ACTGAcacia Research Corporation
$4.39+31% 1Y
$4.39
$3.2652 weeks$5.16
The financials
Acacia Research Corporation by the numbers
Acacia Research Corporation (ACTG) reported revenue of $115M in Q2 2026 (quarter ended Jun 30, 2026), up 124% from the same quarter a year earlier. That came with a gross margin of 27% and net income of $47K (0.0% of revenue). For the full year FY2025, revenue was $285M (+133% year on year) and net income $22M. Its largest product in Q2 2026 was Paid-up Revenue Agreements at $61M, 50% of the disclosed total, well ahead of Crude Oil, Condensate, and Natural Gas Liquids (NGL) at 9.6%. The next results filing is expected around Nov 4, 2026, the same week as a year ago.
| Income statement | Q2 2026 | Q2 2025 | Change |
|---|---|---|---|
| Revenue | $115M | $51M | +124% |
| Gross profit | $31M | $6.5M | +369% |
| Operating income | $8.5M | −$12M | to a profit |
| Net income | $47K | −$3.3M | to a profit |
| Diluted EPS | $0.00 | −$0.03 | to a profit |
| Product | Revenue | Share |
|---|---|---|
| Paid-up Revenue Agreements | $61M | 50% |
| Crude Oil, Condensate, and Natural Gas Liquids (NGL) | $12M | 9.6% |
| Transportation Safety | $10M | 8.7% |
| Air Distribution | $8.8M | 7.3% |
| Office, Storage and Display Solutions | $7.9M | 6.5% |
| Industrial Operations | $6.0M | 5.0% |
| Printers, consumables and parts | $5.3M | 4.4% |
| Natural Gas Liquids (NGL) | $4.8M | 4.0% |
| Natural Gas | $3.5M | 2.9% |
| Service | $747K | 0.6% |
| Service, Other | $660K | 0.5% |
| Recurring Revenue Agreements | $313K | 0.3% |
Business segments
Revenue split by product segment, from SEC XBRL filings.
Latest period: Jun 2026Total $120.6M (+96%)
Crude Oil, Condensate, and Natural Gas Liquids (NGL) grew +67% year on yearNatural Gas -12% year on year
Segment Latestquarter on quarteryear on year
- Paid-up Revenue Agreements$60.6M$60.6Mquarter on quarter +60500%year on year n/a+60500%n/a
- Crude Oil, Condensate, and Natural Gas Liquids (NGL)$11.6M$11.6Mquarter on quarter +34%year on year +67%+34%+67%
- Transportation Safety$10.5M$10.5Mquarter on quarter -0.64%year on year -5.0%-0.64%-5.0%
- Air Distribution$8.8M$8.8Mquarter on quarter +2.7%year on year -8.5%+2.7%-8.5%
- Office, Storage and Display Solutions$7.9M$7.9Mquarter on quarter -8.5%year on year -6.4%-8.5%-6.4%
- Industrial Operations$6.0M$6.0Mquarter on quarter -16%year on year -8.9%-16%-8.9%
- Printers, consumables and parts$5.3M$5.3Mquarter on quarter -18%year on year -9.3%-18%-9.3%
- Natural Gas Liquids (NGL)$4.8M$4.8Mquarter on quarter +45%year on year +22%+45%+22%
- Natural Gas$3.5M$3.5Mquarter on quarter -42%year on year -12%-42%-12%
- Service$747.0K$747.0Kquarter on quarter -3.7%year on year -6.0%-3.7%-6.0%
- Service, Other$660.0K$660.0Kquarter on quarter +8.6%year on year +44%+8.6%+44%
- Recurring Revenue Agreements$313.0K$313.0Kquarter on quarter -50%year on year -4.9%-50%-4.9%
- Printers and parts$0.00$0.00quarter on quarter n/ayear on year n/an/an/a