Acadia Healthcare Announces Second Quarter 2026 Results and Schedules Earnings Conference Call

Disclosure of Second Quarter Operating Results

Acadia Healthcare Company, Inc. disclosed its second quarter 2026 operating and financial results through a press release dated July 28, 2026. The announcement was filed with the Securities and Exchange Commission as part of the company's current report obligations. The specific financial figures, operational metrics, and management commentary from the press release are referenced in the disclosure as Exhibit 99.1. This announcement represents the company's quarterly update to shareholders and the investment community regarding its performance during the period ended June 30, 2026.

The disclosure was structured to provide investors with comprehensive information about the company's financial condition and results of operations during the second quarter. As a behavioral healthcare provider operating acute inpatient psychiatric facilities, specialty treatment facilities, comprehensive treatment centers, residential treatment centers, and outpatient behavioral healthcare services, Acadia Healthcare serves communities throughout the United States and Puerto Rico. The company's quarterly results reflect the operational performance of its network of facilities and services during this period.

Scheduled Earnings Conference Call and Webcast Details

Acadia Healthcare announced that company representatives will conduct a conference call on Wednesday, July 29, 2026 at 9:00 a.m. Eastern Time to discuss the second quarter 2026 financial results. During this call, management is expected to review the company's operating performance, financial metrics, and strategic initiatives. The disclosure indicates that company representatives may refer to presentation materials prepared for this discussion, which have been furnished as Exhibit 99.2 to the current report filing.

The company has made the conference call and presentation materials accessible to investors through its corporate website at www.acadiahealthcare.com. Investors can access the live broadcast by clicking on the "Investors" link on the company's homepage. The webcast recording will remain available on the company's website for a thirty-day period following the live call, allowing shareholders and analysts who cannot participate in real-time to review the discussion at their convenience.

Presentation Materials and Investor Information

Acadia Healthcare has prepared comprehensive presentation slides to support the discussion of second quarter 2026 results. These slides, dated July 28, 2026, have been furnished as Exhibit 99.2 to the current report. The presentation materials are designed to provide visual context and detailed information regarding the company's financial performance, operational highlights, and business outlook. Investors and analysts reviewing the earnings announcement may refer to these slides for additional context beyond the press release.

The furnishing of presentation materials alongside the earnings press release reflects standard investor relations practices for publicly traded healthcare companies. By making both the written press release and visual presentation materials available simultaneously, Acadia Healthcare aims to provide comprehensive disclosure of its quarterly results. The materials are accessible through the same investor relations portal on the company's website where the webcast is hosted.

Company Business Overview and Operations

Acadia Healthcare Company, Inc. is a Delaware corporation operating as a holding company whose subsidiaries own and operate a network of behavioral healthcare facilities across the United States and Puerto Rico. The company's operational footprint includes acute inpatient psychiatric facilities, specialty treatment facilities, comprehensive treatment centers, residential treatment centers, and outpatient behavioral healthcare clinics and services. These facilities are designed to serve the behavioral healthcare and recovery needs of communities throughout its service areas.

The company employs thousands of healthcare professionals and support staff across its facility network. Acadia Healthcare's business model centers on providing specialized behavioral and mental health services to patients requiring inpatient psychiatric care, residential treatment, and outpatient behavioral health services. The company's portfolio of facilities and services positions it as a significant provider in the behavioral healthcare sector, with operations spanning multiple states and territories.

Forward-Looking Statements and Risk Considerations

Acadia Healthcare's disclosure includes forward-looking statements related to the company's strategy, growth projections, and anticipated operating results for future periods. These forward-looking statements are identified by language such as "may," "will," "should," "could," "anticipate," "expect," "intend," "estimate," "plan," "continue," and "believe." The company cautions that forward-looking statements are based on current expectations and involve inherent risks and uncertainties. Actual results could differ materially from those expressed or implied in forward-looking statements, and the company does not undertake to update or revise such statements.

The disclosure identifies multiple factors that could cause actual results to differ significantly from forward-looking statements. These factors include potential difficulties in successfully integrating acquired facilities or realizing expected benefits from acquisitions, joint ventures, and facility expansions. The company also notes risks related to adding beds, expanding services, and improving operational efficiencies at existing facilities. Additionally, Acadia Healthcare identifies potential reductions in payments from government and commercial payors as a material risk factor.

Impact of Legislative Changes on Medicaid Reimbursement

Acadia Healthcare identifies the One Big Beautiful Bill Act, enacted on July 4, 2025, as a significant factor affecting its business outlook and financial performance. The company discloses that this legislation has introduced substantial changes to Medicaid financing mechanisms, which could result in potential reductions in payments received by the company from government payors. The OBBBA's introduction of work or community engagement requirements in the Medicaid expansion population represents an additional factor that could impact admissions and patient volumes at the company's facilities.

The company's disclosure suggests that legislative and regulatory changes to the Medicaid program represent material risks to its revenue streams and operational performance. As a major provider of behavioral health services serving populations with significant reliance on government insurance programs, Acadia Healthcare's financial performance could be affected by changes to Medicaid reimbursement rates, program eligibility, and enrollment requirements. The company notes that reduced admissions and patient volumes resulting from these legislative changes could prevent the company from realizing the expected benefits of its business strategies.

Additional Operational and Market Risks

Beyond legislative and reimbursement risks, Acadia Healthcare identifies operational challenges that could affect its business performance. The company cites the risk of patient incidents, governmental investigations, litigation, and adverse regulatory actions, which could adversely affect the stock price and result in substantial payments and incremental regulatory burdens. The company also notes risks related to its ability to generate sufficient cash from operations to service debt and meet working capital and capital expenditure requirements. Changes in expectations resulting from actuarial reviews of liability reserves could materially impact financial results.

The disclosure further identifies potential disruptions to information technology systems and adverse impacts of cybersecurity incidents as material risks. The company acknowledges potential operating difficulties including disruptions to the U.S. economy and financial markets, increased labor costs, supply chain disruptions, changes in competition and client preferences, and general economic or industry conditions. These factors collectively could prevent the company from achieving its strategic objectives and realizing expected financial performance.

Filing Status and Investor Information Sources

Acadia Healthcare's disclosure clarifies that the information furnished pursuant to Items 2.02 and 7.01 of the current report, including the press release and presentation slides, is furnished rather than filed for purposes of Section 18 of the Securities Exchange Act of 1934. This distinction is important for investors understanding the regulatory treatment of the disclosed information. The information shall not be deemed incorporated by reference in any filing under the Securities Act of 1933 or the Securities Exchange Act of 1934, except as expressly set forth by specific reference in such filings.

Investors seeking detailed information about Acadia Healthcare's second quarter 2026 results should review the press release (Exhibit 99.1) and presentation materials (Exhibit 99.2) furnished with the current report. The company's website at www.acadiahealthcare.com serves as the primary source for accessing the earnings announcement, presentation slides, and the webcast recording. For additional information about the company's business, financial condition, and risk factors, investors should review Acadia Healthcare's periodic reports and other filings with the Securities and Exchange Commission.

Commission File Number and Corporate Structure

Acadia Healthcare Company, Inc. is incorporated in Delaware under Commission File Number 001-35331, with an Internal Revenue Service Employer Identification Number of 45-2492228. The company's principal executive offices are located at 4020 Aspen Grove Drive, Suite 900, Franklin, Tennessee 37067. The company's common stock trades on the NASDAQ Global Select Market under the ticker symbol ACHC. These corporate details establish Acadia Healthcare's status as a publicly traded company subject to Securities and Exchange Commission reporting requirements.

The company's organizational structure as a holding company reflects its operation of subsidiaries that own and operate behavioral healthcare facilities. All references to employees, facilities, and operations in the company's disclosures refer to entities owned, operated, or managed by Acadia Healthcare subsidiaries. This structure provides the company with operational flexibility and subsidiary-level management while maintaining consolidated financial reporting and centralized strategic direction at the holding company level.