Despite revenue growth and operational investments, the sharp EPS decline on margin pressure outweighs positives. Monitor next quarter for realization of cost synergies from My Medic and whether tariff impacts persist. Stock likely to react negatively to the miss.
Price Chart
Executive Summary
Acme United (ACU) reported Q1 2026 revenue of $52.3M, up 14% YoY, but EPS of $0.24 missed consensus by 40% due to higher tariff costs and one-time expenses from the My Medic acquisition. Despite gross margin expansion and strong free cash flow, profitability declined sharply year-over-year.
Key Financial Metrics
Key Facts
- Q1 2026 revenue: $52.3M (14% YoY increase), driven by My Medic acquisition and international growth
- EPS: $0.24 diluted, down 41% YoY and 40% below analyst consensus of $0.40
- Gross margin improved to 39.7% from 39.0% last year
- One-time expenses from Med-Nap quality assurance and higher tariff costs pressured earnings
- Generated $14.2M in free cash flow; acquired My Medic for $18.7M with $4.1M holdback
Financial Impact
EPS miss of $0.16 vs consensus, revenue beat by $4.1M
Risk Factors
- Continued exposure to tariff-related cost pressures
- Integration risks from recent acquisitions impacting near-term profitability
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3279698 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 3d ago | SC 13G/A | $64.17 | awaiting T+1 | — | $64.20 (+0.05%) |
Oct 19, 2026 7d ago | Press Release | $61.17 | awaiting T+1 | — | $64.20 (+4.95%) |
Sep 18, 2026 5w ago | Press Release | $61.34 $61.59 | ▲ +0.41% | ▼ −1.14% | $64.20 (+4.66%) |
Aug 19, 2026 9w ago | Insider Cluster | $61.94 $60.81 | ▲ +1.84% | ▲ +2.24% | $64.20 (−3.64%) |
Aug 15, 2026 10w ago | Institutional Cluster | $61.91 $62.83 | ▲ +1.49% | ▲ +2.16% | $64.20 (+3.70%) |
Aug 12, 2026 10w ago | Insider Cluster | $60.62 $60.25 | ▼ −0.61% | ▼ −0.41% | $64.20 (+5.91%) |
Aug 12, 2026 10w ago | Insider Cluster | $60.77 $60.40 | ▼ −0.61% | ▼ −0.41% | $64.20 (+5.64%) |
Jul 15, 2026 14w ago | Press Release | $47.29 $47.52 | ▲ +0.49% | ▲ +1.03% | $64.20 (+35.76%) |
Jun 17, 2026 18w ago | Press Release | $44.29 $45.38 | ▲ +2.46% | ▲ +1.68% | $64.20 (+44.95%) |
Apr 23, 2026 26w ago | 8-K | $43.48 $42.41 | ▲ +2.46% | ▲ +3.25% | $64.20 (−47.65%) |
US Market Status
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