Acadia Healthcare Beats Q4 EPS by 164%, Guides $3.37–3.45B 2026 Revenue
Acadia Healthcare reported 4Q adjusted EPS of $0.07, beating estimates by 164% on $821.5 million revenue, up 6.1% year-on-year. It expects 2026 revenue of $3.37–3.45 billion and adjusted EBITDA of $575–610 million.
1. Q4 Earnings Surprise
Acadia Healthcare delivered adjusted EPS of $0.07 per share in Q4, surpassing the consensus estimate of $0.03 by 164%. This result, while down from $0.64 in the prior-year quarter, marks the fourth consecutive quarter of EPS outperformance.
2. Revenue and Patient Trends
The company generated $821.5 million in Q4 revenue, a 6.1% increase year-over-year. Growth was driven by higher patient admissions and revenue per patient day, partially offset by shorter lengths of stay and rising expenses.
3. 2026 Financial Guidance
Acadia expects 2026 revenues between $3.37 billion and $3.45 billion, with adjusted EBITDA projected at $575 million to $610 million. This outlook underscores management’s confidence in continued segment growth.
4. Stock Reaction and Market Position
Shares rose 23% following the Q4 results announcement, trading around $22.18, and the company’s market capitalization is about $2 billion. Acadia’s focus on behavioral health positions it as a key sector player.