Acme United Corporation (ACU) AI Stock Analysis
ACU AI stock analysis summary
AI ResearchAcme United Corporation (ACU) provides first aid, safety, cutting, sharpening, and measuring products. The company generated $211.6M in trailing twelve-month revenue, with quarterly revenue growing 16.1% year-over-year in the quarter ended June 30, 2026. Shares returned 64.5% over the past year, trading at a trailing price-to-earnings multiple of 25.8x.
- Market cap
- $235.9M
- Revenue (TTM)
- $211.6M
- P/E
- 25.8x fwd 14.0x
- 1Y return
- 64.5% S&P 500 16.8%
- Avg. target
- $58.00 -5.7% vs last close
Bull case
- Trailing twelve-month revenue reached $211.6M, supported by 16.1% year-over-year revenue growth in the quarter ended June 30, 2026.
- The balance sheet maintains strong liquidity with a current ratio of 3.23 and a conservative debt-to-equity ratio of 0.32.
- Gross margin improved from 35.6% in FY2021 to 39.4% in FY2025, contributing to $18.2M in operating cash flow.
Bear case
- The analyst mean price target of $58.00 stands 5.7% below the last closing price of $61.52.
- Analyst estimates project next fiscal year EPS to decline 30.7% to $1.83.
- The company's trailing P/E of 25.8x trades at a premium to the median of 18.6x for US-listed Consumer Defensive peers.
What Acme United does
Founded in 1867 and headquartered in Shelton, Connecticut, Acme United Corporation supplies first aid, safety, cutting, sharpening, and measuring products across the United States, Canada, Europe, and globally. The company sells under brand names including Westcott, Clauss, Camillus, Cuda, and DMT, offering scissors, knives, rulers, sharpeners, and safety cutters. It also provides first aid kits, safety supplies, and over-the-counter medications through brands such as First Aid Only, PhysiciansCare, Spill Magic, and Med-Nap. Acme United distributes its products through direct sales, independent manufacturer representatives, wholesale channels, industrial distributors, and e-commerce platforms.
Growth and profitability
From FY2021 to FY2025, Acme United increased revenue from $182.1M to $196.5M, reflecting a 5-year revenue compound annual growth rate of 3.7%. Gross margin expanded from 35.6% in FY2021 to 39.4% in FY2025, while operating margin rose from 7.0% to 7.5%. Annual net income declined from $13.7M in FY2021 to $10.2M in FY2025, yielding an EPS of $2.49. In the trailing twelve months, revenue reached $211.6M with an operating margin of 10.9% and a profit margin of 4.6%. For the latest quarter ended June 30, 2026, quarterly revenue grew 16.1% year-over-year and quarterly earnings grew 5.2%.
Balance sheet and cash flow
As of June 30, 2026, Acme United held $5.0M in cash and short-term investments against $38.5M in total debt, resulting in net debt of $33.4M. The company reported a current ratio of 3.23 and a debt-to-equity ratio of 0.32, supported by $121.3M in shareholders' equity. In FY2025, operating cash flow was $18.2M and free cash flow was $7.6M after capital expenditures of $10.7M. Acme United also paid $2.3M in dividends during FY2025.
Valuation and performance
Acme United trades at a trailing P/E of 25.8x, above the 18.6x median of its US-listed Consumer Defensive peers. Its forward P/E of 14.0x sits slightly below the peer median of 14.3x. The stock trades at an enterprise value to EBITDA multiple of 12.8x compared to the peer median of 11.7x, and its price-to-sales ratio of 1.1x exceeds the peer median of 0.7x. Over the past year, ACU gained 64.5%, outperforming the S&P 500 (SPY) return of 16.8%.
ACU dividend
Acme United pays a quarterly dividend with an annualized forward rate of $0.64 per share, translating to a dividend yield of 1.04%. The company has paid consecutive dividends for 23 years, supported by a payout ratio of 26.9%. Over the past five years, its annualized dividend growth was 5.3%.
What analysts expect
Wall Street coverage includes 1 Strong Buy rating, with 0 Buy, Hold, Sell, or Strong Sell ratings. The mean price target is $58.00, representing a 5.7% discount to the last close of $61.52. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $226.0M and EPS of $2.64. The company beat EPS estimates in 2 of the last 4 quarters, and its next earnings date is October 20, 2026.
Key risks and what to watch
- Total debt of $38.5M exceeds cash and short-term investments of $5.0M, resulting in net debt of $33.4M as of June 30, 2026.
- Long-term revenue expansion has been modest, reflecting a 5-year compound annual growth rate of 3.7% from FY2020 to FY2025.
- The company beat EPS estimates in only 2 of the last 4 quarters.
AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer
About this ACU AI stock analysis
This page is an AI-written research summary of Acme United Corporation (ACU). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.
Related: ACU income statement, ACU balance sheet, ACU key metrics, ACU analyst forecast, ACU chart. See the ACU stock overview for the latest quote and news.
ACU AI stock analysis FAQ
What is Acme United's dividend yield and payout track record?
Acme United has an annual forward dividend of $0.64 per share, resulting in a dividend yield of 1.04%. It has paid dividends for 23 consecutive years with a payout ratio of 26.9%.
When is Acme United's next earnings date and what are the estimates?
The next earnings date is October 20, 2026. For the fiscal year ending December 31, 2026, the consensus revenue estimate is $226.0M and the EPS estimate is $2.64.
How has ACU stock performed relative to the S&P 500?
ACU generated a 1-year return of 64.5% and a 5-year return of 85.9% through October 16, 2026. This compares to 16.8% and 83.0% for the S&P 500 (SPY) over the same periods.
What are Acme United's valuation multiples compared to its sector peers?
Acme United trades at a trailing P/E of 25.8x and an EV/EBITDA of 12.8x, compared to medians of 18.6x and 11.7x for its US-listed Consumer Defensive peers. Its forward P/E of 14.0x is slightly below the peer median of 14.3x.