What factors drove the changes in Acme United's revenue and profit?

What is Acme United's latest dividend and current dividend yield?

What is Acme United's gross profit margin?

What guidance did Acme United's management provide for the next earnings period?

What does Acme United do and what are its main business segments?

Did Acme United beat or miss consensus estimates last quarter?

What is the revenue and EPS growth rate for Acme United year over year?

What were the key takeaways from Acme United’s earnings call?

- **Record 2025 Performance**: $196.5M sales, $2.49 EPS despite global headwinds.
- **Strategic Expansion**: $6M Tennessee plant and $18.7M My Medic acquisition to boost medical and DTC first aid capabilities.
- **Financial Strength**: $13M free cash flow, stable margins, and 2% net income growth.
- **Growth Catalysts**: Cutting tools expansion (+22% Europe), AI-driven cost savings, and direct-to-consumer integration.

**【CEO Summary Section】**
- Acme United achieved record 2025 net sales of $196.5 million and EPS of $2.49, despite global tariff challenges.
- Expanded production in Vietnam, Thailand, Malaysia, India, and Egypt to mitigate supply chain risks.
- Invested in AI-driven robotics for first aid refill assembly, reducing costs and improving quality.
- Acquired My Medic ($18.7M purchase price) with $19M 2025 revenue and 500K social media followers to expand direct-to-consumer first aid offerings.
- Purchased a $6M Tennessee plant for Spill Magic production and invested in advanced Med-Nap medical equipment.

**【CFO Financial Commentary】**
- Q4 2025 net sales: $47.5M (+3% YoY), full-year: $196.5M (+1% YoY).
- Europe sales +22% (local currency), Canada +14% (local currency) driven by cutting tools and first aid growth.
- Gross margin: 38.2% (Q4) and 39.4% (full-year), stable vs. prior year.
- Net income: $1.9M (+10% QoQ), $10.2M (+2% YoY) with $13M free cash flow.

**【Q&A Key Highlights】**
- My Medic integration: Will leverage Acme's distribution network for select retailers while maintaining direct-to-consumer model.
- EBITDA multiple ~10-15x based on $1-1.5M EBITDA; financed with $18.6M cash (net $15.6M after earn-out and holdback).
- Future acquisitions focused on expanding pre-hospital emergency care solutions or medical component suppliers.

Acme United Corporation (ACU) Q4 2025 Earnings Call Transcript

- **Revenue Growth**: Q3 2025 revenue $49 million (+2% YoY), driven by first aid (+9%) and e-commerce.
- **Tariff Mitigation**: 90% U.S. production shift to avoid 145% tariffs; 3 robotic systems coming online 2026.
- **Gross Margin Stability**: 38-39% despite challenges; 2025 net income $8.3 million ($2.03 EPS).
- **Expansion**: 11-acre Nashville facility to reach full production Q1 2026 with 25%+ capacity.
- **Automation**: 2025 first aid refill business now 25% of revenue; e-commerce up 2%.


**【CEO Summary Section】**
- Acme United reported Q3 revenue of $49 million, up 2% year-over-year, driven by first aid products and e-commerce growth. Gross margins stabilized at 38-39% despite tariff-related challenges.
- Management emphasized strategic investments in automation and new facilities (e.g., Spill Magic plant in Nashville) to reduce costs and improve efficiency.
- Operating income grew 3% in Q3, with net income of $1.9 million ($0.46 EPS) despite higher tax expenses.

**【CFO Financial Commentary】**
- Q3 net sales of $49.1 million with 33% gross margin; 9-month sales of $149 million.
- 2025 full-year operating profit up 3% vs. 2024; free cash flow of $11 million.
- 2025 net income of $8.3 million ($2.03 EPS) with 38% gross margin.

**【Q&A Key Highlights】**
- Tariff Mitigation: Shifted 90% of production to U.S. to avoid 145% tariffs; Q3 first aid sales up 9%.
- Automation Rollout: 3 robotic systems operational by Q1 2026 for lens wipes and BZK production.
- Inventory Management: 2025 first aid refill business now 25% of revenue; e-commerce sales up 2%.
- Expansion: 11-acre Nashville facility to begin full production Q1 2026 with 25%+ capacity growth.


Acme United Corporation (ACU) Q3 2025 Earnings Call Transcript

- **Record Earnings Despite Challenges**: Q2 net income up 7% to $4.8 million, driven by cost control and domestic production despite 3% sales decline.\n- **Strategic Production Shift**: Moved manufacturing to 5 new regions and expanded U.S. facilities to reduce reliance on Chinese imports.\n- **Strong Cash Flow**: $12 million free cash flow over 12 months, with debt reduced by $11 million.\n- **Growth Outlook**: Anticipate third/fourth-quarter sales growth as retailers restock, despite 145% tariffs causing order cancellations.\n- **Dividend Sustainability**: Raised dividend despite macroeconomic uncertainty, supported by strong cash flow and $23 million debt.\n

**【CEO Summary Section】**
- Acme United reported record second-quarter earnings of $4.8 million, up 7% year-over-year, despite a 3% decline in net sales to $54 million due to high tariffs on Chinese imports.\n- The company shifted production from China to other regions (Malaysia, Thailand, Vietnam, Egypt) and expanded domestic manufacturing to mitigate tariff impacts.\n- A new 77,000 sq. ft. Spill Magic facility in Mount Pleasant, Tennessee, was purchased for $6 million, set to begin production in Q1 2026.\n- U.S. factories (Med-Nap, Vancouver, Rocky Mount) operated at full capacity, with Med-Nap revenue up significantly.\n- Management anticipates growth in the second half, driven by reduced tariffs (now 30%) and supply chain diversification.\n
**【CFO Financial Commentary】**
- **Net Sales**: $54 million (Q2 2025) vs. $55.4 million (Q2 2024), with U.S. segment down 6% due to tariff-related order cancellations.\n- **Gross Margin**: Stable at 41% (Q2 2025) vs. 41% (Q2 2024).\n- **SG&A Expenses**: $15.8 million (29% of sales) in Q2 2025, down from $16.3 million (29% of sales) in Q2 2024.\n- **Net Income**: $4.8 million ($1.16 EPS) vs. $4.5 million ($1.09 EPS) in Q2 2024.\n- **Free Cash Flow**: $12 million over 12 months, with bank debt reduced to $23 million (from $33 million in Q2 2024).\n
**【Q&A Key Highlights】**\n- **Future Growth**: CEO expects third/fourth-quarter growth as retailers deplete inventories, though demand uncertainty remains.\n- **Dividend Policy**: Dividend increased despite $12 million free cash flow; no plans to cut dividend.\n- **Interest Rates**: $10.3 million in fixed-rate debt (3.8%) vs. floating-rate debt; lower rates would benefit interest expense.\n- **Segment Performance**: Westcott cutting tools more impacted by tariffs; first aid business maintained moderate price increases due to U.S./Canada production.\n- **Capacity Expansion**: Med-Nap adding portable trailers for production; Spill Magic facility to enable automation and productivity gains.\n

Acme United Corporation (ACU) Q2 2025 Earnings Call Transcript

- **Q1 2025 Strong Performance**: 14% first aid growth, 39% gross margin, $12M free cash flow.
- **Tariff Playbook**: Shifting 40% China sourcing to U.S./Vietnam; robotic systems save $650k/year.
- **Growth Drivers**: First Aid Smart Compliance kits, DMT kitchen sharpeners, and Steel Magic expansion.
- **Acquisition Focus**: North American medical and cutting tool companies with fair valuations.
- **Risk Management**: $3M pre-tariff inventory buffer; 2-4% organic Westcott growth expected.

**【CEO Opening Remarks】**
- Q1 2025 net sales: $46 million (+2% YoY), net income: $1.7 million (+6%), EPS: $0.41 (+5%).
- First Aid business grew 14%, driven by strong craft product sales and new distribution in Europe and Canada.
- Steel Magic product line expanded, with plans for a new automated facility in Tennessee.
- Installed robotic systems in U.S. plants, reducing labor costs by $650k with <2-year payback.
- Tariff uncertainty presents both challenges and opportunities for market share gains.

**【CFO Financial Details】**
- U.S. segment sales +3% due to first aid medical products; Europe -4% (timing-related), Canada +6% (first aid growth).
- Gross margin improved to 39.0% vs. 38.7% YoY; SG&A expenses stable at 34% of sales.
- Free cash flow: $12 million; acquisitions, dividends, and debt reduction totaled $20.3 million.

**【Q&A Key Themes】**
- **Acquisition Strategy**: Focus on North America, medical kits, and cutting tools; open to transformative deals but prioritizing fair valuations.
- **Tariff Impact**: 40% of inventory sourced from China; shifting production to Vietnam, India, and U.S. to mitigate 145% tariffs.
- **Business Growth**: First Aid Smart Compliance kits show early promise; DMT sharpeners gaining kitchen segment traction.
- **Westcott Challenges**: Consumer price sensitivity may limit growth; 2-4% organic growth expected despite tariff headwinds.
- **Supply Chain Resilience**: $2 million annual savings from automation; $3 million pre-tariff inventory buffers cost increases.

Acme United (ACU)-17 Apr 25-2025 Q1 Earnings call transcript

- **Revenue Growth**: 2024 net sales $194.4M (+2%), EBITDA $20M (+23% net income)
- **Margin Expansion**: 38.7% gross margin (up 160bps YoY) from productivity savings
- **Tariff Resilience**: 80%+ production outside China, 50% tariff cost offset via pricing
- **Acquisition Success**: Canadian Red Cross business expanded 3x to $3M annually
- **Financial Strength**: $5M free cash flow, $21.5M debt (down $16M YoY)

**【CEO Summary Section】**
- **Record Performance**: 2024 net sales of $194.4 million and EBITDA of $20 million, up 2% and 23% in net income respectively.
- **Business Highlights**: 
  - First Aid revenue $120 million with $30 million in growing refill sales.
  - Westcott/DMT segment up 10% to $75 million, driven by craft market share gains.
- **Productivity Savings**: $2 million annual savings from cost reduction initiatives (e.g., automated packaging, warehouse optimization).
- **Tariff Preparedness**: Diversified sourcing across 10+ countries including U.S., Canada, Egypt, India, Thailand.
- **Acquisition Update**: Canadian Red Cross business expanded to $2.5-3 million annually post-2023 acquisition.

**【CFO Financial Commentary】**
- **Q4 2024 Results**: 
  - Net sales $45.9 million (10% YoY growth)
  - Gross margin 38.7% (up 160bps YoY)
  - Net income $1.7 million ($0.41 EPS)
- **Full Year 2024**: 
  - Adjusted net sales growth 6% (excluding sold businesses)
  - SG&A as % of sales 32% (stable vs 2023)
  - Free cash flow $5 million
- **Balance Sheet**: Debt reduced to $21.5 million, down $16 million YoY.

**【Key Q&A Takeaways】**
- **Tariff Strategy**: 
  - 80%+ production now outside China
  - Price increases offset 50% of tariff impact
  - Product mix shifts to higher-margin items
- **Canadian Operations**: 
  - 90%+ local production to minimize cross-border risk
  - Exclusive BZK wipe supply drives competitive advantage
- **SG&A Trends**: 
  - 31-32% of sales target remains
  - Wage inflation and benefits driving slight increase

Actual											0.36	0.92	0.46	0.54	0.52	0.94	0.5	0.6	0.22	0.71	0.02	-0.17	0.28	0.96	0.58	0.4	0.39	1.09	0.54	0.41	0.41	1.16	0.46	0.46
Forecast											0.33	0.79	0.34	0.28	0.57	0.93	0.57	0.6	0.65	0.82	0.55	0.13	0.44	0.52	0.7	0.55	0.36	0.94	0.73	0.485	0.53	0.5	0.54	0.425
Surprise	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	+9.09%	+16.46%	+35.29%	+92.86%	-8.77%	+1.08%	-12.28%	0.00%	-66.15%	-13.41%	-96.36%	-230.77%	-36.36%	+84.62%	-17.14%	-27.27%	+8.33%	+15.96%	-26.03%	-15.46%	-22.64%	+132.00%	-14.81%	+8.24%

Actual	--	--	--	--	--	--	--	--	--	--	35.77M	44.04M	43.32M	40.87M	43.52M	44.85M	47.92M	45.79M	43.33M	56.77M	49.74M	44.10M	45.84M	53.34M	50.38M	41.94M	44.96M	55.42M	48.17M	45.94M	45.96M	54.00M	49.06M	47.52M
Forecast	--	--	--	--	--	--	--	--	--	--	32.47M	41.63M	38.10M	38.95M	38.28M	48.45M	47.65M	44.14M	48.75M	51.57M	51.28M	44.40M	44.60M	58.40M	51.20M	46.30M	48.50M	56.50M	52.30M	42.19M	46.98M	58.35M	50.70M	47.76M
Surprise	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	+10.19%	+5.80%	+13.68%	+4.92%	+13.70%	-7.43%	+0.58%	+3.74%	-11.11%	+10.08%	-2.99%	-0.67%	+2.78%	-8.67%	-1.59%	-9.41%	-7.31%	-1.90%	-7.90%	+8.90%	-2.18%	-7.46%	-3.24%	-0.48%

ACU

ACU fundamentals

ACU Q4 2025 Earnings

Earnings Call

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ACU

ACU fundamentals

ACU Q4 2025 Earnings

Earnings Call

ACU Earnings Call Summary for Q4/202512:00 PM on Feb 26, 2026

ACU Earnings Call Summary for Q3/202512:00 PM on Oct 21, 2025

ACU Earnings Call Summary for Q2/202512:00 PM on Jul 23, 2025

ACU Earnings Call Summary for Q1/202512:00 PM on Apr 17, 2025

ACU Earnings Call Summary for Q4/202412:00 PM on Feb 28, 2025

You can ask Aime