Q4 2025 Acadia Healthcare Company Inc Earnings Call Transcript
Key Points
- Acadia Healthcare Co Inc (ACHC) reported a 6.1% increase in revenue for the fourth quarter of 2025, reaching $821.5 million.
- The company added over 2,500 beds in the past three years and plans to add an additional 400 to 600 beds in 2026.
- Acadia Healthcare Co Inc (ACHC) is expanding its presence through joint ventures with leading health systems, opening new facilities in multiple states.
- The company is focusing on operational excellence and execution to unlock EBITDA and free cash flow potential within existing facilities.
- Acadia Healthcare Co Inc (ACHC) is committed to quality and patient safety, with real-time visibility into more than 50 measures to spot issues early.
- Some newer facilities have not ramped as quickly as expected, leading to start-up losses of $12.8 million in the fourth quarter of 2025.
- The company faces a $25 million to $30 million annual EBITDA impact due to New York's decision to no longer allow Medicaid patients to receive care in out-of-state facilities.
- Acadia Healthcare Co Inc (ACHC) incurred $12 million in costs related to managing a government investigation in the fourth quarter.
- The company closed five facilities in 2025, including four specialty facilities and one acute care hospital, totaling 382 beds.
- There is a projected decrease in Medicaid supplemental payment revenue for 2026, impacting the company's financial outlook.
Good day, and welcome to the Acadia Healthcare's fourth-quarter 2025 earnings call. (Operator Instructions) Please note this event is being recorded. I would now like to turn the conference over to Mr. Patrick Feeley, Senior Vice President, Head of Investor Relations. Please go ahead, sir.
Thank you, and good morning. This morning, we issued a press release announcing our fourth-quarter 2025 financial results. This press release can be found in the Investor Relations section of the acadiahealthcare.com website. Here with me today to discuss the results are Debbie Osteen, Chief Executive Officer; and Todd Young, Chief Financial Officer.
To the extent any non-GAAP financial measure is discussed in today's call, you will also find a reconciliation of that measure to the most directly comparable financial measure calculated according to GAAP in the press release that is posted on our website.
This conference call may contain forward-looking
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