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Acadia Healthcare Company, Inc.（ACHC）与Ubiquiti Inc.（UI）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Ubiquiti Inc.的1.0倍（$829.0M vs $814.9M），Ubiquiti Inc.净利率更高（28.7% vs 0.5%，领先28.1%），Ubiquiti Inc.同比增速更快（35.8% vs 7.5%），过去两年Ubiquiti Inc.的营收复合增速更高（28.6% 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。
Ubiquiti Inc.是一家美国科技企业，2003年于加利福尼亚州圣何塞成立，目前总部位于纽约。公司旗下拥有多个品牌，主营面向企业及家庭用户的有线、无线数据通信产品的研发、生产与销售。
ACHC vs UI — 直观对比
营收规模更大
ACHC
是对方的1.0倍
$814.9M
营收增速更快
UI
高出28.3%
7.5%
净利率更高
UI
高出28.1%
0.5%
两年增速更快
UI
近两年复合增速
2.0%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $829.0M | $814.9M |
| 净利润 | $4.5M | $233.6M |
| 毛利率 | — | 45.9% |
| 营业利润率 | — | 35.9% |
| 净利率 | 0.5% | 28.7% |
| 营收同比 | 7.5% | 35.8% |
| 净利润同比 | -50.8% | 70.8% |
| 每股收益（稀释后） | $0.05 | $3.86 |
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ACHCUI
| Q1 26 | $829.0M | — | ||
| Q4 25 | $821.5M | $814.9M | ||
| Q3 25 | $851.6M | $733.8M | ||
| Q2 25 | $869.2M | $759.2M | ||
| Q1 25 | $770.5M | $664.2M | ||
| Q4 24 | $774.2M | $599.9M | ||
| Q3 24 | $815.6M | $550.3M | ||
| Q2 24 | $796.0M | $507.5M |
净利润ACHCUI
| Q1 26 | $4.5M | — | ||
| Q4 25 | $-1.2B | $233.6M | ||
| Q3 25 | $36.2M | $207.9M | ||
| Q2 25 | $30.1M | $266.7M | ||
| Q1 25 | $8.4M | $180.4M | ||
| Q4 24 | $32.6M | $136.8M | ||
| Q3 24 | $68.1M | $128.0M | ||
| Q2 24 | $78.5M | $103.8M |
毛利率ACHCUI
| Q1 26 | — | — | ||
| Q4 25 | — | 45.9% | ||
| Q3 25 | — | 46.0% | ||
| Q2 25 | — | 45.1% | ||
| Q1 25 | — | 44.5% | ||
| Q4 24 | — | 41.2% | ||
| Q3 24 | — | 42.1% | ||
| Q2 24 | — | 40.2% |
营业利润率ACHCUI
| Q1 26 | — | — | ||
| Q4 25 | -142.4% | 35.9% | ||
| Q3 25 | 4.7% | 35.7% | ||
| Q2 25 | 5.8% | 34.4% | ||
| Q1 25 | 1.7% | 34.2% | ||
| Q4 24 | 4.9% | 29.8% | ||
| Q3 24 | 12.1% | 30.7% | ||
| Q2 24 | 13.4% | 27.3% |
净利率ACHCUI
| Q1 26 | 0.5% | — | ||
| Q4 25 | -143.3% | 28.7% | ||
| Q3 25 | 4.3% | 28.3% | ||
| Q2 25 | 3.5% | 35.1% | ||
| Q1 25 | 1.1% | 27.2% | ||
| Q4 24 | 4.2% | 22.8% | ||
| Q3 24 | 8.4% | 23.3% | ||
| Q2 24 | 9.9% | 20.5% |
每股收益（稀释后）ACHCUI
| Q1 26 | $0.05 | — | ||
| Q4 25 | $-12.98 | $3.86 | ||
| Q3 25 | $0.40 | $3.43 | ||
| Q2 25 | $0.33 | $4.40 | ||
| Q1 25 | $0.09 | $2.98 | ||
| Q4 24 | $0.36 | $2.26 | ||
| Q3 24 | $0.74 | $2.12 | ||
| Q2 24 | $0.85 | $1.72 |
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 | $302.8M |
| 总债务越低越好 | $2.5B | $47.5M |
| 股东权益账面价值 | $2.0B | $1.0B |
| 总资产 | $5.5B | $1.6B |
| 负债/权益比越低杠杆越低 | 1.29× | 0.05× |
8季度趋势，按日历期对齐
现金及短期投资ACHCUI
| Q1 26 | $158.5M | — | ||
| Q4 25 | $133.2M | $302.8M | ||
| Q3 25 | $118.7M | $177.2M | ||
| Q2 25 | $131.4M | $149.7M | ||
| Q1 25 | $91.2M | $151.0M | ||
| Q4 24 | $76.3M | $133.1M | ||
| Q3 24 | $82.1M | $165.2M | ||
| Q2 24 | $77.2M | $126.3M |
总债务ACHCUI
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | $47.5M | ||
| Q3 25 | $2.3B | $133.8M | ||
| Q2 25 | $2.3B | $250.0M | ||
| Q1 25 | $2.2B | $340.0M | ||
| Q4 24 | $2.0B | $406.3M | ||
| Q3 24 | $1.9B | $552.5M | ||
| Q2 24 | $1.8B | $708.1M |
股东权益ACHCUI
| Q1 26 | $2.0B | — | ||
| Q4 25 | $1.9B | $1.0B | ||
| Q3 25 | $3.1B | $828.4M | ||
| Q2 25 | $3.1B | $668.3M | ||
| Q1 25 | $3.0B | $436.1M | ||
| Q4 24 | $3.1B | $290.4M | ||
| Q3 24 | $3.0B | $188.1M | ||
| Q2 24 | $3.0B | $95.1M |
总资产ACHCUI
| Q1 26 | $5.5B | — | ||
| Q4 25 | $5.5B | $1.6B | ||
| Q3 25 | $6.4B | $1.5B | ||
| Q2 25 | $6.3B | $1.5B | ||
| Q1 25 | $6.1B | $1.3B | ||
| Q4 24 | $6.0B | $1.2B | ||
| Q3 24 | $5.9B | $1.2B | ||
| Q2 24 | $5.7B | $1.2B |
负债/权益比ACHCUI
| Q1 26 | 1.29× | — | ||
| Q4 25 | 1.28× | 0.05× | ||
| Q3 25 | 0.74× | 0.16× | ||
| Q2 25 | 0.74× | 0.37× | ||
| Q1 25 | 0.72× | 0.78× | ||
| Q4 24 | 0.64× | 1.40× | ||
| Q3 24 | 0.62× | 2.94× | ||
| Q2 24 | 0.62× | 7.45× |
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 | $263.9M |
| 自由现金流经营现金流 - 资本支出 | — | $260.3M |
| 自由现金流率自由现金流/营收 | — | 31.9% |
| 资本支出强度资本支出/营收 | — | 0.4% |
| 现金转化率经营现金流/净利润 | 13.78× | 1.13× |
| 过去12个月自由现金流最近4个季度 | — | $699.5M |
8季度趋势，按日历期对齐
经营现金流ACHCUI
| Q1 26 | $61.5M | — | ||
| Q4 25 | $-86.3M | $263.9M | ||
| Q3 25 | $73.2M | $198.5M | ||
| Q2 25 | $133.5M | $130.4M | ||
| Q1 25 | $11.5M | $123.6M | ||
| Q4 24 | $116.7M | $152.4M | ||
| Q3 24 | $163.1M | $233.7M | ||
| Q2 24 | $171.1M | $231.4M |
自由现金流ACHCUI
| Q1 26 | — | — | ||
| Q4 25 | $-179.5M | $260.3M | ||
| Q3 25 | $-63.0M | $193.3M | ||
| Q2 25 | $-34.2M | $125.2M | ||
| Q1 25 | $-163.2M | $120.7M | ||
| Q4 24 | $-86.8M | $150.4M | ||
| Q3 24 | $-27.1M | $231.1M | ||
| Q2 24 | $16.9M | $229.5M |
自由现金流率ACHCUI
| Q1 26 | — | — | ||
| Q4 25 | -21.8% | 31.9% | ||
| Q3 25 | -7.4% | 26.3% | ||
| Q2 25 | -3.9% | 16.5% | ||
| Q1 25 | -21.2% | 18.2% | ||
| Q4 24 | -11.2% | 25.1% | ||
| Q3 24 | -3.3% | 42.0% | ||
| Q2 24 | 2.1% | 45.2% |
资本支出强度ACHCUI
| Q1 26 | — | — | ||
| Q4 25 | 11.3% | 0.4% | ||
| Q3 25 | 16.0% | 0.7% | ||
| Q2 25 | 19.3% | 0.7% | ||
| Q1 25 | 22.7% | 0.4% | ||
| Q4 24 | 26.3% | 0.3% | ||
| Q3 24 | 23.3% | 0.5% | ||
| Q2 24 | 19.4% | 0.4% |
现金转化率ACHCUI
| Q1 26 | 13.78× | — | ||
| Q4 25 | — | 1.13× | ||
| Q3 25 | 2.02× | 0.95× | ||
| Q2 25 | 4.43× | 0.49× | ||
| Q1 25 | 1.37× | 0.68× | ||
| Q4 24 | 3.58× | 1.11× | ||
| Q3 24 | 2.39× | 1.83× | ||
| Q2 24 | 2.18× | 2.23× |
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% |
UI
| Enterprise Technology | $729.0M | 89% |
| Service Provider Technology | $85.9M | 11% |
