Acme United Q3 Sales Rise 18% to $58.0 Million; Net Income Climbs 80%

What happened

Acme United reported third-quarter 2026 net sales of $58.0 million, up 18% from a year earlier, and net income of $3.4 million, up 80%. Diluted earnings per share were $0.80 versus $0.46.

Confirmed

Global impact / market context

Faster profit growth than sales growth means more of each sale turned into profit. Acme's gross margin, which means the share of sales left after product costs, rose to 45.3%, helped by a $4.0 million tariff refund that lowered recorded product costs.

Analyst inference

The margin gain leaned on a one-time tariff refund of about 690 basis points, while closing the DMT facility cut about 310 basis points. That means underlying profitability was weaker than the headline margin suggests, so investors may weigh recurring earnings against one-off help.

Analyst inference

What to watch

1. Acme recorded $4.0 million of a $6.0 million tariff refund as a reduction of cost of goods sold, with the remaining $2.0 million accrued, so future periods may carry further accounting effects. Confirmed
2. Watch whether sales growth continues without one-time refund help, since a smaller boost would lower reported gross margin and could change how investors value the profit per sale. Analyst inference
3. DMT closure costs of roughly 310 basis points reduced the quarter's margin, that is the share of sales left after costs; watch whether these costs fade, which would support future profit even if sales growth slows. Analyst inference

Evidence

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