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Acme United (ACU) investor relations material
Acme United Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Net sales for Q3 2025 increased 2% year-over-year to $49.1 million; net income was $1.9 million, down 14% from $2.2 million last year, with diluted EPS at $0.46, down from $0.54.
Gross margin improved to 39.1% in Q3 2025 from 38.5% in Q3 2024.
Operating income for Q3 2025 was $3.0 million, up 3% year-over-year.
First aid products, about two-thirds of revenues, grew 9% in Q3; e-commerce and recurring refill sales were strong, while school and office product sales declined due to tariff-related order cancellations.
Nine-month net sales were $149.0 million, nearly flat year-over-year; nine-month net income was $8.3 million.
Financial highlights
Q3 2025 net sales: $49.1 million (+2% YoY); nine months: $149.0 million (flat YoY).
Q3 2025 net income: $1.9 million (down from $2.2 million YoY); nine months: $8.3 million (flat YoY).
Gross profit for Q3 2025: $19.2 million (39.1% margin); nine months: $59.3 million (39.8% margin).
SG&A expenses for Q3 2025: $16.2 million (33% of sales); nine months: $47.4 million (31.8% of sales).
Free cash flow for the twelve months ended September 30, 2025: $11.1 million.
Outlook and guidance
Management expects cash from operations and available credit to be sufficient for the next 12 months.
Expecting continued growth in first aid business and gradual improvement in Westcott sales, with increased promotional activity and market stability.
New Spill Magic facility to be fully operational by end of March 2026, increasing production capacity.
Next-generation automated refill system for first aid launched in September, with broader impact expected in 2026.
Ongoing supply chain diversification and price adjustments are being used to mitigate tariff and trade risks.
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