Acme United (ACU) Crushes Q2 2026 With a 205% EPS Beat and Record $63M Revenue
As seen on the 24/7 Wall St. homepage on July 23, 2026.
Acme United crushed Q2 with earnings that tripled analyst expectations, as the My Medic acquisition turbo-charged margins and first aid sales jumped 10% organically. Record revenue of $63M and gross margin expansion to 42.6% signal the acquisition is already working, though tariff headwinds remain a near-term drag on profitability.
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Acme United reported Q2 2026 earnings per share of $1.22 against an analyst estimate of just $0.40, a beat of roughly 205%. That kind of gap is rare, and it reflects how substantially the My Medic acquisition reshaped the company's income profile in a short period. Revenue also came in well ahead of expectations at $62.7 million versus an estimated $55.8 million, a 12% beat that pushed the quarter to a record top line.
The gross margin expansion to 42.6% is the detail worth watching, because it suggests My Medic is adding higher-margin first aid and medical kit revenue rather than simply inflating sales. Organic first aid sales grew 10% on top of that, meaning the underlying business is pulling its own weight alongside the acquisition. For a company ACU's size, both signals together point to a meaningful shift in earnings power.
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The quarter is not without caution flags. Management flagged tariff headwinds as a near-term drag on profitability, a reminder that the cost structure is not fully insulated from trade policy. Looking back at recent quarters, ACU missed estimates in Q3 2024 and came in below consensus in Q1 2026 with just $0.24 reported against a $0.40 estimate, so the Q2 result is a sharp reversal rather than a steady trend. How durable the margin gains prove under continued tariff pressure will be the central question heading into the second half of 2026.
Mentioned: ACU