GoHealth successfully completed its financial restructuring and emerged from Chapter 11 bankruptcy on July 21, 2026. This restructuring transitions ownership of the company to certain lenders, reinstates GoHealth's preferred equity, ensures full payment of trade payables, and provides a cash payment to existing equity holders. GoHealth will now operate as a private company, aiming to strengthen its position as a leading health insurance marketplace, particularly in the Medicare sector. CEO Vijay Kotte stated that the improved capital structure offers greater flexibility to build upon their market-leading position and continue serving Medicare consumers and partners.
In related news, Surgery Partners announced an agreement to sell its ownership interests in Mountain View Hospital and Idaho Falls Community Hospital to Intermountain Health. The transaction values the combined Idaho Falls facilities at approximately $1.15 billion, with total consideration to Surgery Partners being about $795 million. Surgery Partners expects to receive substantial cash proceeds upon closing, although the final net cash amount is subject to customary purchase price adjustments. The company reaffirmed its 2026 outlook, excluding the transaction's impact, projecting revenues between $3.35 billion and $3.45 billion and Adjusted EBITDA of at least $530 million. This sale is intended to sharpen the company's strategic focus and support long-term shareholder value.
Acadia Healthcare (NASDAQ:ACHC) is expected to announce its Q2 2026 earnings before market open on Tuesday, July 28th. Analysts anticipate earnings per share of $0.33 and revenue of $844.1920 million for the quarter. For Q1, Acadia Healthcare reported $0.37 EPS, topping analyst estimates of $0.28, and revenue of $828.80 million, exceeding estimates of $823.51 million. The company's revenue for the quarter was up 7.6% year-over-year. Analyst ratings for Acadia Healthcare currently include one Strong Buy, seven Buys, five Holds, and two Sells, with an average target price of $28.69.
Separately, a behavioral health practice and addiction recovery service in the Southeast projects revenue exceeding $6.5 million and Adjusted EBITDA greater than $2 million by year-end 2026. This projection is based on current operations, reflecting continued growth, operational efficiencies, and the expansion of treatment services. Michael Darcy's LinkedIn post also touched upon private equity acquisitions in healthcare, noting instances where private equity firms purchase healthcare companies based on EBITDA targets but miss them, indicating complexities in valuation and operational execution post-acquisition.
