Acme United (ACU) investor relations material

Business overview and strategy

• Focuses on safety solutions and cutting technology, with first aid products comprising 70% of sales and cutting tools 30%.

• Growth driven by innovation, 150 patents, and 15 consecutive years of sales growth from ongoing operations.

• Expansion achieved through successful acquisitions and strong cash flow, growing sales from $70M to $230M in 12 years.

• Investments in domestic production and international sourcing support cost efficiency and growth.

• Product portfolio expanded from scissors to industrial cutting, sharpening, and first aid solutions.

Acquisition and expansion highlights

• Acquired multiple first aid companies, including Pac-Kit, First Aid Only, Spill Magic, Med-Nap, First Aid Central, Safety Made, Elite First Aid, Hawktree Solutions, and My Medic.

• My Medic, acquired in 2026, brings a strong direct-to-consumer presence with 500,000 followers and $19M in sales.

• Canadian market entry through First Aid Central and Hawktree Solutions, with four plant expansions since 2020.

• 60% of products produced in-house, with a global footprint including North America, Europe, and China.

• Facility and distribution network supports further organic and acquisition-driven growth.

Financial performance and outlook

• Consistent revenue and EBITDA growth, with 2026 revenues projected between $220M and $230M.

• Record EBITDA and net income in 2026, with $12.5M EBITDA and $6M net income in the first half.

• Dividend increases tied to cash flow, with $0.48 declared in the first half and $0.64 projected for the year.

• Sale of Camillus business for $20M enabled further acquisitions.

• Profitability remains strong despite past transportation crises and inflationary pressures.