Brief: Acadia Healthcare Q2 Revenue USD 869.232 Million Vs. IBES Estimate USD 840 Million

Acadia Healthcare

05/08/2025 21:05

Overview

Acadia Q2 2025 rev rises 9.2% yr/yr, beating analyst expectations

Adjusted EBITDA for Q2 beats consensus, rising 7.6%

Co adds 101 newly licensed beds, announces CFO transition

Heather Dixon will step down as CFO on August 15, 2025. Tim Sides, currently SVP of Operations Finance, will take over as interim CFO.

Outlook

Acadia forecasts 2025 revenue between $3.3 bln and $3.35 bln

Company expects adjusted EBITDA of $675 to $700 mln for 2025

Acadia anticipates 950 to 1,000 bed additions in 2025

Company projects adjusted EPS of $2.45 to $2.65 for 2025

Result Drivers

SAME FACILITY GROWTH - Revenue increased 9.5% due to a 7.5% rise in revenue per patient day and a 1.8% increase in patient days

TENNESSEE PROGRAM BENEFIT - Recognized a $51.8 mln pre-tax benefit from a state supplemental program in Tennessee

BED EXPANSION - Added 101 newly licensed beds to existing facilities, supporting growth strategy

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$869.23 mln
$840 mln (12 Analysts)
Q2 Net Income
$37.94 mln
Q2 Adjusted EBITDA
Beat
$201.80 mln
$176.80 mln (12 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 10 "strong buy" or "buy", 4 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the healthcare facilities & services peer group is "buy"

Wall Street's median 12-month price target for Acadia Healthcare Company Inc is $40.00, about 46.6% above its August 4 closing price of $21.37

The stock recently traded at 8 times the next 12-month earnings vs. a P/E of 8 three months ago

Press Release: ID:nBw5jqQ0Fa

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)