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Acacia Research Corporation

Acacia Research Corporation

NASDAQ•ACTG
CEO: Mr. Martin D. McNulty Jr.
セクター: Industrials
業種: Specialty Business Services
上場日: 2002-12-16
Acacia Research Corporation focuses on acquiring and managing companies across technology, energy, and industrials verticals. The company operates through three segments, Intellectual Property Operations, Industrial Operations, and Energy Operations. The Intellectual Property Operations segment invests in IP and related absolute return assets; and engages in the licensing and enforcement of patented technologies. The Industrial Operations segment designs and manufactures printers and consumable products for various industrial printing applications. The Energy Operations segment engages in the acquisition, exploration, development, and production of oil and natural gas resources located in Texas and Oklahoma. Acacia Research Corporation was incorporated in 1993 and is headquartered in New York, New York.
連絡先情報
767 Third Avenue, 6th Floor, New York, NY, 10017, United States
332-236-8500
www.acaciaresearch.com
時価総額
$396.45M
PER (TTM)
82.0
36.7
配当利回り
--
52週高値
$4.41
52週安値
$2.70
52週レンジ
82%
順位46Top 59.5%
3.5
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
弱い • 3.5 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q3 2025 データ

売上高

$59.45M+155.02%
直近4四半期の推移

EPS

-$0.03-79.79%
直近4四半期の推移

フリーCF

$3.49M-43.70%
直近4四半期の推移

2025 Q3 決算ハイライト

主なハイライト

Revenue Surges 220% Total revenues reached $235.1M, up $161.6M (220%) driven by IP portfolio acquisitions and full period impact of recent deals.
Operating Income Rebounds Operating income was $19.5M, reversing prior $17.1M loss, reflecting strong segment performance across operations for nine months.
Net Income Attributable $18.3M Net income attributable to common stockholders was $18.3M, a $40.9M improvement from prior period loss for nine months.
IP Revenue Growth 301% Intellectual Property revenue grew $58.6M (301%) due to higher average license fees from recent portfolio additions.

リスク要因

Patent Litigation Costs Rise Inventor royalties and contingent legal fees increased $19.3M (949% and 159% respectively) impacting Cost of Revenues.
Manufacturing Revenue Declines Industrial Operations revenue decreased $1.3M (6%) for nine months, driven by lower consumable product sales volume.
Acquisition Integration Uncertainty Inability to successfully integrate acquired businesses or retain key management poses ongoing operational risks.
Tariff and Trade Policy Risk Uncertainty regarding trade policy and tariffs may adversely affect Industrial and Manufacturing Operations results.

見通し

Continue Strategic Acquisitions Intends to grow by acquiring operating businesses and intellectual property assets using cash or debt financing.
Benchmark Credit Facility Extended Benchmark Revolving Credit Facility maturity extended to April 2029 via Second Amendment signed November 2025.
Focus on Core Value Pillars Strategy centers on free cash flow generation, book value appreciation, and stock price growth execution.
Manage G&A Expenses Management focuses on streamlining costs, especially within Industrial Operations, despite acquisition-related G&A increases.

同業比較

売上高 (TTM)

Quad/Graphics, Inc.QUAD
$2.50B
-9.2%
Wabash National CorporationWNC
$1.54B
-20.8%
Eastman Kodak CompanyKODK
$1.05B
-0.7%

粗利益率 (最新四半期)

Acacia Research CorporationACTG
86.0%
+75.9pp
SBC Medical Group Holdings IncorporatedSBC
69.0%
-12.5pp
Spire Global, Inc.SPIR
36.6%
-7.9pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
KODK$642.03M115.80.7%26.5%
PANL$573.72M35.43.8%41.0%
SBC$485.19M11.219.0%8.8%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
6.8%
安定成長
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
75%
キャッシュフローの変動が大きい

深度リサーチ

次回決算:2026年3月11日
|
EPS:-
|
売上高:-
財務レポート
財務データ
全年度

  • Form 10-Q - Q3 2025

    会計期末: 2025年9月30日|提出日: 2025年11月6日|
    売上高: $59.45M+155.0%
    |
    EPS: $-0.03-79.8%
    予想を上回る

  • Form 10-Q - Q2 2025

    会計期末: 2025年6月30日|提出日: 2025年8月7日|
    売上高: $51.24M+98.3%
    |
    EPS: $-0.03-59.5%
    予想通り

  • Form 10-Q - Q1 2025

    会計期末: 2025年3月31日|提出日: 2025年5月9日|
    売上高: $124.42M+411.6%
    |
    EPS: $0.25-13257.9%
    予想を上回る

  • Form 10-K - FY 2024

    会計期末: 2024年12月31日|提出日: 2025年3月17日|
    売上高: $122.31M-2.2%
    |
    EPS: $-0.36-150.7%
    予想を下回る

  • Form 10-Q - Q3 2024

    会計期末: 2024年9月30日|提出日: 2024年11月12日|
    売上高: $23.31M+131.2%
    |
    EPS: $-0.14+660.9%
    予想を下回る

  • Form 10-Q - Q2 2024

    会計期末: 2024年6月30日|提出日: 2024年8月8日|
    売上高: $25.84M+226.9%
    |
    EPS: $-0.08-73.6%
    予想を下回る

  • Form 10-Q - Q1 2024

    会計期末: 2024年3月31日|提出日: 2024年5月10日|
    売上高: $24.32M+64.3%
    |
    EPS: $-0.00-98.1%
    予想を下回る

  • Form 10-K - FY 2023

    会計期末: 2023年12月31日|提出日: 2024年3月15日|
    売上高: $125.10M+111.2%
    |
    EPS: $0.71+127.2%
    予想を上回る