The earnings call presented a mixed outlook. While there were strong earnings and strategic expansions in some areas, significant challenges due to high tariffs and sales declines in key segments were also highlighted.

Company Guidance -

Q3 2025

During the Acme United Corporation's Second Quarter 2025 Financial Results Conference Call, Walter Johnsen, CEO, reported a quarterly record for earnings, with net sales of $54 million and a net income increase of 7% to $4.8 million, resulting in earnings per share of $1.16. The company's performance faced challenges due to a 145% tariff on Chinese imports, which led to canceled orders. Despite a 3% decrease in net sales, Acme United managed to mitigate these impacts through strategic inventory management, cost reduction, and shifting production to countries like Malaysia and Vietnam. Their first aid segment, particularly the Med-Nap facility in Florida, showed strong performance, contributing to a 28% sales increase in Canada. The gross margin remained steady at 41%, while the SG&A expenses were reduced slightly due to cost savings. The company also reduced bank debt by $11 million year-over-year, supported by a $12 million free cash flow, and they anticipate growth in the latter half of the year, leveraging their diversified supply chain and low total costs.

Record Earnings in Q2 2025

Acme United set a quarterly record for earnings, with net income reaching $4.8 million compared to $4.5 million in 2024, marking a 7% increase.

Strong Cash Flow and Debt Reduction

Generated approximately $12 million in free cash flow over the past 12 months and reduced bank debt from $33 million to $23 million.

Expansion of Spill Magic Facilities

Purchased a new facility for Spill Magic in Mount Pleasant, Tennessee, for $6 million, which will start production in Q1 2026, indicating future growth potential.

Growth in Canadian Segment

Net sales in local currency for Canada increased by 28% in the quarter and 21% year-to-date, driven by higher sales of first aid products.

Dividend Security

Despite challenging conditions, Acme United raised its dividend and expressed confidence in maintaining it due to strong free cash flow.

Acme United (ACU) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ACU Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 28, 2025	2025 (Q3)	0.54 / -	0.54	―	―	―
Jul 23, 2025	2025 (Q2)	0.50 / 1.16	1.09	6.42% (+0.07)	―
Apr 17, 2025	2025 (Q1)	0.53 / 0.41	0.39	5.13% (+0.02)	―
Feb 28, 2025	2024 (Q4)	0.48 / 0.41	0.4	2.50% (<+0.01)	―
Oct 18, 2024	2024 (Q3)	0.73 / 0.54	0.58	-6.90% (-0.04)	―
Jul 19, 2024	2024 (Q2)	0.94 / 1.09	0.96	13.54% (+0.13)	―
Apr 19, 2024	2024 (Q1)	0.36 / 0.39	0.28	39.29% (+0.11)	―
Mar 01, 2024	2023 (Q4)	0.55 / 0.40	-0.17	335.29% (+0.57)	―
Oct 23, 2023	2023 (Q3)	0.70 / 0.58	0.02	2800.00% (+0.56)	―
Jul 21, 2023	2023 (Q2)	0.52 / 0.96	0.71	35.21% (+0.25)	―

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
Jul 23, 2025	$41.65	$43.44	+4.30%
Apr 17, 2025	$39.93	$41.23	+3.26%
Feb 28, 2025	$37.47	$38.80	+3.55%
Oct 18, 2024	$43.28	$40.73	-5.89%

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 Oct 28, 2025, Before Open (Confirmed).

What is Acme United Corporation. (ACU) earnings time?

Acme United Corporation. (ACU) earnings time is at Oct 28, 2025, 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 2025 (Q3) is 0.54.

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