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Acadia Healthcare Company
Acadia Healthcare Company (ACHC) investor relations material
Acadia Healthcare Company 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary14 Jan, 2026
Company Overview and Strategic Vision
Operates 277 facilities across 40 states and Puerto Rico, serving over 82,000 patients daily across four service lines.
Maintains strong diversification by service line, payer mix (over half revenue from Medicaid), and geography.
Strategic vision centers on high-quality, evidence-based care, expanding access, workforce development, and technology leadership.
Partnerships with 21 leading health systems through joint ventures, with repeat partners in new geographies, help address unmet needs and free capacity for medical patients.
Technology investments include EMRs, remote monitoring, analytics, and operational effectiveness initiatives.
Operational Progress and Quality Initiatives
Achieved six consecutive quarters of improved staff retention through wage management, recruitment, and training, with leadership transformation enhancing clinical progress.
Opened six new facilities in 2025, adding 1,089 beds, while five facilities closed, reducing 382 beds; over 1,000 new beds opened in 2025 and more than 2,500 beds added from new facilities in the past year.
Significant investments in care and technology led to improved patient outcomes, safety, and experience, with strong KPI performance.
CTC clinics reduced wait times to five minutes or less, achieving 99%+ quality scores and >50% of patients opioid-free at six months.
Ongoing focus on operational improvements includes facility turnarounds, workforce strengthening, and payor relationship enhancements.
Financial Performance and Growth Drivers
2025 guidance reiterated: revenue $3.28–$3.3B, adjusted EBITDA $601–$611M, adjusted EPS $1.94–$2.04.
Trailing twelve months revenue through 9/30/2025 reached $3.3B.
Over $200M incremental EBITDA opportunity projected from new facility openings and ramping beds, with 500–700 more beds expected in 2026, representing $150M+ future EBITDA at maturity.
CapEx to decline by at least $300M in 2026, enabling positive free cash flow and further reductions in 2027.
2025 financials impacted by higher professional liability costs, Medicaid volume softness, payer pressure, and regulatory and credentialing delays.
How to accelerate new facility occupancy ramp
Mitigate NY Medicaid referral exclusion impact
Technology's role in efficiency and outcomes
Detail plans to unlock $200M+ EBITDA from new beds
How to mitigate NY Medicaid out-of-state impact?
When will quality investments reduce liability costs?
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Next Acadia Healthcare Company earnings date
Q4 202527 Feb, 2026
Acadia Healthcare Company
Next Acadia Healthcare Company earnings date
Q4 202527 Feb, 2026
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Frequently asked questions
Acadia Healthcare Company Inc. provides behavioral healthcare services, including inpatient psychiatric treatment, detoxification, and residential recovery programs. It operates a network of facilities serving individuals with mental health and substance use disorders. The company caters to children, adolescents, and adults across various levels of care throughout the United States. The company is headquartered in Franklin, Tennessee, and its shares are listed on the NASDAQ.
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