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
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 recently climbed back into the top half of its industry — confirming the recovery.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 42.2% |
| Our one-year growth estimate | diamond | 8.2% |
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 2026-09-04.
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 34.0 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 18 industry peers
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: Keeping the $0.16 dividend shows strong capital use. Investors will seek proof of this.
Supportive ifThe dividend stays at $0.16 per share for the next quarter. This shows commitment to shareholders.
Worry ifA dividend cut or drop below $0.16 shows financial trouble.
Why it matters: Better operating income is important for long-term growth. Investors will look for signs of efficiency.
Supportive ifOperating income goes up from the last quarter. This shows better efficiency.
Worry ifOperating income is down again. This shows problems in operations continue.
Why it matters: Strong sales growth shows there is ongoing demand. It also shows My Medic is integrating well.
Supportive ifQ3 net sales growth exceeds 10% year over year.
Worry ifQ3 net sales growth is below 5% year over year.
Why it matters: A successful acquisition could help growth and market position. Investors will watch for updates.
Supportive ifThere is an announcement about a completed acquisition or a key step in the process.
Worry ifNo updates or delays in the acquisition process may mean there are problems.
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 | ±$121 on $10,000 · ±1.2% | How much price usually moves either way. |
| Bad day | $253 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 | $1,965 loss on $10,000 · 19.7% | 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: Better operating income means better cost control. This helps the company make more money.
Supportive ifQ3 operating income is over $2 million. This shows effective cost control.
Worry ifQ3 operating income is below $1 million. This shows ongoing problems making money.
Why it matters: Profit from My Medic is key for earnings growth this year.
Supportive ifMy Medic helps boost Q4 earnings.
Worry ifMy Medic does not improve profitability in Q4.
Why it matters: Changes in tariffs will impact gross margins. This will affect overall money-making.
Watch forGross margin is above 43% in Q3. This shows less impact from tariffs.
Also watch forGross margin is below 41%. This shows ongoing pressure from tariffs.
Why it matters: If revenue growth picks up, it could signal a stronger market for Acme United Corp. and improve its outlook.
Supportive ifThe Consumer Staples sector shows revenue growth speeding up to 6% year over year.
Worry ifSector revenue growth remains below 4% year over year.
Why it matters: Growth from My Medic is key for overall sales. It shows how well the integration is going.
Supportive ifQ3 net sales growth from My Medic exceeds 20% year over year.
Worry ifQ3 net sales growth from My Medic is below 10% year over year.
Why it matters: Better margins mean improved cost management and pricing power. This is important for making money.
Supportive ifQ3 gross margin exceeds 42.6%, showing improvement over Q2.
Worry ifQ3 gross margin is below 41.0%. This shows rising cost pressures.
Why it matters: Higher operating income means better cost control. It shows the company is more efficient. Investors like this.
Supportive ifQ3 operating income exceeds $6.83 million, showing growth from Q2.
Worry ifQ3 operating income is below $6.39 million. This may signal problems.
Why it matters: Keeping the dividend shows commitment to shareholders. It also shows financial health.
Watch forDividend payout remains at $0.16 per share for Q3.
Also watch forDividend payout is reduced below $0.16 per share in Q3.