Acme United Corporation. (ACU)
XASE:ACU
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Earnings Data
Report Date
Jul 17, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.85Last Year’s EPS
1.16Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mixed picture: strong top-line growth (14% overall, 6% ex-MyMedic), solid regional performances (Europe and Canada), strategic progress on acquisitions, facility moves, and automation that support long-term growth. However, near-term profitability and cash/ leverage were materially impacted by tariff-related cost realization, elevated inventory purchases (~$10M), higher SG&A tied to the direct-to-consumer MyMedic rollout, and remediation spending (~$1.25M) following an FDA inspection. Management expects tariff effects to moderate over the coming quarters and highlighted multiple initiatives that should improve margins and sales over time, leaving the situation balanced between meaningful operational progress and short-term financial headwinds.Company Guidance
Top-line Revenue Growth
Net sales increased 14% year-over-year to $52.3 million in Q1 FY2026 versus $46.0 million a year ago. Revenues excluding MyMedic increased 6%.
Strong Regional Performance (Europe and Canada)
Europe sales increased 19% in local currency to approximately €4.0 million, driven by cutting/sharpening tools and a record first-aid performance. Canada showed double-digit growth (management cited increases of ~11% in local currency per CFO and ~16% overall per CEO) led by first aid products.
Gross Margin Resilience
Reported gross margin improved slightly to 39.7% from 39.0% a year ago, helped by the higher-margin direct-to-consumer MyMedic mix (MyMedic contributed roughly 8% of the sales).
Acquisitions and DTC Capabilities
Acquired MyMedic (CEO stated $18.6M) and the small German direct-to-consumer business (Schmiedelgla/Schmidaglet) which is exceeding expectations. MyMedic brings ~500k social media followers and direct-to-consumer expertise (frequent video content and paid advertising) that management expects to leverage across other product lines.
Spill Magic Facility Expansion and Operational Progress
Completed move into a new Spill Magic facility in Mount Pleasant, Tennessee (purchase previously referenced at $6 million). Production has begun, orders are strong, management reported record growth for Spill Magic (CEO noted ~30% growth in the quarter).
Automation & Capacity Investments for Long-Term Productivity
Company continues to invest in robotics and automation across facilities (examples: automated packaging for BZK wipes and Spill Magic powder, robotics for warehouse cleaning and cycle counts). Management expects capex of roughly $7 million for 2026 and highlighted multi-year productivity upside from these investments.
Integration Progress and Cross-Selling Opportunities
Teams are integrating product lines, leveraging purchasing strength, reducing duplicate expenses, and expanding retail distribution for MyMedic (including plans to produce/launch in Canada). Management expects these initiatives to contribute to long-term sales and margin improvement.
Positive Free Cash Flow Before Major Purchases
Generated approximately $14.2 million in free cash flow during the twelve months ended 03/31/2026 before the purchase of the new Tennessee facility.
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 |
|---|---|---|---|
Apr 23, 2026 | $45.53 | $43.48 | -4.50% |
Feb 26, 2026 | $45.31 | $45.72 | +0.90% |
Oct 21, 2025 | $38.16 | $37.46 | -1.82% |
Jul 23, 2025 | $41.17 | $42.94 | +4.30% |
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 Jul 17, 2026, Before Open (Confirmed).
What is Acme United Corporation. (ACU) earnings time?
Acme United Corporation. (ACU) earnings time is at Jul 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 (Q2) is 0.85.