vs
Side-by-side financial comparison of ACACIA RESEARCH CORP (ACTG) and ORTHOPEDIATRICS CORP (KIDS). Click either name above to swap in a different company.
ORTHOPEDIATRICS CORP is the larger business by last-quarter revenue ($61.6M vs $50.1M, roughly 1.2× ACACIA RESEARCH CORP). ACACIA RESEARCH CORP runs the higher net margin — 6.8% vs -16.4%, a 23.2% gap on every dollar of revenue. On growth, ORTHOPEDIATRICS CORP posted the faster year-over-year revenue change (17.0% vs 2.6%). Over the past eight quarters, ACACIA RESEARCH CORP's revenue compounded faster (43.6% CAGR vs 17.4%).
Acacia Research Corporation is a publicly traded American company based in New York City. It acquires and operates businesses in industries including the technology, energy, and industrial/manufacturing sectors. Acacia has a strategic relationship with Starboard Value, LP, the company's controlling shareholder. The company has been characterized as a patent troll.
OrthoPediatrics is an American bio-science company engaged in designing, developing, manufacturing, and distributing orthopedic implants and instruments for pediatric issues. It is based in Warsaw, Indiana.
ACTG vs KIDS — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $50.1M | $61.6M |
| Net Profit | $3.4M | $-10.1M |
| Gross Margin | 12.8% | 73.2% |
| Operating Margin | -26.1% | -13.3% |
| Net Margin | 6.8% | -16.4% |
| Revenue YoY | 2.6% | 17.0% |
| Net Profit YoY | 125.5% | 37.1% |
| EPS (diluted) | $0.03 | $-0.43 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $50.1M | $61.6M | ||
| Q3 25 | $59.4M | $61.3M | ||
| Q2 25 | $51.2M | $61.1M | ||
| Q1 25 | $124.4M | $52.4M | ||
| Q4 24 | $48.8M | $52.7M | ||
| Q3 24 | $23.3M | $54.6M | ||
| Q2 24 | $25.8M | $52.8M | ||
| Q1 24 | $24.3M | $44.7M |
| Q4 25 | $3.4M | $-10.1M | ||
| Q3 25 | $-2.7M | $-11.8M | ||
| Q2 25 | $-3.3M | $-7.1M | ||
| Q1 25 | $24.3M | $-10.7M | ||
| Q4 24 | $-13.4M | $-16.1M | ||
| Q3 24 | $-14.0M | $-7.9M | ||
| Q2 24 | $-8.4M | $-6.0M | ||
| Q1 24 | $-186.0K | $-7.8M |
| Q4 25 | 12.8% | 73.2% | ||
| Q3 25 | 21.2% | 73.9% | ||
| Q2 25 | 12.8% | 72.1% | ||
| Q1 25 | 47.4% | 73.0% | ||
| Q4 24 | 17.6% | 67.5% | ||
| Q3 24 | 10.1% | 73.4% | ||
| Q2 24 | 26.2% | 77.3% | ||
| Q1 24 | 49.2% | 72.0% |
| Q4 25 | -26.1% | -13.3% | ||
| Q3 25 | -10.8% | -15.4% | ||
| Q2 25 | -24.2% | -17.4% | ||
| Q1 25 | 30.8% | -21.0% | ||
| Q4 24 | -32.4% | -26.7% | ||
| Q3 24 | -44.1% | -10.2% | ||
| Q2 24 | -18.4% | -10.7% | ||
| Q1 24 | -8.6% | -21.8% |
| Q4 25 | 6.8% | -16.4% | ||
| Q3 25 | -4.6% | -19.2% | ||
| Q2 25 | -6.4% | -11.6% | ||
| Q1 25 | 19.5% | -20.3% | ||
| Q4 24 | -27.5% | -30.5% | ||
| Q3 24 | -60.0% | -14.5% | ||
| Q2 24 | -32.7% | -11.4% | ||
| Q1 24 | -0.8% | -17.5% |
| Q4 25 | $0.03 | $-0.43 | ||
| Q3 25 | $-0.03 | $-0.50 | ||
| Q2 25 | $-0.03 | $-0.30 | ||
| Q1 25 | $0.25 | $-0.46 | ||
| Q4 24 | $-0.14 | $-0.70 | ||
| Q3 24 | $-0.14 | $-0.34 | ||
| Q2 24 | $-0.08 | $-0.26 | ||
| Q1 24 | $0.00 | $-0.34 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $306.7M | $60.9M |
| Total DebtLower is stronger | $91.9M | $106.0M |
| Stockholders' EquityBook value | $543.5M | $346.6M |
| Total Assets | $771.0M | $508.6M |
| Debt / EquityLower = less leverage | 0.17× | 0.31× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $306.7M | $60.9M | ||
| Q3 25 | $301.8M | $57.7M | ||
| Q2 25 | $316.7M | $70.1M | ||
| Q1 25 | $272.0M | $58.8M | ||
| Q4 24 | $273.9M | $68.8M | ||
| Q3 24 | $410.9M | $76.1M | ||
| Q2 24 | $441.9M | $28.9M | ||
| Q1 24 | $498.4M | $47.7M |
| Q4 25 | $91.9M | $106.0M | ||
| Q3 25 | — | $105.3M | ||
| Q2 25 | — | $102.7M | ||
| Q1 25 | — | $77.4M | ||
| Q4 24 | — | $77.5M | ||
| Q3 24 | — | $76.9M | ||
| Q2 24 | — | $11.2M | ||
| Q1 24 | — | $11.3M |
| Q4 25 | $543.5M | $346.6M | ||
| Q3 25 | $537.6M | $349.3M | ||
| Q2 25 | $538.6M | $355.5M | ||
| Q1 25 | $540.2M | $347.1M | ||
| Q4 24 | $514.8M | $354.6M | ||
| Q3 24 | $540.2M | $370.9M | ||
| Q2 24 | $560.7M | $371.3M | ||
| Q1 24 | $568.3M | $370.6M |
| Q4 25 | $771.0M | $508.6M | ||
| Q3 25 | $768.9M | $493.5M | ||
| Q2 25 | $775.5M | $503.6M | ||
| Q1 25 | $801.6M | $470.3M | ||
| Q4 24 | $756.4M | $473.2M | ||
| Q3 24 | $707.6M | $489.3M | ||
| Q2 24 | $753.6M | $430.8M | ||
| Q1 24 | $631.7M | $437.2M |
| Q4 25 | 0.17× | 0.31× | ||
| Q3 25 | — | 0.30× | ||
| Q2 25 | — | 0.29× | ||
| Q1 25 | — | 0.22× | ||
| Q4 24 | — | 0.22× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.03× | ||
| Q1 24 | — | 0.03× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $75.2M | $10.3M |
| Free Cash FlowOCF − Capex | — | $9.7M |
| FCF MarginFCF / Revenue | — | 15.8% |
| Capex IntensityCapex / Revenue | — | 1.0% |
| Cash ConversionOCF / Net Profit | 22.01× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-16.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $75.2M | $10.3M | ||
| Q3 25 | $9.5M | $-581.0K | ||
| Q2 25 | $50.1M | $-10.5M | ||
| Q1 25 | $2.4M | $-4.2M | ||
| Q4 24 | $50.1M | $-4.0M | ||
| Q3 24 | $-593.0K | $-10.3M | ||
| Q2 24 | $16.1M | $-6.1M | ||
| Q1 24 | $54.8M | $-6.7M |
| Q4 25 | — | $9.7M | ||
| Q3 25 | — | $-3.4M | ||
| Q2 25 | — | $-13.9M | ||
| Q1 25 | $335.0K | $-8.4M | ||
| Q4 24 | $-98.5M | $-4.2M | ||
| Q3 24 | $-2.8M | $-11.7M | ||
| Q2 24 | $-126.7M | $-12.8M | ||
| Q1 24 | $54.6M | $-13.2M |
| Q4 25 | — | 15.8% | ||
| Q3 25 | — | -5.6% | ||
| Q2 25 | — | -22.8% | ||
| Q1 25 | 0.3% | -16.0% | ||
| Q4 24 | -201.8% | -8.1% | ||
| Q3 24 | -12.1% | -21.4% | ||
| Q2 24 | -490.5% | -24.2% | ||
| Q1 24 | 224.4% | -29.4% |
| Q4 25 | — | 1.0% | ||
| Q3 25 | — | 4.6% | ||
| Q2 25 | — | 5.6% | ||
| Q1 25 | 1.7% | 8.1% | ||
| Q4 24 | 304.4% | 0.5% | ||
| Q3 24 | 9.6% | 2.5% | ||
| Q2 24 | 553.0% | 12.7% | ||
| Q1 24 | 1.1% | 14.5% |
| Q4 25 | 22.01× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.10× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ACTG
| Energy Operations | $16.0M | 32% |
| Transportation Safety | $10.4M | 21% |
| Office Storage And Display Solutions | $8.4M | 17% |
| Printers Consumables And Parts | $6.5M | 13% |
| Natural Gas Reserves | $5.1M | 10% |
| Natural Gas Liquids Reserves | $3.3M | 7% |
KIDS
Segment breakdown not available.
