Acme United Corporation (ACU)

Acme United declared quarterly cash dividends of $0.16 per share in September and December 2025, increasing its dividend by 7% in June 2025, marking 20 consecutive years of dividend growth. The company reported a 2% increase in net sales for Q3 2025, reaching $49.1 million, but net income decreased by 14% due to a one-time tax benefit in the prior year; Q3 2025 EPS of $0.46 missed forecasts by 13.21%, and revenue of $49.06 million fell short by 3.25%, leading to a 0.68% stock price decline. Acme United acquired My Medic in January 2026. Over the last year, Acme United Corporation's stock price has increased by 17.33%.

Demand seasonality for Acme United's products shows a divergence between its product categories. The first aid business experiences consistent, recurring revenue, driven by strong demand from industrial customers. Sales of school and office products have been identified as a weak spot, experiencing downturns due to customer order cancellations linked to tariff uncertainties.

Acme United Corporation is a global supplier of cutting, measuring, and safety products for school, home, office, hardware, sporting goods, and industrial sectors, operating within the Household & Personal Products and Office Supplies sectors. Its major products are organized under brands such as Westcott, Clauss, Camillus, Cuda, DMT for cutting and measuring, and First Aid Only, PhysiciansCare, Pac-Kit, Med-Nap, Spill Magic, and Safety Made for first aid and safety. The First Aid business accounts for approximately two-thirds of the company's total corporate revenues.

Acme United Corporation has a global presence with operations in the United States, Canada, Europe (Germany), and Asia (Hong Kong and China). The company has adapted to global sourcing shifts, moving production from China to countries like Vietnam, Thailand, Cambodia, and India. Domestically, Acme United has extensive production capabilities with at least eight U.S.-based plants, including expanded Spill Magic operations in Tennessee and heightened automation in Rocky Mount, North Carolina, and Vancouver, Washington. In July 2025, the company acquired a 77,000-square-foot manufacturing and warehouse facility in Mt. Pleasant, Tennessee, to support its Spill Magic product line.

Acme United's brand reputation in the past year has been marked by product innovation and promotional activities. In 2025, the company leveraged its First Aid Only brand to showcase its SmartCompliance line of cabinets and digital management tools. The Westcott brand launched the first-ever National Scissors Day on August 1, 2025. There is no information suggesting negative events impacting Acme United Corp.'s brand reputation in the past year.

Acme United is primarily owned by institutional shareholders (73.84%) and company insiders (29.39%), with retail investors holding 0.00% of the company. Major institutional owners include Capital Management Corp /va, Mink Brook Asset Management LLC, North Star Investment Management Corp, Vanguard Group Inc, Dimensional Fund Advisors LP, BlackRock, Inc., and Royce Associates LP. Key individual owners (insiders) include R. Scott Asen, Walter C. Johnsen, and Gary D. Penisten.