ACTGAcacia Research Corporation
The financials
Acacia Research Corporation by the numbers
Acacia Research Corporation (ACTG) reported revenue of $54M in Q3 2026 (quarter ended Sep 30, 2026), down 8.4% from the same quarter a year earlier. That came with a gross margin of 26% and net loss of $5.6M. For the full year FY2025, revenue was $285M (+133% year on year) and net income $22M. Its largest product in Q3 2026 was Crude Oil, Condensate, and Natural Gas Liquids (NGL) at $10M, 23% of the disclosed total, just ahead of Air Distribution at 19%. The next results filing is expected around Feb 4, 2027, a quarter after the last one.
| Income statement | Q3 2026 | Q3 2025 | Change |
|---|---|---|---|
| Revenue | $54M | $59M | −8.4% |
| Gross profit | $14M | $13M | +14% |
| Operating income | −$3.6M | −$6.4M | n/a |
| Net income | −$5.6M | −$2.7M | n/a |
| Diluted EPS | −$0.06 | −$0.03 | n/a |
| Product | Revenue | Share |
|---|---|---|
| Crude Oil, Condensate, and Natural Gas Liquids (NGL) | $10M | 23% |
| Air Distribution | $8.2M | 19% |
| Office, Storage and Display Solutions | $7.7M | 18% |
| Printers, consumables and parts | $6.8M | 16% |
| Natural Gas Liquids (NGL) | $5.0M | 11% |
| Natural Gas | $3.8M | 8.6% |
| Service | $714K | 1.6% |
| Service, Other | $678K | 1.6% |
| Intellectual Property Operations | $263K | 0.6% |
| License fees | $263K | 0.6% |
| Recurring Revenue Agreements | $263K | 0.6% |
Over its last three fiscal years Acacia Research Corporation booked income tax of 3.1% of its pretax profit, 11.2% once deferred tax is taken out, below the 21.3% median for US companies in our tax study.
Business segments
Revenue split by product segment, from SEC XBRL filings.
- Crude Oil, Condensate, and Natural Gas Liquids (NGL)$10.0M$10.0Mvs last quarter -13%vs a year ago +52%-13%+52%
- Air Distribution$8.2M$8.2Mvs last quarter -6.2%vs a year ago -19%-6.2%-19%
- Office, Storage and Display Solutions$7.7M$7.7Mvs last quarter -2.5%vs a year ago -18%-2.5%-18%
- Printers, consumables and parts$6.8M$6.8Mvs last quarter +30%vs a year ago +16%+30%+16%
- Natural Gas Liquids (NGL)$5.0M$5.0Mvs last quarter +4.0%vs a year ago +55%+4.0%+55%
- Natural Gas$3.8M$3.8Mvs last quarter +6.6%vs a year ago +0.75%+6.6%+0.75%
- Service$714.0K$714.0Kvs last quarter -4.4%vs a year ago -11%-4.4%-11%
- Service, Other$678.0K$678.0Kvs last quarter +2.7%vs a year ago +9.9%+2.7%+9.9%
- Intellectual Property Operations$263.0K$263.0Kvs last quarter -100%vs a year ago -97%-100%-97%
- License fees$263.0K$263.0Kvs last quarter -100%vs a year ago -97%-100%-97%
- Recurring Revenue Agreements$263.0K$263.0Kvs last quarter -16%vs a year ago -37%-16%-37%
- Paid-up Revenue Agreements$0.00$0.00vs last quarter -100%vs a year ago -100%-100%-100%
- Printers and parts$0.00$0.00vs last quarter n/avs a year ago n/an/an/a
Industrials
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