NASDAQ$ACTG

Acacia Research Corporation · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

Acacia Research Corporation reported total revenues of $51.2 million and a net loss of $3.3 million for the second quarter ended June 30, 2025.

Acacia posted Q2 2025 revenues of $51.2 million, driven by $29.0 million from Manufacturing Operations and $15.3 million from Energy Operations following recent acquisitions. The company recorded an operating loss of $12.4 million and a net loss attributable to shareholders of $3.3 million, or $0.03 per share. Cash and cash equivalents increased to $316.7 million at quarter end.

  • Total revenues reached $51.2 million, up 98% year-over-year primarily due to contributions from Manufacturing and Energy segments.
  • Net loss attributable to Acacia was $3.3 million, an improvement from the $8.4 million loss in Q2 2024.
  • Manufacturing Operations contributed $29.0 million in revenue and Energy Operations $15.3 million following the Deflecto and Revolution acquisitions.
  • Cash and cash equivalents stood at $316.7 million with $52.5 million in operating cash flow for the first half of 2025.

Headline financials

Total Revenue

$51.2M

Previous: $25.8M+98.3%
EPS (adj)

-$0.03

Previous: -$0.08+62.5%
Capital Expenditures

-$3.36M

Previous: -$143M+97.7%
Net Income

-$3.29M

Previous: -$8.45M+61.0%
Operating Income

-$12.4M

Previous: -$4.76M-160.3%
Cash & Equivalents

$317M

No prior period

Revenue & EPS history

Acacia · Revenue · Quarterly

$51.2M

Q2 2025+98.3%vs Q2 2024
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Acacia · $51.2M total across 4 segments · Q2 2025

  • Manufacturing Operations
    $29M
  • Energy Operations
    $15.3M
  • Industrial Operations
    $6.59M
  • Intellectual Property Operations
    $329K

Forward guidance

The company continues to pursue acquisitions and operational improvements across its segments while managing costs.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

-1.1%

Avg return

Earnings day

+0.8%

Avg return

5 days after

+2.8%

Avg return

30 days after

42%

27 / 65 earnings

Positive

+20.7%

Q4 2025

Best reaction

-27.2%

Q1 2013

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2026-7.3%-7.5%-8.9%
Q4 2025+20.7%+18.8%+18.1%
Q3 2025+9.4%+11.3%+12.8%
Q1 2025+15.7%+26.4%+24.8%
Q4 2024-14.5%-18.5%-31.0%
Q3 2024-8.9%-6.3%-4.9%
Q2 2024-4.8%-6.9%-2.5%
Q1 2024-1.9%+2.1%+0.2%
Q4 2023+16.3%+26.3%+25.5%
Q3 2023+1.7%+3.0%+6.1%
Q2 2023-7.2%-3.2%-5.5%
Q1 2023-1.2%+0.8%+14.5%
Q4 2022-7.5%-5.9%-16.7%
Q3 2022+2.0%+0.0%-5.3%
Q2 2022-3.0%-6.0%-16.1%
Q1 2022-3.9%-1.3%-0.9%
Q4 2021+12.3%+8.4%+12.2%
Q3 2021+5.3%-3.1%-10.2%
Q2 2021-4.9%-4.3%+9.7%
Q1 2021-5.1%+0.5%+12.6%
Q4 2020+0.7%+5.3%+0.8%
Q3 2020+1.4%-2.5%+0.0%
Q2 2020-1.0%-3.4%-7.7%
Q1 2020-0.2%-8.6%+62.9%
Q4 2019+3.6%-0.5%+14.0%
Q3 2019+14.2%+13.0%+13.8%
Q2 2019-3.6%-4.9%-14.4%
Q1 2019+1.0%+1.0%-0.6%
Q4 2018-3.2%-1.9%-1.0%
Q3 2018+2.7%+1.3%+3.7%
Q2 2018+2.6%+2.6%-7.9%
Q1 2018+1.4%+1.4%+5.5%
Q4 2017-1.4%-1.4%+2.8%
Q3 2017+6.1%+9.8%+4.9%
Q2 2017-10.0%-15.0%-17.5%
Q1 2017-4.9%-3.9%-22.5%
Q4 2016-9.6%-11.3%-3.5%
Q3 2016+1.7%-2.5%+24.4%
Q2 2016+7.6%+17.5%+16.7%
Q1 2016+4.1%
Q4 2015-21.8%
Q3 2015-14.4%
Q2 2015+9.1%
Q1 2015+12.9%
Q4 2014-3.6%
Q3 2014+1.2%
Q2 2014+16.8%
Q1 2014-0.2%
Q4 2013-6.1%
Q3 2013-25.3%
Q2 2013-12.4%
Q1 2013-27.2%
Q4 2012+3.8%
Q3 2012-0.2%
Q2 2012+1.1%
Q1 2012+2.3%
Q1 2010-2.9%
Q1 2011-2.9%
Q4 2011-2.9%
Q4 2009-2.9%
Q3 2011-6.9%
Q3 2010-6.9%
Q2 2011-1.8%
Q2 2010-1.8%
Q4 2010-1.8%

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