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Acadia Healthcare Company, Inc.（ACHC）与WillScot Holdings Corp（WSC）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WillScot Holdings Corp的1.5倍（$829.0M vs $566.0M），Acadia Healthcare Company, Inc.净利率更高（0.5% vs -33.1%，领先33.6%），Acadia Healthcare Company, Inc.同比增速更快（7.5% vs -6.1%），过去两年Acadia Healthcare Company, Inc.的营收复合增速更高（2.0% vs -1.8%）
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。
WillScot Holdings Corp是北美领先的模块化空间及便携式存储服务供应商，服务覆盖建筑、商业开发、教育、医疗、政府项目、特殊活动等多个领域，为客户提供灵活可扩展的临时及半永久空间解决方案。
ACHC vs WSC — 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13.6%
-6.1%
净利率更高
ACHC
高出33.6%
-33.1%
两年增速更快
ACHC
近两年复合增速
-1.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $829.0M | $566.0M |
| 净利润 | $4.5M | $-187.3M |
| 毛利率 | — | 50.4% |
| 营业利润率 | — | -32.5% |
| 净利率 | 0.5% | -33.1% |
| 营收同比 | 7.5% | -6.1% |
| 净利润同比 | -50.8% | -310.0% |
| 每股收益（稀释后） | $0.05 | $-1.02 |
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ACHCWSC
| Q1 26 | $829.0M | — | ||
| Q4 25 | $821.5M | $566.0M | ||
| Q3 25 | $851.6M | $566.8M | ||
| Q2 25 | $869.2M | $589.1M | ||
| Q1 25 | $770.5M | $559.6M | ||
| Q4 24 | $774.2M | $602.5M | ||
| Q3 24 | $815.6M | $601.4M | ||
| Q2 24 | $796.0M | $604.6M |
净利润ACHCWSC
| Q1 26 | $4.5M | — | ||
| Q4 25 | $-1.2B | $-187.3M | ||
| Q3 25 | $36.2M | $43.3M | ||
| Q2 25 | $30.1M | $47.9M | ||
| Q1 25 | $8.4M | $43.1M | ||
| Q4 24 | $32.6M | $89.2M | ||
| Q3 24 | $68.1M | $-70.5M | ||
| Q2 24 | $78.5M | $-46.9M |
毛利率ACHCWSC
| Q1 26 | — | — | ||
| Q4 25 | — | 50.4% | ||
| Q3 25 | — | 49.7% | ||
| Q2 25 | — | 50.3% | ||
| Q1 25 | — | 53.7% | ||
| Q4 24 | — | 55.8% | ||
| Q3 24 | — | 53.5% | ||
| Q2 24 | — | 54.1% |
营业利润率ACHCWSC
| Q1 26 | — | — | ||
| Q4 25 | -142.4% | -32.5% | ||
| Q3 25 | 4.7% | 21.0% | ||
| Q2 25 | 5.8% | 21.5% | ||
| Q1 25 | 1.7% | 21.3% | ||
| Q4 24 | 4.9% | 28.9% | ||
| Q3 24 | 12.1% | -5.9% | ||
| Q2 24 | 13.4% | -0.9% |
净利率ACHCWSC
| Q1 26 | 0.5% | — | ||
| Q4 25 | -143.3% | -33.1% | ||
| Q3 25 | 4.3% | 7.6% | ||
| Q2 25 | 3.5% | 8.1% | ||
| Q1 25 | 1.1% | 7.7% | ||
| Q4 24 | 4.2% | 14.8% | ||
| Q3 24 | 8.4% | -11.7% | ||
| Q2 24 | 9.9% | -7.7% |
每股收益（稀释后）ACHCWSC
| Q1 26 | $0.05 | — | ||
| Q4 25 | $-12.98 | $-1.02 | ||
| Q3 25 | $0.40 | $0.24 | ||
| Q2 25 | $0.33 | $0.26 | ||
| Q1 25 | $0.09 | $0.23 | ||
| Q4 24 | $0.36 | $0.48 | ||
| Q3 24 | $0.74 | $-0.37 | ||
| Q2 24 | $0.85 | $-0.25 |
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 | $14.6M |
| 总债务越低越好 | $2.5B | $3.6B |
| 股东权益账面价值 | $2.0B | $856.3M |
| 总资产 | $5.5B | $5.8B |
| 负债/权益比越低杠杆越低 | 1.29× | 4.15× |
8季度趋势，按日历期对齐
现金及短期投资ACHCWSC
| Q1 26 | $158.5M | — | ||
| Q4 25 | $133.2M | $14.6M | ||
| Q3 25 | $118.7M | $14.8M | ||
| Q2 25 | $131.4M | $12.8M | ||
| Q1 25 | $91.2M | $10.7M | ||
| Q4 24 | $76.3M | $9.0M | ||
| Q3 24 | $82.1M | $11.0M | ||
| Q2 24 | $77.2M | $5.9M |
总债务ACHCWSC
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | $3.6B | ||
| Q3 25 | $2.3B | $3.6B | ||
| Q2 25 | $2.3B | $3.7B | ||
| Q1 25 | $2.2B | $3.6B | ||
| Q4 24 | $2.0B | $3.7B | ||
| Q3 24 | $1.9B | $3.6B | ||
| Q2 24 | $1.8B | $3.5B |
股东权益ACHCWSC
| Q1 26 | $2.0B | — | ||
| Q4 25 | $1.9B | $856.3M | ||
| Q3 25 | $3.1B | $1.1B | ||
| Q2 25 | $3.1B | $1.0B | ||
| Q1 25 | $3.0B | $1.0B | ||
| Q4 24 | $3.1B | $1.0B | ||
| Q3 24 | $3.0B | $1.1B | ||
| Q2 24 | $3.0B | $1.2B |
总资产ACHCWSC
| Q1 26 | $5.5B | — | ||
| Q4 25 | $5.5B | $5.8B | ||
| Q3 25 | $6.4B | $6.1B | ||
| Q2 25 | $6.3B | $6.1B | ||
| Q1 25 | $6.1B | $6.0B | ||
| Q4 24 | $6.0B | $6.0B | ||
| Q3 24 | $5.9B | $6.0B | ||
| Q2 24 | $5.7B | $6.0B |
负债/权益比ACHCWSC
| Q1 26 | 1.29× | — | ||
| Q4 25 | 1.28× | 4.15× | ||
| Q3 25 | 0.74× | 3.39× | ||
| Q2 25 | 0.74× | 3.55× | ||
| Q1 25 | 0.72× | 3.56× | ||
| Q4 24 | 0.64× | 3.62× | ||
| Q3 24 | 0.62× | 3.42× | ||
| Q2 24 | 0.62× | 2.88× |
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 | $158.9M |
| 自由现金流经营现金流 - 资本支出 | — | $149.7M |
| 自由现金流率自由现金流/营收 | — | 26.5% |
| 资本支出强度资本支出/营收 | — | 1.6% |
| 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 | — | $737.7M |
8季度趋势，按日历期对齐
经营现金流ACHCWSC
| Q1 26 | $61.5M | — | ||
| Q4 25 | $-86.3M | $158.9M | ||
| Q3 25 | $73.2M | $191.2M | ||
| Q2 25 | $133.5M | $205.3M | ||
| Q1 25 | $11.5M | $206.6M | ||
| Q4 24 | $116.7M | $178.9M | ||
| Q3 24 | $163.1M | $-1.6M | ||
| Q2 24 | $171.1M | $175.6M |
自由现金流ACHCWSC
| Q1 26 | — | — | ||
| Q4 25 | $-179.5M | $149.7M | ||
| Q3 25 | $-63.0M | $186.9M | ||
| Q2 25 | $-34.2M | $199.0M | ||
| Q1 25 | $-163.2M | $202.0M | ||
| Q4 24 | $-86.8M | $176.6M | ||
| Q3 24 | $-27.1M | $-4.9M | ||
| Q2 24 | $16.9M | $169.4M |
自由现金流率ACHCWSC
| Q1 26 | — | — | ||
| Q4 25 | -21.8% | 26.5% | ||
| Q3 25 | -7.4% | 33.0% | ||
| Q2 25 | -3.9% | 33.8% | ||
| Q1 25 | -21.2% | 36.1% | ||
| Q4 24 | -11.2% | 29.3% | ||
| Q3 24 | -3.3% | -0.8% | ||
| Q2 24 | 2.1% | 28.0% |
资本支出强度ACHCWSC
| Q1 26 | — | — | ||
| Q4 25 | 11.3% | 1.6% | ||
| Q3 25 | 16.0% | 0.7% | ||
| Q2 25 | 19.3% | 1.1% | ||
| Q1 25 | 22.7% | 0.8% | ||
| Q4 24 | 26.3% | 0.4% | ||
| Q3 24 | 23.3% | 0.6% | ||
| Q2 24 | 19.4% | 1.0% |
现金转化率ACHCWSC
| Q1 26 | 13.78× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 2.02× | 4.41× | ||
| Q2 25 | 4.43× | 4.28× | ||
| Q1 25 | 1.37× | 4.80× | ||
| Q4 24 | 3.58× | 2.01× | ||
| 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% |
WSC
| Modular Space Leasing | $249.8M | 44% |
| Value Added Product And Services | $101.0M | 18% |
| Portable Storage Leasing | $83.0M | 15% |
| Delivery Revenue | $48.2M | 9% |
| Installation Revenue | $45.0M | 8% |
| Rental Units | $19.7M | 3% |
| New Units | $15.5M | 3% |
| Value Added Services | $10.3M | 2% |
| Other Leasing Related Products And Services | $3.8M | 1% |
