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ACTG

Acacia Research Corporation

Acacia Research (ACTG) Q2 2026 earnings

Published Aug 5, 2026

AI summary

  • Revenue $115M, up 124% from $51.2M a year ago.
  • Adjusted EPS $0.13 beat the −$0.09 consensus by $0.22, up from −$0.06 a year ago.
  • Acacia Research reported second quarter revenue of $114.6 million, a 124% increase from the prior-year period.
  • The revenue growth was primarily driven by higher paid-up licensing revenue in the Intellectual Property segment.
  • The company achieved GAAP net income of $47 thousand and an adjusted diluted EPS of $0.13 for the quarter.

Results vs analyst consensus

Revenue

Reported

$115M

Consensus not captured before release

+124% YoY

Adjusted EPS

Reported · Adjusted Diluted EPS

$0.13

Consensus −$0.09

Beat by $0.22

GAAP EPS: $0.00

Consensus: Yahoo Finance · Q2 2026 · EPS estimate at release
Revenue display rounded; difference uses exact result.

Next quarter outlook

No guidance in this release.

What to watch

  • The company recorded a $30.9 million impairment charge related to an equity method investment during the quarter.
  • Results include non-GAAP measures such as Adjusted Net Income and Adjusted EBITDA to account for one-time items.
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Source: Acacia Research Corporation press release · SEC Form 8-K exhibit 99.1

Figures as stated in the company’s release; consensus from the provider named above. Not financial advice.