | $2.0B | $1.5B |
| 总资产 | $5.5B | $3.3B |
| 负债/权益比越低杠杆越低 | 1.29× | 0.25× |
8季度趋势，按日历期对齐
现金及短期投资ACHCRXO
| Q1 26 | $158.5M | — | ||
| Q4 25 | $133.2M | $17.0M | ||
| Q3 25 | $118.7M | $25.0M | ||
| Q2 25 | $131.4M | $18.0M | ||
| Q1 25 | $91.2M | $16.0M | ||
| Q4 24 | $76.3M | $35.0M | ||
| Q3 24 | $82.1M | $55.0M | ||
| Q2 24 | $77.2M | $7.0M |
总债务ACHCRXO
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | $387.0M | ||
| Q3 25 | $2.3B | $387.0M | ||
| Q2 25 | $2.3B | $387.0M | ||
| Q1 25 | $2.2B | $387.0M | ||
| Q4 24 | $2.0B | $351.0M | ||
| Q3 24 | $1.9B | $352.0M | ||
| Q2 24 | $1.8B | $370.0M |
股东权益ACHCRXO
| Q1 26 | $2.0B | — | ||
| Q4 25 | $1.9B | $1.5B | ||
| Q3 25 | $3.1B | $1.6B | ||
| Q2 25 | $3.1B | $1.6B | ||
| Q1 25 | $3.0B | $1.6B | ||
| Q4 24 | $3.1B | $1.6B | ||
| Q3 24 | $3.0B | $1.7B | ||
| Q2 24 | $3.0B | $579.0M |
总资产ACHCRXO
| Q1 26 | $5.5B | — | ||
| Q4 25 | $5.5B | $3.3B | ||
| Q3 25 | $6.4B | $3.2B | ||
| Q2 25 | $6.3B | $3.2B | ||
| Q1 25 | $6.1B | $3.3B | ||
| Q4 24 | $6.0B | $3.4B | ||
| Q3 24 | $5.9B | $3.4B | ||
| Q2 24 | $5.7B | $1.8B |
负债/权益比ACHCRXO
| Q1 26 | 1.29× | — | ||
| Q4 25 | 1.28× | 0.25× | ||
| Q3 25 | 0.74× | 0.24× | ||
| Q2 25 | 0.74× | 0.24× | ||
| Q1 25 | 0.72× | 0.24× | ||
| Q4 24 | 0.64× | 0.22× | ||
| Q3 24 | 0.62× | 0.21× | ||
| Q2 24 | 0.62× | 0.64× |
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 | $7.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-9.0M |
| 自由现金流率自由现金流/营收 | — | -0.6% |
| 资本支出强度资本支出/营收 | — | 1.1% |
| 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 | — | $-8.0M |
8季度趋势，按日历期对齐
经营现金流ACHCRXO
| Q1 26 | $61.5M | — | ||
| Q4 25 | $-86.3M | $7.0M | ||
| Q3 25 | $73.2M | $23.0M | ||
| Q2 25 | $133.5M | $23.0M | ||
| Q1 25 | $11.5M | $-2.0M | ||
| Q4 24 | $116.7M | $-7.0M | ||
| Q3 24 | $163.1M | $-7.0M | ||
| Q2 24 | $171.1M | $-5.0M |
自由现金流ACHCRXO
| Q1 26 | — | — | ||
| Q4 25 | $-179.5M | $-9.0M | ||
| Q3 25 | $-63.0M | $9.0M | ||
| Q2 25 | $-34.2M | $9.0M | ||
| Q1 25 | $-163.2M | $-17.0M | ||
| Q4 24 | $-86.8M | $-19.0M | ||
| Q3 24 | $-27.1M | $-18.0M | ||
| Q2 24 | $16.9M | $-16.0M |
自由现金流率ACHCRXO
| Q1 26 | — | — | ||
| Q4 25 | -21.8% | -0.6% | ||
| Q3 25 | -7.4% | 0.6% | ||
| Q2 25 | -3.9% | 0.6% | ||
| Q1 25 | -21.2% | -1.2% | ||
| Q4 24 | -11.2% | -1.1% | ||
| Q3 24 | -3.3% | -1.7% | ||
| Q2 24 | 2.1% | -1.7% |
资本支出强度ACHCRXO
| Q1 26 | — | — | ||
| Q4 25 | 11.3% | 1.1% | ||
| Q3 25 | 16.0% | 1.0% | ||
| Q2 25 | 19.3% | 1.0% | ||
| Q1 25 | 22.7% | 1.0% | ||
| Q4 24 | 26.3% | 0.7% | ||
| Q3 24 | 23.3% | 1.1% | ||
| Q2 24 | 19.4% | 1.2% |
现金转化率ACHCRXO
| Q1 26 | 13.78× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 2.02× | — | ||
| Q2 25 | 4.43× | — | ||
| Q1 25 | 1.37× | — | ||
| Q4 24 | 3.58× | — | ||
| Q3 24 | 2.39× | — | ||
| Q2 24 | 2.18× | — |
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% |
RXO
| Retail Sector | $546.0M | 37% |
| Last Mile | $298.0M | 20% |
| Food And Beverage Sector | $225.0M | 15% |
| Other Sector | $185.0M | 13% |
| Managed Transportation | $133.0M | 9% |
| Automotive Sector | $93.0M | 6% |
