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Acadia Healthcare Company, Inc. (ACHC) Presents at Leerink Global Healthcare Conference 2026 Transcript

Seeking Alpha

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⚡ Quantum Brief

Acadia Healthcare’s CFO Todd Young, speaking in March 2026, highlighted strong market demand for its behavioral health services, citing growth across acute inpatient, specialty inpatient, residential, and outpatient sectors, including opioid replacement therapy. Young, hired in October 2025, noted operational strengths in the company’s diversified business model while transitioning from product-based healthcare (previously at Acadia Pharma) to service-oriented care. CEO Debbie Osteen’s return in mid-January 2026 was praised for revitalizing employee morale, leveraging her industry expertise and proven facility management track record. The company emphasized its strategic positioning amid rising behavioral health needs, though Young acknowledged ongoing adjustments in finance and operations during his early tenure. No financial specifics were disclosed, but leadership changes and service demand were framed as key drivers for future growth.

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SA Transcripts158.89K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Acadia Healthcare Company, Inc. (ACHC) Leerink Global Healthcare Conference 2026 March 9, 2026 3:40 PM EDT Company Participants Todd Young - Chief Financial Officer Conference Call Participants Benjamin Mayo - Leerink Partners LLC, Research Division Presentation Benjamin MayoLeerink Partners LLC, Research Division All right afternoon, everybody. [indiscernible] sticking around this afternoon. My pleasure to have Todd Young, CFO from Acadia. Question-and-Answer Session Benjamin MayoLeerink Partners LLC, Research Division I thought it would be maybe helpful to start since Todd is relatively new to the organization joining in a time of change and you've been at other places in your career. I wanted to hear kind of observations around some of the strengths and weaknesses that you've identified within either the company operations, the finance functions. And maybe we'll just start there. Todd YoungChief Financial Officer Sure. Yes. I joined Acadia 4 months ago, right at the end of October. So still new, getting used to being on the services side of health care grew up on the product side, including at Acadia Pharma, which has created a little confusion as I joined Acadia Healthcare. Overall, the company is in a really good spot from a market positioning standpoint. The demand for our services continue to grow, and we've got a nice diversified business across both the acute inpatient, specialty inpatient, residential as well as the outpatient business with our opioid replacement therapy, what we call CTC. So I think all of those give us a really good spot to drive growth from. Overall, I mean, the organization is very pleased that Debbie Osteen is back as CEO. Debbie joined us back in mid-January. And so her history in the industry and her proven track record of operating facilities is really something that's breathed fresh life into the employee base and

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