Acacia Research Q2 2026 Earnings Call Transcript

Earnings
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Summary · why it matters

Acacia Research reported second quarter 2026 total revenue of $114.6 million, up from $51.2 million a year earlier, driven by a $60.9 million licensing settlement with TP-Link in its Wi-Fi 6 portfolio. Adjusted diluted EPS was $0.13, while GAAP net income was just $47,000 after a $30.9 million noncash impairment charge related to its Life Sciences portfolio. The company ended the quarter with $334.6 million in cash, securities and loans receivable, no parent company debt, and consolidated nonrecourse debt of $90.4 million. Benchmark Energy generated record revenue of $20.5 million and adjusted EBITDA of $9.8 million, while Deflecto posted revenue of $27.1 million and adjusted EBITDA of $1.1 million. Management highlighted an active acquisition pipeline and noted that the TP-Link settlement cash was received in early Q3.

Impact on stocks 1

Energy Transition & Power Demand▲ · 1 stocks

Off-coverage companies 3

TP-Link Systems Inc.Private▼ Negative
Regulationrelevance

TP-Link paid $60.9M licensing settlement in Wi-Fi 6 patent dispute.

Benchmark EnergyPrivate▲ Positive
Capitalrelevance

Benchmark Energy generated record revenue of $20.5M and adjusted EBITDA of $9.8M.

DeflectoPrivate▲ Positive
Capitalrelevance

Deflecto posted revenue of $27.1M and adjusted EBITDA of $1.1M, contributing to parent's results.

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