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Acme United Corp (ACU) stock

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NYSE: ACU NYSE Housewares & Specialties Next results ~January 29, 2027

C+ Fundamentals grade

Acme United Corp is a US-listed company in the housewares & specialties industry. Its financial year ends in December.

Stock price today

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Third-party market data · may be delayed

Fair value per share

~$64

Cash-flow model

Base case. Range ~$47–$86 across our lower- and higher-growth cases (1.1%–11.1% a year).

Price vs value

Modestly overvalued

The price is inside our value range, 9% above our base value.

Price used: $68.99, November 2, 2026

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders0 buying, 4 selling0 purchases and 15 sales by directors and officers, last 12 monthsInsider trades
  • Funds45 adding, 23 cuttingOf 11 active managers that changed their stake, 6 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Acme United files

Where Acme United stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $212m, up 9.0% on a year earlier, faster than the 3.8% growth a quarter earlier. Free-cash-flow margin rose to 7.3% from 6.3% a year earlier. Against its peers on growth, profitability, cash generation and balance sheet, it grades C+. It passes 6 of our 7 financial-health checks. Our cash-flow model value is $58.52 a share, against a share price of $69.06. At that price, our model says the market is pricing in about 8.8% a year of cash-flow growth for five years, faster than the 3.1% a year revenue growth it has delivered.

Source: 10-Q filed August 6, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~January 29, 2027 (estimated)

Acme United Corp's trailing-twelve-month revenue grew 9.0% year on year, with a free-cash-flow margin of 7.3%. Where it stands out: change in growth rate of +5.3pp ranks 68 of 452 consumer discretionary companies we cover. Where it lags: days sales outstanding of 67 days ranks 255 of 299 consumer discretionary companies we cover.

Our discounted-cash-flow model values the business at ~$64 per share in the base case (~$47–$86 across growth scenarios) — model values under stated assumptions, not a price target.

Current signal Free cash flow diverging from earnings: TTM free cash flow grew 26.7% while net income fell 5.1%: a 32pp divergence.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Strengths

  • Growth speeding up. The growth rate is 5.3 points higher than a quarter earlier.
  • Estimates rising. Analysts' consensus for next year's earnings per share has risen 12.3% over 90 days.

Things to watch

  • Below peers: days sales outstanding. Days sales outstanding of 67 days ranks 255 of 299 consumer discretionary companies we cover (median 23 days).
  • Earnings expected to fall. The consensus expects earnings per share to fall 31% next year.

Latest results: FY2026 Q2

Filed August 6, 2026
Earnings per share
$0.80 against an average estimate of $0.66: beat by 21.2%
Revenue
$63m, up 16.1% on a year earlier
Share reaction
+5.1% in the first session after the results on October 27, 2026, against +0.9% for the S&P 500
Guidance given
annual savings from DMT plant closure $1m (2027)
Next report
October 27, 2026

Acme United's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day+2.6%
  • 1 week+8.5%
  • 1 month+8.6%
  • This year+73.5%
  • 1 year+84.0%
  • 5 years+99.9%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

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Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$212M
Operating margin
6.8%
Net margin
4.6%
EPS (TTM, diluted)
$2.38

Growth

Revenue growth
+9.0%
Change in growth rate
+5.3 pts
Share count change
+1.3%

Cash

Free cash flow (TTM)
$15.5M
FCF margin
7.3%
Stock pay % of revenue
0.9%

Earnings

Last results
October 27, 2026
Next results (est.)
January 29, 2027

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Results
  2. Guidance
  3. Results
  4. Agreement

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

What the price is pricing in

The share price implies about 7.1% a year of cash-flow growth for five years.That is close to the 3.1% a year revenue growth Acme United has delivered.

  • Priced in7.1%
  • Last 12 months9.0%
  • 3 years a year3.1%
  • 5 years a year3.1%

Our cash-flow model with every input fixed except growth over the next five years, solved for the growth at which the model value equals the share price ($67.44, Nov 3, 2026). Cash-flow growth then fades to 2.5% a year; discount rate 8.5%. Delivered figures are revenue growth from SEC filings. This is a model exercise, not investment advice or a forecast of the share price. All companies

Fundamentalytics rating

model v1.6 · 2026-11-03
Hold12-month view
12-month price target
~$64
Price used
$67.44close November 3, 2026
Implied change
▼ 6%
Uncertainty
Medium

How we got here: a discounted-cash-flow model of Acme United Corp's free cash flow after stock-based pay with after-tax interest added back ($12.4M, FY2026 Q2 TTM), growing 7.4% and 5.7% in the next two years (forecasts, guidance and its record), then back to 6.1% by year five, and fading to 2.5%, discounted at 8.5%. Lower and higher growth cases span ~$47–~$86 ; that spread sets a 25% margin before we rate Buy or Sell.

Produced by Fundamentalytics' automated valuation model on November 3, 2026, using delayed market prices. Rating meanings, methodology and conflicts: recommendations disclosure and research disclaimer. General research, not personal advice — it does not consider your circumstances. Prices can fall as well as rise.

Our value per share comes from a discounted-cash-flow model of Acme United Corp's free cash flow after stock-based pay ( $12.4M, FY2026 Q2 TTM, with after-tax interest added back): growth for five years as below (the first two years from forecasts, guidance and the company's record), fading to 2.5%, discounted at 8.5%, then cash added and debt and other claims subtracted. These are model values under stated assumptions, not price targets or recommendations.

Valuation models

We value Acme United Corp as an operating company, with every model that fits that kind of business. Cost of equity 8.5%: the 10-year Treasury yield (4.9%) plus a beta of 0.78 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Cash-flow model (DCF) Free cash flow to the firm (after stock pay, with after-tax interest added back), grown then faded to 2.5%, discounted at 8.5% as the firm rate, less debt and other claims. ~$64 ~$47–$86 Primary model, counts double
Price-to-earnings vs peers Earnings per share times peers' typical (harmonic-mean) price-to-earnings. ~$28 ~$20–$47 Included
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. ~$42 ~$29–$63 Included
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. ~$45 ~$38–$55 Included
Combined value Weighted average of the models that apply: the primary model (cash-flow model (dcf)) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. ~$49 ~$28–$64 4 models

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Acme United Corp with Consumer Discretionary sector in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

What moves the value

  • Revenue growth 5 points lower ▼ −26%
  • Revenue growth 5 points higher ▲ +34%
  • Free-cash-flow margin 1 point lower ▼ −13%
  • Last year's free-cash-flow margin change, if it persists ▲ +15%
  • Discount rate 1 point higher ▼ −16%
Value per share under different assumptions
Discount rate ↓ / growth → −5% growth0% growth5% growth10% growth15% growth20% growth
7% $42$59$81$110$148$197
8.5% $31$43$59$80$107$142
10% $25$34$46$62$83$109

Valuation multiples over time Market data may be delayed

Acme United Corp: market value and multiples by fiscal year
At fiscal year end 20152016201720182019202020212022202320242025Now
Share price$14.16$21.27$19.79$12.30$21.09$27.29$30.96$20.49$41.03$36.27$39.77$68.99
Market value$52m$76m$74m$44m$73m$96m$122m$76m$150m$149m$163m$284m
+ Net debt (− = net cash)$23m$27m$34m$36m$26m$35m$28m$44m$8m$11m$8m$18m
Enterprise value$76m$103m$108m$79m$99m$130m$151m$120m$158m$160m$171m$302m
Multiples
Price / sales 0.5x0.6x0.6x0.3x0.5x0.6x0.7x0.4x0.8x0.8x0.8x1.3x
Price / earnings 10.9x13.0x18.2x9.5x13.2x11.8x9.0x25.1x8.4x14.8x16.0x29.0x
Price / free cash flow —10.8x44.3x26.8x5.6x30.4x——6.2x30.8x21.5x18.4x
EV / EBITDA 8.1x9.5x10.0x7.4x8.4x8.5x9.0x11.1x8.7x7.9x8.1x13.9x

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

41 /100

Weak moat

How hard Acme United's competitive advantage looks for rivals to wear away, judged from 10 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 8 / 20

    Cash operating profit has been a median 6.9% of total assets over 10 years.

  • Pricing power 13 / 20

    Gross margin has been a median 36.7%, moving by 1.9 percentage points (standard deviation) across 10 years.

  • Durability 10 / 20

    Operating margin has been a median 6.4%; its worst year was 4.3%.

  • Cash conversion 12 / 20

    Free cash flow was positive in 9 of 10 years, at a median 5.9% of revenue.

  • Discipline 3 / 20

    The diluted share count rose 10.5% over five years; stock-based pay has been a median 104.9% of revenue.

AI disruption exposure: Medium. In this industry, AI could change how the product is made or sold, without replacing the core asset. The score above includes a 5-point deduction for that exposure (46 before it).

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Analysts' consensus

Acme United Corp: consensus estimates
Fiscal yearEPSGrowthRevenueGrowth
Current $2.64 +6% $227m +16%
Next $1.83 −31% $234m +3%

Next year's EPS estimate has moved +12.3% in 90 days, across 1 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is +87.2% on 90 days ago. In the last 30 days, 1 analyst raised Acme United Corp's forecast and 0 cut it.

Consensus EPS forecast Acme United Corp, last 90 days
$1.00 $1.50 $2.00 $2.50 $3.00 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: $1.41 Current fiscal year, 60 days ago: $1.41 Current fiscal year, 30 days ago: $1.41 Current fiscal year, 7 days ago: $2.60 Current fiscal year, Now: $2.64 $2.64 Next fiscal year, 90 days ago: $1.63 Next fiscal year, 60 days ago: $1.63 Next fiscal year, 30 days ago: $1.63 Next fiscal year, 7 days ago: $1.80 Next fiscal year, Now: $1.83 $1.83

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago $1.41$1.63
60 days ago $1.41$1.63
30 days ago $1.41$1.63
7 days ago $2.60$1.80
Now $2.64$1.83

Earnings against estimates

Acme United Corp: reported EPS against the consensus estimate
Quarter toEstimateActualSurprise
Sept 2026 $0.66 $0.80 +21.2%
Jun 2026 $0.40 $1.22 +205.0%
Mar 2026 $0.40 $0.24 −40.0%
Dec 2025 $0.39 $0.46 +18.0%

Adjusted EPS as companies report it, against the average analyst estimate.

Management guidance

Earnings release, October 27, 2026
  • annual savings from DMT plant closure 2027 about $1m
    “The annual savings from the closure are expected to be more than $1.0 million in 2027.” source

Figures and quotations are management's, copied from the company's own press release (SEC 8-K exhibit) and checked word for word against it. Forward-looking statements are the company's expectations, not ours and not advice; guidance can change or be missed.

How our valuation uses these forecasts

Our cash-flow model grows Acme United Corp's revenue by +7.4% next year and +5.7% the year after, then fades back toward its own record by year five. Next year's rate weighs analysts' consensus (+8.9%, weight 45%) and the company's own record (+6.1%, weight 55%) . How the weights are set.

Analyst recommendations

1 analysts, Oct 2026
Buy00%
Hold1100%
Sell00%

Monthly trend

  1. Oct 202611
  2. Sep 202611
  3. Aug 202611

Counts of recommendations published by analysts covering Acme United Corp, by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
3.0%
of tradable shares
Days to cover
1.82
at average volume
Short interest, 1 month
+9%
to October 15, 2026
Held by institutions
72%
of shares
Held by insiders
12.0%
of shares
Employees
649
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

What moved the share price

Last 12 months +84.0%

$37.50 on October 31, 2025 to $68.99

Acme United Corp: share-price change split into its parts
PartThenNowEffect
Revenue (last 12 months) $194m $212m +9.0%
Net margin 5.3% 4.6% −12.9%
P/E multiple 14.7x 29.0x +96.3%
Share count 4m 4m −1.3%

Biggest factor: p/e multiple.

Last 3 years +117.8%

$31.68 on November 3, 2023 to $68.99

Acme United Corp: share-price change split into its parts
PartThenNowEffect
Revenue (last 12 months) $193m $212m +9.6%
Net margin 2.0% 4.6% +129.6%
P/E multiple 29.1x 29.0x −0.4%
Share count 4m 4m −13.1%

Biggest factor: net margin.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Acme United Corp: yearly return, monthly win rate and worst fall against the S&P 500
Calendar year 202120222023202420252026 to date
Return
ACU+14%−34%+100%−12%+10%+74%
Industry peers (median)+7%−44%0%+5%−45%+55%
S&P 500+29%−18%+26%+25%+18%+11%
Months that ended higher
ACU50%17%75%25%50%91%
S&P 50075%42%67%75%75%46%
Largest fall from a high during the year
ACU−33%−38%−32%−33%−20%−12%
S&P 500−5%−25%−10%−8%−19%−9%

Worst fall since November 2, 2015: 53% from April 22, 2021 to January 3, 2023. Getting back needed a 110% gain, reached on December 27, 2023, 358 days after the low.

Price behaviour

52-week range
$35.03 – $68.99
From 52-week high
0.0%
vs 50-day average
+9.7%
vs 200-day average
+37.4%
Volatility (1 year)
32%
Beta vs S&P 500
0.18

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
6 up, 6 down
typical move ±6.1%
After a week
4 up, 7 down
typical move ±8.3%
After a month
4 up, 7 down
typical move ±8.1%
Acme United Corp: share-price change after each results release
Results releasedNext dayS&P 500 next day5 days21 days
October 27, 2026 +5.1% +0.9% — —
July 23, 2026 +17.5% −1.1% +22.5% +32.8%
April 23, 2026 −6.9% +0.4% −10.5% −7.4%
February 26, 2026 −1.0% −1.0% −4.2% −3.2%
October 21, 2025 +0.1% −0.5% +0.3% −7.1%
July 23, 2025 +4.2% +0.9% −2.5% −3.8%
April 17, 2025 +2.2% −2.2% +3.7% +0.3%
February 28, 2025 −0.9% −0.2% −1.2% +5.3%
October 18, 2024 −7.1% +0.2% −8.1% −4.8%
July 19, 2024 +5.7% +0.4% +17.7% +13.4%
April 19, 2024 −6.9% 0.0% −4.4% −7.6%
March 1, 2024 −16.2% +0.8% −16.4% −3.4%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Acme United Corp in five measures

Fundamentals grade C+
Growth Profitability Cash Balance sheet Value

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Acme United Corp
$190M $200M $210M $220M FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue (TTM), FY23 Q3: $193.7M Revenue (TTM), FY23 Q4: $191.5M Revenue (TTM), FY24 Q1: $190.6M Revenue (TTM), FY24 Q2: $192.7M Revenue (TTM), FY24 Q3: $190.5M Revenue (TTM), FY24 Q4: $194.5M Revenue (TTM), FY25 Q1: $195.5M Revenue (TTM), FY25 Q2: $194.1M Revenue (TTM), FY25 Q3: $195M Revenue (TTM), FY25 Q4: $196.5M Revenue (TTM), FY26 Q1: $202.9M Revenue (TTM), FY26 Q2: $211.6M $211.6M

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue (TTM)
FY23 Q3 $193.7M
FY23 Q4 $191.5M
FY24 Q1 $190.6M
FY24 Q2 $192.7M
FY24 Q3 $190.5M
FY24 Q4 $194.5M
FY25 Q1 $195.5M
FY25 Q2 $194.1M
FY25 Q3 $195M
FY25 Q4 $196.5M
FY26 Q1 $202.9M
FY26 Q2 $211.6M
Revenue growth, TTM YoY Acme United Corp
-5% 0% 5% 10% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue growth, TTM YoY, FY23 Q3: -1.0% Revenue growth, TTM YoY, FY23 Q4: -1.3% Revenue growth, TTM YoY, FY24 Q1: -3.0% Revenue growth, TTM YoY, FY24 Q2: -0.2% Revenue growth, TTM YoY, FY24 Q3: -1.6% Revenue growth, TTM YoY, FY24 Q4: 1.6% Revenue growth, TTM YoY, FY25 Q1: 2.6% Revenue growth, TTM YoY, FY25 Q2: 0.7% Revenue growth, TTM YoY, FY25 Q3: 2.3% Revenue growth, TTM YoY, FY25 Q4: 1.1% Revenue growth, TTM YoY, FY26 Q1: 3.8% Revenue growth, TTM YoY, FY26 Q2: 9.0% 9.0%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue growth, TTM YoY
FY23 Q3 -1.0%
FY23 Q4 -1.3%
FY24 Q1 -3.0%
FY24 Q2 -0.2%
FY24 Q3 -1.6%
FY24 Q4 1.6%
FY25 Q1 2.6%
FY25 Q2 0.7%
FY25 Q3 2.3%
FY25 Q4 1.1%
FY26 Q1 3.8%
FY26 Q2 9.0%
Operating margin (TTM) Acme United Corp
5.5% 6% 6.5% 7% 7.5% 8% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Operating margin (TTM), FY23 Q3: 5.7% Operating margin (TTM), FY23 Q4: 6.9% Operating margin (TTM), FY24 Q1: 7.1% Operating margin (TTM), FY24 Q2: 7.6% Operating margin (TTM), FY24 Q3: 7.3% Operating margin (TTM), FY24 Q4: 7.3% Operating margin (TTM), FY25 Q1: 7.2% Operating margin (TTM), FY25 Q2: 7.2% Operating margin (TTM), FY25 Q3: 7.2% Operating margin (TTM), FY25 Q4: 7.5% Operating margin (TTM), FY26 Q1: 6.9% Operating margin (TTM), FY26 Q2: 6.8% 6.8%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Operating margin (TTM)
FY23 Q3 5.7%
FY23 Q4 6.9%
FY24 Q1 7.1%
FY24 Q2 7.6%
FY24 Q3 7.3%
FY24 Q4 7.3%
FY25 Q1 7.2%
FY25 Q2 7.2%
FY25 Q3 7.2%
FY25 Q4 7.5%
FY26 Q1 6.9%
FY26 Q2 6.8%
FCF margin (TTM) Acme United Corp
0% 5% 10% 15% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 FCF margin (TTM), FY23 Q3: 14.3% FCF margin (TTM), FY23 Q4: 12.7% FCF margin (TTM), FY24 Q1: 2.9% FCF margin (TTM), FY24 Q2: 4.5% FCF margin (TTM), FY24 Q3: 3.3% FCF margin (TTM), FY24 Q4: 2.5% FCF margin (TTM), FY25 Q1: 6.1% FCF margin (TTM), FY25 Q2: 6.3% FCF margin (TTM), FY25 Q3: 2.6% FCF margin (TTM), FY25 Q4: 3.9% FCF margin (TTM), FY26 Q1: 4.0% FCF margin (TTM), FY26 Q2: 7.3% 7.3%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period FCF margin (TTM)
FY23 Q3 14.3%
FY23 Q4 12.7%
FY24 Q1 2.9%
FY24 Q2 4.5%
FY24 Q3 3.3%
FY24 Q4 2.5%
FY25 Q1 6.1%
FY25 Q2 6.3%
FY25 Q3 2.6%
FY25 Q4 3.9%
FY26 Q1 4.0%
FY26 Q2 7.3%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-Q. Generated November 3, 2026. Definitions in our methodology.

Where the money goes

FY2025, from the 10-K

Each dollar Acme United took in during FY2025, followed through to profit: what it cost to make, what went on running the business, and what was left after tax.

  1. Revenue $197M
  2. Cost of revenue $119M · 60.6%
  3. Gross profit $77.4M · 39.4%
  4. Selling, general and admin $62.7M · 31.9%
  5. Operating income $14.7M · 7.5%
  6. Income tax $2.9M · 1.5%
  7. Interest and other $1.6M · 0.8%
  8. Net income $10.2M · 5.2%
Where Acme United's revenue went, FY2025
Revenue $197M
Cost of revenue $119M 60.6% of revenue
Gross profit $77.4M 39.4% of revenue
Selling, general and admin $62.7M 31.9% of revenue
Operating income $14.7M 7.5% of revenue
Income tax $2.9M 1.5% of revenue
Interest and other $1.6M 0.8% of revenue
Net income $10.2M 5.2% of revenue

Shares of revenue. Source: Acme United's 10-K for FY2025, as filed with the SEC. "Other" lines are what the reported lines leave unexplained.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Acme United Corp: annual financial statements
Fiscal year 2010 Dec 2010 2011 Dec 2011 2012 Dec 2012 2013 Dec 2013 2014 Dec 2014 2015 Dec 2015 2016 Dec 2016 2017 Dec 2017 2018 Dec 2018 2019 Dec 2019 2020 Dec 2020 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025 LTM Jun 2026
Income
Revenue 63 73 84 90 107 110 125 131 137 142 164 182 194 192 194 197 212
Gross profit 23 26 30 32 38 40 46 48 51 52 60 65 64 72 76 77 85
EBITDA 4 5 6 7 9 9 11 11 11 12 15 17 11 18 20 21 22
Operating income 3 4 5 6 7 7 8 8 7 8 11 13 6 13 14 15 14
Net income 3 3 4 4 5 5 6 4 5 6 8 14 3 18 10 10 10
Diluted EPS $0.81 $0.91 $1.13 $1.22 $1.36 $1.30 $1.64 $1.09 $1.30 $1.60 $2.31 $3.45 $0.82 $4.86 $2.45 $2.49 $2.38
Growth (year on year)
Revenue — +16.1% +15.1% +6.2% +19.7% +2.4% +13.4% +4.8% +5.2% +3.7% +15.1% +11.0% +6.5% −1.3% +1.6% +1.1% +9.0%
EBITDA — +40.9% +22.5% +9.8% +28.4% +3.4% +15.3% −0.5% −0.9% +11.0% +28.6% +10.3% −35.5% +67.7% +11.0% +4.3% +7.7%
Operating income — +43.8% +25.1% +9.7% +25.8% −0.6% +14.9% −6.6% −5.4% +13.0% +35.4% +11.9% −50.9% +110.2% +7.2% +4.1% +3.3%
Net income — +9.3% +26.3% +12.8% +19.6% +0.1% +22.1% −30.7% +13.5% +19.9% +46.9% +68.6% −77.8% — −43.7% +1.6% −5.1%
Diluted EPS — +12.3% +24.2% +8.0% +11.5% −4.4% +26.2% −33.5% +19.3% +23.1% +44.4% +49.4% −76.2% — −49.6% +1.6% −6.3%
Margins
Gross margin 37.0% 35.9% 35.3% 35.5% 35.6% 36.0% 36.6% 36.7% 36.9% 36.5% 36.3% 35.6% 32.8% 37.7% 39.3% 39.4% 40.1%
EBITDA margin 5.9% 7.2% 7.6% 7.9% 8.5% 8.6% 8.7% 8.3% 7.8% 8.3% 9.3% 9.2% 5.6% 9.5% 10.4% 10.7% 10.3%
Operating margin 4.7% 5.8% 6.4% 6.6% 6.9% 6.7% 6.8% 6.0% 5.4% 5.9% 7.0% 7.0% 3.2% 6.9% 7.3% 7.5% 6.8%
Net margin 4.1% 3.8% 4.2% 4.5% 4.5% 4.4% 4.7% 3.1% 3.3% 3.9% 4.9% 7.5% 1.6% 9.3% 5.2% 5.2% 4.6%
Free-cash-flow margin −3.3% 1.5% −2.3% 2.1% 2.4% −0.6% 5.7% 1.3% 1.2% 9.1% 1.9% −0.7% −0.7% 12.7% 2.5% 3.9% 7.3%
Cash flow
Cash from operations −1 2 −1 6 5 1 9 5 4 15 6 5 3 29 12 18 26
Capital spending 1 1 1 5 2 2 2 3 3 2 3 6 4 5 7 11 11
Free cash flow −2 1 −2 2 3 −1 7 2 2 13 3 −1 −1 24 5 8 15
Stock-based pay 0 0 0 0 1 1 0 1 1 1 1 2 2 2 2 2 2
Free cash flow after stock pay −2 1 −2 1 2 −1 7 1 1 12 2 −3 −3 22 3 6 14
Balance sheet
Cash 7 8 10 12 2 2 6 9 4 7 4 5 6 5 6 4 5
Total debt 14 18 24 23 24 26 33 43 40 33 39 33 50 13 18 12 23
Net debt (negative = net cash) 7 10 15 11 22 23 27 34 36 26 35 28 44 8 11 8 18
Diluted shares — 3m 3m 3m 4m 4m 4m 4m 4m 3m 4m 4m 4m 4m 4m 4m 4m
Returned to shareholders
Dividends 1 1 1 1 1 1 1 1 1 2 2 2 2 2 2 2 2
Buybacks 2 0 0 — — 1 1 — 0 — 0 1 — — — — —
Total returned 2 1 2 1 1 2 2 1 2 2 2 3 2 2 2 2 2

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

6 of 7 checks passed · June 30, 2026
What it owns · $201m
Short-term assets $112mLonger-term assets $88m
What it owes, and who funded it · $201m
Short-term liabilities $35mLonger-term liabilities $45mShareholders' equity $121m
  • Short-term assets cover short-term liabilities $112m of assets due within a year against $35m of liabilities due within a year.
  • Short-term assets cover long-term liabilities $112m short-term assets against $45m of longer-dated liabilities.
  • More cash than debt $5m of cash against $23m of debt.
  • Debt below 40% of shareholders' equity Debt is 19% of equity.
  • Debt burden no higher than five years ago Debt to equity moved from 43% to 19% over five years.
  • A year's operating cash flow covers at least 20% of debt $26m of operating cash flow against $23m of debt.
  • Operating profit covers interest at least five times over Operating income of $14m against $2m of interest.

From Acme United Corp's latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

Dividends (TTM)
$2.4M
Diluted share count
+1.3%
year over year
Total shareholder yield
0.9%
dividends 0.9% + buybacks 0.0% of market value
Dividend payout ratio
24%
of net income paid out
Sales & admin spending
33.2%
of revenue
Days sales outstanding
67 days
receivables vs revenue

Competitors: side by side with peers

Closest by revenue in housewares & specialties
Growth, margins and cash generation against peers
Last 12 months unless stated ACU LCUT HELE NWL Median
Revenue, last 12 months $212m $661m $1.8bn $7.3bn $1.2bn
Revenue growth, last 12 months 9.0% −1.5% 0.3% 0.8% 0.6%
Revenue growth, 3-year average 3.1% −1.2% −3.1% −4.3% −2.2%
Revenue growth, latest quarter 16.1% 7.4% 2.1% 3.7% 5.5%
Gross margin 40.1% 43.4% 47.4% 35.6% 41.7%
Operating margin 6.8% 8.5% 1.3% 1.0% 4.1%
Operating margin, 3-year average 7.2% 3.8% −7.3% 2.0% 2.9%
Net margin 4.6% 4.8% −5.4% −4.4% 0.1%
Cash from operations / revenue 12.3% 4.2% 9.8% 3.5% 7.0%
Free-cash-flow margin 7.3% 3.1% 8.1% 0.7% 5.2%
Free-cash-flow margin, 3-year average 6.0% 4.3% 6.9% 1.7% 5.1%
Stock pay / revenue 0.9% 0.5% 1.0% 1.0% 0.9%
Change in share count 1.3% 1.8% 2.5% 0.9% 1.6%

Median of all 4 companies we cover in housewares & specialties. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

454 consumer discretionary companies
Measures ranked against peers
Measure Company Peer median Rank
Revenue growth Growth 9.0% 4.3% 144 of 452
Change in growth rate Growth +5.3pp -0.0pp 68 of 452
Gross margin Profitability 40.1% 37.1% 157 of 355
Operating margin Profitability 6.8% 4.1% 161 of 415
Net margin Profitability 4.6% 2.5% 182 of 454
Free-cash-flow margin Cash generation 7.3% 4.1% 163 of 449
Stock pay as % of revenue Cash generation 0.9% 0.8% 215 of 403
Long-term debt as % of assets Balance sheet 11.3% 18.2% 109 of 317
Change in share count Balance sheet 1.3% 0.0% 278 of 408
Days sales outstanding Balance sheet 67 days 23 days 255 of 299

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Where the revenue comes from

Fiscal year to December 31, 2025
Segments
Line of business Revenue Share YoY
United States $165M 84.0% ▼ 0.6%
Europe $16.3M 8.3% ▲ 7.9%
Canada $15.1M 7.7% ▲ 14.1%
Geography
Region Revenue Share YoY
United States $164M 83.5% ▼ 0.6%
Total International $32.5M 16.5% ▲ 10.4%
Europe (part of Total International) $16.3M 50.1% ▲ 7.9%
Canada (part of Total International) $15.1M 46.6% ▲ 14.1%
Reportable Segments C (part of Total International) $1.1M 3.3% 0.0%

From Acme United Corp's 10-K filed March 11, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Reported value
$135M
Institutions reporting
81
Shares held vs prior quarter
▲ 1.5%
Positions opened / closed
13 / 2

Top buyers and sellers, Q2 2026: 45 institutions bought and 23 sold ; the biggest buyer was Nantahala Capital Management, LLC (+20K shares) and the biggest seller Capital Management Corp (−27K). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Capital Management Corp $22.6M 474K 16.8% ▼ 5.4%
Mink Brook Asset Management LLC $18.2M 381K 13.5% 0.0%
North Star Investment Management Corp. $11.8M 248K 8.8% ▼ 2.0%
Blackrock, Inc. $8.6M 180K 6.4% ▲ 8.5%
Dimensional Fund Advisors LP $8.5M 177K 6.3% ▲ 3.2%
Royce & Associates LP $7M 146K 5.2% 0.0%
Vanguard Capital Management LLC $6.9M 145K 5.1% ▲ 2.9%
Renaissance Technologies LLC $5.2M 110K 3.9% ▼ 6.0%
Bard Associates Inc $5.2M 108K 3.8% ▼ 1.1%
Geode Capital Management, LLC $4M 84K 3.0% ▲ 9.0%
Acadian Asset Management LLC $3.7M 78K 2.8% ▲ 20.7%
Mork Capital Management, LLC $3.3M 70K 2.5% 0.0%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Acme United Corp's complete shareholder register. Values are as reported by the filers ; 1 inconsistently scaled filing rows were excluded.

Insider trading activity

Full insider history and chart
Recent insider open-market transactions
Insider Date Trade Shares Price Value
Olschan Brian S President and COO October 30, 2026 Sell 1,936 $69.07 $133,720
Olschan Brian S President and COO October 29, 2026 Sell 508 $69.16 $35,133
Holden Richmond Y Jr Director October 9, 2026 Sell 341 $62.01 $21,145
Olschan Brian S President and COO August 18, 2026 Sell 3,308 $61.63 $203,872
Olschan Brian S President and COO August 18, 2026 Sell 4,000 $61.36 $245,440
Barker Brian Director August 13, 2026 Sell 3,821 $60.50 $231,170
Olschan Brian S President and COO August 12, 2026 Sell 339 $58.39 $19,794
Olschan Brian S President and COO August 11, 2026 Sell 159 $57.99 $9,220
Davidson Rex Lynn Director August 10, 2026 Sell 3,684 $56.48 $208,072
Olschan Brian S President and COO August 10, 2026 Sell 5,304 $57.07 $302,699
Olschan Brian S President and COO August 7, 2026 Sell 125 $55.72 $6,965
Olschan Brian S President and COO August 5, 2026 Sell 4,000 $55.51 $222,040

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Earnings dates and SEC filings

Results announcements

Next expected around January 29, 2027 estimated from the company's past filing pattern, not announced

  • October 27, 2026
  • July 23, 2026
  • April 23, 2026
  • February 26, 2026
  • October 21, 2025
  • July 23, 2025

Recent SEC filings

Data status

When each part of this page on Acme United Corp was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Acme United Corp in brief

What does Acme United Corp do?
Acme United Corp is a US-listed company in the housewares & specialties industry. Its financial year ends in December.
What is Acme United Corp's stock ticker?
Acme United Corp trades under the ticker ACU on NYSE. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Acme United Corp's revenue, and how fast is it growing?
Over its most recent trailing twelve months, Acme United Corp reported revenue of $212M, 9.0% higher than a year earlier, according to its SEC filings.
What is Acme United Corp's free cash flow?
Acme United Corp's free-cash-flow margin is 7.3% of revenue over the trailing twelve months, ranking 163 of the 449 consumer discretionary companies we cover.
What is Acme United Corp's fair value (intrinsic value) per share?
Our discounted-cash-flow model of Acme United Corp's free cash flow after stock-based pay gives ~$64 per share in the base case, and ~$47–$86 across growth scenarios. These are model values under stated assumptions — not a price target or a recommendation.
Who are Acme United Corp's largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Capital Management Corp, Mink Brook Asset Management LLC and North Star Investment Management Corp. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
What is Acme United Corp's market cap?
On November 2, 2026, Acme United Corp's market capitalisation was about $284M, with a price-to-earnings ratio of 29.0 and net debt of $17.6M. Market figures come from third-party market data and may be delayed.
Does Acme United Corp pay a dividend?
Yes: Acme United Corp paid $2.4M in dividends over the trailing twelve months, a dividend yield of 0.90% and a payout ratio of 24.4%.
How much debt does Acme United Corp have?
Acme United Corp's debt-to-equity ratio is 18.7%, from its latest balance sheet (42.9% five years earlier). The financial health section below sets out its other solvency checks.
Who are Acme United Corp's competitors?
In our Housewares & Specialties peer group, the companies closest to Acme United Corp are Lifetime Brands, Inc, Helen Of Troy LTD and Newell Brands Inc. The side-by-side comparison below sets their revenue, margins and growth against Acme United Corp's.
Are insiders buying or selling Acme United Corp stock?
Over the last 12 months, Acme United Corp's directors and officers reported 0 open-market purchases and 15 sales on Form 4. The insider trading page charts every trade.
When is Acme United Corp's next earnings date?
Around January 29, 2027, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Acme United Corp announces its own schedule.