Acme United Corp. (ACU)
AMEXConsumer StaplesHousehold & Personal ProductsSnapshot 2026-11-05
$68.84-2.70%
Close 2026-11-05 · 1-day change
AMEXConsumer StaplesHousehold & Personal ProductsSnapshot 2026-11-05
QuarterlyIQ Insights · ACU
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 41.5% |
| Our one-year growth estimate | diamond | 9.3% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-05.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 32.3 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-05 · Compared with 12 industry peers · Company calendar date is not available
ACU — credit agreement
Dated 2026-07-21
ENTRY INTO A MATERIAL DEFINITIVE AGREEMENT On July 15, 2026 Acme United Corporation (the “Company”) entered into a new $65 million syndicated credit facility with HSBC Bank USA, National Association. (HSBC) and City National Bank, a U.S. subsidiary of Royal Bank of Canada. The new facility, which replaces the Company’s prior $65 million credit facility with HSBC that was scheduled to expire on May 31, 2027, is intended to provide liquidity for growth, acquisitions, dividends, and other busine…
Why it matters: Debt less cash rose to $29.7 million by September. Another rise could limit room for growth plans and acquisitions.
Worry ifA later quarterly report shows bank debt less cash above $29.7 million.
Less concerning ifA later quarterly report shows bank debt less cash at or below $29.7 million.
Why it matters: My Medic has made little profit so far in 2026. Management says most of its profit comes in the fourth quarter.
Supportive ifQ4 results show My Medic making a profit. New retail or distribution orders support sales growth.
Worry ifQ4 results show little or no My Medic profit, or sales fail to grow as new orders begin.
Why it matters: Sales grew 10% in Q3 after removing My Medic. Continued growth would show demand beyond the acquisition is holding up.
Watch forComparable sales, excluding My Medic, grow more than 8% year over year in a later quarter.
Also watch forComparable sales, excluding My Medic, are flat or fall year over year in a later quarter.
Why it matters: Q3 gross margin included a large tariff refund benefit and DMT closure costs. The next results show how margins look without those items.
Watch forGross margin, excluding any new refund and closure costs, stays above the same quarter last year.
Also watch forGross margin, excluding any new refund and closure costs, falls to or below the same quarter last year.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$106 on $10,000 · ±1.1% | How much price usually moves either way. |
| Bad day | $248 loss on $10,000 · 2.5% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $1,195 loss on $10,000 · 11.9% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: The plant move has added costs in 2026. Savings above $1 million would show the move is paying off.
Supportive ifIn 2027, reported savings from the DMT closure exceed $1 million for the year.
Worry ifReported 2027 savings are $1 million or less, or the production move is delayed.