アカディア・ヘルスケア・カンパニー（ACHC）2025年第1四半期決算説明会

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チャンネル登録者数 3560人

2 回視聴・いいね・ 2025/05/14

アカディア・ヘルスケア・カンパニー（ACHC）2025年第1四半期決算説明会

*★★Acadia Healthcare Company, Inc. (ACHC) Q1 2025 Earnings Call: Steady Growth*

*★KEY HIGHLIGHTS:★*
★**Financials**★ – Q1 2025 revenue $770.5M, adjusted EBITDA $134.2M, same-facility growth 2.1%.
★**Operations**★ – Added 378 beds, 7 CTCs, same-facility patient days +2.2% (despite leap year).
★**Strategy**★ – CEO Chris Hunter emphasized quality initiatives, joint ventures, and policy advocacy.
★**Outlook**★ – Reaffirmed 2025 guidance: revenue $3.18-3.25B, EBITDA $710-750M, 800-1,000 beds.

*★TIMESTAMPS:★*
[00:00] – Opening Remarks and Introduction
[01:48] – Q1 2025 Overview (Chris Hunter)
[03:28] – Strategic Initiatives Update
[05:14] – Quality and Policy Landscape
[09:21] – Financial Results (Heather Dixon)
[13:47] – Bed Additions and Long-Term Outlook
[17:15] – Q&A Session Begins
[17:15] – EBITDA Seasonality (AJ Rice)
[21:00] – Demand Environment (Brian Tanquilut)
[28:56] – Q1 Performance vs. Plan (Whit Mayo)
[33:47] – Facility ROI and Legal Costs (John Ransom)
[39:02] – Q2 EBITDA Bridge (Pito Chickering)
[44:49] – Policy Work Requirements (Matthew Gillmor)
[48:56] – Specialty Revenue Decline (Andrew Mock)
[51:05] – Underperforming Facilities (Gabby for Sarah James)
[53:07] – Tennessee DPP Impact (Joanna Gajuk)

*★Keywords:★* Acadia Healthcare, Q1 2025 earnings, ACHC stock, behavioral health, joint ventures, CTCs

*★Buy, Hold, or Sell?★*
Acadia Healthcare Company, Inc. (ACHC) is a ★**HOLD**★. Stable growth offset by policy and facility risks.

**★Max Position**★ – Allocate ★**2-4%**★ in a diversified portfolio.

*★Comment below with your thoughts!★ 🎉 ★Subscribe for more updates!★*
*★Full Details:★* [Acadia Investor Relations](www.acadiahealthcare.com/investors