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Side-by-side financial comparison of ACME UNITED CORP (ACU) and OPAL Fuels Inc. (OPAL). Click either name above to swap in a different company.
OPAL Fuels Inc. is the larger business by last-quarter revenue ($88.4M vs $52.3M, roughly 1.7× ACME UNITED CORP). OPAL Fuels Inc. runs the higher net margin — 18.3% vs 1.9%, a 16.4% gap on every dollar of revenue. On growth, OPAL Fuels Inc. posted the faster year-over-year revenue change (18.7% vs 13.8%). Over the past eight quarters, OPAL Fuels Inc.'s revenue compounded faster (17.6% CAGR vs -2.9%).
Acme United Corporation is a supplier of cutting, measuring and safety products for the school, home, office, hardware and industrial markets. The company was organized as a partnership in 1867 and incorporated in 1873 under the laws of the State of Connecticut. It is publicly traded on the NYSE American with symbol ACU.
OPAL Fuels Inc. is a North American energy company focused on producing and distributing low-carbon renewable natural gas (RNG). It captures methane from landfills, dairy operations and other organic waste streams to produce RNG, which is mainly supplied to heavy-duty transportation fleets, commercial logistics operators and public transport entities to help reduce their greenhouse gas emissions.
ACU vs OPAL — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $52.3M | $88.4M |
| Net Profit | $985.0K | $16.2M |
| Gross Margin | 39.7% | — |
| Operating Margin | 3.3% | 7.5% |
| Net Margin | 1.9% | 18.3% |
| Revenue YoY | 13.8% | 18.7% |
| Net Profit YoY | -40.4% | 401.5% |
| EPS (diluted) | $0.24 | $0.08 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $52.3M | — | ||
| Q4 25 | $47.5M | $88.4M | ||
| Q3 25 | $49.1M | $77.9M | ||
| Q2 25 | $54.0M | $77.4M | ||
| Q1 25 | $46.0M | $83.0M | ||
| Q4 24 | $45.9M | $74.5M | ||
| Q3 24 | $48.2M | $82.6M | ||
| Q2 24 | $55.4M | $69.8M |
| Q1 26 | $985.0K | — | ||
| Q4 25 | $1.9M | $16.2M | ||
| Q3 25 | $1.9M | $11.4M | ||
| Q2 25 | $4.8M | $7.6M | ||
| Q1 25 | $1.7M | $1.3M | ||
| Q4 24 | $1.7M | $-5.4M | ||
| Q3 24 | $2.2M | $17.1M | ||
| Q2 24 | $4.5M | $1.9M |
| Q1 26 | 39.7% | — | ||
| Q4 25 | 38.2% | — | ||
| Q3 25 | 39.1% | — | ||
| Q2 25 | 41.0% | — | ||
| Q1 25 | 39.0% | — | ||
| Q4 24 | 38.7% | — | ||
| Q3 24 | 38.5% | — | ||
| Q2 24 | 40.8% | — |
| Q1 26 | 3.3% | — | ||
| Q4 25 | 6.1% | 7.5% | ||
| Q3 25 | 6.1% | 4.6% | ||
| Q2 25 | 11.8% | -1.1% | ||
| Q1 25 | 5.3% | -2.3% | ||
| Q4 24 | 5.0% | -0.5% | ||
| Q3 24 | 6.1% | 14.9% | ||
| Q2 24 | 11.5% | 8.1% |
| Q1 26 | 1.9% | — | ||
| Q4 25 | 3.9% | 18.3% | ||
| Q3 25 | 3.9% | 14.6% | ||
| Q2 25 | 8.8% | 9.8% | ||
| Q1 25 | 3.6% | 1.5% | ||
| Q4 24 | 3.7% | -7.2% | ||
| Q3 24 | 4.6% | 20.7% | ||
| Q2 24 | 8.0% | 2.7% |
| Q1 26 | $0.24 | — | ||
| Q4 25 | $0.46 | $0.08 | ||
| Q3 25 | $0.46 | $0.05 | ||
| Q2 25 | $1.16 | $0.03 | ||
| Q1 25 | $0.41 | $-0.01 | ||
| Q4 24 | $0.43 | $-0.05 | ||
| Q3 24 | $0.54 | $0.09 | ||
| Q2 24 | $1.09 | $-0.01 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $4.2M | $24.4M |
| Total DebtLower is stronger | $33.0M | $361.3M |
| Stockholders' EquityBook value | $116.7M | $-12.9M |
| Total Assets | $195.2M | $959.5M |
| Debt / EquityLower = less leverage | 0.28× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $4.2M | — | ||
| Q4 25 | $3.6M | $24.4M | ||
| Q3 25 | $5.1M | $29.9M | ||
| Q2 25 | $3.6M | $29.3M | ||
| Q1 25 | $3.4M | $40.1M | ||
| Q4 24 | $6.4M | $24.3M | ||
| Q3 24 | $5.7M | $31.0M | ||
| Q2 24 | $3.8M | $27.6M |
| Q1 26 | $33.0M | — | ||
| Q4 25 | — | $361.3M | ||
| Q3 25 | — | $351.2M | ||
| Q2 25 | — | $331.6M | ||
| Q1 25 | — | $307.0M | ||
| Q4 24 | — | $307.5M | ||
| Q3 24 | — | $252.9M | ||
| Q2 24 | — | $233.3M |
| Q1 26 | $116.7M | — | ||
| Q4 25 | $117.6M | $-12.9M | ||
| Q3 25 | $115.8M | $7.5M | ||
| Q2 25 | $113.7M | $-25.0M | ||
| Q1 25 | $108.3M | $57.1M | ||
| Q4 24 | $107.0M | $-148.4M | ||
| Q3 24 | $106.3M | $-180.1M | ||
| Q2 24 | $104.0M | $-273.0M |
| Q1 26 | $195.2M | — | ||
| Q4 25 | $171.0M | $959.5M | ||
| Q3 25 | $173.0M | $916.7M | ||
| Q2 25 | $170.9M | $905.5M | ||
| Q1 25 | $163.0M | $884.9M | ||
| Q4 24 | $162.2M | $881.1M | ||
| Q3 24 | $165.5M | $831.1M | ||
| Q2 24 | $173.5M | $782.3M |
| Q1 26 | 0.28× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 46.95× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 5.38× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $-3.5M |
| Free Cash FlowOCF − Capex | — | $-13.4M |
| FCF MarginFCF / Revenue | — | -15.1% |
| Capex IntensityCapex / Revenue | — | 11.1% |
| Cash ConversionOCF / Net Profit | — | -0.22× |
| TTM Free Cash FlowTrailing 4 quarters | — | $-34.2M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $8.2M | $-3.5M | ||
| Q3 25 | $7.1M | $18.2M | ||
| Q2 25 | $6.3M | $-7.9M | ||
| Q1 25 | $-3.3M | $29.7M | ||
| Q4 24 | $6.4M | $-532.0K | ||
| Q3 24 | $8.9M | $17.7M | ||
| Q2 24 | $6.9M | $533.0K |
| Q1 26 | — | — | ||
| Q4 25 | $7.3M | $-13.4M | ||
| Q3 25 | $301.0K | $-9.3M | ||
| Q2 25 | $4.7M | $-29.7M | ||
| Q1 25 | $-4.7M | $18.1M | ||
| Q4 24 | $4.7M | $-55.0M | ||
| Q3 24 | $7.5M | $-5.4M | ||
| Q2 24 | $4.4M | $-22.5M |
| Q1 26 | — | — | ||
| Q4 25 | 15.3% | -15.1% | ||
| Q3 25 | 0.6% | -11.9% | ||
| Q2 25 | 8.7% | -38.4% | ||
| Q1 25 | -10.2% | 21.8% | ||
| Q4 24 | 10.2% | -73.8% | ||
| Q3 24 | 15.6% | -6.5% | ||
| Q2 24 | 8.0% | -32.2% |
| Q1 26 | — | — | ||
| Q4 25 | 1.9% | 11.1% | ||
| Q3 25 | 13.8% | 35.3% | ||
| Q2 25 | 3.0% | 28.2% | ||
| Q1 25 | 2.9% | 13.9% | ||
| Q4 24 | 3.7% | 73.1% | ||
| Q3 24 | 2.8% | 27.9% | ||
| Q2 24 | 4.5% | 32.9% |
| Q1 26 | — | — | ||
| Q4 25 | 4.34× | -0.22× | ||
| Q3 25 | 3.72× | 1.60× | ||
| Q2 25 | 1.33× | -1.04× | ||
| Q1 25 | -2.02× | 23.11× | ||
| Q4 24 | 3.73× | — | ||
| Q3 24 | 3.99× | 1.03× | ||
| Q2 24 | 1.55× | 0.28× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ACU
Segment breakdown not available.
OPAL
| Fuel Station Services Segment | $65.1M | 74% |
| Related Party | $12.1M | 14% |
| Renewable Power Segment | $8.6M | 10% |
| Other | $2.6M | 3% |
