Acme United Corporation (ACU) remains a 'buy', despite recent underperformance, trading at attractive absolute valuations, and overlooked, due to its small market cap. ACU's latest results show modest revenue growth, strong international performance, but mixed profitability, due to tariffs and increased promotional spending in the US. Management is investing in growth, including facility expansions and product line enhancements, while maintaining low leverage and focusing on cost controls.
Acme United Corporation (NYSE:ACU ) Q3 2025 Earnings Call October 21, 2025 12:00 PM EDT Company Participants Walter Johnsen - Chairman of the Board & CEO Paul Driscoll - VP, CFO, Secretary & Treasurer Conference Call Participants Jim Marrone - Singular Research, LLC Timothy Call - The Capital Management Corporation Richard Dearnley Presentation Operator Good day, and welcome to the Acme United Corporation Third Quarter 2025 Financial Results Conference Call. At this time, I'd like to turn the call over to Walter Johnsen, Chairman and CEO.
Acme United Corporation (NYSE:ACU ) Q2 2025 Earnings Conference Call July 23, 2025 12:00 PM ET Company Participants Walter Johnsen - Chairman of the Board & CEO Paul Driscoll - VP, CFO, Secretary & Treasurer Conference Call Participants Jim Marrone - Singular Research, LLC Timothy Call - The Capital Management Corporation Georgy Vashchenko - Freedom Broker Operator Good day, and welcome to the Acme United Corporation Second Quarter 2025 Financial Results Conference Call. At this time, I would like to turn the call over to Walter Johnson, Chairman and CEO.
Despite recent underperformance versus the S&P 500, I maintain my 'buy' rating on Acme United due to its attractive valuation and ongoing business growth. Revenue and operating income have grown, with strong performance in the US and Europe offsetting weakness in Canada; profitability remains solid post-divestiture. Acme United's domestic manufacturing base and low net debt position it well to weather tariff risks and potentially benefit from industry disruption.
Acme United Corporation (NYSE:ACU ) Q1 2025 Earnings Conference Call April 17, 2025 12:00 PM ET Company Participants Walter Johnsen - Chairman & CEO Paul Driscoll - CFO Conference Call Participants Jim Marrone - Singular Research Jeffrey Matthews - Ram Partners Jake Patterson - Talanta Investment Group Richard Dearnley - Longport Partners Peter Mork - Mork Capital Management Stephen Chick - Sebis Garden Capital Operator Good day and welcome to the Acme United Corporations First Quarter 2025 Financial Results Conference Call. At this time, I'd like to turn the call over to your host, Mr.
Over the past decade, the iShares S&P/TSX SmallCap Index ETF has underperformed broader markets due to its heavy exposure to resource-heavy sectors like energy and materials. Acme's dividend track record spans over 15 years, with a modest but steady payout. Debt levels remain low, and management is highly focused on operational efficiency. With regulated pricing, recurring revenue, and defensive characteristics, York Water is a favorite for income-seekers looking for small-cap stability.
Acme United Corporation (NYSE:ACU ) Q4 2024 Earnings Conference Call February 28, 2025 12:00 PM ET Company Participants Walter Johnsen - Chairman & Chief Executive Officer Paul Driscoll - Chief Financial Officer Conference Call Participants Jim Marrone - Singular Research Jeffrey Matthews - Ram Partners Richard Dearnley - Longport Partners Jake Patterson - TALANTA Investment Group Operator Good day, and welcome to the Acme United Corporation's Fourth Quarter 2024 Earnings Call. At this time, I'd like to turn the call over to Walter Johnsen, Chairman and CEO.
Acme United Corporation (NYSE:ACU ) Q3 2024 Earnings Conference Call October 18, 2024 12:00 PM ET Company Participants Walter Johnsen - Chairman & CEO Paul Driscoll - CFO Conference Call Participants Jeffrey Matthews - Ram Partners Operator Good, day and welcome to the Third Quarter 2024 Acme United Earnings Conference Call. At this time I'd like to turn the call over to your host, Walter Johnsen, Chairman and CEO.
Acme United Corporation. (ACU) came out with quarterly earnings of $0.54 per share, missing the Zacks Consensus Estimate of $0.73 per share.
Acme United Corporation remains an attractive investment despite recent underperformance, with modest growth, bottom line expansion, and a reasonable absolute valuation. Recent results show a 3.9% revenue increase in Q2 2024, driven by US operations, with net income rising from $3.4 million to $4.5 million. The company has reduced net debt significantly and improved profitability metrics, though operating cash flow saw a notable decline due to working capital changes.
Here is how Acme United Corporation. (ACU) and GDEV Inc. (GDEV) have performed compared to their sector so far this year.
Stocks like DoubleDown Interactive Co., Ltd. (DDI), Acme United Corporation (ACU), Traeger, Inc. (COOK) and Cinemark Holdings, Inc. (CNK) are likely to gain once the Fed starts its rate cuts.