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

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OneWater Marine Inc. (ONEW) Q1 2026 Earnings Call Transcript

Benjamin Mayo
Leerink 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 Young
Chief Financial Officer

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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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Trump says he discussed Ukraine and Iran conflicts with Putin

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Trump says he discussed Ukraine and Iran conflicts with Putin


Trump says he discussed Ukraine and Iran conflicts with Putin

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Form 4 The Trade Desk For: 9 March

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Form 4 The Trade Desk For: 9 March

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National Bureau of Economic Research cuts ties with Larry Summers, WSJ reports

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National Bureau of Economic Research cuts ties with Larry Summers, WSJ reports


National Bureau of Economic Research cuts ties with Larry Summers, WSJ reports

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Repay Holdings Corporation (RPAY) Q4 2025 Earnings Call Transcript

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OneWater Marine Inc. (ONEW) Q1 2026 Earnings Call Transcript

Operator

Good afternoon, I’d like to welcome everyone to Repay’s Fourth Quarter 2025 Earnings Conference Call. This call is being recorded today, March 9, 2026.

I’d like to turn the session over to Stewart Grisante, Head of Investor Relations at Repay. Stewart, you may begin.

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Stewart Grisante
Head of Investor Relations

Thank you. Good afternoon, and welcome to Repay’s Fourth Quarter 2025 Earnings Conference Call. With us today are John Morris, Co-Founder and Chief Executive Officer; and Robert Houser, Chief Financial Officer.

During this call, we will be making forward-looking statements about our beliefs and estimates regarding future events and results. Those forward-looking statements are subject to risks and uncertainties, including those set forth in the SEC filings related to today’s results and in our most recent Form 10-K. Actual results may differ materially from any forward-looking statements that we make today.

Forward-looking statements speak only as of today, and we do not assume any obligation or intend to update them except as required by law. In an effort to provide additional information to investors, today’s discussion will also reference certain non-GAAP financial measures. Reconciliations and other explanations of those non-GAAP financial measures can be found in today’s press release and in the earnings supplement, each of which are available on the company’s IR site.

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With that, I will now turn the call over to John.

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Wolfe Research reiterates Vertex stock rating on IgAN trial data

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Wolfe Research reiterates Vertex stock rating on IgAN trial data

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Jefferies reiterates Woodward stock Buy rating on acquisition

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Jefferies reiterates Woodward stock Buy rating on acquisition

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Morgan Stanley cuts Global Business Travel stock price target on AI concerns

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Morgan Stanley cuts Global Business Travel stock price target on AI concerns

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Signet Jewelers at Citi’s 2026 Global Consumer & Retail Conference: Strategic Resilience

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PagSeguro Bets On Risky Credit, But The Stock Remains Attractive At 6x Earnings (PAGS)

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PagSeguro Bets On Risky Credit, But The Stock Remains Attractive At 6x Earnings (PAGS)

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Long-only investment, evaluating companies from an operational, buy-and-hold perspective.Quipus Capital does not focus on market-driven dynamics and future price action. Instead, our articles focus on operational aspects, understanding the long-term earnings power of companies, the competitive dynamics of the industries where they participate, and buying companies that we would like to hold independently of how the price moves in the future. Most QC calls will be holds, and that is by design. Only a very small fraction of companies should be a buy at any point in time. However, hold articles provide important information for future investors and a healthy dose of skepticism to a relatively bullish-biased market.Disclaimer: All of the author’s articles are written on an “as is” basis and without warranty. They represent the author’s opinion only and in no way constitute professional investment advice. It is the responsibility of the reader to conduct their due diligence and seek investment advice from a licensed professional before making any investment decisions. The author disclaims all liability for any actions taken based on the information contained in any articles published.

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Why the price of oil matters more than you might think

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Why the price of oil matters more than you might think

A shock to oil supplies is rattling financial markets, driving up prices at the pump and raising fears of a bigger economic hit.

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