Acme United (UT1) AI Stock Analysis

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Acme United

(Frankfurt:UT1)

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Positive Factors

First Aid Growth PlatformFirst Aid is the company’s largest business and is identified by management as having greater long-term organic growth potential. Its scale, recurring safety needs, and opportunity for consolidation can support durable revenue expansion and provide a platform for adjacent acquisitions.

Negative Factors

Weaker Cash ConversionRecent cash conversion is weaker than reported earnings, with operating cash flow below net income and free cash flow materially reduced. If sustained, this can limit internally funded investment, increase reliance on financing, and reduce flexibility for acquisitions, dividends, or unexpected costs.

Acme United (UT1) vs. iShares MSCI Germany ETF (EWG)

Market Cap: EUR 257.86M
Dividend Yield: 0.92%
Average Volume (3M): 182
Price to Earnings (P/E): 22.8
Beta (1Y): 0.53
Revenue Growth: 7.68%
EPS Growth: 6.87%
Country: Germany
Employees: 649
Sector: Consumer Defensive
Sector Strength: 62
Industry: Household & Personal Products

Acme United Business Overview & Revenue Model

Company Description

Acme United Corporation is a global supplier specializing in first aid, safety, cutting, sharpening, and measuring tools. Its products cater to a diverse clientele across educational institutions, households, corporate offices, hardware stores, sport...

Acme United Earnings Call Summary

Earnings Call Date:Oct 26, 2026(Q3-2026)|% Change Since:8.04%|Next Earnings Date:Mar 03, 2027

Earnings Call SentimentPositive

The call was strongly positive overall. Acme reported 18% quarterly sales growth, 80% net income growth, 74% earnings-per-share growth, improved gross margins, strong U.S. and international performance, positive My Medic contribution, expanding Spill Magic capacity, strong cash generation, and a favorable near-term outlook. The main challenges were higher SG&A, DMT closure costs, increased net debt and inventory, elevated freight and inflation, supply chain risks, and potential consumer pressure, but management described active measures to address these issues and continued growth opportunities for 2027.

Positive Updates

Strong Third-Quarter Sales Growth

Net sales were $58 million compared to $49.1 million in the third quarter of 2025, an increase of 18%. Excluding My Medic, sales increased 10%.

Negative Updates

Higher SG&A Expenses

Third-quarter SG&A expenses were $21.8 million, or 37.6% of sales, compared with $16.2 million, or 32% of sales, in the same period of 2025. First-nine-month SG&A was $60.7 million, or 35% of sales, compared with $47.5 million, or 32% of sales, in 2025. The increase was primarily due to the addition of My Medic, while the higher percentage of sales reflected increased advertising for the direct-to-consumer My Medic business and included $1 million of variable compensation related to the tariff refund.

Company Guidance

Management said the fourth quarter is expected to be seasonally strong in both sales and earnings and that it is projecting a solid fourth quarter of 2026; savings from closing the DMT plant are expected to be over $1 million annually, beginning in January 2027, and the latest SmartCompliance First Aid kit is planned to begin shipping in January 2027. The company has already booked new business for 2027, expects normal promotions next year if conditions remain unchanged, and said that, if consumer conditions stay the same, it is looking at a very good 2027 with the Westcott business as well as First Aid. Management also said it expects sometime in the next 12 months there'll probably be another deal, noting that every year it winds up doing at least one, and that it personally thinks the company will bring inventory into cash during 2027.

Acme United Risk Analysis

Acme United disclosed 34 risk factors in its most recent earnings report. Acme United reported the most risks in the "Finance & Corporate" category.

Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy

Latest Risks Added

0 New Risks

Acme United Peers Comparison

Overall Rating

UnderperformOutperform

Sector (62)

Financial Indicators

DE:UT1 against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
Sector *	62Neutral	$20.33B	14.63	-3.31%	3.23%	1.93%	-12.26%
EPC	58Neutral	$1.32B	-14.29	-6.27%	2.10%	-7.00%	-246.78%
NUS	51Neutral	$226.35M	-1.04	-29.42%	5.16%	-15.44%	-319.79%
SLSN	42Neutral	$60.06M	-32.95	-11.58%	―	-14.05%	-135.74%
SKIN	40Underperform	$64.68M	-2.20	-47.84%	―	-6.45%	-43.98%

* Consumer Defensive Sector Average

Performance Comparison

DE:UT1 and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
DE:UT1	Acme United Corporation.	60.50	28.54	89.29%
NUS	Nu Skin Enterprises	4.65	-5.68	-54.97%
EPC	Edgewell Personal Care Co	28.57	9.91	53.09%
SLSN	Solesence, Inc	0.85	-2.38	-73.68%
SKIN	Beauty Health Company	9.94	-17.46	-63.72%

Glossary

BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.

Acme United AI Stock Analysis