Lumida
/ACU
⌘K
Acme United Corp

Acme United Corp

ACU
$47.55USD↑+0.06%+0.03 today

MARKET CAP

181.2M

P/E (TTM)

20.5x

FWD P/E

22.9x

DAY RANGE

$47 – $48

52W RANGE

$36
$50

AI Summary

Stalk
TrimMedium

Given the dominant Stage 4 decline, medium-term bias remains bearish, recommending patience for a pullback into declining EMAs before engagement. Long-term trend remains intact bullish but non-actionable. Short-term lacks a clear edge, deferring execution until a bounce into resistance confirms timing. Overall posture is to await a more favorable entry for a directional trade aligned with the medium-term downtrend.

  • ↑MyMedic acquisition adds direct-to-consumer channel; first-aid sales rose 14%.
  • ↑Free cash flow ~US$12M annually supports 0.43% dividend yield and capex.
  • ↓Net income fell 40% to US$985K as tariffs and costs rose.
Full analysis →

The case for & against

Bull & Bear analysis

Bearish

Acme United Corporation (NYSE: ACU) is a leading provider specializing in the manufacture and distribution of cutting tools, first aid products, and other safety solutions. The company operates in diverse markets encompassing consumer, industrial, and medical sectors, reflecting its adaptability amid economic fluctuations. Acme United is capitalizing on the growing demand for health and safety products, especially in response to ongoing macroeconomic challenges, including tariffs and supply chain disruptions.

Bull says

  • ↑MyMedic acquisition adds direct-to-consumer channel; first-aid sales rose 14%.
  • ↑Free cash flow ~US$12M annually supports 0.43% dividend yield and capex.
  • ↑Automation upgrades drive 39.7% gross margin and lower operating costs.
  • ↑Shifting production domestically reduces tariff exposure and cost volatility.
  • ↑Strong earnings yield and positive momentum signal potential stock upside.
  • ↑Low leverage profile enhances financial stability amid macro headwinds.

Bear says

  • ↓Net income fell 40% to US$985K as tariffs and costs rose.
  • ↓Net debt increased to US$38.6M, elevating leverage and balance-sheet risk.
  • ↓Revenue gains offset by stagnant sales; core segments underperform.
  • ↓Weak growth fundamentals and low profitability hinder margin improvement.
  • ↓Retail order declines in school/office products reflect demand weakness.
  • ↓Low liquidity and weak institutional interest may constrain share support.

Earnings Call · Q1 2026 · Mgmt. Guidance

Updated 04-24-2026neutral

Transcript signals

Bull points

  • Our sales increase of 14% in the first quarter of 2026 includes approximately 8% from MyMedic, which was at break-even in P&L.
  • The company's gross margins in the first quarter of 2026 were 39.7% compared to 39% last year.
  • We are completing the move into our new Spill Magic facility in Mount Pleasant, Tennessee. Production has begun there, even as additional equipment is being installed. Orders for the business are strong, and we are experiencing record growth.

Bear points

  • When the impact of the high gross margins at MyMedic are removed, the core gross margins declined due to higher costs and tariffs.
  • We expect to run through these items during the second quarter with a return to normal levels in the third quarter.
  • When the impact of the high gross margins at MyMedic are removed, the core gross margins declined due to higher costs and tariffs.
Read full transcript analysis ›