ACME UNITED CORP (NYSEARCA:ACU) Q3 2025 Earnings Miss Estimates

Third Quarter 2025 Financial Results

ACME UNITED CORP (NYSEARCA:ACU) has reported its financial results for the third quarter of 2025, revealing a performance that fell short of analyst expectations on key profitability and revenue metrics. The market's immediate reaction appears to reflect this disappointment, with the stock showing significant pre-market movement.

Earnings and Revenue Versus Estimates

The company's reported figures for the quarter ended September 30, 2025, came in below the consensus estimates compiled by analysts. The primary points of comparison are as follows:

• Earnings Per Share (EPS): The company reported a non-GAAP EPS of $0.46. This fell short of the analyst estimate of $0.5454, missing the mark by approximately 16%.
• Revenue: Net sales for the quarter were $49.1 million. This represents a 2% increase over the $48.2 million reported in the same quarter last year but missed the revenue estimate of $51.2 million by about 4%.

While the company did achieve modest year-over-year sales growth, the failure to meet Wall Street's expectations on both the top and bottom lines is the dominant takeaway from this earnings release.

Market Reaction

The immediate market response to the earnings report has been negative. In pre-market trading, the stock is indicating a sharp decline. This price action suggests that investors are digesting the earnings and revenue miss as a negative catalyst. The pre-market drop follows a challenging period for the stock, which has seen a decline of over 9% in the last month, indicating that negative sentiment may have been building ahead of the earnings announcement.

Press Release Summary

The core announcement from Acme United was the 2% increase in third-quarter net sales. The company reported Q3 2025 net sales of $49.1 million compared to $48.2 million in the prior year period. For the first nine months of the year, net sales were $149.0 million, a slight increase from $148.5 million in the same period of 2024. The press release did not provide a specific financial outlook for the coming quarter or the full year, focusing instead on the reported historical results.

Looking Ahead

With no formal guidance provided by the company, investor attention will now turn to whether Acme United can meet the existing analyst projections for the remainder of the fiscal year. Analysts are currently modeling for the fourth quarter of 2025 with the following estimates:

• Estimated Q4 Revenue: $48.0 million
• Estimated Q4 EPS: $0.53

For the full 2025 fiscal year, the consensus estimates are for sales of $200.0 million and revenue of $2.58. The company's ability to achieve these targets in the final quarter will be critical in reshaping investor confidence following the Q3 shortfall.

For a more detailed breakdown of historical earnings and future analyst estimates, you can review the data here.

Disclaimer: This article is for informational purposes only and is not intended as investment advice. The analysis is based on publicly available information and should not be construed as a recommendation to buy or sell any security. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions.