Education
About Us
Working with TipRanks
Follow Us
Acme United Corporation. (ACU)
XASE:ACU
Earnings Data
Report Date
Apr 17, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.4Last Year’s EPS
0.41Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a generally positive outlook: the company achieved record sales and earnings, generated strong free cash flow, reduced net debt, grew in Canada and Europe, and made strategic investments (M&A, facilities, automation) to expand first aid and medical capabilities. However, growth is modest (1% year-over-year), U.S. revenues were flat to slightly down, Q4 gross margin saw slight compression, and the business faced meaningful tariff-related disruptions and integration risks from acquisitions. Overall, the operational execution, cash generation, margin discipline and strategic positioning outweigh the near-term headwinds and risks.Company Guidance
Record Sales and Earnings
Net sales for 2025 were $196.5 million (up from $194.5 million in 2024, +1%). Net income was $10.2 million ($2.49 diluted EPS) compared to $10.0 million ($2.45 EPS) in 2024, representing a 2% increase in net income and EPS for the year. Q4 net sales were $47.5 million (up 3% vs. Q4 2024) and Q4 net income was $1.9 million ($0.46 diluted EPS), up 10% in net income and 12% in diluted EPS versus Q4 2024.
Strong Operational Cash Generation and Deleveraging
Generated approximately $13 million in free cash flow during the 12-month period (before the $6 million Tennessee facility purchase). Net bank debt less cash improved to $18.5 million on Dec 31, 2025, down from $21.5 million a year earlier. Interest expense declined from $1.9 million to $1.6 million due to lower debt and rates.
Margin and Expense Discipline
Full-year gross margin was 39.4% (up slightly from 39.3% in 2024). Q4 gross margin was 38.2% (a modest 0.5 percentage-point decline vs. Q4 2024), while SG&A improved in Q4 to $15.2 million or 32% of sales (vs. $15.5 million or 34% in Q4 2024). Operating profit in Q4 increased 27% year-over-year.
Geographic and Category Growth
Europe net sales increased 22% in local currency in the quarter and 4% for the year (benefiting from the Oct 1 acquisition of cutting and sharpening tools). Canada net sales rose 14% in the quarter and 16% for the year, driven by strong first aid product sales. U.S. first aid and medical product sales were strong despite flat overall U.S. sales.
Strategic M&A and Asset Investments
Acquired My Medic in Jan 2026 (approximate 2025 revenues $19M; purchase price ~$18.7M with $1M earn-out and $3M holdback). Acquired German cutting/sharpening business Oct 2025 (annual sales ~$2M; purchase price $1.6M). Purchased a 78,000 sq ft Tennessee facility for ~$6M to expand Spill Magic and blood-borne pathogen kit production and invested in Med-Nap capacity and microbiology lab preparations for medical-grade domestic supply.
Product & Technology Innovations
Introduced a patented automatic replenishment system for industrial first aid refills (projected customer savings of 30%–50%+ vs. traditional van-based delivery). Expanded nonstick and ceramic cutting tool lines, invested in robotics at three U.S. sites, implemented inventory optimization software and nightly drone inventory reconciliation at Rocky Mount, NC.
Supply Chain Agility and Sourcing Diversification
Responded rapidly to tariff changes by moving over 50 containers when China tariffs were reduced (from 145% to 30%), broadened manufacturing to Vietnam, Thailand, Malaysia, India and Egypt, and negotiated supplier cost reductions and lower freight rates to support customer orders and preserve margins.
ACU Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ACU Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Oct 21, 2025 | $38.30 | $37.60 | -1.82% |
Jul 23, 2025 | $41.32 | $43.10 | +4.30% |
Apr 17, 2025 | $39.62 | $40.90 | +3.24% |
Feb 28, 2025 | $37.17 | $38.49 | +3.55% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Acme United Corporation. (ACU) report earnings?
Acme United Corporation. (ACU) is schdueled to report earning on Apr 17, 2026, Before Open (Confirmed).
What is Acme United Corporation. (ACU) earnings time?
Acme United Corporation. (ACU) earnings time is at Apr 17, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ACU EPS forecast?
ACU EPS forecast for the fiscal quarter 2026 (Q1) is 0.4.