Acme United Corp. (ACU)
AMEXConsumer StaplesHousehold & Personal ProductsSnapshot 2026-09-04
$63.14-0.02%
Close 2026-09-04 · 1-day change
AMEXConsumer StaplesHousehold & Personal ProductsSnapshot 2026-09-04
Warn: Primary pillar under pressure — Revenue growth of at least 6.6% per year: rev +4.0% vs 6.6%.
Acme United grows revenue about 6.6% a year. It keeps paying a dividend of $0.16 per share. The company expands by acquiring My Medic. Profit margins and operating income need to improve but show potential.
Operating income fell from $2.91M to $1.75M in the latest quarter. Earnings estimates have been cut recently. The acquisition may not drive enough growth. Dividend sustainability could be at risk if profits decline further.
The stock price is about 26% above our valuation level. Analysts expect roughly 7% revenue growth. Our view is cautious because earnings and operating income face pressure.
Breaks if: Dividend payout falls below $0.16 per share
Breaks if: Operating income falls below $1.75M in coming quarters
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment is in the Consumer Staples sector, which tends to be more stable. The current thesis is mixed, as recent performance has been strong, but risks remain elevated due to market conditions and execution quality.
The market appears to be pricing in a premium compared to peers, reflecting a valuation that may be considered expensive. There is an expectations gap, indicating that the market might be anticipating better performance than what is currently justified by the company's fundamentals.
Management has shown progress in integrating the My Medic acquisition and improving operating income. However, profitability remains fragile due to past tariff impacts and ongoing costs, suggesting that while growth is possible, challenges persist.
The thesis hinges on key factors such as management's ability to maintain guidance, the performance of sector peers, and macroeconomic conditions like inflation. Any cuts to guidance or unfavorable sector trends could negatively impact sentiment.
The most important moves since the prior daily snapshot.
Signal changed from 'mild_favorable' to 'mixed'.
Yes, our read has strengthened. The latest earnings beat supports this improved outlook. There are no new threats impacting the thesis at this time.
as of 2026-09-04
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Acme United Corp. is focused on improving its operating income through cost management and operational efficiencies.
Breaks if: YoY revenue growth falls below 6.6% next year
Acme United Corp. aims to expand its product offerings by acquiring My Medic, a supplier of tactical and emergency response products.
Overall, ACU's outlook is cautious as it navigates a mixed environment with both growth potential and significant risks. Not investment advice.