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Acme United (ACU) investor relations material
Acme United Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved record 2025 sales of $196.5 million and net income of $10.2 million, with Q4 net sales up 3% to $47.5 million and Q4 net income up 10% to $1.9 million ($0.46 per share).
Navigated tariff disruptions and cost increases by leveraging inventory, diversifying sourcing, and supporting customers, with retail activity improving.
Introduced innovative products, expanded production capabilities, and invested in automation and new facilities.
Acquired My Medic in January 2026 for $18.6–$18.7 million, adding $19 million in revenue and a strong direct-to-consumer presence.
Financial highlights
Net sales for Q4 2025 were $47.5 million, up 3% year-over-year; full-year sales rose 1% to $196.5 million.
Net income for Q4 2025 was $1.9 million ($0.46 per share), up 10% year-over-year; full-year net income was $10.2 million ($2.49 per share), up 2%.
Gross margin for 2025 was 39.4%, slightly up from 39.3% in 2024; Q4 margin was 38.2%.
Operating profit in Q4 2025 increased 27% year-over-year to $2.9 million.
Free cash flow in 2025 was $13–$13.6 million before a $6 million Tennessee facility purchase.
Outlook and guidance
Anticipates growth in first aid and medical segments and normalization in retail merchandising for 2026.
Plans to expand direct-to-consumer and selected retail channels, especially following the My Medic acquisition.
Management expects continued growth, supported by a strong balance sheet and benefits from investments in distribution and productivity.
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