Acadia Healthcare Company, Inc. · Brief

Next report

3 days

Nov 4 · after closeest.Q3 FY26

Expected move

±11.1%implied · report alone

26.6433.28

straddle ±11.9%

spot 29.96exp Nov 20ATM strike 30ATM straddle 4.20IV 73%

Oct 30 closereport share · term structure

Expected move

—≥ implied

Q2 FY26—▼−16.34%—

quarterimplied−20%0+20%realized×

Q2 FY26—▼−16.34%—

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Nov 4 report · est.

Bull2 of 3

314managers reporting a position in the latest quarterly filings13F · Jun 30 '26

32managers whose positions together make up four fifths of the reported value13F · Jun 30 '26

Bear1

8 of 23of the largest reporting managers cut their stake in the latest quarter13F · Jun 30 '26

AI captions · Sep 28 '26once per report · top 2 per case

ACHC report session

No linked exposure.

Oct 21impliedImplied move: ±13.9% into Nov 4 earnings (Oct 21 close).Source

privateThesis 0 · Decisions 0 · Observations 0

No thesis.