ACHC

achc20260224_8k.htm

false 0001520697

0001520697

2026-02-25 2026-02-25

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): February 25, 2026 (February 25, 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 February 25, 2026, Acadia Healthcare Company, Inc. (the “Company”) issued a press release announcing, among other things, the Company’s operating and financial results for the fourth quarter and year ended December 31, 2025. 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 fourth quarter and year-end 2025 financial results on Wednesday, February 25, 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. 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. 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 fa

achc20260112_8k.htm

false 0001520697

0001520697

2026-01-13 2026-01-13

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): January 13, 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)

6100 Tower Circle, Suite 1000

Franklin, Tennessee 37067

(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.

To the extent applicable, the information set forth in Item 7.01 of this Current Report on Form 8-K is incorporated herein by reference.

Item 7.01         Regulation FD Disclosure.

On January 13, 2026, representatives of Acadia Healthcare Company, Inc. (“Acadia” or the “Company”) will be participating in the 44th Annual J.P. Morgan Healthcare Conference. In connection with the conference, there will be a live webcast of the Company’s presentation available on the Company’s website starting at 5:15 p.m. Pacific Time / 7:15 p.m. Central Time on Tuesday, January 13, 2026. During the Company’s presentation, Company representatives will discuss information described on the slides furnished with this Current Report on Form 8-K as Exhibit 99.

In conjunction with the conference, management is reaffirming the Company’s 2025 financial guidance provided in its November 5, 2025 earnings release, as updated by its December 2, 2025 press release:

●

Revenue in the range of $3.28 billion to $3.30 billion;

●

Adjusted EBITDA in the range of $601 million to $611 million; and

●

Adjusted earnings per share in the range of $1.94 to $2.04.

The live webcast of the Company’s presentation, and the slides to be discussed during the presentation, will be available on the Company’s website, www.acadiahealthcare.com, by clicking on the “Investors” link. Please go to the site at least 15 minutes prior to the webcast to download and install any necessary software. A replay of the presentation will also 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 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. 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

achc20251104_8k.htm

false 0001520697

0001520697

2025-10-30 2025-10-30

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): November 5, 2025 (October 30, 2025)

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.)

6100 Tower Circle, Suite 1000

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 November 5, 2025, Acadia Healthcare Company, Inc. (“Acadia” or the “Company”) issued a press release announcing, among other things, Acadia’s operating and financial results for the third quarter ended September 30, 2025. The press release is furnished herewith as Exhibit 99 hereto and is incorporated herein by reference.

Item 5.02          Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.

On October 30, 2025, Dr. Nasser Khan notified the Company of his resignation as Chief Operating Officer (“COO”) of the Company, effective November 3, 2025. In connection with his resignation as COO, the Company entered into a transition and separation agreement (the “Khan Transition and Separation Agreement”) with Dr. Khan. Pursuant to the Khan Transition and Separation Agreement, Dr. Khan will be employed as an executive advisor to the Company’s Chief Executive Officer through December 31, 2025, and shall receive a lump-sum payment of $515,000 no later than March 15, 2026. In addition, Dr. Khan will remain eligible to earn a cash bonus for the 2025 performance year, determined based on actual performance achievement, as determined by the Board or the Compensation Committee in its sole discretion.

The Company has initiated a search for a new COO and, in the interim, Dr. Khan’s former COO duties are being assumed by other members of the Company’s executive leadership team.

The foregoing description of the Khan Transition and Separation Agreement does not purport to be complete and is subject to, and qualified in its entirety by, the full text of the Khan Transition and Separation Agreement, a copy of which is attached hereto as Exhibit 10 and incorporated by reference herein.

Item 9.01

Financial Statements and Exhibits.

(d)

Exhibits

10

Transition and Separation Agreement, dated October 31, 2025, between Acadia Management Company, Inc. and Dr. Nasser Khan

99

Press Release of Acadia Healthcare Company, Inc., dated November 5, 2025

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.

Date: November 5, 2025

ACADIA HEALTHCARE COMPANY, INC.

By: /s/ Brian P. Farley

Brian P. Farley

Executive Vice President, Secretary and General Counsel