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- **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.


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