CMCO COLUMBUS MCKINNON CORP

NEUTRAL Impact: 4/10 8-K
Horizon weeks Filed Jun 10, 2026 Processed 8d 20h ago SEC 0001005229-26-000028
8-K context-dependent: Items 7.01
Latest settled — T+5d
CMCO ▲ +14.85% at T+5d
NEUTRAL call ✓ call won +14.85% · α vs SPY +11.42% · entry $12.12 → $13.92
Next anchor: T+20d in 20d
Last close $13.98 (close Jun 17) · +15.35% from $12.12 entry
Entry anchored
Jun 9, 03:59 PM ET
via Databento tick
T+1d
+10.23%
call +10.23% · α +8.53%
$13.36
settled 8d ago
T+5d
+14.85%
call +14.85% · α +11.42%
$13.92
settled yesterday
T+20d
call — · α —
in 20d
T+60d
call — · α —
in 3mo

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Executive Summary

CMCO presented at the Wells Fargo Industrials Conference, reaffirming its FY27 guidance midpoint of $2.09B in net sales, $400M in Adjusted EBITDA, and a 19.2% Adjusted EBITDA margin. The presentation highlighted the Kito Crosby integration progress, a $70M net run-rate cost synergy target by FY29, and a commitment to deleveraging with a target Credit Agreement Net Leverage Ratio below 4x within FY28. No new material financial disclosures or guidance changes were provided.

Actionable Insight

This conference presentation contains no new material information beyond previously disclosed FY27 guidance and synergy targets. The stock is unlikely to move on this filing alone. Monitor upcoming quarterly reports for progress on Kito Crosby integration, margin expansion, and leverage reduction toward the sub-4x target by FY28. Preferred dividend being accrued rather than paid in cash signals continued cash preservation for debt paydown.

Key Facts

  • FY27 guidance midpoint: net sales of $2.09B, Adjusted EBITDA of $400M, Adjusted EBITDA margin of 19.2%.
  • Pro forma FY26 net sales of $2.0B, pro forma Adj. Gross Margin of ~36%, pro forma Adj. EBITDA Margin of ~19%.
  • Targeting $70M in annual net run-rate cost synergies by FY29, with 20% expected in FY27.
  • Credit Agreement Net Leverage Ratio of 5.1x as of FY26 year-end; target below 4x within FY28.
  • Free Cash Flow excluding deal costs was $68M for FY26 pro forma.
  • Debt paydown is the #1 capital allocation priority; 76% of debt is fixed-rate.
  • Expects preferred share dividends to be accrued/accumulated/compounded rather than paid in cash during FY27.

Financial Impact

FY27 guidance implies ~4.5% revenue growth vs pro forma FY26 ($2.09B vs $2.0B) and ~6% Adj. EBITDA margin improvement (19.2% vs 18.5% pro forma). The $70M synergy target represents ~3.5% of FY27 guided revenue.

revenueadjustedEBITDAadjustedEBITDAMarginfreeCashFlownetLeverage

Risk Factors

  • Integration of Kito Crosby may prove more costly or take longer than expected.
  • Tariff impacts from FY26 could re-emerge; ability to offset with pricing is unproven at scale.
  • Net leverage of 5.1x leaves limited financial flexibility if macro conditions deteriorate.
  • Preferred dividend accrual defers cash payments but increases total obligation over time.

Market Snapshot

Exchange
Nasdaq
Sector
Construction Machinery & Equip
Analyst Consensus
80% bullish (10 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001005229-26-000028
Document: cmco-20260610.htm0001005229-26-000028
Document: 0001005229-26-000028-index-headers.html0001005229-26-000028
Document: 0001005229-26-000028-index.html0001005229-26-000028
Document: 0001005229-26-000028.txt0001005229-26-000028
4 reports for CMCO
Performance horizon

Track record builds as more directional reports settle.

Filters
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Reports for CMCO — sortable, filterable
Type Now
Jun 10, 2026
8d ago
8-K
NEUTRAL ★ 4/10
$12.12 $13.92▲ +14.85%▲ +11.42%$13.98 (+15.35%)
Jun 8, 2026
10d ago
8-K
NEUTRAL ★ 3/10
$12.46 $15.03▲ +20.63%▲ +18.51%$13.98 (+12.20%)
Jun 4, 2026
14d ago
8-K
MIXED ★ 6/10
$14.08 $13.36▼ −5.11%▼ −2.56%$13.98 (−0.71%)
Mar 4, 2026
15w ago
8-K
BEARISH ★ 8/10
$18.37 $15.35▲ +16.42%▲ +14.19%$13.98 (+23.88%)
Showing 4 of 4

US Market Status

Market Closed — Juneteenth — Opens Mon (77h 19m)

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