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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.


Acme United Corporation (ACU) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

ACU

ACU fundamentals

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