Health Care·Health Care Facilities·$2.5B
ACADIA Healthcare Co operates in the health care sector, focusing on providing specialized treatment for individuals with mental health and substance use disorders. As a key player in the health care facilities industry, its performance is closely tied to trends in mental health awareness and treatment accessibility.
EPS
Earnings per share (EPS) is a critical measure of profitability, and this quarter's consensus reflects expectations for continued growth.
Revenue
Revenue figures are essential for understanding the company's overall sales performance and market demand for its services.
Wall Street expectations, options signals, track record, and call prep available with Pro.
EPS Beat Streak
1Q
EPS Beat Rate
75%
Avg EPS Surprise
+24.90%
Avg Stock Reaction
+3.22%
In Q4-2025, ACADIA reported an EPS of $0.07, significantly exceeding expectations. The stock reacted positively, gaining over 21% the following day.
Management Promises & Guidance
Analysts are cautiously optimistic about ACADIA's upcoming earnings, with expectations for a modest EPS increase and stable revenue growth.
Bull Case
If ACADIA beats EPS estimates, it could signal strong operational performance and increased demand for mental health services, potentially driving the stock higher.
Bear Case
Conversely, if the company misses expectations, it may raise concerns about its ability to maintain growth in a competitive market, leading to a negative stock reaction.
EPS
0.26Earnings per share (EPS) is a critical measure of profitability, and this quarter's consensus reflects expectations for continued growth.
Revenue
824MRevenue figures are essential for understanding the company's overall sales performance and market demand for its services.
The print will turn on these two things.
Q1
Will EPS exceed the consensus estimate of $0.26?
A beat on EPS could indicate stronger-than-expected demand and operational efficiency, which would be a positive signal for investors.
Q2
What are the revenue expectations for this quarter, particularly in relation to the $824M consensus?
Revenue performance is crucial for assessing the company's growth trajectory and market position, especially in the competitive health care sector.
Why consensus could be wrong
The consensus may underestimate ACADIA's growth potential, as recent trends in mental health awareness could drive higher demand for its services than anticipated.
Supporting Evidence
The company has consistently beaten EPS estimates in recent quarters, indicating strong operational performance.
Increased focus on mental health care by policymakers may lead to greater funding and patient volume.
Historical performance shows that the stock often reacts positively to earnings beats.
Key Risk
If revenue growth significantly exceeds $824M, it could challenge the current bearish sentiment.
Pre-commit to what would confirm each case.
This quarter's performance is pivotal as it will reflect the company's ability to navigate market challenges and capitalize on growth opportunities in mental health services.
Bull Confirmed If
An EPS of $0.29 or higher with revenue exceeding $828M would confirm the bull case.
Bear Confirmed If
An EPS below $0.21 or revenue falling short of $813M would confirm the bear case.
Implied Move
±4.2%
Historical Avg
±4.9%
The options market is pricing in a moderate move following the earnings report, indicating uncertainty among investors.
Options are pricing ±6.1% while ACHC has averaged ±4.9% over the last 8 prints — setup is pricing rich.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If ACADIA beats expectations, history suggests the stock could rise by about 4.58%, confirming strong operational momentum.
In-Line / Cautious
If results are in line with expectations, the stock may experience a muted reaction as investors await further guidance.
Miss
A miss could lead to a decline of around 0.85%, reflecting investor disappointment and concerns about future growth.
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
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AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
No charge today · Auto-bills $8/mo after 7 days · Cancel anytime
VERIZON COMMUNICATIO
Apr 27, 2026