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Columbus McKinnon (CMCO) investor relations material
Columbus McKinnon Baird 55th Annual Global Industrial Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Business Overview and Strategic Positioning
Leading global provider of intelligent motion solutions for material handling, with a 150+ year history and a $34B total addressable market.
Focuses on driving safety, productivity, and uptime amid supply chain rebalancing and labor scarcity.
Product mix includes lifting (62%), specialty conveying (15%), automation (13%), and linear motion (10%).
Positioned to capitalize on megatrends such as automation, onshoring, e-commerce, electrification, and life sciences.
Growth framework centers on expanding core business, innovation, and customer-centric strategies.
Recent Financial Performance
Achieved 7% CAGR over five years, reaching $1B in revenue and 15%-16% EBITDA margins.
TTM net sales reached $978M with a 5-year TTM sales growth CAGR of ~7%.
Adjusted EBITDA for TTM Q2 FY26 was $142M, with a margin of 14.5%.
Free cash flow for TTM Q2 FY26 was $29.4M, with a conversion rate of 739%.
Recent quarter saw 8% revenue growth and sequential margin expansion, with backlog near record levels.
Kito Crosby Acquisition and Integration
Announced acquisition of Kito Crosby, creating a $2B revenue company with mid-20% EBITDA margin targets post-synergy.
Kito Crosby brings $1.1B in 2024 revenue, a 7% revenue CAGR (2021–2024), and a diversified global presence.
Integration planning includes a fully staffed IMO and $70M net synergies targeted over three years.
Combined entity aims to become a one-stop shop for lifting solutions, broadening product offerings and end-market reach.
Deal expected to close in the fiscal fourth quarter or first calendar quarter of next year.
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- RGS
Quarterly revenue up on Alline deal; net income falls, franchise revenue down, EBITDA rises. - R3NK
Record order intake and strong 2025 results set a positive outlook for 2026. - TMCV
Q2 FY26 delivered strong growth, margin gains, and record cash flow despite mark-to-market losses. - BMRI
2025 net profit up to Rp61.3T, assets at Rp2,830T, and NIM ranged from 4.59% to 4.89%. - XEL
Ongoing EPS reached $3.80 in 2025; 2026 guidance is $4.04–$4.16 with a $60B capital plan. - EL
Strong Q2 results and raised FY26 outlook, with sales and margins up despite headwinds. - KCR
Record profitability and strong orders in 2025; stable outlook for 2026 amid uncertainties. - 532539
Record Q3 FY26 revenue and profit growth, major expansions, and strong industry outlook. - HAE
Gross margin and net income rose despite lower revenue; guidance for EPS and cash flow increased. - QIGD
Revenue up 18% but net profit down 15% as higher costs and dividends reduced margins and equity.
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