ACME UNITED CORP — Form 8-K
Filed October 27, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 58/100
What the filing says
Acme United reported Q3 2026 net sales of $58.0M (vs. $49.1M YoY, +18%; organic +10% ex-My Medic), with net income of $3.4M or $0.80/diluted share (vs. $1.9M/$0.46, +80% NI/+74% EPS). Nine-month sales reached $173.0M (+16% vs. $149.0M; organic +8%), with net income of $9.5M or $2.29/share (vs. $8.3M/$2.03, +14% NI/+13% EPS). Key drivers: My Medic acquisition (Jan 2026, $18.6M purchase, contributing growth but minimal Q3 earnings due to seasonal Q4 concentration), $6.0M IEEPA tariff refunds ($4.0M recognized in COGS, $2.0M accrued liability, $1.0M variable comp expense), $1.8M DMT facility closure costs. Company raised net debt from $23.1M to $29.7M; bank debt now $29.7M vs. cash $7.9M.
Why this rating
Strong organic and reported growth; tariff refund inflates Q3 margins artificially. Debt increase notable relative to $138M market cap. My Medic acquisition modest absolute size but strategically sound; full earnings impact pending Q4.
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