Geopolitics Alpha

Acme United (NYSE American:ACU) Q3 2026 Earnings: Sales Jump 18% as Tariff Refund Boosts Margin to 45.3%

Published . Updated .

GEOPOLITICS ALPHAAcme United (NYSE American:ACU) Q32026 Earnings: Sales Jump 18% asTariff Refund Boosts Margin to…ACUGEOPOLITICS ALPHA

This report is about tariffs and trade.

Directly affected

  • ACU Acme United-1.2% 5d

    Named in this report.

Indirectly affected

  • XLI Industrial Select Sector SPDR-1.1% 30d

    Industrial Select Sector SPDR: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story.

  • XRT SPDR S&P Retail ETF

    SPDR S&P Retail ETF: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story.

  • CAT Caterpillar-11.6% 30d

    Caterpillar (construction machinery and equip): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.

  • DE Deere-5.3% 30d

    Deere (farm machinery and equipment): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.

  • WMT Walmart+11.3% 30d

    Walmart (variety stores): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.

  • NKE Nike+4.7% 30d

    Nike (rubber and plastics footwear): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
ACU-3.44%-3.44%baseafter closeafter closeafter closeafter close
XLINo price data for this ticker———————
XRTNo price data for this ticker———————
CATNo price data for this ticker———————
DENo price data for this ticker———————
WMTNo price data for this ticker———————
NKE-0.07%-0.61%baseafter closeafter closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Market Call

Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.

Acme United (NYSE American:ACU) Q3 2026 Earnings: Sales Jump 18% as Tariff Refund Boosts Margin to 45.3% kalkine.ca

Source: kalkine.ca

The price since 28 Oct 2026: Select Sector Spdr Tr (XLI) versus the S&P 500

CompanyWhenMoveStatus
ACUthree days earlier-3.44%final price
ACUfive days earlier-3.44%final price
Nike (NKE)three days earlier-0.61%final price
Nike (NKE)five days earlier-0.07%final price

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Select Sector Spdr Tr (XLI)

Companies tied to this story

  • XLI Select Sector Spdr Tr

    Select Sector Spdr Tr (XLI) is linked, with no stored direction, medium confidence in the 28 Oct 2026 story “Acme United (NYSE American:ACU) Q3 2026 Earnings: Sales Jump 18% as Tariff Refund Boosts Margin to 45.3%.” Reason on file: Industrial Select Sector SPDR: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story

  • XRT Spdr Series Trust

    For “Acme United (NYSE American:ACU) Q3 2026 Earnings: Sales Jump 18% as Tariff Refund Boosts Margin to 45.3%,” Spdr Series Trust (XRT) is linked, with no stored direction, medium confidence. Reason on file: SPDR S&P Retail ETF: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story

  • CAT Caterpillar

    In “Acme United (NYSE American:ACU) Q3 2026 Earnings: Sales Jump 18% as Tariff Refund Boosts Margin to 45.3%,” Caterpillar (CAT) is linked, with no stored direction, medium confidence. Reason on file: Caterpillar (construction machinery and equip): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story

  • DE Deere

    Deere (DE) is linked, with no stored direction, medium confidence in the 28 Oct 2026 story “Acme United (NYSE American:ACU) Q3 2026 Earnings: Sales Jump 18% as Tariff Refund Boosts Margin to 45.3%.” Reason on file: Deere (farm machinery and equipment): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story

  • WMT Walmart

    For “Acme United (NYSE American:ACU) Q3 2026 Earnings: Sales Jump 18% as Tariff Refund Boosts Margin to 45.3%,” Walmart (WMT) is linked, with no stored direction, medium confidence. Reason on file: Walmart (variety stores): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story

  • NKE Nike

    Nike (NKE) is linked, with no stored direction, medium confidence in the 28 Oct 2026 story “Acme United (NYSE American:ACU) Q3 2026 Earnings: Sales Jump 18% as Tariff Refund Boosts Margin to 45.3%.” Reason on file: Nike (rubber and plastics footwear): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story

Select Sector Spdr Tr (XLI)

The 28 Oct 2026 story “Acme United (NYSE American:ACU) Q3 2026 Earnings: Sales Jump 18% as Tariff Refund Boosts Margin to 45.3%” names Select Sector Spdr Tr (XLI) because of this story.

The link for Select Sector Spdr Tr (XLI) is this: Industrial Select Sector SPDR: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story

A second company, Spdr Series Trust (XRT), is listed for a different reason: SPDR S&P Retail ETF: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story

Dates in the story, and the Select Sector Spdr Tr (XLI) price range

CAT traded between 679.58 and 876.39 across 20 sessions. The latest close on file is 691.78. XLI traded between 163.00 and 172.33 across 20 sessions. The latest close on file is 166.97. XRT traded between 83.12 and 86.10 across 2 sessions. The latest close on file is 83.23.

How strong the case is around Select Sector Spdr Tr (XLI)

46 out of 100

“Acme United (NYSE American:ACU) Q3 2026 Earnings: Sales Jump 18% as Tariff Refund Boosts Margin to 45.3%” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.