Acme United Corporation reported Q4 2025 net sales of $47.5 million, a 3% increase year-over-year, with net income up 10%.
Quiver AI Summary
Acme United Corporation reported a 3% increase in net sales for the fourth quarter of 2025, reaching $47.5 million compared to $45.9 million in the same quarter of 2024. For the entire year, net sales also saw a modest rise of 1%, totaling $196.5 million. The company's net income for the fourth quarter increased by 10% to $1.9 million, or $0.46 per diluted share. For the year, net income was $10.2 million, with diluted earnings per share rising 2%. CEO Walter C. Johnsen attributed the growth to strategic navigation through customer uncertainty and tariff challenges. The company also acquired My Medic, which it expects to help boost revenue. Despite facing a drop in the U.S. segment sales, international markets showed strong growth, particularly in Canada and Europe. The company maintains a solid balance sheet, highlighting its ongoing investments and positive cash flow while preparing for future expansion opportunities.
Potential Positives
- Acme United Corporation reported net sales of $47.5 million for Q4 2025, a 3% increase compared to the same period in 2024, reflecting strong performance despite challenging market conditions.
- Net income for Q4 2025 was $1.9 million, a 10% increase from the previous year, demonstrating effective cost management and operational efficiency.
- The acquisition of My Medic, expected to enhance product offerings and revenue, signals strategic growth plans and diversification into new markets.
- Strong sales performance in European and Canadian markets, with respective increases of 31% and 14% in Q4 2025, indicates successful international expansion and robust demand for first-aid products.
Potential Negatives
- Net sales in the U.S. segment declined 1% compared to 2024, indicating potential weakness in the domestic market.
- Tariff uncertainties led to the cancellation of customer orders, negatively impacting sales of school and office products.
- Gross margin for the fourth quarter decreased from 38.7% to 38.2%, indicating potential cost pressures on the company's profitability.
FAQ
What are Acme United Corporation's net sales for 2025?
Net sales for Acme United Corporation in 2025 were $196.5 million, an increase of 1% compared to 2024.
How did Acme United's net income change in 2025?
Net income for 2025 was $10.2 million, up 2% from $10.0 million in 2024.
What significant acquisition did Acme United make in January 2026?
In January 2026, Acme United acquired My Medic, known for tactical, trauma, and emergency response products.
How did the company's sales perform in Canada for the fourth quarter?
Net sales in Canada increased 14% in both U.S. dollars and local currency compared to Q4 2024.
What is the conference call information for Acme United's quarterly results?
The conference call is scheduled for February 26, 2026, at 12:00 p.m. ET. Dial 877-407-0784 to participate.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$ACU Revenue
$ACU had revenues of $49.1M in Q3 2025. This is an increase of 1.86% from the same period in the prior year.
You can track ACU financials on Quiver Quantitative's ACU stock page.
$ACU Hedge Fund Activity
We have seen 19 institutional investors add shares of $ACU stock to their portfolio, and 43 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ADVYZON INVESTMENT MANAGEMENT, LLC added 12,484 shares (+inf%) to their portfolio in Q4 2025, for an estimated $503,230
- QUANTINNO CAPITAL MANAGEMENT LP added 11,100 shares (+inf%) to their portfolio in Q4 2025, for an estimated $447,441
- FIRST TRUST ADVISORS LP removed 10,647 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $438,443
- BLACKROCK, INC. added 9,365 shares (+5.9%) to their portfolio in Q4 2025, for an estimated $377,503
- ROYCE & ASSOCIATES LP removed 8,427 shares (-5.4%) from their portfolio in Q4 2025, for an estimated $339,692
- PERRITT CAPITAL MANAGEMENT INC removed 8,239 shares (-97.6%) from their portfolio in Q3 2025, for an estimated $339,282
- O'SHAUGHNESSY ASSET MANAGEMENT, LLC removed 7,258 shares (-28.8%) from their portfolio in Q4 2025, for an estimated $292,569
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Full Release
SHELTON, Conn., Feb. 26, 2026 (GLOBE NEWSWIRE) -- Acme United Corporation (NYSE American: ACU) today announced that net sales for the quarter ended December 31, 2025 were $47.5 million compared to $45.9 million in the fourth quarter of 2024, an increase of 3%. Net sales for the year ended December 31, 2025 were $196.5 million compared to $194.5 million in 2024, an increase of 1%.
Net income was $1.9 million, or $0.46 per diluted share, for the quarter ended December 31, 2025 compared to $1.7 million, or $0.41 per diluted share, for the same period in 2024, an increase of 10% in net income and 12% in diluted earnings per share.
Net income for the year ended December 31, 2025, was $10.2 million, or $2.49 per diluted share, compared to $10.0 million, or $2.45 per diluted share, for 2024, an increase of 2% in both net income and diluted earnings per share.
Chairman and CEO Walter C. Johnsen said, “Our team successfully navigated customer uncertainty and increased costs due to tariffs during 2025. The tariffs were suddenly imposed in April and changed abruptly many times throughout the year. Sales to our retail customers were particularly impacted as they postponed and cancelled promotions. We are now seeing improvement in retail activity.”
Mr. Johnsen continued, “In January 2026, we acquired My Medic, which sells tactical, trauma and emergency response products directly to consumers. Revenues in 2025 were approximately $19 million and the purchase price was $18.7 million. We are actively working to integrate My Medic and build its revenues by expanding its product offering and distribution in the U.S. and Canada.”
Mr. Johnsen added, “We have a strong balance sheet and we continue to reap the benefits of our investments in increased distribution capacity, productivity improvements and cost reduction initiatives. As a result, we believe that we continue to be well-positioned for growth, including through acquisitions,” and look forward to a strong year.
For the three months ended December 31, 2025, net sales in the U.S. segment were constant compared to the same period in 2024. For the year ended December 31, 2025, net sales in the U.S. segment declined 1% compared to 2024. Sales of first aid and medical products were strong. However, sales of school and office products were lower mainly due to the cancellation of customer orders as a result of tariff uncertainty.
European net sales for the three months ended December 31, 2025 increased 31% in U.S. dollars and 22% in local currency compared to the fourth quarter of 2024. On October 1, 2025, the Company’s German subsidiary acquired a line of cutting and sharpening tools that contributed approximately $0.5 million in fourth quarter sales. Net sales for the year ended December 31, 2025 increased 8% in U.S. dollars and 4% in local currency compared to 2024.
Net sales in Canada for the three months ended December 31, 2025 increased 14% in both U.S. dollars and local currency compared to the same period in 2024. Net sales for the year ended December 31, 2025 increased 14% in U.S. dollars and 16% in local currency compared to 2024. The increases in sales for both periods were due to strong sales of first-aid products.
Gross margin was 38.2% in the three months ended December 31, 2025 versus 38.7% in the same period last year. Gross margin was 39.4% for the year ended December 31, 2025 compared to 39.3% for the same period in 2024.
The Company’s bank debt less cash as of December 31, 2025 was $18.1 million compared to $21.5 million as of December 31, 2024. During the year ended December 31, 2025, the Company distributed approximately $2.3 million in dividends on its common stock, purchased the cutting and sharpening line of products in Germany for approximately $1.6 million and generated approximately $13.6 million in free cash flow, before the purchase for cash of a new $6 million manufacturing and distribution facility in Tennessee in July 2025 to expand the Company’s Spill Magic business.
Conference Call and Webcast Information
Acme United will hold a conference call to discuss its quarterly results, which will be broadcast on Thursday, February 26, 2026, at 12:00 p.m. ET. To listen or participate in a question-and-answer session, dial 877-407-0784
.
International callers may dial 201-689-8560. The confirmation code is13758729. You may access the live webcast of the conference call through the Investor Relations section of the Company’s website, www.acmeunited.com. A replay may be accessed under Investor Relations, Audio Archives.
About Acme United
ACME UNITED CORPORATION
is a leading worldwide supplier of innovative safety solutions and cutting technology to the school, home, office, hardware, sporting goods and industrial markets. Its leading brands include
First Aid Only
®,
First Aid Central
®,
Physicians
Care
®, Pac-Kit®,
Spill Magic
®,
Westcott
®,
Clauss
®,
DMT
®,
Med-Nap
®,
Elite First Aid
® and
My Medic
®. For more information, visit
www.acmeunited.com
.
Forward Looking Statements
The Company may from time to time make written or oral “forward-looking statements” including statements contained in this report and in other communications by the Company, which are made in good faith pursuant to the “safe harbor” provisions of the Private Securities Litigation Reform Act of 1995. Such statements are based on our beliefs as well as assumptions made by and information currently available to us. When used in this document, words like “may,” “might,” “will,” “except,” “anticipate,” “believe,” “potential,” and similar expressions are intended to identify forward-looking statements. Actual results could differ materially from our current expectations.
Forward-looking statements in this report, including without limitation, statements related to the Company’s plans, strategies, objectives, expectations, intentions and adequacy of resources, are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Investors are cautioned that such forward-looking statements involve risks and uncertainties that may impact the Company’s business, operations and financial results.
These risks and uncertainties include, without limitation, the following: (i) changes in the Company’s plans, strategies, objectives, expectations and intentions, which may be made at any time at the discretion of the Company; (ii) the impact of volatility in global economic conditions, including the impact on the Company’s suppliers and customers; (iii) international trade policies of the United States or foreign governments and their impact on demand for our products and our competitive position, including the imposition of new tariffs, changes in existing tariff rates or the threat of any such action;*1(iv) the continuing adverse impact of inflation, including product costs, and interest rates; (v) potential adverse effects on the Company, its customers, and suppliers resulting from the conflicts in Ukraine and the Middle East; (vi) additional disruptions in the Company’s supply chains, whether caused by pandemics, natural disasters, including trucker shortages, strikes, port closures or otherwise; (vii) labor related costs the Company has and may continue to incur, including costs of acquiring and training new employees and rising wages and benefits; (viii) currency fluctuations; (ix) the Company’s ability to effectively manage its inventory in a rapidly changing business environment; (x) changes in client needs and consumer spending habits; (xi) the impact of competition; (xii) the impact of technological changes including, specifically, the growth of online marketing and sales activity; and (xiii) the Company’s ability to manage its growth effectively, including its ability to successfully integrate any business it might acquire; and (xiv) other risks and uncertainties indicated from time to time in the Company’s filings with the Securities and Exchange Commission
| CONTACT: | Paul G. Driscoll | Acme United Corporation | 1 Waterview Drive | Shelton, CT 06484 |
| Phone: (203) 254-6060 | ||||
| ACME UNITED CORPORATION | |||||||
| CONDENSED CONSOLIDATED STATEMENTS OF INCOME | |||||||
| FOURTH QUARTER REPORT 2025 | |||||||
| (Unaudited) | |||||||
|
Three Months Ended
|
Three Months Ended
|
||||||
| Amounts in 000's except per share data |
December 31, 2025
|
December 31, 2024
|
|||||
| Net sales | $ | 47,524 | $ | 45,943 | |||
| Cost of goods sold | 29,376 | 28,178 | |||||
| Gross profit | 18,148 | 17,765 | |||||
| Selling, general and administrative expenses | 15,247 | 15,483 | |||||
| Operating income | 2,901 | 2,282 | |||||
| Interest expense, net | 338 | 427 | |||||
| Other expense (income), net | 90 | (8 | ) | ||||
| Income before income tax expense | 2,473 | 1,863 | |||||
| Income tax expense | 596 | 153 | |||||
| Net income | $ | 1,877 | $ | 1,710 | |||
| Shares outstanding - basic | 3,807 | 3,748 | |||||
| Shares outstanding - diluted | 4,076 | 4,155 | |||||
| Earnings per share - basic | $ | 0.49 | $ | 0.46 | |||
| Earnings per share - diluted | 0.46 | 0.41 | |||||
| ACME UNITED CORPORATION | |||||||
| CONDENSED CONSOLIDATED STATEMENTS OF INCOME | |||||||
| FOURTH QUARTER REPORT 2025 | |||||||
| (Unaudited) | |||||||
|
Year Ended
|
Year Ended
|
||||||
| Amounts in 000's except per share data |
December 31, 2025
|
December 31, 2024
|
|||||
| Net sales | $ | 196,542 | $ | 194,490 | |||
| Cost of goods sold | 119,132 | 118,139 | |||||
| Gross profit | 77,410 | 76,351 | |||||
| Selling, general and administrative expenses | 62,685 | 62,211 | |||||
| Operating income | 14,725 | 14,140 | |||||
| Interest expense, net | 1,560 | 1,942 | |||||
| Other expense (income), net | 47 | (95 | ) | ||||
| Income before income tax expense | 13,118 | 12,293 | |||||
| Income tax expense | 2,933 | 2,270 | |||||
| Net income | $ | 10,185 | $ | 10,023 | |||
| Shares outstanding - basic | 3,787 | 3,701 | |||||
| Shares outstanding - diluted | 4,087 | 4,099 | |||||
| Earnings per share - basic | $ | 2.69 | $ | 2.71 | |||
| Earnings per share - diluted | 2.49 | 2.45 | |||||
| ACME UNITED CORPORATION | |||||||
| CONDENSED CONSOLIDATED BALANCE SHEETS | |||||||
| FOURTH QUARTER REPORT 2025 | |||||||
| (Unaudited) | |||||||
| Amounts in $000's | |||||||
| December 31, 2025 | December 31, 2024 | ||||||
| Assets | |||||||
| Current assets: | |||||||
| Cash and cash equivalents | $ | 3,596 | $ | 6,399 | |||
| Accounts receivable, net | 29,098 | 28,236 | |||||
| Inventories | 59,852 | 56,254 | |||||
| Prepaid expenses and other current assets | 3,649 | 4,571 | |||||
| Total current assets | 96,195 | 95,460 | |||||
| Property, plant and equipment, net | 38,541 | 31,653 | |||||
| Operating lease right of use asset | 6,881 | 4,826 | |||||
| Intangible assets, less accumulated amortization | 19,473 | 20,323 | |||||
| Goodwill | 9,908 | 9,908 | |||||
| Total assets | $ | 170,998 | $ | 162,170 | |||
| Liabilities and stockholders' equity | |||||||
| Current liabilities: | |||||||
| Accounts payable | $ | 8,066 | $ | 9,005 | |||
| Operating lease liability - short term | 1,446 | 1,564 | |||||
| Mortgage payable - short term | 454 | 437 | |||||
| Other current liabilities | 12,906 | 11,866 | |||||
| Total current liabilities | 22,872 | 22,872 | |||||
| Long-term debt | 11,853 | 17,606 | |||||
| Mortgage payable - long term | 9,432 | 9,868 | |||||
| Operating lease liability - long term | 5,532 | 3,367 | |||||
| Deferred income taxes | 3,685 | 1,465 | |||||
| Other non-current liabilities | 13 | 12 | |||||
| Total liabilities | 53,387 | 55,190 | |||||
| Total stockholders' equity | 117,611 | 106,980 | |||||
| Total liabilities and stockholders' equity | $ | 170,998 | $ | 162,170 | |||