Columbus McKinnon (CMCO)
Market Price (9/16/2026): $16.27 | Market Cap: $468.5 MilSector: Industrials | Industry: Agricultural & Farm Machinery
Columbus McKinnon (CMCO)
Market Price (9/16/2026): $16.27Market Cap: $468.5 MilSector: IndustrialsIndustry: Agricultural & Farm Machinery
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 55% Megatrend and thematic driversMegatrends include Automation & Robotics. Themes include Industrial Robotics, Factory Automation, and Process / Warehouse Automation. | Weak multi-year price returns2Y Excs Rtn is -83%, 3Y Excs Rtn is -123% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -45 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -3.0% Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 487% Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -6.9%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -8.2% Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -70% Key risksCMCO key risks include [1] the competitive challenge of translating its "Intelligent Motion Solutions" strategy into market-leading products faster than rivals and [2] its high debt and leverage, Show more. |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 55% |
| Megatrend and thematic driversMegatrends include Automation & Robotics. Themes include Industrial Robotics, Factory Automation, and Process / Warehouse Automation. |
| Weak multi-year price returns2Y Excs Rtn is -83%, 3Y Excs Rtn is -123% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -45 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -3.0% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 487% |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -6.9%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -8.2% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -70% |
| Key risksCMCO key risks include [1] the competitive challenge of translating its "Intelligent Motion Solutions" strategy into market-leading products faster than rivals and [2] its high debt and leverage, Show more. |
Qualitative Assessment
AI Analysis | Feedback
Updated on 9/15/2026
Columbus McKinnon (CMCO) stock has remained largely at the same level since 5/31/2026 because of the following key factors:
1. Strong Operational Performance and Raised Fiscal Year 2027 Guidance Driven by Kito Crosby Acquisition.
Columbus McKinnon (CMCO) reported robust results for its fiscal Q1 2027, which ended June 30, 2026, demonstrating significant growth largely due to the integration of the Kito Crosby acquisition (closed February 3, 2026). Net sales surged 125.3% year-over-year to $531.5 million, with legacy CMCO sales growing 12.7%. The company also achieved a 21.0% Adjusted EBITDA margin, up from 13.8% a year prior. Following these results, CMCO raised its full fiscal year 2027 guidance, projecting net sales of $2.09–$2.15 billion and Adjusted EPS of $1.90–$2.10. These positive operational metrics and an improved outlook initially caused the stock to surge by 12.3% to 39.4% following the announcement on July 30, 2026.
2. Substantial GAAP Net Losses and Elevated Leverage Ratio Tied to Acquisition Expenses.
Despite strong adjusted performance, CMCO reported a GAAP net loss of $88.7 million, or $(2.05) per diluted share, in fiscal Q1 2027. This loss primarily included $70.3 million of acquisition and integration expenses, along with higher amortization and interest costs related to the Kito Crosby deal. The company's Credit Agreement Net Leverage Ratio remained elevated at 4.9x in fiscal Q1 2027, although it improved slightly from 5.1x at the end of fiscal Q4 2026 (March 31, 2026). These significant non-cash charges and the debt associated with the acquisition acted as a drag on the company's reported profitability and likely tempered investor enthusiasm, contributing to the stock's eventual retreat from its post-earnings highs.
Show more
Columbus McKinnon (CMCO) stock has remained largely at the same level since 5/31/2026 because of the following key factors:
1. Strong Operational Performance and Raised Fiscal Year 2027 Guidance Driven by Kito Crosby Acquisition.
Columbus McKinnon (CMCO) reported robust results for its fiscal Q1 2027, which ended June 30, 2026, demonstrating significant growth largely due to the integration of the Kito Crosby acquisition (closed February 3, 2026). Net sales surged 125.3% year-over-year to $531.5 million, with legacy CMCO sales growing 12.7%. The company also achieved a 21.0% Adjusted EBITDA margin, up from 13.8% a year prior. Following these results, CMCO raised its full fiscal year 2027 guidance, projecting net sales of $2.09–$2.15 billion and Adjusted EPS of $1.90–$2.10. These positive operational metrics and an improved outlook initially caused the stock to surge by 12.3% to 39.4% following the announcement on July 30, 2026.
2. Substantial GAAP Net Losses and Elevated Leverage Ratio Tied to Acquisition Expenses.
Despite strong adjusted performance, CMCO reported a GAAP net loss of $88.7 million, or $(2.05) per diluted share, in fiscal Q1 2027. This loss primarily included $70.3 million of acquisition and integration expenses, along with higher amortization and interest costs related to the Kito Crosby deal. The company's Credit Agreement Net Leverage Ratio remained elevated at 4.9x in fiscal Q1 2027, although it improved slightly from 5.1x at the end of fiscal Q4 2026 (March 31, 2026). These significant non-cash charges and the debt associated with the acquisition acted as a drag on the company's reported profitability and likely tempered investor enthusiasm, contributing to the stock's eventual retreat from its post-earnings highs.
Show more
Updated on 9/15/2026
Columbus McKinnon (CMCO) stock has remained largely at the same level since 5/31/2026 because of the following key factors:
1. Strong Operational Performance and Raised Fiscal Year 2027 Guidance Driven by Kito Crosby Acquisition.
Columbus McKinnon (CMCO) reported robust results for its fiscal Q1 2027, which ended June 30, 2026, demonstrating significant growth largely due to the integration of the Kito Crosby acquisition (closed February 3, 2026). Net sales surged 125.3% year-over-year to $531.5 million, with legacy CMCO sales growing 12.7%. The company also achieved a 21.0% Adjusted EBITDA margin, up from 13.8% a year prior. Following these results, CMCO raised its full fiscal year 2027 guidance, projecting net sales of $2.09–$2.15 billion and Adjusted EPS of $1.90–$2.10. These positive operational metrics and an improved outlook initially caused the stock to surge by 12.3% to 39.4% following the announcement on July 30, 2026.
2. Substantial GAAP Net Losses and Elevated Leverage Ratio Tied to Acquisition Expenses.
Despite strong adjusted performance, CMCO reported a GAAP net loss of $88.7 million, or $(2.05) per diluted share, in fiscal Q1 2027. This loss primarily included $70.3 million of acquisition and integration expenses, along with higher amortization and interest costs related to the Kito Crosby deal. The company's Credit Agreement Net Leverage Ratio remained elevated at 4.9x in fiscal Q1 2027, although it improved slightly from 5.1x at the end of fiscal Q4 2026 (March 31, 2026). These significant non-cash charges and the debt associated with the acquisition acted as a drag on the company's reported profitability and likely tempered investor enthusiasm, contributing to the stock's eventual retreat from its post-earnings highs.
3. Mixed Analyst Sentiment and Market Re-evaluation Following Initial Post-Earnings Surge.
While CMCO's fiscal Q1 2027 earnings significantly beat analyst expectations for adjusted EPS and revenue, the market's reaction proved volatile. After an initial surge of up to 39.4% on July 30, 2026, the stock saw a subsequent decline, falling from a high of around $20.38 to $16.26 by September 15, 2026. This retracement suggests a re-evaluation by the market, possibly reflecting existing analyst concerns about integration risks and the high leverage ratio. The consensus analyst rating for CMCO during this period largely remained "Hold" or "Moderate Buy," with some analysts citing the need for the company to focus on paying down debt and generating free cash flow. This balanced view from analysts, coupled with profit-taking after the initial spike, contributed to the stock settling back to a relatively stable level over the specified period.
Show less
Columbus McKinnon (CMCO) stock has remained largely at the same level since 5/31/2026 because of the following key factors:
1. Strong Operational Performance and Raised Fiscal Year 2027 Guidance Driven by Kito Crosby Acquisition.
Columbus McKinnon (CMCO) reported robust results for its fiscal Q1 2027, which ended June 30, 2026, demonstrating significant growth largely due to the integration of the Kito Crosby acquisition (closed February 3, 2026). Net sales surged 125.3% year-over-year to $531.5 million, with legacy CMCO sales growing 12.7%. The company also achieved a 21.0% Adjusted EBITDA margin, up from 13.8% a year prior. Following these results, CMCO raised its full fiscal year 2027 guidance, projecting net sales of $2.09–$2.15 billion and Adjusted EPS of $1.90–$2.10. These positive operational metrics and an improved outlook initially caused the stock to surge by 12.3% to 39.4% following the announcement on July 30, 2026.
2. Substantial GAAP Net Losses and Elevated Leverage Ratio Tied to Acquisition Expenses.
Despite strong adjusted performance, CMCO reported a GAAP net loss of $88.7 million, or $(2.05) per diluted share, in fiscal Q1 2027. This loss primarily included $70.3 million of acquisition and integration expenses, along with higher amortization and interest costs related to the Kito Crosby deal. The company's Credit Agreement Net Leverage Ratio remained elevated at 4.9x in fiscal Q1 2027, although it improved slightly from 5.1x at the end of fiscal Q4 2026 (March 31, 2026). These significant non-cash charges and the debt associated with the acquisition acted as a drag on the company's reported profitability and likely tempered investor enthusiasm, contributing to the stock's eventual retreat from its post-earnings highs.
3. Mixed Analyst Sentiment and Market Re-evaluation Following Initial Post-Earnings Surge.
While CMCO's fiscal Q1 2027 earnings significantly beat analyst expectations for adjusted EPS and revenue, the market's reaction proved volatile. After an initial surge of up to 39.4% on July 30, 2026, the stock saw a subsequent decline, falling from a high of around $20.38 to $16.26 by September 15, 2026. This retracement suggests a re-evaluation by the market, possibly reflecting existing analyst concerns about integration risks and the high leverage ratio. The consensus analyst rating for CMCO during this period largely remained "Hold" or "Moderate Buy," with some analysts citing the need for the company to focus on paying down debt and generating free cash flow. This balanced view from analysts, coupled with profit-taking after the initial spike, contributed to the stock settling back to a relatively stable level over the specified period.
Show less
Holding a concentrated position? Know your true downside before the momentum shifts.
Protect Your Wealth →
Stock Movement Drivers
Fundamental Drivers
The 2.2% change in CMCO stock from 5/31/2026 to 9/15/2026 was primarily driven by a 48.5% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 5312026 | 9152026 | Change |
|---|---|---|---|
| Stock Price ($) | 15.91 | 16.26 | 2.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,003 | 1,489 | 48.5% |
| P/S Multiple | 0.5 | 0.3 | -31.0% |
| Shares Outstanding (Mil) | 29 | 29 | -0.2% |
| Cumulative Contribution | 2.2% |
Market Drivers
5/31/2026 to 9/15/2026| Return | Correlation | |
|---|---|---|
| CMCO | 2.2% | |
| Market (SPY) | 0.1% | 56.5% |
| Sector (XLI) | -2.5% | 47.5% |
Fundamental Drivers
The -13.6% change in CMCO stock from 2/28/2026 to 9/15/2026 was primarily driven by a -41.7% change in the company's P/S Multiple.| (LTM values as of) | 2282026 | 9152026 | Change |
|---|---|---|---|
| Stock Price ($) | 18.83 | 16.26 | -13.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,003 | 1,489 | 48.5% |
| P/S Multiple | 0.5 | 0.3 | -41.7% |
| Shares Outstanding (Mil) | 29 | 29 | -0.2% |
| Cumulative Contribution | -13.6% |
Market Drivers
2/28/2026 to 9/15/2026| Return | Correlation | |
|---|---|---|
| CMCO | -13.6% | |
| Market (SPY) | 10.7% | 55.1% |
| Sector (XLI) | -4.4% | 52.6% |
Fundamental Drivers
The 10.3% change in CMCO stock from 8/31/2025 to 9/15/2026 was primarily driven by a 55.2% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 8312025 | 9152026 | Change |
|---|---|---|---|
| Stock Price ($) | 14.75 | 16.26 | 10.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 959 | 1,489 | 55.2% |
| P/S Multiple | 0.4 | 0.3 | -28.6% |
| Shares Outstanding (Mil) | 29 | 29 | -0.5% |
| Cumulative Contribution | 10.3% |
Market Drivers
8/31/2025 to 9/15/2026| Return | Correlation | |
|---|---|---|
| CMCO | 10.3% | |
| Market (SPY) | 18.4% | 51.2% |
| Sector (XLI) | 12.2% | 54.4% |
Fundamental Drivers
The -55.2% change in CMCO stock from 8/31/2023 to 9/15/2026 was primarily driven by a -71.3% change in the company's P/S Multiple.| (LTM values as of) | 8312023 | 9152026 | Change |
|---|---|---|---|
| Stock Price ($) | 36.31 | 16.26 | -55.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 951 | 1,489 | 56.5% |
| P/S Multiple | 1.1 | 0.3 | -71.3% |
| Shares Outstanding (Mil) | 29 | 29 | -0.5% |
| Cumulative Contribution | -55.2% |
Market Drivers
8/31/2023 to 9/15/2026| Return | Correlation | |
|---|---|---|
| CMCO | -55.2% | |
| Market (SPY) | 74.1% | 45.8% |
| Sector (XLI) | 62.5% | 52.7% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| CMCO Return | 21% | -29% | 21% | -4% | -53% | -4% | -55% |
| Peers Return | 21% | 10% | 8% | -8% | -14% | 39% | 59% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 11% | 103% |
Monthly Win Rates [3] | |||||||
| CMCO Win Rate | 50% | 42% | 67% | 50% | 42% | 44% | |
| Peers Win Rate | 55% | 53% | 40% | 42% | 43% | 58% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 44% | |
Max Drawdowns [4] | |||||||
| CMCO Max Drawdown | -23% | -50% | -29% | -34% | -66% | -48% | |
| Peers Max Drawdown | -25% | -36% | -27% | -29% | -36% | -26% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: DE, AGCO, WNC, GENC, CNH.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 9/15/2026 (YTD)
How Low Can It Go
| Event | CMCO | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -38.8% | -18.8% |
| % Gain to Breakeven | 63.4% | 23.1% |
| Time to Breakeven | 279 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -25.6% | -9.5% |
| % Gain to Breakeven | 34.4% | 10.5% |
| Time to Breakeven | 98 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -10.1% | -6.7% |
| % Gain to Breakeven | 11.2% | 7.1% |
| Time to Breakeven | 31 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -46.7% | -24.5% |
| % Gain to Breakeven | 87.8% | 32.4% |
| Time to Breakeven | 586 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -46.3% | -33.7% |
| % Gain to Breakeven | 86.1% | 50.9% |
| Time to Breakeven | 146 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -26.7% | -19.2% |
| % Gain to Breakeven | 36.4% | 23.8% |
| Time to Breakeven | 97 days | 105 days |
In The Past
Columbus McKinnon's stock fell -38.8% during the 2025 US Tariff Shock. Such a loss loss requires a 63.4% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
| Event | CMCO | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -38.8% | -18.8% |
| % Gain to Breakeven | 63.4% | 23.1% |
| Time to Breakeven | 279 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -25.6% | -9.5% |
| % Gain to Breakeven | 34.4% | 10.5% |
| Time to Breakeven | 98 days | 24 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -46.7% | -24.5% |
| % Gain to Breakeven | 87.8% | 32.4% |
| Time to Breakeven | 586 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -46.3% | -33.7% |
| % Gain to Breakeven | 86.1% | 50.9% |
| Time to Breakeven | 146 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -26.7% | -19.2% |
| % Gain to Breakeven | 36.4% | 23.8% |
| Time to Breakeven | 97 days | 105 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -38.0% | -12.2% |
| % Gain to Breakeven | 61.3% | 13.9% |
| Time to Breakeven | 259 days | 62 days |
| 2014-2016 Oil Price Collapse | ||
| % Loss | -45.1% | -6.8% |
| % Gain to Breakeven | 82.2% | 7.3% |
| Time to Breakeven | 279 days | 15 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -40.8% | -17.9% |
| % Gain to Breakeven | 68.9% | 21.8% |
| Time to Breakeven | 139 days | 123 days |
| 2010 Eurozone Sovereign Debt Crisis / Flash Crash | ||
| % Loss | -32.1% | -15.4% |
| % Gain to Breakeven | 47.3% | 18.2% |
| Time to Breakeven | 156 days | 125 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -79.2% | -53.4% |
| % Gain to Breakeven | 381.3% | 114.4% |
| Time to Breakeven | 3101 days | 1085 days |
| Summer 2007 Credit Crunch | ||
| % Loss | -28.5% | -8.6% |
| % Gain to Breakeven | 39.9% | 9.5% |
| Time to Breakeven | 76 days | 47 days |
In The Past
Columbus McKinnon's stock fell -38.8% during the 2025 US Tariff Shock. Such a loss loss requires a 63.4% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Columbus McKinnon (CMCO)
Columbus McKinnon Corporation (CMCO) is a global designer, manufacturer, and marketer of intelligent motion solutions. The company's core mission is to enable customers worldwide to ergonomically and safely move, lift, position, and secure materials across a wide range of industrial and commercial applications. Essentially, CMCO provides critical equipment and technologies that facilitate material handling and precise movement in various operational settings.
CMCO's extensive product portfolio includes a diverse array of hoists (electric, air-powered, manual, and custom-engineered), comprehensive crane systems (from components and kits to workstation and jib cranes), and various rigging equipment like shackles, chains, and lifting slings. Beyond traditional lifting and rigging, the company also offers specialized rotary unions, mechanical and electromechanical actuators, and advanced power and motion technology products. These include AC/DC motor controls, automation systems, brakes, radio controls, and various conveyor systems for efficient material flow.
The company serves a broad spectrum of market verticals, reflecting the universal need for material handling solutions. Key industries include general manufacturing, energy and utilities, construction and infrastructure, food processing, entertainment, life sciences, and the rapidly growing e-commerce/supply chain/warehousing sectors. CMCO reaches its global customer base through a multi-channel approach, selling directly to end-users, and leveraging a network of distributors, independent crane builders, material handling specialists, and original equipment manufacturers (OEMs).
AI Analysis | Feedback
Here are 1-3 brief analogies for Columbus McKinnon (CMCO):
- It's like Rockwell Automation for physical material handling and lifting equipment.
- It's like Terex, but for the material handling *inside* factories and warehouses, providing specialized cranes, hoists, and conveyor systems.
AI Analysis | Feedback
```html
- Hoists and Winches: Devices including electric, air-powered, lever, and hand hoists, along with winches, designed for lifting and pulling materials.
- Crane Systems: Comprehensive solutions encompassing crane components, kits, and various types of cranes like workstation, jib, and mobile cranes, for controlled material handling.
- Rigging Equipment: A range of tools and accessories such as shackles, chains, slings, and clamps used for securing, lifting, and lashing loads.
- Actuators: Mechanical and electromechanical devices that convert energy into controlled mechanical motion for various industrial applications.
- Rotary Unions and Swivel Joints: Components enabling the transfer of fluids and gases across rotating interfaces in machinery.
- Power and Motion Technology Products: Systems and components including motor controls, brakes, radio controls, and automation diagnostics for power delivery and motion control.
- Conveyor Systems: Various types of conveyors, including belt, chain, and pallet systems, designed for automated material transport along a fixed path.
AI Analysis | Feedback
Columbus McKinnon (CMCO) primarily sells its intelligent motion solutions to other companies (Business-to-Business, B2B).
Based on the provided background information, specific names of major customer companies are not listed. Instead, the company serves a wide array of industries and reaches its end users through various types of business channels. These major customer categories and channels include:
- Market Verticals (Industries): General industries, mobile industries, energy and utilities, process industries, industrial automation, construction and infrastructure, food processing, entertainment, life sciences, consumer packaged goods, and e-commerce/supply chain/warehousing.
- Sales Channels and Intermediaries: Distributors, independent crane builders, material handling specialists and integrators, government agencies, original equipment manufacturers (OEMs), and engineering procurement and construction (EPC) firms.
AI Analysis | Feedback
null
AI Analysis | Feedback
David J. Wilson, President and Chief Executive Officer
David J. Wilson joined Columbus McKinnon Corporation as President and Chief Executive Officer on June 1, 2020. Before joining Columbus McKinnon, Mr. Wilson served as President of Flowserve Corporation's Pumps Division from 2018 to 2020 and as President of Flowserve's Industrial Products Division, which he joined in 2017. Prior to his time at Flowserve, he was President of the Industrial segment of SPX FLOW, Inc. He was with SPX Corporation and SPX FLOW from 1998 to 2017, where he progressed through various promotions, including leading several global operating businesses and spending six years as President of Asia Pacific. Mr. Wilson also led successful corporate development initiatives as Vice President of Business Development for multiple businesses. His career began with operating and engineering leadership positions at Polaroid Corporation.
Gregory P. Rustowicz, Executive Vice President Finance and Chief Financial Officer
Gregory P. Rustowicz joined Columbus McKinnon in 2011 as Vice President of Finance and Chief Financial Officer, and was promoted to Executive Vice President of Finance and Chief Financial Officer in July 2022. Previously, he spent 20 years at PPG Industries, Inc., advancing through finance and accounting roles, including Group Chief Financial Officer of PPG's Glass, Fiber Glass, and Chemicals businesses. After leaving PPG, he served as Corporate Treasurer and later Vice President of Finance for Momentive Performance Materials. Mr. Rustowicz started his career as a CPA with KPMG Peat Marwick. He holds a bachelor's degree in accounting from Canisius College and a Master of Science degree in industrial administration from Carnegie Mellon University.
Jon Adams, President, Americas
Jon Adams serves as the President of Americas for Columbus McKinnon. He also previously held the title of Senior Vice President, Business Integration and Strategic initiatives.
Mark Premont, Chief Product Officer
Mark Premont joined Columbus McKinnon as Chief Product Officer in 2026. He began his career in 1993 at Kito Canada, where he advanced to President. In 2016, he became an Executive Officer of Kito Corporation and Chief Operating Officer of the Americas Region. He was later appointed Chief Product Officer at Kito Corporation in 2022, a role he continued as Chief Product Officer for Kito Crosby. His experience encompasses strategic planning, marketing strategy, new business development, and operational leadership. Mr. Premont earned an MBA from Simon Fraser University.
Melissa King Ruths, Chief Marketing Officer
Melissa King Ruths joined Columbus McKinnon as Chief Marketing Officer in 2026. Her early career included various product management, business development, marketing, and strategic planning roles at Emerson, with five years based in Singapore covering the Asia Pacific region. In 2020, she moved to The Crosby Group, overseeing marketing, training, product management, and engineering functions, before becoming Chief Marketing Officer of Kito Crosby in 2023.
AI Analysis | Feedback
The key risks to Columbus McKinnon's (CMCO) business are primarily associated with its strategic acquisitions, the inherent volatility in raw material costs, and the pressures within its competitive market.
- Risks Associated with Acquisition Integration: Columbus McKinnon faces significant risks related to the integration of its acquisitions, particularly the Kito Crosby deal. Challenges include rationalizing operations, retaining key personnel, integrating business relationships, and potentially encountering unforeseen expenses and liabilities. This strategic move could also divert management's attention and lead to competitive responses or customer loss, hindering the realization of anticipated cost savings and synergies. The successful realization of targeted cost synergies from the Kito Crosby integration, with 20% expected in the first year post-acquisition, 60% by year two, and full realization in year three, is critical to the company's future outlook.
- Raw Material Cost Volatility and Supply Chain Disruptions: As a manufacturer of industrial equipment, Columbus McKinnon is exposed to volatility in raw material costs and potential supply chain disruptions. These factors can directly impact the company's cost of goods and overall profitability. The company needs to manage its supply chain effectively and potentially hedge against high-grade steel exposure to stabilize margins.
- Competitive Landscape and Market Pressures: Columbus McKinnon operates in a dynamic and competitive global material handling market. The company faces challenges from various rivals in hoists, rigging, and intelligent motion solutions. This competitive environment, along with shifts in product mix toward lower-margin offerings and the impact of tariffs, can exert pressure on sales and profitability. The company aims to achieve margin neutrality related to tariffs by proactively managing its supply chain and implementing pricing actions. The industry's evolution towards intelligent automation and software-driven solutions also requires continuous innovation to maintain a competitive edge.
AI Analysis | Feedback
null
AI Analysis | Feedback
Columbus McKinnon operates in several addressable markets globally for its intelligent motion solutions. The estimated market sizes for their main products and services are as follows:
- Industrial Hoists and Cranes: The global crane and hoist market size was valued at approximately USD 43.17 billion in 2025, with projections to reach nearly USD 59.94 billion by 2032.
- Rigging Equipment: The global rigging gear market size was valued at approximately USD 7.5 billion in 2023 and is projected to reach around USD 11.2 billion by 2032.
- Industrial Actuators (Mechanical and Electromechanical): The global industrial actuators market was estimated at USD 45.2 billion in 2025 and is expected to grow to USD 71.8 billion by 2035.
- Industrial Brakes: The global industrial brakes market size was valued at USD 1.42 billion in 2024.
- Industrial Radio Controls: The global industrial radio remote controls market was valued at approximately USD 904 million in 2025 and is anticipated to reach USD 1.25 billion by 2032.
- Conveyor Systems: The global conveyor system market size was valued at USD 10.36 billion in 2024 and is expected to reach USD 15.07 billion by 2032.
- Rotary Unions and Swivel Joints: The global rotating union market size was valued at USD 866 million in 2023 and is projected to grow to USD 1,224 million by 2030.
AI Analysis | Feedback
Here are the expected drivers of future revenue growth for Columbus McKinnon (CMCO) over the next 2-3 years:
- Acquisition-led Growth and Synergy Realization: The recent acquisition of Kito Crosby is a significant driver, anticipated to nearly double Columbus McKinnon's revenue base and unlock substantial cost synergies over the next three years. Prior acquisitions, such as Montratec in 2023, have also contributed to sales growth, particularly in Europe.
- Strategic Focus on Intelligent Motion and Automation Solutions: Columbus McKinnon is strategically shifting its portfolio towards higher-margin, technology-enabled products, including intelligent motion kits, integrated hoists, drives, and digital controls. This transformation aims to capitalize on growth in key market verticals like e-commerce, warehouse automation, life sciences, and food and beverage, by embedding automation and robotic transport systems.
- Geographic Expansion: The company is actively pursuing intensified expansion in the Asia-Pacific region to capture growing demand for automation solutions in emerging markets. Additionally, Columbus McKinnon is scaling its presence in the European market.
- Strong Backlog Conversion and Commercial Initiatives: Columbus McKinnon has consistently reported a robust backlog, which indicates future revenue visibility. Management emphasizes the successful execution of commercial initiatives, especially within its automation and lifting segments, contributing to sustained order growth and the conversion of this backlog into sales. Price increases have also played a role in revenue growth.
AI Analysis | Feedback
Capital Allocation Decisions (Last 3-5 Years)
Share Repurchases
- On March 26, 2019, the Board of Directors approved a stock repurchase program authorizing up to $20 million of the Company's common stock.
- No share repurchases were made during the fiscal years ended March 31, 2021, and March 31, 2022.
- As of January 2026, Columbus McKinnon does not plan any share repurchases in the near term, prioritizing debt repayment.
Share Issuance
- Columbus McKinnon issued $800.0 million of 7.00% Series A convertible preferred shares to private equity firm CD&R as part of the financing for the Kito Crosby acquisition, which closed on February 4, 2026.
- Approximately 40% dilution was incurred over the decade leading up to early 2025, alongside sales growth.
- The company's guidance for the first quarter of fiscal 2025 assumed 29.2 million diluted average shares outstanding, and for the full fiscal year 2025, it assumed 29.4 million diluted average shares outstanding.
Inbound Investments
- CD&R, a global investment firm, provided an $800.0 million Series A cumulative convertible participating preferred share investment to Columbus McKinnon. This investment was part of the financing for the acquisition of Kito Crosby Limited, completed on February 4, 2026.
Outbound Investments
- Columbus McKinnon completed the acquisition of Kito Crosby Limited for $2.7 billion in cash on February 4, 2026. This acquisition is expected to nearly double Columbus McKinnon's revenue base, enhance its global footprint, and unlock $70 million in targeted cost synergies over three years.
- The Kito Crosby acquisition was financed by a $1.650 billion Term Loan B, a $500.0 million revolving credit facility, $900.0 million of 7.125% senior secured notes due 2033, and $800.0 million of 7.00% Series A convertible preferred shares.
- The company completed the sale of its U.S. power chain hoist and chain manufacturing operations to Pacific Avenue Capital Partners for $210 million in cash on March 4, 2026, with a potential additional $25 million earnout. The proceeds from this divestiture are intended to repay a portion of its Term Loan B facility.
Capital Expenditures
- Capital expenditures for fiscal year 2025 were $21.41 million and $24.81 million for fiscal year 2024.
- Columbus McKinnon's guidance for fiscal year 2025 capital expenditures was in the range of $20 million to $30 million, while for fiscal year 2026, it is projected to be between $20 million and $25 million.
- The company targets approximately 2.5% of net sales for capital expenditures, which can be flexed down to about 1.0% depending on economic conditions. A primary focus of recent capital expenditures includes the relocation and consolidation of its Linear Motion factory to Monterrey, Mexico, as part of a footprint simplification plan to optimize manufacturing and drive long-term benefits.
Peer Outperformance in Agricultural & Farm Machinery
CMCO has trailed 75% of its 16 Agricultural & Farm Machinery peers over 5Y. Agricultural & Farm Machinery ranks 15th of 23 industries in Industrials by median 5Y return. The sector’s gains have largely come from elsewhere.
Share of Agricultural & Farm Machinery constituents that CMCO has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.
1Y
63%
of 16 industry peers · 11.7% return
3Y
19%
of 16 industry peers · -52.6% return
5Y
25%
of 16 industry peers · -60.8% return
No Agricultural & Farm Machinery peer with a comparable growth profile has beaten CMCO by more than 20pp over 5Y.
Median price return by industry across the Industrials sector, ranked by 5Y. Agricultural & Farm Machinery is CMCO's own industry. Use this to see which corners of the sector have carried the returns.
| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Construction & Engineering | 31 | 10.9% | 96.8% | 180.5% | CDNL 2493% · FIX 2206% · STRL 1934% |
| Marine Transportation | 5 | 79.5% | 63.5% | 166.9% | HOS 46479% · MATX 201% · KEX 167% |
| Construction Machinery & Heavy Transportation Equipment | 13 | 6.7% | 60.4% | 124.0% | CAT 319% · ALSN 264% · WAB 223% |
| Aerospace & Defense | 54 | -4.4% | 75.4% | 72.9% | ATI 985% · FTAI 881% · HWM 625% |
| Rail Transportation | 7 | 30.8% | 64.5% | 43.4% | FSTR 140% · CSX 68% · UNP 56% |
| Trading Companies & Distributors | 19 | 5.0% | 38.9% | 38.0% | DXPE 561% · AIT 288% · WCC 201% |
| Industrial Machinery & Supplies & Components | 72 | 7.6% | 43.3% | 36.4% | CRS 1276% · PSIX 919% · GHM 582% |
| Cargo Ground Transportation | 16 | 34.9% | 6.4% | 32.7% | XPO 249% · R 240% · CVLG 238% |
| Passenger Ground Transportation | 3 | -23.2% | 39.1% | 26.3% | UBER 81% · CAR 26% · LYFT -70% |
| Diversified Support Services | 33 | 10.2% | 29.6% | 25.3% | LIME 3445% · TH 417% · WLFC 351% |
| Electrical Components & Equipment | 41 | 9.4% | 55.2% | 19.4% | POWL 2263% · BE 1266% · VRT 882% |
| Building Products | 33 | -14.6% | 2.9% | 17.9% | LMB 636% · GFF 375% · PPIH 284% |
| Industrial Conglomerates | 17 | 7.1% | 1.9% | 7.8% | RCMT 397% · CSW 133% · CSL 73% |
| Environmental & Facilities Services | 29 | -9.4% | 21.1% | -4.0% | CECO 875% · NVRI 372% · ADUR 372% |
| Agricultural & Farm Machinery ← | 17 | 9.9% | 6.5% | -6.9% | BLBD 207% · DE 106% · GENC 47% |
| Research & Consulting Services | 13 | -10.3% | -23.5% | -7.9% | HURN 201% · CRAI 91% · GRNQ 57% |
| Data Processing & Outsourced Services | 6 | -31.4% | -13.1% | -23.7% | EXLS 47% · BR 10% · G -23% |
| Passenger Airlines | 11 | 2.1% | 0.8% | -30.0% | LTM 3083% · UAL 140% · SKYW 109% |
| Office Services & Supplies | 9 | 7.0% | 24.6% | -32.0% | PBI 200% · TILE 141% · HNI 47% |
| Human Resource & Employment Services | 22 | 5.8% | -19.7% | -38.1% | BBSI 88% · ADP 56% · PAYX 26% |
| Air Freight & Logistics | 12 | -8.2% | -22.6% | -38.3% | CHRW 97% · FDX 65% · EXPD 62% |
| Security & Alarm Services | 10 | -30.3% | 11.4% | -39.7% | CIX 162% · MG 107% · NL 59% |
| Airport Services | 3 | -72.2% | -79.7% | -58.1% | JOBY -29% · ASLE -58% · UP -100% |
Median of constituents with a full price history over each window. Top names are unfiltered by size in this render.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Columbus McKinnon Earnings Notes | 12/16/2025 | |
| Columbus McKinnon Stock Jump Looks Great, But How Secure Is That Gain? | 10/17/2025 | |
| Columbus McKinnon (CMCO) Operating Cash Flow Comparison | 02/17/2025 | |
| Columbus McKinnon (CMCO) Net Income Comparison | 02/15/2025 | |
| Columbus McKinnon (CMCO) Operating Income Comparison | 02/14/2025 |
| Title | |
|---|---|
| ARTICLES |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 16.62 |
| Mkt Cap | 4.7 |
| Rev LTM | 5,919 |
| Op Inc LTM | 347 |
| FCF LTM | 164 |
| FCF 3Y Avg | 334 |
| CFO LTM | 295 |
| CFO 3Y Avg | 529 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 1.2% |
| Rev Chg 3Y Avg | -8.3% |
| Rev Chg Q | 3.4% |
| QoQ Delta Rev Chg LTM | 0.9% |
| Op Inc Chg LTM | -10.7% |
| Op Inc Chg 3Y Avg | -19.7% |
| Op Mgn LTM | 9.2% |
| Op Mgn 3Y Avg | 10.2% |
| QoQ Delta Op Mgn LTM | -0.6% |
| CFO/Rev LTM | 3.3% |
| CFO/Rev 3Y Avg | 8.0% |
| FCF/Rev LTM | 1.0% |
| FCF/Rev 3Y Avg | 5.3% |
Segment Financials
Revenue by Segment| $ Mil | 2026 | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Hoists | 557 | 480 | 495 | 456 | 433 |
| Lifting and securement hardware | 160 | 76 | 74 | 77 | 83 |
| High-precision conveying systems | 149 | 155 | 163 | 150 | 145 |
| Digital power control and delivery systems | 123 | 110 | 122 | 103 | 98 |
| Actuators and rotary unions | 108 | 88 | 97 | 85 | 85 |
| Industrial cranes | 59 | 37 | 40 | 38 | 43 |
| Technology & Specialty Solutions | 23 | 0 | 0 | ||
| Elevator application drive systems | 15 | 17 | 22 | 27 | 19 |
| Total | 1,193 | 963 | 1,014 | 936 | 907 |
| $ Mil | 2008 | 2007 | 2006 | 2005 | 2003 |
|---|---|---|---|---|---|
| Products | 78 | 71 | 56 | 39 | |
| Solutions | -7 | -3 | 2 | 1 | |
| Solutions Automotive | -0 | ||||
| Solutions Industrial | 34 | ||||
| Total | 71 | 68 | 58 | 41 | 33 |
| $ Mil | 2008 | 2007 | 2006 | 2003 | 2002 |
|---|---|---|---|---|---|
| Products | 560 | 527 | 531 | 438 | |
| Solutions | 30 | 39 | 35 | ||
| Solutions Automotive | 32 | 65 | |||
| Solutions Industrial | 451 | 438 | |||
| Total | 590 | 566 | 566 | 483 | 941 |
Price Behavior
Price Behavior
| Market Price | $16.26 | |
| Market Cap ($ Bil) | 0.5 | |
| First Trading Date | 02/28/1996 | |
| Distance from 52W High | -29.3% | |
| 50 Days | 200 Days | |
| DMA Price | $17.17 | $16.78 |
| DMA Trend | up | up |
| Distance from DMA | -5.3% | -3.1% |
| 3M | 1YR | |
| Volatility | 102.4% | 70.1% |
| Downside Capture | 364.50 | 265.84 |
| Upside Capture | 439.10 | 235.58 |
| Correlation (SPY) | 53.2% | 51.4% |
CMCO Betas & Captures as of 8/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 3.29 | 5.77 | 4.38 | 3.27 | 2.76 | 1.73 |
| Up Beta | 4.38 | 10.65 | 7.69 | 4.59 | 4.23 | 1.83 |
| Down Beta | 2.26 | 3.58 | 2.81 | 2.76 | 2.18 | 1.42 |
| Up Capture | 169% | 556% | 516% | 356% | 433% | 352% |
| Bmk +ve Days | 10 | 21 | 32 | 68 | 138 | 427 |
| Stock +ve Days | 8 | 18 | 27 | 53 | 114 | 349 |
| Down Capture | 461% | 321% | 278% | 230% | 168% | 112% |
| Bmk -ve Days | 11 | 21 | 32 | 59 | 113 | 324 |
| Stock -ve Days | 13 | 24 | 37 | 72 | 133 | 397 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with CMCO | |
|---|---|---|---|---|
| CMCO | 14.4% | 70.0% | 0.45 | - |
| Sector ETF (XLI) | 12.6% | 17.2% | 0.52 | 54.0% |
| Equity (SPY) | 16.3% | 12.8% | 0.90 | 51.4% |
| Gold (GLD) | 17.6% | 29.3% | 0.55 | 23.7% |
| Commodities (DBC) | 48.6% | 20.6% | 1.82 | -18.7% |
| Real Estate (VNQ) | 5.3% | 13.5% | 0.13 | 15.0% |
| Bitcoin (BTCUSD) | -33.1% | 43.8% | -0.79 | 22.1% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with CMCO | |
|---|---|---|---|---|
| CMCO | -17.7% | 50.5% | -0.20 | - |
| Sector ETF (XLI) | 12.1% | 17.6% | 0.52 | 55.6% |
| Equity (SPY) | 12.4% | 17.2% | 0.55 | 49.2% |
| Gold (GLD) | 18.7% | 18.8% | 0.80 | 13.1% |
| Commodities (DBC) | 11.7% | 19.5% | 0.47 | 5.7% |
| Real Estate (VNQ) | 0.8% | 18.9% | -0.06 | 35.7% |
| Bitcoin (BTCUSD) | 10.7% | 52.5% | 0.38 | 23.2% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with CMCO | |
|---|---|---|---|---|
| CMCO | -0.1% | 46.9% | 0.17 | - |
| Sector ETF (XLI) | 13.0% | 20.1% | 0.57 | 59.2% |
| Equity (SPY) | 15.1% | 18.0% | 0.71 | 53.3% |
| Gold (GLD) | 12.0% | 16.4% | 0.60 | 8.1% |
| Commodities (DBC) | 8.7% | 18.1% | 0.39 | 16.0% |
| Real Estate (VNQ) | 4.6% | 20.7% | 0.18 | 42.0% |
| Bitcoin (BTCUSD) | 63.4% | 66.2% | 1.03 | 16.4% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Updated 9/1/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 7/30/2026 | 41.5% | 47.1% | 26.2% |
| 6/4/2026 | -9.2% | -21.9% | -9.7% |
| 2/9/2026 | 0.1% | -13.0% | -28.7% |
| 10/30/2025 | 15.3% | 5.0% | 8.6% |
| 7/30/2025 | -14.1% | -15.4% | -9.7% |
| 5/28/2025 | -11.8% | -16.2% | -14.8% |
| 2/12/2025 | -4.9% | -0.7% | -16.2% |
| 10/30/2024 | -0.3% | 4.3% | 21.5% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 11 | 13 | 12 |
| # Negative | 13 | 11 | 12 |
| Median Positive | 2.2% | 5.0% | 10.6% |
| Median Negative | -4.9% | -13.0% | -10.9% |
| Max Positive | 41.5% | 47.1% | 26.6% |
| Max Negative | -14.1% | -21.9% | -28.7% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 7/30/2026 | 41.5% | 47.1% | 26.2% |
| 6/4/2026 | -9.2% | -21.9% | -9.7% |
| 2/9/2026 | 0.1% | -13.0% | -28.7% |
| 10/30/2025 | 15.3% | 5.0% | 8.6% |
| 7/30/2025 | -14.1% | -15.4% | -9.7% |
| 5/28/2025 | -11.8% | -16.2% | -14.8% |
| 2/12/2025 | -4.9% | -0.7% | -16.2% |
| 10/30/2024 | -0.3% | 4.3% | 21.5% |
| 7/31/2024 | -2.8% | -14.4% | -15.3% |
| 5/29/2024 | -7.5% | -15.6% | -21.3% |
| 1/31/2024 | 1.2% | 6.6% | 8.4% |
| 11/1/2023 | 0.7% | 8.5% | 14.5% |
| 8/2/2023 | -8.4% | -10.2% | -12.0% |
| 5/25/2023 | 2.2% | 7.4% | 11.4% |
| 2/1/2023 | 2.5% | -3.1% | 1.5% |
| 10/27/2022 | -1.5% | 1.0% | 12.6% |
| 7/28/2022 | 3.2% | 1.4% | 1.1% |
| 5/25/2022 | -3.9% | 13.0% | -3.3% |
| 1/27/2022 | 0.5% | 1.8% | 6.7% |
| 10/28/2021 | -3.3% | 4.6% | -4.9% |
| 7/29/2021 | 0.3% | -2.2% | -0.4% |
| 4/28/2021 | -8.1% | -5.6% | -4.7% |
| 1/28/2021 | 4.5% | 11.7% | 26.6% |
| 10/29/2020 | -1.7% | 1.1% | 9.9% |
| SUMMARY STATS | |||
| # Positive | 11 | 13 | 12 |
| # Negative | 13 | 11 | 12 |
| Median Positive | 2.2% | 5.0% | 10.6% |
| Median Negative | -4.9% | -13.0% | -10.9% |
| Max Positive | 41.5% | 47.1% | 26.6% |
| Max Negative | -14.1% | -21.9% | -28.7% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 07/30/2026 | 10-Q |
| 03/31/2026 | 06/08/2026 | 10-K |
| 12/31/2025 | 02/09/2026 | 10-Q |
| 09/30/2025 | 10/30/2025 | 10-Q |
| 06/30/2025 | 07/30/2025 | 10-Q |
| 03/31/2025 | 05/28/2025 | 10-K |
| 12/31/2024 | 02/10/2025 | 10-Q |
| 09/30/2024 | 10/30/2024 | 10-Q |
| 06/30/2024 | 07/31/2024 | 10-Q |
| 03/31/2024 | 05/29/2024 | 10-K |
| 12/31/2023 | 01/31/2024 | 10-Q |
| 09/30/2023 | 11/01/2023 | 10-Q |
| 06/30/2023 | 08/02/2023 | 10-Q |
| 03/31/2023 | 05/25/2023 | 10-K |
| 12/31/2022 | 02/01/2023 | 10-Q |
| 09/30/2022 | 10/27/2022 | 10-Q |
| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 07/30/2026 | 10-Q |
| 03/31/2026 | 06/08/2026 | 10-K |
| 12/31/2025 | 02/09/2026 | 10-Q |
| 09/30/2025 | 10/30/2025 | 10-Q |
| 06/30/2025 | 07/30/2025 | 10-Q |
| 03/31/2025 | 05/28/2025 | 10-K |
| 12/31/2024 | 02/10/2025 | 10-Q |
| 09/30/2024 | 10/30/2024 | 10-Q |
| 06/30/2024 | 07/31/2024 | 10-Q |
| 03/31/2024 | 05/29/2024 | 10-K |
| 12/31/2023 | 01/31/2024 | 10-Q |
| 09/30/2023 | 11/01/2023 | 10-Q |
| 06/30/2023 | 08/02/2023 | 10-Q |
| 03/31/2023 | 05/25/2023 | 10-K |
| 12/31/2022 | 02/01/2023 | 10-Q |
| 09/30/2022 | 10/27/2022 | 10-Q |
| 06/30/2022 | 07/28/2022 | 10-Q |
| 03/31/2022 | 05/25/2022 | 10-K |
| 12/31/2021 | 01/27/2022 | 10-Q |
| 09/30/2021 | 10/28/2021 | 10-Q |
| 06/30/2021 | 07/29/2021 | 10-Q |
| 03/31/2021 | 05/26/2021 | 10-K |
| 12/31/2020 | 01/28/2021 | 10-Q |
| 09/30/2020 | 10/29/2020 | 10-Q |
| 06/30/2020 | 07/30/2020 | 10-Q |
| 03/31/2020 | 05/27/2020 | 10-K |
| 12/31/2019 | 02/04/2020 | 10-Q |
| 09/30/2019 | 11/07/2019 | 10-Q |
Recent Forward Guidance
Updated 7/31/2026Latest: Q1 2027 Earnings Reported 7/30/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2027 Amortization expense | Reported | 135.00 Mil | 137.50 Mil | 140.00 Mil | ||||
| 2027 Depreciation expense | Reported | 75.00 Mil | 77.50 Mil | 80.00 Mil | ||||
| 2027 Net sales | Reported | 2.09 Bil | 2.12 Bil | 2.15 Bil | 1.7% | Raised | Guidance: 2.08 Bil for 2027 | |
| 2027 Adjusted EBITDA | Reported | 405.00 Mil | 412.50 Mil | 420.00 Mil | 3.1% | Raised | Guidance: 400.00 Mil for 2027 | |
| 2027 Interest expense | Reported | 185.00 Mil | 187.50 Mil | 190.00 Mil | ||||
| 2027 Adjusted EPS | Reported | 1.9 | 2 | 2.1 | 11.1% | Raised | Guidance: 1.8 for 2027 | |
Prior: Q4 2026 Earnings Reported 6/4/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2027 Net sales | Reported | 2.05 Bil | 2.08 Bil | 2.12 Bil | ||||
| 2027 Adjusted EBITDA | Reported | 390.00 Mil | 400.00 Mil | 410.00 Mil | ||||
| 2027 Adjusted EPS | Reported | 1.7 | 1.8 | 1.9 | ||||
Q3 2026 Earnings Reported 2/9/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2028 Net Leverage Ratio | Reported | 4 | ||||||
Q2 2026 Earnings Reported 10/30/2025
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Net sales | Reported | Raised | Guidance: 0 for 2026 | |||||
| 2026 Adjusted EPS | Reported | Affirmed | Guidance: 0 for 2026 | |||||
Insider Activity
Updated 8/25/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Stephens, Christopher J | Direct | Buy | 8212026 | 17.14 | 2,750 | 47,135 | 382,513 | Form | |
| 2 | Linker, John R | EVP, Finance and CFO | Held jointly with spouse as joint tenants with right of survivorship | Buy | 8042026 | 19.67 | 7,500 | 147,525 | 147,525 | Form |
| 3 | Korman, Alan S | Sr VP, Gen'l Counsel & Sec | ESOP SHARES | Sell | 3032026 | 19.15 | 302 | Form | ||
| 4 | Paradowski, Mark R | Sr VP Information Services&CDO | ESOP | Sell | 3032026 | 19.15 | 1,502 | Form | ||
| 5 | Rustowicz, Gregory P | Executive VP Finance, CFO | ESOP | Sell | 3032026 | 19.15 | 242 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Stephens, Christopher J | Direct | Buy | 8212026 | 17.14 | 2,750 | 47,135 | 382,513 | Form | |
| 2 | Linker, John R | EVP, Finance and CFO | Held jointly with spouse as joint tenants with right of survivorship | Buy | 8042026 | 19.67 | 7,500 | 147,525 | 147,525 | Form |
| 3 | Korman, Alan S | Sr VP, Gen'l Counsel & Sec | ESOP SHARES | Sell | 3032026 | 19.15 | 302 | Form | ||
| 4 | Paradowski, Mark R | Sr VP Information Services&CDO | ESOP | Sell | 3032026 | 19.15 | 1,502 | Form | ||
| 5 | Rustowicz, Gregory P | Executive VP Finance, CFO | ESOP | Sell | 3032026 | 19.15 | 242 | Form | ||
| 6 | Adams, Jon | President, Americas | Direct | Sell | 2242026 | 23.28 | 0 | Form | ||
| 7 | Adams, Jon | President, Americas | Direct | Sell | 2122026 | 23.28 | 5,185 | 120,707 | 218,050 | Form |
Investor Activity (13F)
Updated Sep 16, 202613F holdings as of Mar 31, 2026 (Q1 2026)
Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.
| Active Manager |
|---|
Columbus McKinnon — Investor Video Playlist
Products & Services
Find the right hoist with confidence.
Products & Services
Tech Talk Get to Know CMCO’s Customer Portal
Products & Services
IMPULSE®·G+/VG+ Series 5 VFDs With Added Safety, Productivity Features
Products & Services
Unified Industries Workstation Cranes vs. Competition
Products & Services
CM® BatteryStar™ Battery Powered Chain Hoist | CMCO
Products & Services
CM® BatteryStar™ vs. Manual Hoist Comparison | CMCO
Industry Resources
| Industrials Resources |
| IndustryWeek |
| Manufacturing.net |
| Aviation Week |
| Agricultural & Farm Machinery Resources |
| Farm Equipment |
| AgEquipment Intelligence |
| Implement & Tractor |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
Prefer one of these to Trefis? Tell us why.
Core Cache Last Updated: 9/15/2026