Acme United (ACU) Q4 2025 earnings summary

Executive summary

• Achieved record 2025 sales of $196.5 million and net income of $10.2 million, with Q4 net sales up 3% to $47.5 million and Q4 net income up 10% to $1.9 million ($0.46 per share).

• Navigated tariff disruptions and cost increases by leveraging inventory, diversifying sourcing, and supporting customers, with retail activity improving.

• Introduced innovative products, expanded production capabilities, and invested in automation and new facilities.

• Acquired My Medic in January 2026 for $18.6–$18.7 million, adding $19 million in revenue and a strong direct-to-consumer presence.

Financial highlights

• Net sales for Q4 2025 were $47.5 million, up 3% year-over-year; full-year sales rose 1% to $196.5 million.

• Net income for Q4 2025 was $1.9 million ($0.46 per share), up 10% year-over-year; full-year net income was $10.2 million ($2.49 per share), up 2%.

• Gross margin for 2025 was 39.4%, slightly up from 39.3% in 2024; Q4 margin was 38.2%.

• Operating profit in Q4 2025 increased 27% year-over-year to $2.9 million.

• Free cash flow in 2025 was $13–$13.6 million before a $6 million Tennessee facility purchase.

Outlook and guidance

• Anticipates growth in first aid and medical segments and normalization in retail merchandising for 2026.

• Plans to expand direct-to-consumer and selected retail channels, especially following the My Medic acquisition.

• Management expects continued growth, supported by a strong balance sheet and benefits from investments in distribution and productivity.