Acme United Corporation reported fourth‑quarter 2025 revenue of $47.5 million, a 3 % year‑over‑year increase from $45.9 million in the same period last year. The figure fell short of the consensus estimate of $48.23 million, a miss of roughly 1.5 %. The shortfall is largely attributable to flat U.S. sales, while European net sales surged 31 % and Canadian sales grew 14 %—a mix shift that helped offset domestic headwinds caused by tariff uncertainties.
Net income rose to $1.9 million, giving earnings per share of $0.46. The company beat the consensus EPS estimate of $0.4293 by $0.0307 (7.2 %) and also surpassed the $0.42 estimate by $0.04 (9.5 %). The beat is driven by disciplined cost control, operational efficiency, and a stronger mix of higher‑margin first‑aid products.
Segment analysis shows that first‑aid sales were the primary revenue driver, while U.S. sales remained flat. European and Canadian segments delivered robust growth, reflecting strong demand in those markets. Tariff uncertainties continue to weigh on U.S. demand, but the company’s ability to shift mix to international markets mitigated the impact.
While the earnings release did not include new guidance, analyst projections for the first quarter of 2026 anticipate revenue of $48.11 million and EPS of $0.4848. Full‑year 2026 guidance estimates revenue of approximately $207.8 million and EPS of $2.20, indicating modest growth expectations and confidence in the company’s international expansion and the recent acquisition of My Medic for $18.7 million.
Investors reacted to the results with a pre‑market decline of about 3.45 %. The market’s focus on the revenue miss, despite the EPS beat, suggests that top‑line growth concerns outweigh profitability gains.
Management highlighted that the company successfully navigated tariff uncertainties, maintained profitability, and emphasized the strategic value of the My Medic acquisition, which is expected to add roughly $19 million in revenue and strengthen the company’s position in tactical and emergency response markets.
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