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Side-by-side financial comparison of ACME UNITED CORP (ACU) and Target Hospitality Corp. (TH). Click either name above to swap in a different company.
Target Hospitality Corp. is the larger business by last-quarter revenue ($73.5M vs $52.3M, roughly 1.4× ACME UNITED CORP). ACME UNITED CORP runs the higher net margin — 1.9% vs -20.3%, a 22.2% gap on every dollar of revenue. On growth, Target Hospitality Corp. posted the faster year-over-year revenue change (22.0% vs 13.8%). Over the past eight quarters, Target Hospitality Corp.'s revenue compounded faster (0.7% 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.
Target Hospitality is a company that provides workforce lodging and other temporary, modular housing used for oil, gas and mining operations; large-scale events; and disaster relief. Target Hospitality is based in The Woodlands, Texas, and also has offices in Williston, North Dakota; Denver, Colorado; Calgary, Alberta.
ACU vs TH — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $52.3M | $73.5M |
| Net Profit | $985.0K | $-14.9M |
| Gross Margin | 39.7% | 9.6% |
| Operating Margin | 3.3% | -22.9% |
| Net Margin | 1.9% | -20.3% |
| Revenue YoY | 13.8% | 22.0% |
| Net Profit YoY | -40.4% | -219.1% |
| EPS (diluted) | $0.24 | $-0.14 |
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 | $73.5M | ||
| Q3 25 | $49.1M | $91.6M | ||
| Q2 25 | $54.0M | $54.9M | ||
| Q1 25 | $46.0M | $54.9M | ||
| Q4 24 | $45.9M | $60.2M | ||
| Q3 24 | $48.2M | $65.8M | ||
| Q2 24 | $55.4M | $67.5M |
| Q1 26 | $985.0K | — | ||
| Q4 25 | $1.9M | $-14.9M | ||
| Q3 25 | $1.9M | $-795.0K | ||
| Q2 25 | $4.8M | $-14.9M | ||
| Q1 25 | $1.7M | $-6.5M | ||
| Q4 24 | $1.7M | $12.5M | ||
| Q3 24 | $2.2M | $20.0M | ||
| Q2 24 | $4.5M | $18.4M |
| Q1 26 | 39.7% | — | ||
| Q4 25 | 38.2% | 9.6% | ||
| Q3 25 | 39.1% | 19.6% | ||
| Q2 25 | 41.0% | -0.6% | ||
| Q1 25 | 39.0% | 32.7% | ||
| Q4 24 | 38.7% | 61.5% | ||
| Q3 24 | 38.5% | 68.7% | ||
| Q2 24 | 40.8% | 69.4% |
| Q1 26 | 3.3% | — | ||
| Q4 25 | 6.1% | -22.9% | ||
| Q3 25 | 6.1% | 0.1% | ||
| Q2 25 | 11.8% | -30.8% | ||
| Q1 25 | 5.3% | -2.0% | ||
| Q4 24 | 5.0% | 34.5% | ||
| Q3 24 | 6.1% | 42.5% | ||
| Q2 24 | 11.5% | 43.8% |
| Q1 26 | 1.9% | — | ||
| Q4 25 | 3.9% | -20.3% | ||
| Q3 25 | 3.9% | -0.9% | ||
| Q2 25 | 8.8% | -27.2% | ||
| Q1 25 | 3.6% | -11.8% | ||
| Q4 24 | 3.7% | 20.8% | ||
| Q3 24 | 4.6% | 30.4% | ||
| Q2 24 | 8.0% | 27.2% |
| Q1 26 | $0.24 | — | ||
| Q4 25 | $0.46 | $-0.14 | ||
| Q3 25 | $0.46 | $-0.01 | ||
| Q2 25 | $1.16 | $-0.15 | ||
| Q1 25 | $0.41 | $-0.07 | ||
| Q4 24 | $0.43 | $0.12 | ||
| Q3 24 | $0.54 | $0.20 | ||
| Q2 24 | $1.09 | $0.18 |
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 | $8.3M |
| Total DebtLower is stronger | $33.0M | $1.7M |
| Stockholders' EquityBook value | $116.7M | $389.3M |
| Total Assets | $195.2M | $530.2M |
| Debt / EquityLower = less leverage | 0.28× | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $4.2M | — | ||
| Q4 25 | $3.6M | $8.3M | ||
| Q3 25 | $5.1M | $30.4M | ||
| Q2 25 | $3.6M | $19.2M | ||
| Q1 25 | $3.4M | $34.5M | ||
| Q4 24 | $6.4M | $190.7M | ||
| Q3 24 | $5.7M | $177.7M | ||
| Q2 24 | $3.8M | $154.3M |
| Q1 26 | $33.0M | — | ||
| Q4 25 | — | $1.7M | ||
| Q3 25 | — | $2.0M | ||
| Q2 25 | — | $26.3M | ||
| Q1 25 | — | $42.9M | ||
| Q4 24 | — | $1.5M | ||
| Q3 24 | — | $994.0K | ||
| Q2 24 | — | $1.1M |
| Q1 26 | $116.7M | — | ||
| Q4 25 | $117.6M | $389.3M | ||
| Q3 25 | $115.8M | $402.4M | ||
| Q2 25 | $113.7M | $401.3M | ||
| Q1 25 | $108.3M | $415.3M | ||
| Q4 24 | $107.0M | $421.1M | ||
| Q3 24 | $106.3M | $417.6M | ||
| Q2 24 | $104.0M | $397.2M |
| Q1 26 | $195.2M | — | ||
| Q4 25 | $171.0M | $530.2M | ||
| Q3 25 | $173.0M | $541.2M | ||
| Q2 25 | $170.9M | $533.7M | ||
| Q1 25 | $163.0M | $562.5M | ||
| Q4 24 | $162.2M | $725.8M | ||
| Q3 24 | $165.5M | $709.8M | ||
| Q2 24 | $173.5M | $697.0M |
| Q1 26 | 0.28× | — | ||
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.01× | ||
| Q2 25 | — | 0.07× | ||
| Q1 25 | — | 0.10× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× |
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 | — | $5.7M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $8.2M | $5.7M | ||
| Q3 25 | $7.1M | $53.4M | ||
| Q2 25 | $6.3M | $11.1M | ||
| Q1 25 | $-3.3M | $3.9M | ||
| Q4 24 | $6.4M | $30.6M | ||
| Q3 24 | $8.9M | $31.4M | ||
| Q2 24 | $6.9M | $39.1M |
| Q1 26 | — | — | ||
| Q4 25 | $7.3M | — | ||
| Q3 25 | $301.0K | — | ||
| Q2 25 | $4.7M | — | ||
| Q1 25 | $-4.7M | $-11.6M | ||
| Q4 24 | $4.7M | — | ||
| Q3 24 | $7.5M | — | ||
| Q2 24 | $4.4M | — |
| Q1 26 | — | — | ||
| Q4 25 | 15.3% | — | ||
| Q3 25 | 0.6% | — | ||
| Q2 25 | 8.7% | — | ||
| Q1 25 | -10.2% | -21.1% | ||
| Q4 24 | 10.2% | — | ||
| Q3 24 | 15.6% | — | ||
| Q2 24 | 8.0% | — |
| Q1 26 | — | — | ||
| Q4 25 | 1.9% | — | ||
| Q3 25 | 13.8% | — | ||
| Q2 25 | 3.0% | — | ||
| Q1 25 | 2.9% | 28.2% | ||
| Q4 24 | 3.7% | — | ||
| Q3 24 | 2.8% | — | ||
| Q2 24 | 4.5% | — |
| Q1 26 | — | — | ||
| Q4 25 | 4.34× | — | ||
| Q3 25 | 3.72× | — | ||
| Q2 25 | 1.33× | — | ||
| Q1 25 | -2.02× | — | ||
| Q4 24 | 3.73× | 2.44× | ||
| Q3 24 | 3.99× | 1.57× | ||
| Q2 24 | 1.55× | 2.13× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ACU
Segment breakdown not available.
TH
| Services | $40.9M | 56% |
| Hospitality And Facilities Services South | $32.6M | 44% |
