ACTG
Acacia Research Corporation3.8300
+0.0500+1.32%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
No earnings call transcript available
Key Stats
Market Cap
369.44MP/E (TTM)
63.83Basic EPS (TTM)
0.06Dividend Yield
0%Recent Filings
10-K
8-K
Record $285M revenue up 133%
Acacia Research blasted past expectations with 2025 revenue rocketing 133% to $285.2 million, fueled by full-year Manufacturing and Energy operations plus IP surge. Q4 delivered $50.1 million revenue, $3.4 million GAAP net income, and $17.4 million Total Company Adjusted EBITDA. Cash pile hit $339.6 million. Benchmark's first Cherokee well starts producing Q1 2026.
8-K
Director Ribar to exit 2026
Acacia Research director Geoff Ribar, Nominating, Governance and Sustainability Committee chair and Audit Committee member, won't seek reelection at the 2026 annual meeting. He cited personal reasons and other board commitments. No disagreements with company operations. Board continuity intact for now.
10-Q
Q3 FY2025 results
Acacia Research posted Q3 revenues of $59.4M, up 155% y/y, driven by $7.8M from IP licensing (vs $0.5M) and new $30.8M manufacturing segment, yet posted a $6.4M operating loss while narrowing it 37% y/y as IP costs rose on higher royalties and amortization. YTD revenue soared 220% to $235.1M with $19.5M operating income (vs loss), $0.19 diluted EPS on 97M shares. Cash swelled to $302M; FCF not disclosed in the 10-Q. Debt dipped to $94M ($58.5M Benchmark revolver at 8%, $35.5M Deflecto term at 8%) with covenant compliance. IP licensing delivers. Patent enforcement costs loom large.
8-K
Q3 revenue up 155%
IPO
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