Acme United is a defensive, compliance-driven micro-cap with transitory margin pressure masking durable recurring demand and asymmetric five-year upside.
Overview
Acme United is a defensible micro-cap supplier of cutting, measuring, first aid, medical, and safety products serving retail, industrial, office, school, and direct-to-consumer channels. Its multi-brand portfolio includes Westcott, First Aid Only, PhysiciansCare, Pac-Kit, Med-Nap, Spill Magic, and newly acquired My Medic. The business benefits from compliance-driven recurring first aid replenishment, established distribution relationships, and proprietary product innovation. Q1 2026 showed strong sales growth across all geographies, led by first aid demand and My Medic consolidation.