Financial Data and Key Metrics Changes - Acme United reported record sales and earnings in 2025, with net sales of $196.5 million, net income of $10.2 million, and earnings per share of $2.49, reflecting a 1% increase in sales compared to 2024 [3][10] - The gross margin for the fourth quarter was 38.2%, slightly down from 38.7% in 2024, while the annual gross margin was 39.4%, up from 39.3% in 2024 [11] - Net income for the fourth quarter increased by 10% to $1.9 million, and for the year, it rose by 2% compared to 2024 [13] Business Line Data and Key Metrics Changes - Sales of first aid and medical products were strong, while school and office products saw a decline due to tariff uncertainties [10][11] - The Westcott team expanded market share in cutting tools, particularly in the craft market, and introduced differentiated products using patented non-stick technology [5] - The acquisition of My Medic contributed approximately $19 million in revenues, enhancing the first aid segment [8][22] Market Data and Key Metrics Changes - Net sales in Europe increased by 22% in local currency for the fourth quarter and 4% for the year, driven by the acquisition of cutting and sharpening tools [11] - In Canada, net sales increased by 14% in local currency for the quarter and 16% for the year, with strong performance in first aid products [11] Company Strategy and Development Direction - The company is focusing on expanding its first aid and medical segments, with plans to integrate My Medic into its offerings and explore selective retail partnerships [21][24] - Investments in domestic production and international sourcing are expected to position the company well for growth in 2026 [9] - Future acquisitions may target both first aid and medical segments, as well as suppliers of components for existing products [25] Management's Comments on Operating Environment and Future Outlook - Management acknowledged challenges from high inflation, interest rates, and supply chain disruptions but expressed optimism about the company's positioning and growth potential [2][9] - The company anticipates a return to normal merchandising and promotion in the retail market as it moves into 2026 [9] Other Important Information - Acme United's bank debt decreased from $21.5 million in 2024 to $18.5 million in 2025, reflecting lower debt levels and interest rates [13] - The company generated $13 million in free cash flow before the purchase of a new facility in Tennessee for $6 million [14] Q&A Session Summary Question: Integration of My Medic and its revenue multiple - Management indicated that My Medic will be integrated into the first aid offering, with expected revenues of $19 million and an EBITDA of $1 million to $1.5 million, with a purchase price of $18.6 million including an earn-out and holdback [19][22] Question: Retail distribution for My Medic products - Management stated that the distribution will be selective and may include existing retailers, with plans still being developed [24] Question: Future acquisitions focus - Management noted that future acquisitions could be in first aid, medical, or components suppliers, with a focus on expanding capabilities in pre-hospital emergencies [25]

Financial Data and Key Metrics Changes - Acme United reported record sales and earnings for 2025, with net sales of $196.5 million, net income of $10.2 million, and earnings per share of $2.49, reflecting a 1% increase in sales compared to 2024 [3][10] - The gross margin for the fourth quarter was 38.2%, slightly down from 38.7% in 2024, while the annual gross margin was 39.4%, up from 39.3% in 2024 [11] - SG&A expenses for the fourth quarter were $15.2 million, or 32% of sales, compared to $15.5 million, or 34% of sales in the same period of 2024 [12] - Net income for the fourth quarter was $1.9 million, or $0.46 per diluted share, a 10% increase from $1.7 million, or $0.41 per diluted share in Q4 2024 [13] Business Line Data and Key Metrics Changes - Sales of first aid and medical products were strong, while school and office products saw a decline due to tariff uncertainties [10] - The first aid business in Canada grew significantly, with a 16% increase in sales for the year compared to 2024 [11] - The acquisition of My Medic contributed approximately $19 million in revenues, enhancing the first aid segment [8][22] Market Data and Key Metrics Changes - Net sales in Europe increased by 22% in local currency for the fourth quarter, and 4% for the year, driven by the acquisition of cutting and sharpening tools [11] - Canadian sales increased by 14% in local currency for the fourth quarter and 16% for the year, indicating strong market performance [11] Company Strategy and Development Direction - The company is focusing on expanding its first aid and medical segments, with plans to integrate My Medic into its offerings and enhance direct-to-consumer sales [9][21] - Investments in domestic production and international sourcing are expected to position the company favorably as it enters 2026 [9] - The company is exploring further acquisitions in the first aid and medical sectors, as well as potential vertical acquisitions related to component suppliers [25] Management's Comments on Operating Environment and Future Outlook - Management acknowledged challenges from high inflation, interest rates, and supply chain disruptions but expressed optimism about the company's positioning for growth in 2026 [2][9] - The company anticipates a return to normal merchandising and promotion in the retail market, which is expected to benefit sales [9] Other Important Information - Acme United purchased a new facility in Tennessee for approximately $6 million to expand production capabilities [7] - The company generated $13 million in free cash flow before the purchase of the new facility [14] Q&A Session Summary Question: Integration of My Medic and revenue details - Management indicated that My Medic will be integrated into the first aid offerings and aims to expand its direct-to-consumer business, with revenues of approximately $19 million and an EBITDA of $1 million to $1.5 million [19][22] Question: Future acquisitions - Management stated that future acquisitions could be in the first aid and medical sectors or in cutting tools, focusing on expanding horizontal distribution and addressing pre-hospital emergencies [25]

Acme United (NYSEAM:ACU) Q4 2025 Earnings call February 26, 2026 12:00 PM ET Speaker1Greetings. Welcome to the Acme United Q4 and Year-End 2025 Financial Results Conference Calling Webcast. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. You may be placed into question queue at any time by pressing star 1 on your telephone keypad. As a reminder, this conference is being recorded. If anyone should require operator assistance, please ...

Acme United Corporation. (ACU) came out with quarterly earnings of $0.46 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.41 per share a year ago. These figures are adjusted for non-recurring items. A quarter ago, it was expected that this company would post earnings of $0.63 per share when it actually produced earnings of $0.46, delivering a surprise of -26.98%.Over the last four quarters, the company has not been able to surpass consensus EPS estimates.Acme United, wh ...

Ex 99.1 ACME UNITED CORPORATION NEWS RELEASE CONTACT: Paul G. Driscoll Acme United Corporation 1 Waterview Drive Shelton, CT 06484 Phone: (203) 254-6060 FOR IMMEDIATE RELEASE February 26, 2026 ACME UNITED REPORTS 12% INCREASE IN EARNINGS PER SHARE FOR THE FOURTH QUARTER OF 2025 SHELTON, CT – February 26, 2026 – 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 incr ...

Core Insights - Acme United Corporation reported a 3% increase in net sales for Q4 2025, reaching $47.5 million compared to $45.9 million in Q4 2024, and a 1% increase for the full year, totaling $196.5 million compared to $194.5 million in 2024 [1] Financial Performance - Net income for Q4 2025 was $1.9 million, or $0.46 per diluted share, reflecting a 10% increase in net income and a 12% increase in diluted earnings per share compared to Q4 2024 [2] - For the full year 2025, net income was $10.2 million, or $2.49 per diluted share, which is a 2% increase in both net income and diluted earnings per share compared to 2024 [2] Business Operations - The company faced challenges in 2025 due to customer uncertainty and increased costs from tariffs, which were imposed in April and fluctuated throughout the year. Retail sales were particularly affected as customers postponed and canceled promotions [3] - In January 2026, Acme United acquired My Medic for $18.7 million, which generated approximately $19 million in revenue in 2025. The integration of My Medic is expected to enhance revenue through expanded product offerings and distribution [3] Segment Performance - U.S. segment net sales remained constant in Q4 2025 compared to Q4 2024, but declined by 1% for the full year due to lower sales of school and office products, despite strong sales in first aid and medical products [4] - European net sales increased by 31% in U.S. dollars and 22% in local currency for Q4 2025, with a full-year increase of 8% in U.S. dollars and 4% in local currency compared to 2024 [5] - Canadian net sales rose by 14% in both U.S. dollars and local currency for Q4 2025, with the same percentage increase for the full year, driven by strong sales of first-aid products [6] Profitability Metrics - Gross margin for Q4 2025 was 38.2%, slightly down from 38.7% in Q4 2024, while the full-year gross margin was 39.4%, up from 39.3% in 2024 [7] Financial Position - As of December 31, 2025, the company's bank debt less cash was $18.1 million, down from $21.5 million in 2024. The company generated approximately $13.6 million in free cash flow and distributed about $2.3 million in dividends during the year [8]

SHELTON, Conn., Feb. 19, 2026 (GLOBE NEWSWIRE) -- Acme United Corporation (NYSE American: ACU) will release its financial results for Fourth Quarter 2025 on Thursday, February 26, 2026, at 6:30 AM Eastern Time. A conference call to discuss these results will be broadcast over the internet on Thursday, February 26, 2026, at 12:00 p.m. Eastern Time. To listen to or participate in a question-and-answer session, dial 1-877-407-0784; international callers dial 1-201-689-8560, conference ID: 13758729. Access to t ...

Industry Overview - The 48th SHOT Show officially opened at The Venetian Expo and Caesars Forum, attracting over 53,000 industry professionals and highlighting the strength of the global firearm and outdoor industries [1] - The event spanned four days from January 20–23 and featured more than 830,000 net square feet with over 2,800 exhibitors [2] Exhibitor Highlights - Acme United Corporation showcased its presence with two booths, featuring DMT Diamond Sharpeners and a joint exhibit for Elite First Aid and My Medic, emphasizing the strategic value of the recent acquisition [3] - My Medic's marketing expertise is expected to enhance sales across Acme United's first aid offerings, while Acme United's relationships with national retailers will aid in expanding My Medic's distribution [5] Product Launches - Elite First Aid introduced new K9 medical kits for police and military applications, along with three new survival kits for emergency preparedness and outdoor use [6] Business Impact - Acme United's booths experienced heavy traffic, generating a high number of qualified leads, indicating strong interest from law enforcement, military, and commercial buyers [7][8] - The SHOT Show reinforced its role as a premier platform for product launches and strategic partnerships, setting a positive tone for the year ahead in the firearm, outdoor, and tactical markets [9]

Core Viewpoint - Acme United Corporation has made a significant strategic move by acquiring the assets of SLED Distribution, LLC, known as "My Medic," marking the largest acquisition in the company's history and enhancing its position in the tactical, trauma, and emergency response products market [1] Company Overview - My Medic, founded in 2014, is a prominent supplier of life-saving medical kits and emergency preparedness products, generating approximately $19 million in revenue in 2025 and employing about 40 people in North Salt Lake, Utah [2] - The current management team of My Medic will remain post-acquisition, ensuring continuity in leadership and brand vision [2] Marketing and Operations - My Medic's operations in Utah are vertically integrated, featuring a large marketing department, in-house production studio, accounting team, and assembly and warehouse operations, supporting a robust digital strategy with over 500,000 social media followers [3] - Approximately 80% of My Medic's sales come from direct-to-consumer channels, which typically offer higher margins compared to traditional distribution methods [5] Strategic Intent - Acme United aims to leverage My Medic's strong D2C presence by introducing its product line into retail channels, where Acme already has a strong footprint, potentially creating new growth opportunities [7] - The acquisition is expected to combine the marketing, distribution, sourcing, and manufacturing strengths of both companies, enhancing the reach and value of My Medic's products [6] Financial Details - The total purchase price for the acquisition was $18.7 million, with Acme United paying $14.6 million at closing and the remaining $4.1 million subject to holdbacks based on revenue milestones and potential indemnification claims [8] Conclusion - The acquisition of My Medic represents a milestone for Acme United, aiming to accelerate growth, expand margins, and broaden access to critical emergency and trauma response products [9]

Core Insights - Acme United Corporation has acquired the assets of SLED Distribution, LLC (My Medic), a supplier of tactical, trauma, and emergency response products, primarily in the direct-to-consumer channel [1][2]. Financial Summary - My Medic generated revenues of approximately $19 million in 2025 [1]. - The acquisition price was $18.7 million, with an initial payment of $14.6 million and a remaining balance of $4.1 million subject to holdbacks [3]. Operational Details - My Medic, established in 2014 and located in North Salt Lake, Utah, employs 40 people [1]. - The company has a strong direct-to-consumer presence in the U.S. for trauma and emergency response products, supported by an extensive library of training videos and over 500,000 social media followers [3]. Strategic Intent - Acme United aims to enhance the marketing, distribution, sourcing, and manufacturing capabilities of My Medic's products, while planning to maintain operations in North Salt Lake and expand product offerings in the U.S. and Canada [2][3].