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Side-by-side financial comparison of ACACIA RESEARCH CORP (ACTG) and ORASURE TECHNOLOGIES INC (OSUR). Click either name above to swap in a different company.
ACACIA RESEARCH CORP is the larger business by last-quarter revenue ($50.1M vs $26.8M, roughly 1.9× ORASURE TECHNOLOGIES INC). ACACIA RESEARCH CORP runs the higher net margin — 6.8% vs -72.1%, a 78.9% gap on every dollar of revenue. On growth, ACACIA RESEARCH CORP posted the faster year-over-year revenue change (2.6% vs -28.5%). Over the past eight quarters, ACACIA RESEARCH CORP's revenue compounded faster (43.6% CAGR vs -29.7%).
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.
OraSure Technologies, Inc. is a Bethlehem, Pennsylvania–based company in the medical device industry. Their products include diagnostic testing kits. The company had recently developed OraQuick testing kit, the first over-the-counter home HIV test.
ACTG vs OSUR — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $50.1M | $26.8M |
| Net Profit | $3.4M | $-19.3M |
| Gross Margin | 12.8% | 41.0% |
| Operating Margin | -26.1% | -75.1% |
| Net Margin | 6.8% | -72.1% |
| Revenue YoY | 2.6% | -28.5% |
| Net Profit YoY | 125.5% | -78.7% |
| EPS (diluted) | $0.03 | $-0.28 |
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 | $26.8M | ||
| Q3 25 | $59.4M | $27.1M | ||
| Q2 25 | $51.2M | $31.2M | ||
| Q1 25 | $124.4M | $29.9M | ||
| Q4 24 | $48.8M | $37.4M | ||
| Q3 24 | $23.3M | $39.9M | ||
| Q2 24 | $25.8M | $54.3M | ||
| Q1 24 | $24.3M | $54.1M |
| Q4 25 | $3.4M | $-19.3M | ||
| Q3 25 | $-2.7M | $-13.7M | ||
| Q2 25 | $-3.3M | $-19.7M | ||
| Q1 25 | $24.3M | $-16.0M | ||
| Q4 24 | $-13.4M | $-10.8M | ||
| Q3 24 | $-14.0M | $-4.5M | ||
| Q2 24 | $-8.4M | $-615.0K | ||
| Q1 24 | $-186.0K | $-3.6M |
| Q4 25 | 12.8% | 41.0% | ||
| Q3 25 | 21.2% | 43.5% | ||
| Q2 25 | 12.8% | 42.1% | ||
| Q1 25 | 47.4% | 41.1% | ||
| Q4 24 | 17.6% | 36.2% | ||
| Q3 24 | 10.1% | 42.8% | ||
| Q2 24 | 26.2% | 45.4% | ||
| Q1 24 | 49.2% | 44.5% |
| Q4 25 | -26.1% | -75.1% | ||
| Q3 25 | -10.8% | -59.4% | ||
| Q2 25 | -24.2% | -57.7% | ||
| Q1 25 | 30.8% | -59.3% | ||
| Q4 24 | -32.4% | -33.2% | ||
| Q3 24 | -44.1% | -15.0% | ||
| Q2 24 | -18.4% | -5.0% | ||
| Q1 24 | -8.6% | -13.1% |
| Q4 25 | 6.8% | -72.1% | ||
| Q3 25 | -4.6% | -50.6% | ||
| Q2 25 | -6.4% | -63.0% | ||
| Q1 25 | 19.5% | -53.6% | ||
| Q4 24 | -27.5% | -28.8% | ||
| Q3 24 | -60.0% | -11.3% | ||
| Q2 24 | -32.7% | -1.1% | ||
| Q1 24 | -0.8% | -6.6% |
| Q4 25 | $0.03 | $-0.28 | ||
| Q3 25 | $-0.03 | $-0.19 | ||
| Q2 25 | $-0.03 | $-0.26 | ||
| Q1 25 | $0.25 | $-0.21 | ||
| Q4 24 | $-0.14 | $-0.14 | ||
| Q3 24 | $-0.14 | $-0.06 | ||
| Q2 24 | $-0.08 | $-0.01 | ||
| Q1 24 | $0.00 | $-0.05 |
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 | $199.3M |
| Total DebtLower is stronger | $91.9M | — |
| Stockholders' EquityBook value | $543.5M | $340.8M |
| Total Assets | $771.0M | $403.2M |
| Debt / EquityLower = less leverage | 0.17× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $306.7M | $199.3M | ||
| Q3 25 | $301.8M | $216.5M | ||
| Q2 25 | $316.7M | $234.6M | ||
| Q1 25 | $272.0M | $247.6M | ||
| Q4 24 | $273.9M | $267.8M | ||
| Q3 24 | $410.9M | $278.6M | ||
| Q2 24 | $441.9M | $267.4M | ||
| Q1 24 | $498.4M | $263.8M |
| Q4 25 | $91.9M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $543.5M | $340.8M | ||
| Q3 25 | $537.6M | $362.0M | ||
| Q2 25 | $538.6M | $380.7M | ||
| Q1 25 | $540.2M | $396.3M | ||
| Q4 24 | $514.8M | $410.3M | ||
| Q3 24 | $540.2M | $425.6M | ||
| Q2 24 | $560.7M | $425.8M | ||
| Q1 24 | $568.3M | $426.3M |
| Q4 25 | $771.0M | $403.2M | ||
| Q3 25 | $768.9M | $423.1M | ||
| Q2 25 | $775.5M | $445.0M | ||
| Q1 25 | $801.6M | $457.6M | ||
| Q4 24 | $756.4M | $479.7M | ||
| Q3 24 | $707.6M | $464.1M | ||
| Q2 24 | $753.6M | $466.3M | ||
| Q1 24 | $631.7M | $467.6M |
| Q4 25 | 0.17× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $-9.0M |
| Free Cash FlowOCF − Capex | — | $-9.9M |
| FCF MarginFCF / Revenue | — | -37.1% |
| Capex IntensityCapex / Revenue | — | 3.4% |
| Cash ConversionOCF / Net Profit | 22.01× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-53.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $75.2M | $-9.0M | ||
| Q3 25 | $9.5M | $-10.1M | ||
| Q2 25 | $50.1M | $-10.2M | ||
| Q1 25 | $2.4M | $-19.7M | ||
| Q4 24 | $50.1M | $109.0K | ||
| Q3 24 | $-593.0K | $12.7M | ||
| Q2 24 | $16.1M | $7.8M | ||
| Q1 24 | $54.8M | $6.7M |
| Q4 25 | — | $-9.9M | ||
| Q3 25 | — | $-11.0M | ||
| Q2 25 | — | $-12.2M | ||
| Q1 25 | $335.0K | $-20.2M | ||
| Q4 24 | $-98.5M | $-347.0K | ||
| Q3 24 | $-2.8M | $12.5M | ||
| Q2 24 | $-126.7M | $6.2M | ||
| Q1 24 | $54.6M | $5.2M |
| Q4 25 | — | -37.1% | ||
| Q3 25 | — | -40.6% | ||
| Q2 25 | — | -38.9% | ||
| Q1 25 | 0.3% | -67.3% | ||
| Q4 24 | -201.8% | -0.9% | ||
| Q3 24 | -12.1% | 31.4% | ||
| Q2 24 | -490.5% | 11.5% | ||
| Q1 24 | 224.4% | 9.5% |
| Q4 25 | — | 3.4% | ||
| Q3 25 | — | 3.4% | ||
| Q2 25 | — | 6.2% | ||
| Q1 25 | 1.7% | 1.4% | ||
| Q4 24 | 304.4% | 1.2% | ||
| Q3 24 | 9.6% | 0.4% | ||
| Q2 24 | 553.0% | 3.0% | ||
| Q1 24 | 1.1% | 2.9% |
| 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% |
OSUR
| Product And Services | $24.9M | 93% |
| Other | $1.9M | 7% |
