Acme · AMEX:ACU
Acme — Acme United — Q4 2025 Earnings Presentation
25 slides from Acme's earnings presentation, Feb 26, 2026
Slide 1: Investor Presentation February 2026
NYSE American: ACU I N V E STO R P R E S E N TAT I O N | F E B R UA RY 2 0 2 6
Slide 2: Safe Harbor Statement
Safe Harbor Statement Forward-looking statements in this presentation, including without limitation, statements related to the Company’s plans, strategies, objectives, expectations, intentions and adequacy of resources, are made pursuant to the safe harbor provisions of the Private Securities Litiga
Slide 3: Leader in Innovative Safety Solutions and Cutting Technology
Leader in Innovative Safety Solutions and Cutting Technology • Driving growth through innovation • Premier and diversified customer base • 14 years of consecutive sales growth from ongoing operations • History of successful acquisitions • Positioned for further excellent financial performance and gr
Slide 4: Corporate Overview
2026 Corporate Overview 2023 • Growth fueled by a combination of brands, 2022 technology and expanding distribution 2016 2020 • Successful series of focused COHESIVE acquisitions in first aid and 2017 SHARED medical products CUSTOMER 2004 BASE 2014 • Leveraging growth through shared technologies, cr
Slide 5: Acquisition of My Medic
Acquisition of My Medic • Leading supplier of tactical, trauma & emergency response products in the direct-to-consumer channel o 2025 revenues of $19 million o Extensive library of training videos o 500,000+ followers on social media • Combination with Acme United will greatly enhance reach and valu
Slide 6: Acme United International Footprint
Acme United International Footprint 11 most recent acquisitions were U.S. or Canadian manufacturers Europe Canada • Solingen, GY: HQ & distribution • Toronto, ON: HQ China • Mt. Forest, ON: Distribution center • Hong Kong: Asia Pacific HQ • Laval, QC: First Aid Central • Guangzhou: Engineering, qual
Slide 7: Financial Results
Financial Results
Slide 8: Net Sales
Net Sales $ MILLIONS 194.5 $200 193.9 191.5 182.1 164.0 $160 149.0 137.3 142.5 124.6 130.6 $120 107.2 109.8 89.6 84.4 $80 73.3 $40 $0 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 9M25 Strong record of sales increases, driven by new products and market share gains INVESTOR PR
Slide 9: EBITDA
EBITDA $24 $ MILLIONS 20.3 $20 18.2 16.6 16.5 $16 15.3 11.8 $12 10.8 10.7 10.6 10.6 9.0 9.2 $8 6.4 7.0 5.3 $4 $0 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 9M25 Strong cash flow fueling growth INVESTOR PRESENTATION | 9
Slide 10: Net Income
Net Income $12 $ MILLIONS 10.1 10.0 $10 8.1 8.2 8.3 $8 5.9 $6 5.3 5.5 4.8 4.8 4.6 4.0 $4 3.5 2.8 3.0 $2 $0 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 9M25 Continued strong net income in 2024 and 2025 YTD INVESTOR PRESENTATION | 10
Slide 11: Earnings Per Share
Earnings Per Share $3.00 2.57 2.45 $2.50 2.31 2.23 2.03 $2.00 1.64 1.6 $1.50 1.42 1.22 1.36 1.3 1.3 0.91 1.13 $1.00 0.82 $0.50 $0.00 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 9M25 EPS continuing to increase INVESTOR PRESENTATION | 11
Slide 12: Dividend History
Dividend History $0.70 DIVIDENDS PER SHARE 0.60 0.60 0.62 $0.60 0.55 0.52 $0.50 0.48 0.48 0.43 0.44 0.40 $0.40 0.37 0.34 0.31 $0.30 0.26 0.28 $0.20 $0.10 $0.00 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Strong and consistent dividend growth Quarterly dividend increase
Slide 13: Growth Drivers
Growth Drivers
Slide 14: First Aid & Safety
First Aid & Safety • New bar code scanning technology expedites replenishment, ensuring OSHA compliance • Growing refill business • Emergency survival first aid category experiencing accelerating growth • Cross sell all safety products into customer base INVESTOR PRESENTATION | 14
Slide 15: Right Response Bleeding Control Kits
Right Response Bleeding Control Kits Simplifying the purchasing decision by creating kits for different types of bleeding injuries. The Right Response Body Part Possible Causes of Bleeding Components Needed Kit Solution It Treats Bleeding Injuries to Stop Bleeding Fast Limb Arm or Leg Power tools To
Slide 16: Product Launch
Product Launch NEW! AED+First Aid Emergency Response Bag • All-in-one emergency response solution scheduled for launch in Q1 2026 • Combines Automated External Defibrillator (AED) with essential first aid supplies into a single, compact solution Key Features: ☑ Includes 8 First Aid Response ☑ Wall M
Slide 17: Lens Care Category
Lens Care Category • OSHA and safety requirements • USA aging demographics - 64% of adults need vision correction • Fashion trends INVESTOR PRESENTATION | 17
Slide 18: Cutting Technology
Cutting Technology • Leverage technologies • Patented titanium-nitride coatings • Proprietary non-stick coatings • Safety cutting tools with ceramic blades • Antimicrobial plastics for school and office • Enhanced carbonitride-titanium industrial tools INVESTOR PRESENTATION | 18
Slide 19: Craft Market Expansion
Craft Market Expansion • Continue strong growth in Sewing and Paper Crafting categories o Proprietary non-stick coatings o Safety cutting tools with ceramic blades o Antimicrobial plastics for school and office o Enhanced carbonitride-titanium industrial tools • Leverage retail partnerships for grow
Slide 20: Vibez Scissors
Vibez Scissors • New line of textured scissors for kids • Fun and innovative design • 5-inch size, available in blunt and pointed INVESTOR PRESENTATION | 20
Slide 21: Westcott Kitchen Shears
Westcott Kitchen Shears • Patented titanium-bonded blades for longer-lasting performance and corrosion resistance • Soft-grip handles for comfort and control • Strong and durable, precision-tip blades • Bottle opener, nutcracker and herb stripper features added INVESTOR PRESENTATION | 21
Slide 22: Countertop Pull Through Sharpeners
Countertop Pull Through Sharpeners • DMT offers best hand tools for sharpening globally • Expanding in the home & culinary markets with a wide variety of tools o Including versatile countertop pull-through sharpeners • Strong brand presence in industrial and woodworking markets • Expanded product li
Slide 23: EdgeSharp Diamond Sharpener
EdgeSharp Diamond Sharpener SonicSharp • Sonic-powered – polishes edge while it sharpens • Fine diamond for razor-sharp edge • Sonic action provides quick and precise edge correction • Accommodates a variety of knives for kitchen use • Non-slip silicone rubber feet INVESTOR PRESENTATION | 23
Slide 24: Acme United Priorities
Acme United Priorities > Develop and introduce market-share-gaining products > Build on solid revenue growth opportunities > Drive e-commerce, industrial and retail first aid sales, and craft market expansion > Develop new direct-to-consumer opportunities > Generate new productivity and cost savings
Slide 25: Company Contact
Company Contact Walter Johnsen, Chairman & CEO w.johnsen@acmeunited.com Investor Relations Harriet Fried, SVP Alliance Advisors IR 212.838.3777 HFried@allianceadvisors.com