ACHCHIGH SIGNALFINANCIAL10-K

ACHC shows concerning financial deterioration with stockholders' equity declining substantially to $1.9B while total debt increased meaningfully to $2.5B, despite operational expansion adding over 1,000 beds.

The sharp decline in stockholders' equity combined with increased debt load suggests potential financial stress or significant one-time charges that warrant investigation. While the company expanded its footprint notably, adding facilities across multiple states, the financial structure appears to have weakened considerably during this growth phase.

Comparing 2026-02-27 vs 2025-02-27View on EDGAR →
FINANCIAL ANALYSIS

ACHC's balance sheet reveals a mixed picture with cash position strengthening substantially to $133.2M and current assets growing to $814.1M, indicating improved liquidity. However, the financial structure deteriorated meaningfully with stockholders' equity falling to $1.9B while total debt rose to $2.5B and overall liabilities increased to $3.4B. This suggests the operational expansion came at a significant financial cost, potentially through dilutive equity transactions or substantial write-downs that materially impacted shareholder value.

FINANCIAL STATEMENT CHANGES
Cash & Equivalents
Balance Sheet
+74.6%
$76.3M$133.2M

Cash position surged 74.6% — strong cash generation or capital raise providing significant financial cushion.

Current Assets
Balance Sheet
+41%
$577.5M$814.1M

Current assets grew 41% — improving short-term liquidity or inventory/receivables build.

Stockholders Equity
Balance Sheet
-36.6%
$3.1B$1.9B

Equity declined sharply — large losses, buybacks, or write-downs reducing book value significantly.

Total Debt
Balance Sheet
+27.8%
$2.0B$2.5B

Debt rose 27.8% — additional borrowing for investment or operations; monitor coverage ratios.

Total Liabilities
Balance Sheet
+22.4%
$2.8B$3.4B

Liabilities increased 22.4% — monitor debt-to-equity ratio and interest coverage.

Accounts Receivable
Balance Sheet
+20.6%
$365.3M$440.6M

Receivables grew 20.6% — monitor days sales outstanding for collection efficiency.

LANGUAGE CHANGES
NEW — 2026-02-27
PRIOR — 2025-02-27
ADDED
As of February 25, 2026, there were 92,211,777 s hares of the registrant s common stock outstanding.
Form 10-K Summary 60 SIGNATURES 61 PAR T I Unless the context otherwise requires, all references herein to Acadia, the Company, we, us or our mean Acadia Healthcare Company, Inc.
is a holding company whose direct and indirect subsidiaries own and operate acute inpatient psychiatric facilities, specialty treatment facilities, comprehensive treatment centers ( CTCs ), residential treatment centers and facilities providing outpatient behavioral healthcare services to serve the behavioral healthcare and recovery needs of communities throughout the United States (the U.S.
References herein to employees refer to employees of subsidiaries of Acadia Healthcare Company, Inc.
At December 31, 2025, we operated 277 behavioral healthcare facilities with over 12,500 beds in 40 states and Puerto Rico.
+7 more — sign up free →
REMOVED
As of February 27, 2025, there were 92,913,042 shares of the registrant s common stock outstanding.
Form 10-K Summary 54 SIGNATURES 55 PAR T I Unless the context otherwise requires, all references in this Annual Report on Form 10-K to Acadia, the Company, we, us or our mean Acadia Healthcare Company, Inc.
is a holding company whose direct or indirect subsidiaries own and operate behavioral healthcare facilities and conduct healthcare and management operations.
References herein to Acadia employees or to our employees refer to employees of subsidiaries of Acadia Healthcare Company, Inc.
At December 31, 2024, we operated 262 behavioral healthcare facilities with approximately 11,850 beds in 39 states and Puerto Rico.
+7 more — sign up free →
MORE FINANCIAL SIGNALS
CRMHIGHSalesforce significantly increased debt by 71% to $14.4B while simultaneously ac...
2026-03-02
UNHHIGHUNH's operating income plummeted 41% despite 12% revenue growth, indicating seve...
2026-03-02
PFEHIGHPfizer achieved a dramatic 87.3% reduction in total debt from $31.4B to $4.0B, r...
2026-02-26
GILDHIGHGILD dramatically increased R&D spending by 81.5% to $9.1B while introducing new...
2026-02-24
ANALYZE ANY FILING FREE

See what changed in your portfolio's filings

500+ US-listed companies analyzed. Language delta, financial analysis, instant signal scoring.

Try Tracenotes free →