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Sep 30, 2023

Acadia Healthcare Q3 2023 Earnings Report

Acadia Healthcare showcased strong financial results and strategic progress in Q3 2023, with revenue growth and advancements in facility expansion and joint ventures.

Key Takeaways

Acadia Healthcare reported a revenue of $750.3 million, a 12.5% increase year-over-year, and a net loss of $217.7 million, which included a $394.2 million legal settlement expense. Adjusted income was $83.9 million, with adjusted EBITDA at $175.9 million, reflecting strong operational execution and growth strategy.

Revenue increased by 12.5% to $750.3 million compared to Q3 2022.

Same facility revenue grew by 13.0% year-over-year.

Net loss attributable to Acadia was $217.7 million, impacted by legal settlements.

Adjusted EBITDA increased by 13.4% to $175.9 million compared to Q3 2022, excluding income from the Provider Relief Fund.

Total Revenue
$750M
Previous year: $667M
+12.5%
EPS
$0.91
Previous year: $0.8
+13.7%
US Same Facility Revenue Growth
13%
Previous year: 10.2%
+27.5%
US Same Facility Patient Days Growth
6%
Previous year: 3.1%
+93.5%
US Rev. per Patient Day Growth
6.6%
Previous year: 6.9%
-4.3%
Gross Profit
$180M
Previous year: $289M
-37.7%
Cash and Equivalents
$99.6M
Previous year: $93.4M
+6.6%
Free Cash Flow
$9.81M
Previous year: -$35.3M
-127.8%
Total Assets
$5.35B
Previous year: $4.94B
+8.2%

Acadia Healthcare

Acadia Healthcare

Forward Guidance

Acadia updated its 2023 financial guidance, projecting revenue between $2.90 to $2.92 billion and adjusted earnings per diluted share between $3.33 to $3.43, while affirming guidance for interest expense, tax rate, and capital expenditures.

Positive Outlook

  • Revenue: $2.90 to $2.92 billion
  • Adjusted EBITDA (excluding PRF income): $665 to $675 million
  • Adjusted earnings per diluted share (excluding PRF income): $3.33 to $3.43
  • Interest expense: $82 to $85 million
  • Tax rate: 25% to 26%

Challenges Ahead

  • Expansion capital expenditures: $300 to $350 million
  • Depreciation and amortization expense: $125 to $135 million
  • Stock compensation expense: $30 to $35 million
  • Maintenance capital expenditures: $40 to $50 million
  • IT capital expenditures: $35 to $45 million