ACUACME United Corp.
Acme United Corp. (ACU) sells industrial machinery and components, primarily serving the construction and infrastructure sectors. The next catalyst is Oct 22, 2026 — Q3 2026 Earnings Release & Back-to-School Impact, which will test the company’s ability to capitalize on seasonal demand and deliver earnings above expectations. (No matching source headline found.)
- Revenue grew 1.1% YoY to $218.08M in 2026 Q2.
- Free cash flow (TTM) stands at $4.16M, with a net margin of 5.8%.
- Debt-to-equity ratio is 0.10x, suggesting a relatively conservative capital structure.
The Read
Acme United's stock historically showed a median absolute move of ~5%.
The schedule
- Thu22Oct
The back-to-school season will test the company's ability to capitalize on seasonal demand, particularly in its core markets. This event will also assess the impact of macroeconomic conditions on consumer spending.
- Sat5Dec
The credit facility renewal and capital allocation review will test the company's ability to secure favorable terms and allocate capital efficiently. This event is critical for assessing financial flexibility and strategic priorities.
- Sun14Feb
The Q4 earnings release will test the company's ability to sustain momentum from the back-to-school season and deliver consistent results. This event will also highlight the impact of macroeconomic trends on year-end performance.
- Wed5May
The Q1 earnings release will test the company's ability to maintain momentum from the back-to-school season and deliver consistent results. This event will also highlight the impact of macroeconomic trends on early-year performance.
- Thu22Jul
Past
- Tue8Sep
Actual outcome: Bull · $60.70 at outcome
The stock closed above the bull target of $44.50, reflecting strong investor confidence despite a short-term pullback. The tariff policy and supply chain assessment signaled improved margin resilience and strategic positioning in shifting import costs, driving the price higher. The outcome exceeded initial expectations, moving beyond the modeled bull case as market participants focused on long-term structural advantages.
Market assessment of shifting import costs and supply chain dynamics impacting consumer staples and industrial goods.
- Thu23Jul
Actual outcome: Bull · $59.55 at outcome
Acme United Corporation delivered strong Q2 2026 results, reporting a significant earnings beat of $1.22 per share versus the $0.48 consensus estimate. Net sales increased 16% year-over-year to $62.7 million, and net income rose 6%, reflecting positive top-line momentum and the successful integration of the My Medic acquisition. These robust financial results drove the stock to reach its bull target.
Q2 earnings print and conference call focusing on the integration of My Medic and sequential margin progression.
- Wed20May
Actual outcome: Mixed · $41.59 at outcome
Acme United participated in the Sidoti Micro Cap Virtual Conference, but the presentation did not yield any significant new updates on industrial safety spending trends or deregulatory impacts. Without major fundamental catalysts, earnings surprises, or shifts in guidance, the stock remained flat and hovered between the bull and bear targets.
Updates on corporate spending trends within the industrial safety space under the Trump Administration's deregulatory focus.
- Wed6May
Actual outcome: Bull · $45.53 at outcome
Acme United delivered in-line Q1 2026 earnings of $0.49 per share, successfully validating the company's ability to sustain the growth and margin expansion achieved in FY2025. The stock's rise above the $45.00 bull target was driven by this fundamental consistency and its continued outperformance relative to consumer discretionary peers.
Q1 2026 earnings and updated CapEx guidance will test whether Acme United can sustain mid-single-digit revenue growth and margin expansion after a strong FY2025, with the stock at $43.88 trading near its 52-week high.
- Wed11Mar
Actual outcome: Bull · $44.08 at outcome
Acme United met EPS estimates and reported a 12% increase in earnings per share for Q4 2025, driven by a 3% increase in net sales to $47.5 million. The fact that earnings growth significantly outpaced revenue growth signaled the margin expansion and industrial segment resilience the market was focused on, allowing the stock to briefly exceed the $44.00 bull target. Although the price moderated slightly by the run date, the fundamental results successfully delivered on the core bull case expectations.
Release of Q4 results and full-year 2026 outlook. Market focus will be on the resilience and margins of the industrial/safety segment, which underpins the new Health Care GICS classification.
