Filing Flows › Acacia Research (ACTG) › Q3 2026
Acacia Research (ACTG) Q3 2026 earnings results (third quarter 2026)
10-Q filed Nov 5, 2026
Acacia Research (ACTG) reported revenue of $54.4M for the third quarter 2026 (Q3 2026), -8% from a year earlier and -52% from the quarter before. Operating margin was -6.6%, net loss $5.9M (10.9% of revenue).
Acacia Research, Q3 2026: revenue $54.4M (-8% year over year), operating margin -6.6%, net loss $5.9M, operating cash flow $15.0M. The chart follows the revenue to costs, profit and cash.
| Q3 2026 | Amount | Q/Q | Y/Y |
|---|---|---|---|
| Revenue | $54.4M | -52% | -8% |
| Operating profit | −$3.6M | -142% | — |
| Net earnings | −$5.9M | — | — |
| Operating cash flow | $15.0M | +284% | +57% |
| Free cash flow | $10.5M | — | +166% |
What changed
Revenue was $54.4M in Q3 2026, down 8% year over year and down 52% from the previous quarter. Transportation safety was the largest line at 21% of revenue. Intellectual property operations lost $7.5M year over year (down 97%), 151% of the total change.
Gross margin was 26.4%, up 5.2 points from Q3 2025. Operating costs exceeded revenue by $3.6M, an operating margin of -6.6%. Operating expenses fell 6% while revenue fell 8%. The quarter ended with a net loss of $5.9M, narrower than the previous quarter's $8.4M loss. Minority interests bore $351K of it: to shareholders the quarter was a loss of $5.6M. Net interest and other expense of $3.5M was the main reason.
Operating cash flow was $15.0M (up 57% year over year). Non-cash charges added back $6.5M of depreciation and amortization and $151K of share-based compensation. Working capital and other items added $14.2M. Capital expenditures of $4.5M left free cash flow of $10.5M.
Questions
What was Acacia Research's revenue in the third quarter 2026?
Acacia Research (ACTG) reported revenue of $54.4M for the third quarter 2026 (Q3 2026), -8% from a year earlier and -52% from the quarter before.
Was Acacia Research profitable in the third quarter 2026?
Operating loss was $3.6M (-6.6% of revenue) and net loss $5.9M.
Source: Acacia Research 10-Q on SEC EDGAR.