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May 7, 2026·SEC
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Feb 6, 2026·SEC
Acacia Research Corporation(ACTG)Earnings, Financials & Key Ratios
ACTG•NASDAQ
$4.45
20.2× P/E·Price updated Jul 7, 2026
AboutAcacia Research Corporation, together with its subsidiaries, invests in intellectual property and related absolute return assets; and engages in the licensing and enforcement of patented technologies. The company operates through two segments, Intellectual Property Operations and Industrial Operations. The company owns or controls the rights to various patent portfolios, which include U.S. patents and foreign counterparts covering technologies used in a range of industries. It has executed approximately 1,600 license agreements, and approximately 200 patent portfolio licensing and enforcement programs. It also designs manufactures printers and parts, and consumable products through dealers and distributors for various industrial printing applications. In addition, the company offers supply-chain printing solutions for manufacturing, transportation and logistics, retail distribution, food and beverage distribution, and pharmaceutical distribution industries; and line matrix printers for mission critical applications within labeling and inventory management, build sheets, invoicing, manifests and bills of lading, and reporting industries. Acacia Research Corporation was incorporated in 1993 and is based in New York, New York.Show more
- Revenue$285M+133.2%
- EBITDA$50M+2945.1%
- Net Income$22M+160.1%
- EPS (Diluted)0.22+161.1%
- Gross Margin82.47%+240.1%
- EBITDA Margin17.44%+1205.8%
- Operating Margin2.25%+108.3%
- Net Margin7.6%+125.8%
- ROE3.82%+160.4%
ACTG Price & Volume
Acacia Research Corporation (ACTG) stock price & volume — 10-year historical chart
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Industrial Pivot Masks Volatile Licensing Revenue Streams
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Mixed
Profitability:Strained
Financial:Healthy
Cash Flow:Mixed
Primary Risk:Litigation outcome dependency
Key Thesis Takeaways
- Acacia Research is undergoing a fundamental transition from a pure-play intellectual property licensing firm to an industrial holding company, evidenced by a surge in net PPE from $29.3 million in 2023Q4 to $227.8 million in 2026Q1.
- While this pivot aims to stabilize long-term cash flows, the company remains heavily reliant on lumpy litigation outcomes, which contributed to a 56.4% revenue contraction in 2026Q1.
- Investors should monitor whether the firm can achieve consistent operating leverage, as SG&A expenses frequently consume the entirety of gross profits, resulting in persistent negative operating margins like the -15.4% reported in 2026Q1.
Verdict Logic
while the company maintains a healthy balance sheet with a current ratio of 8.56, the lack of consistent operating profitability and the reliance on lumpy settlement income warrant a cautious approach until the industrial pivot demonstrates sustainable earnings power.
ACTG Growth Metrics
Acacia Research Corporation (ACTG) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years8.6%
5 Years57.13%
3 Years68.88%
TTM-3.31%
Profit CAGR
10 Years-
5 Years-27.63%
3 Years-
TTM-58.37%
EPS CAGR
10 Years-
5 Years-31.7%
3 Years-
TTM-63.9%
Return on Capital
10 Years-5.59%
5 Years-1.01%
3 Years0.02%
Last Year0.9%
ACTG Recent Earnings
Acacia Research Corporation (ACTG) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 7/12 qtrs (64%)●Beat Revenue 7/12 qtrs (58%)
Q2 2026Latest
May 7, 2026Metric
Actual
Est
EPS
$0.07+22.2%
$0.09
Rev
$54M+8.5%
$50M
Q2 2026
Mar 11, 2026Metric
Actual
Est
EPS
$0.03+121.4%
$0.14
Rev
$50M+31.9%
$38M
Q4 2025
Nov 5, 2025Metric
Actual
Est
EPS
$0.01+92.9%
$0.14
Rev
$59M+56.4%
$38M
Q3 2025
Aug 6, 2025Metric
Actual
Est
EPS
$0.06+57.1%
$0.14
Rev
$51M+34.8%
$38M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 7, 2026 | $0.07vs $0.09+22.2% | $54Mvs $50M+8.5% |
| Q2 2026 | Mar 11, 2026 | $0.03vs $0.14+121.4% | $50Mvs $38M+31.9% |
| Q4 2025 | Nov 5, 2025 | $0.01vs $0.14+92.9% | $59Mvs $38M+56.4% |
| Q3 2025 | Aug 6, 2025 | $0.06vs $0.14+57.1% | $51Mvs $38M+34.8% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for Acacia Research Corporation (ACTG)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $4.45 | $429.82M | 20.23 | 133.2% | 7.6% | 3.82% | — | |
| $276.02 | $7.11B | 23.39 | -3.97% | 44.2% | 33.37% | — | |
| $11.77 | $49.27M | -2.35 | 3140% | -11666.67% | -72.84% | — | |
| $43.89 | $550.42M | 30.06 | 83.06% | 86.97% | 30.21% | — | |
| $182.97 | $192.85B | 36.52 | 13.66% | 22.31% | 40.19% | — | |
| $106.05 | $8.27B | 153.70 | 2.8% | 8.14% | 6.68% | — |
Compare ACTG vs Peers
Acacia Research Corporation (ACTG) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
ACTG SEC Filings & Documents
Acacia Research Corporation (ACTG) SEC filings — annual & quarterly reports (10-K, 10-Q)
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ACTG Frequently Asked Questions
Acacia Research Corporation (ACTG) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Acacia Research Corporation's revenue?
Acacia Research Corporation (ACTG) reported $215.0M in revenue for fiscal year 2025. This represents a 6536% increase from $3.2M in 1996.
How fast is Acacia Research Corporation growing?
Acacia Research Corporation (ACTG) grew revenue by 133.2% over the past year. This is strong growth.
Is ACTG profitable?
Acacia Research Corporation (ACTG) reported a net loss of $18.3M for fiscal year 2025.
Dividend & Returns
What is ACTG's return on equity?
Acacia Research Corporation (ACTG) has a return on equity (ROE) of 3.8%. This is below average, suggesting room for improvement.
What is Acacia Research Corporation's free cash flow?
Acacia Research Corporation (ACTG) generated $52.4M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.