Acacia Research Corporation, together with its associated entities, primarily concentrates on acquiring intellectual property and related high-yield assets. A core aspect of ...
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Est. EPS $-0.10 · Revenue $45.50M · 1 analysts
Est. EPS $-0.10 · Revenue $45.00M · 1 analysts
Est. EPS $-0.34 · Revenue $259.30M · 1 analysts
Est. EPS $-0.35 · Revenue $200.00M · 1 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $285.2M | +133.2% | +111.2% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $21.7M | +160.1% | +100.3% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +82.5% | +240.1% | -59.4% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +2.2% | +108.3% | +148.2% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +7.6% | +125.8% | +100.1% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $58.5M | +152.0% | +297.1% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +20.5% | +122.3% | +193.3% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 19.3% | -20.2% | -0.9% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 9.18x | +3.2% | -44.3% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $771.0M | +1.9% | +4.7% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 0.22 vs 0.04 | +450.0% | -0.11 vs -0.09 | -22.2% |
| Revenue Surprise | $285.2M vs $273.1M | +4.4% | $114.6M vs $49.5M | +131.4% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 28, 2026 | FELMAN MICHELLE | director | ACTG Common Stock | D | 16,086 | $4.49 |
| Aug 28, 2026 | FELMAN MICHELLE | director | ACTG Common Stock | D | 16,086 | $4.49 |
| Aug 19, 2026 | OCONNELL MAUREEN | director | ACTG Common Stock | D | 10,000 | $4.60 |
| Aug 12, 2026 | Kohlberg Isaac T. | director | ACTG Common Stock | D | 32,188 | $4.67 |
| Jun 30, 2026 | Molinelli Gavin | director | Common Stock, par value $0.001 | A | 6,438 | $4.66 |
Operator: Good morning, everyone, and welcome to Acacia Research Corporation's Second Quarter 2026 Earnings Conference Call. My name is Holly, and I will be your conference facilitator today. [Operator Instructions] Please note that today's call is being recorded and is also being webcast through the Investor Relations section of Acacia Research's website. I would now like to turn the conference over to Elizabeth Chaconas of Gagnier Communications. Elizabeth, please go ahead. Elizabeth Chaconas: Thank you, operator. Joining today's call are MJ McNulty, Acacia's Chief Executive Officer; and Michael Zambito, Acacia's Chief Financial Officer. Before management begins its prepared remarks, I'd like to remind everyone that certain statements made during today's call constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements reflect management's current expectations, estimates and projections regarding future events and operating performance and involve risks and uncertainties that could cause actual results to differ materially from those expressed or implied by these forward-looking statements. Please refer to Acacia's filings with the Securities and Exchange Commission, including our annual report on Form 10-K and quarterly reports on Form 10-Q for a discussion of these risks. Earlier this morning, Acacia issued a press release announcing its second quarter 2026 financial results. That release, together with our earnings presentation, is available on the Investor Relations section of our website. During today's call, management will discuss certain non-GAAP financial measures. Reconciliations are included in this morning's earnings release. With that, I'll turn the call over to Acacia's Chief Executive Officer, MJ McNulty. Martin McNulty: Thank you, Lizzy, and good morning, everyone. Thank you for joining us today and for your continued support for what we're building here at Acacia. We're pleased with our performance during the second quarter. Our results reflected continued execution across our operating businesses, disciplined capital allocation and the benefits of our diversified business model. Our operating companies continue to perform well and our streamlined Intellectual Property platform generated meaningful licensing revenue. During the quarter, we generated total revenue of $114.6 million, operated segment adjusted EBITDA of $22.8 million and total company adjusted EBITDA of $17.3 million. We ended the quarter with $334.6 million of cash, securities and loans receivable, while continuing to maintain no parent company debt, providing us with significant financial flexibility. Our objective has never been to maximize short-term earnings. Instead, we focus on compounding long-term intrinsic value per share through disciplined capital allocation, acquiring businesses at attractive valuations, improving their operations through active ownership and deploying capital …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Martin D. McNulty Jr. | Chief Executive Officer, Chief Operating Officer, Head of M&A and Director | USD 1,424,064 | Male | 1978 | Active |
Robert Rasamny | Chief Administrative Officer | USD 918,294 | Male | 1979 | Active |
Jason W. Soncini | General Counsel | USD 737,474 | Male | 1977 | Active |
Kirsten Hoover | Controller | USD 614,396 | Female | 1979 | Active |
Michael Zambito | Chief Financial Officer | USD 585,202 | Male | — | Active |
George Broadbin | Managing Director | — | Male | — | Active |
Jennifer Graff | Corporate Secretary | — | Female | — | Active |
Daniel Troy | Principal | — | Male | — | Active |
Acacia Research Corporation (Nasdaq: [url="]ACTG[/url]) (âAcaciaâ or the âCompanyâ), which acquires and operates businesses across the industrial, ener
NEW YORK--(BUSINESS WIRE)--Acacia Research Corporation (Nasdaq: ACTG) (“Acacia” or the “Company”), which acquires and operates businesses across the industrial, energy and technology sectors, announced today that it will release its second quarter 2026 financial results before market open on August 5, 2026. The Company will host a conference call on August 5, 2026 at 8:00 a.m. ET / 5:00 a.m. PT to discuss its second quarter 2026 results. To access the live call, please dial 888-506-0062 (U.S. a.
Acacia Research Corporation (ACTG) Q1 2026 Earnings Call Transcript
NEW YORK--(BUSINESS WIRE)--Acacia Research Corporation (Nasdaq: ACTG) (“Acacia” or the “Company”), which acquires and operates businesses across the industrial, energy and technology sectors, today reported financial results for the three months ended March 31, 2026. The Company also posted its first quarter 2026 earnings presentation on its website at www.acaciaresearch.com under Quarterly Results. Martin (“MJ”) D. McNulty, Jr., Chief Executive Officer, stated, “Acacia delivered strong financi.
