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    Acadia Healthcare Company Inc. filed SEC Form 8-K: Results of Operations and Financial Condition, Regulation FD Disclosure, Financial Statements and Exhibits

    4/29/26 5:22:19 PM ET
    $ACHC
    Medical Specialities
    Health Care
    Get the next $ACHC alert in real time by email
    achc20260429_8k.htm
    false 0001520697 0001520697 2026-04-29 2026-04-29
     
    UNITED STATES
    SECURITIES AND EXCHANGE COMMISSION
    WASHINGTON, DC 20549
     

     
    FORM 8-K
     
    CURRENT REPORT PURSUANT
    TO SECTION 13 OR 15(d) OF THE
    SECURITIES EXCHANGE ACT OF 1934
     
    Date of report (Date of earliest event reported): April 29, 2026 (April 29, 2026)
     

     
    Acadia Healthcare Company, Inc.
    (Exact Name of Registrant as Specified in Its Charter)
     
    Delaware
    001-35331
    45-2492228
    (State or Other Jurisdiction of Incorporation)
    (Commission File Number)
    (IRS Employer Identification No.)
     
    4020 Aspen Grove Drive, Suite 900
    Franklin, Tennessee
    (Address of Principal Executive Offices)
     
    37067
    (Zip Code)
     
    (615) 861-6000
    (Registrant’s Telephone Number, including Area Code)
     
    Not Applicable
    (Former Name or Former Address, if Changed Since Last Report)
     
    Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (See General Instruction A.2. below):
     
    ☐
    Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
    ☐
    Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
    ☐
    Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
    ☐
    Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
     
    Securities registered pursuant to Section 12(b) of the Act:
     
    Title of each class
     
    Trading Symbol
     
    Name of each exchange on which registered
    Common Stock, $0.01 par value
     
    ACHC
     
    NASDAQ Global Select Market
     
    Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
    Emerging growth company         ☐
     
    If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.          ☐
     
     

     
     
    Item 2.02         Results of Operations and Financial Condition.
     
    On April 29, 2026, Acadia Healthcare Company, Inc. (the “Company”) issued a press release announcing, among other things, the Company’s operating and financial results for the first quarter ended March 31, 2026. The press release is furnished herewith as Exhibit 99.1 hereto and is incorporated herein by reference.
     
    Item 7.01.         Regulation FD Disclosure.
     
    The Company will conduct a conference call to discuss its first quarter 2026 financial results on Thursday, April 30, 2026 at 9:00 a.m. Eastern Time. In discussing the Company’s results, Company representatives may refer to information described on the slides furnished with this Current Report on Form 8-K as Exhibit 99.2 hereto. The live broadcast of the conference call and the slides will be available on the Company’s website, www.acadiahealthcare.com, by clicking on the “Investors” link. The webcast of the conference call will be available on the Company’s website for thirty days.
     
    The information furnished pursuant to Item 2.02 and Item 7.01 of this Current Report on Form 8-K, including the information in Exhibit 99.1 and Exhibit 99.2 hereto, is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended (the “Securities Act”), or the Exchange Act, except as shall be expressly set forth by specific reference in such filing.
     
    Cautionary Note Regarding Forward-Looking Statements
     
    This Current Report on Form 8-K and the exhibits furnished herewith contain “forward-looking statements” within the meaning of Section 27A of the Securities Act and Section 21E of the Exchange Act, including statements related to the Company’s strategy, growth and anticipated operating results for future periods. Generally, words such as “may,” “will,” “should,” “could,” “anticipate,” “expect,” “intend,” “estimate,” “plan,” “continue” and “believe” or the negative of or other variation on these and other similar expressions identify forward-looking statements. These forward-looking statements are made only as of the date of this report. The Company does not undertake to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise. Forward-looking statements are based on current expectations and involve risks and uncertainties, and the Company’s future results could differ significantly from those expressed or implied by its forward-looking statements. Factors that may cause actual results to differ materially include, without limitation, (i) potential difficulties in successfully integrating the operations of acquired facilities or realizing the expected benefits and synergies of facility expansions, acquisitions, joint ventures and de novo transactions; (ii) the Company’s ability to add beds, expand services, enhance marketing programs and improve efficiencies at its facilities; (iii) potential reductions in payments received by the Company from government and commercial payors, including because of the significant changes to Medicaid financing mechanisms introduced by the One Big Beautiful Bill Act (the “OBBBA”) enacted on July 4, 2025; (iv) the occurrence of patient incidents, governmental investigations, litigation and adverse regulatory actions, which could adversely affect the price of the Company’s common stock and result in substantial payments and incremental regulatory burdens; (v) the risk that the Company may not generate sufficient cash from operations to service its debt and meet its working capital and capital expenditure requirements; (vi) changes in expectations resulting from actuarial and other reviews of the Company’s liability reserves and other aspects of its business; (vii) potential disruptions to the Company’s information technology systems or adverse impacts of a cybersecurity incident; and (viii) potential operating difficulties, including, without limitation, disruption to the U.S. economy and financial markets; reduced admissions and patient volumes, including, without limitation, due to the OBBBA’s introduction of work or community engagement requirements in the Medicaid expansion population; increased costs relating to labor, supply chain and other expenditures; changes in competition and client preferences; and general economic or industry conditions that may prevent the Company from realizing the expected benefits of its business strategies. These factors and others are more fully described in the Company’s periodic reports and other filings with the Securities and Exchange Commission.
     
     

     
     
    Description of Business
     
    Unless the context otherwise requires, all references herein to “Acadia,” “the Company,” “we,” “us” or “our” mean Acadia Healthcare Company, Inc. and its consolidated subsidiaries. Acadia Healthcare Company, Inc. is a holding company whose direct and indirect subsidiaries own and operate acute inpatient psychiatric facilities, specialty treatment facilities, comprehensive treatment centers, residential treatment centers and facilities providing outpatient behavioral healthcare services to serve the behavioral healthcare and recovery needs of communities throughout the U.S. and Puerto Rico. The terms “facilities,” “centers,” “clinics” and “hospitals” refer to entities owned, operated or managed by subsidiaries of Acadia Healthcare Company, Inc. References herein to “employees” refer to employees of subsidiaries of Acadia Healthcare Company, Inc.
     
    Item 9.01         Financial Statements and Exhibits.
     
    (d)
    Exhibits
     
    99.1
    Press Release of Acadia Healthcare Company, Inc., dated April 29, 2026.
     
    99.2
    Slide Presentation, dated April 29, 2026.
     
    104
    Cover Page Interactive Data File (embedded within the Inline XBRL document)
     
     

     
     
    SIGNATURE
     
    Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
     
    ACADIA HEALTHCARE COMPANY, INC.
    Date: April 29, 2026
    By:
    /s/ Todd Young
    Todd Young
    Chief Financial Officer
     
     
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