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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Acacia Research
Acacia Research (ACTG) investor relations material
Acacia Research Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary5 Nov, 2026
Executive summary
Q3 revenue was $54.445M, down 8% YoY, mainly on lower paid-up IP licensing; revenue excluding IP was $54.2M and rose for a third consecutive quarter, near a record.
Total Company Adjusted EBITDA was $3.937M; adjusted net income was $4.3M, compared with a GAAP net loss of $5.6M.
Cash, equity securities and loans receivable totaled $346.3M at quarter-end; consolidated non-recourse debt was $90.4M, with no Parent corporate debt.
Financial highlights
Q3 revenue was $54.445M versus $59.446M YoY; 9M revenue was $223.246M versus $235.105M.
Q3 operating loss was $3.584M versus $6.426M; 9M operating loss was $3.425M versus operating income of $19.494M.
Q3 GAAP diluted EPS was $(0.06), versus adjusted diluted EPS of $0.04; 9M GAAP net loss was $21.255M and adjusted net income was $10.592M.
Consolidated free cash flow was $10.286M in Q3 and $1.911M for 9M 2026.
Outlook and guidance
Strategy prioritizes disciplined acquisitions and operational improvement to grow long-term intrinsic value per share; the acquisition pipeline includes public and private opportunities.
Benchmark management expected growth to continue into 2027; approximately 70% of expected oil and gas production over the next 12 months was hedged.
Deflecto targets $8M–$10M or better in eventual EBITDA, conditional on market cooperation.
Stated priorities include profitable growth, higher EBITDA, Parent cost controls and modest leverage.
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Latest events from Acacia Research
- IP licensing drove Q4 income as book value rose to $5.90 per share.ACTG
Q4 2023 - Q2 2026 revenue up 124% to $114.6M, strong IP/energy, $334.6M cash, $30.9M impairment.ACTGQ2 2026
- Director elections, strategy, and capital allocation dominated the annual meeting discussions.ACTGAGM 2026
- Q1 2026 revenue was $54.2M, but net loss widened on lower IP revenue.ACTGQ1 2026
- Proxy covers director elections, auditor ratification, say-on-pay, and strong ESG oversight.ACTGProxy filing
- Record revenue of $285.2M, strong cash flow, and book value per share up 17% to $6.05.ACTGQ4 2025
- Q3 revenue up 131% YoY; Deflecto acquired and $14M returned via buybacks.ACTGQ3 2024
- Q2 2024 revenue up 227% to $25.8M, led by energy and IP growth, with net loss halved.ACTGQ2 2024
- Operationally focused acquirer builds scalable platforms for long-term value with disciplined capital use.ACTGThe 15th Annual East Coast IDEAS Conference
Next Acacia Research earnings date
Q4 202611 Mar, 2027
Acacia Research
Next Acacia Research earnings date
Q4 202611 Mar, 2027
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Frequently asked questions
Acacia Research Corporation, intends to acquire undervalued businesses primarily in technology, life sciences, industrial, and financial services segments in the United States. Its portfolio comprise business methods; communication systems; consumer products; drug discovery and formulation; e-commerce; electronics; industrial processes; manufacturing processes; medical devices and equipment; networking systems; personal care products; semiconductors and materials; software. The company was founded in 1993 and is headquartered in Newport Beach, California.