tiprankstipranks
Columbus Mckinnon Corp. (CMCO)
NASDAQ:CMCO
Want to see CMCO full AI Analyst Report?

Columbus Mckinnon (CMCO) AI Stock Analysis

242 Followers

Top Page

CMCO

Columbus Mckinnon

(NASDAQ:CMCO)

Select Model
Select Model
Select Model
Neutral 56 (OpenAI - 5.2)
Rating:56Neutral
Price Target:
$22.00
▲(36.48% Upside)
Action:Reiterated
Date:08/05/26
CMCO’s score is held back most by weakened financial performance—large recent losses, higher leverage, and negative operating/free cash flow—despite strong revenue growth. Offsetting this, the stock’s technical trend is strong (well above major moving averages with positive MACD), though overbought indicators add risk. Management’s FY27 guidance and synergy/deleveraging plan are constructive and support the mid-range overall score, while valuation remains constrained by negative earnings despite a modest dividend yield.
Positive Factors
Strong Revenue, Orders & Backlog
Sustained top-line momentum and a $520M backlog provide durable revenue visibility over the next several quarters. Strong orders and book-to-bill support production planning and aftermarket demand, reducing near-term revenue volatility and underpinning medium-term growth execution.
Negative Factors
High Gross Leverage
Material indebtedness constrains financial flexibility and increases sensitivity to cyclical demand. Elevated debt levels limit capital allocation options, raise refinancing and covenant risk, and mean interest costs will absorb a meaningful share of operating cash flow until leverage is reduced.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong Revenue, Orders & Backlog
Sustained top-line momentum and a $520M backlog provide durable revenue visibility over the next several quarters. Strong orders and book-to-bill support production planning and aftermarket demand, reducing near-term revenue volatility and underpinning medium-term growth execution.
Read all positive factors

Columbus Mckinnon (CMCO) vs. SPDR S&P 500 ETF (SPY)

Columbus Mckinnon Business Overview & Revenue Model

Company Description
Columbus McKinnon Corporation (CMCO) is a global leader in designing, manufacturing, and distributing sophisticated motion solutions. These innovative systems are engineered to facilitate the ergonomic and secure movement, lifting, positioning, an...
How the Company Makes Money
CMCO primarily makes money by selling material-handling products and solutions and supporting them over their lifecycle. Key revenue streams include: (1) Product sales: revenue from manufactured motion-control and material-handling equipment such ...

Columbus Mckinnon Earnings Call Summary

Earnings Call Date:Jun 04, 2026
(Q4-2026)
|
% Change Since: |
Next Earnings Date:Nov 04, 2026
Earnings Call Sentiment Positive
The call conveyed a constructive operational story — record revenue growth, strong adjusted EBITDA improvement, a healthy backlog and clear integration/synergy plans — while acknowledging sizable one-time GAAP charges, transaction costs, tariff and inflationary pressures, EMEA/geopolitical softness and elevated leverage. Management provided upbeat FY27 guidance, prioritized deleveraging and highlighted early synergy wins. Given the predominantly positive operational and forward-looking indicators (growth, margin expansion targets, cash generation and specific synergy targets) alongside largely one-time or transitional negatives, the tone is cautiously optimistic.
Positive Updates
Record Net Sales and Strong Top-Line Growth
Fiscal 2026 record net sales of $1.2 billion, up 24% year-over-year; fourth quarter net sales $438 million, up 77% YoY. Kito Crosby acquisition contributed approximately $188 million of revenue to the year.
Negative Updates
Large GAAP Charges and Reported Net Loss
Fourth quarter GAAP net loss attributable to the company of $238 million driven largely by a $200 million noncash goodwill impairment. GAAP loss per share was $5.78 in Q4 and $7.40 for the full year.
Read all updates
Q4-2026 Updates
Negative
Record Net Sales and Strong Top-Line Growth
Fiscal 2026 record net sales of $1.2 billion, up 24% year-over-year; fourth quarter net sales $438 million, up 77% YoY. Kito Crosby acquisition contributed approximately $188 million of revenue to the year.
Read all positive updates
Company Guidance
For fiscal 2027 the company guided net sales of $2.05–2.12 billion, adjusted EBITDA of $390–410 million (including $14 million of in‑year cost synergies) and adjusted EPS of $1.70–1.90; the outlook assumes $185–190 million of interest expense, $135–140 million of amortization, $75–80 million of depreciation, a 25% effective tax rate and ~52 million adjusted diluted shares (reflecting PIK treatment of preferred dividends), and is expected to be back‑half weighted as integration progresses toward a $70 million annualized synergy target in year three. Management also reiterated plans to generate substantial free cash flow to pay down debt, cited current net leverage of 5.1x and liquidity of $561 million, and said it aims to get to roughly 4x net leverage within two years, with pro‑forma organic growth of about 1–4% baked into the plan.

Columbus Mckinnon Financial Statement Overview

Summary
Despite strong TTM revenue growth (~+24.8% to ~$1.49B), overall fundamentals are pressured by a large TTM net loss (~$316M, ~-19% net margin), sharply higher leverage (total debt ~$2.38B; ~1.72x debt-to-equity), and negative cash generation (TTM operating cash flow ~-$102M; free cash flow ~-$123M). The swing from prior-period profitability/positive cash flow to losses and cash burn is the primary constraint on the score.
Income Statement
28
Negative
Balance Sheet
24
Negative
Cash Flow
22
Negative
BreakdownTTMMar 2026Mar 2024Mar 2023Mar 2022Mar 2021
Income Statement
Total Revenue1.49B1.19B963.03M1.01B936.24M906.55M
Gross Profit428.48M359.43M325.68M374.84M342.10M315.73M
EBITDA-48.37M-68.32M75.11M145.43M146.72M105.57M
Net Income-316.37M-229.53M-5.14M46.63M48.43M29.66M
Balance Sheet
Total Assets4.67B4.78B1.74B1.83B1.70B1.69B
Cash, Cash Equivalents and Short-Term Investments98.41M96.56M53.68M114.13M133.18M115.39M
Total Debt2.38B2.49B540.67M599.63M526.08M542.90M
Total Liabilities3.31B3.34B856.69M943.88M864.66M912.90M
Stockholders Equity1.37B1.45B882.10M882.06M833.80M772.80M
Cash Flow
Free Cash Flow-122.76M-164.07M24.20M42.38M71.00M35.78M
Operating Cash Flow-102.43M-146.21M45.61M67.20M83.64M48.88M
Investing Cash Flow-2.46B-2.46B-19.89M-133.36M-13.93M-554.31M
Financing Cash Flow2.63B2.65B-86.75M48.20M-49.99M420.70M

Columbus Mckinnon Technical Analysis

Technical Analysis Sentiment
Positive
Last Price16.12
Price Trends
50DMA
14.93
Positive
100DMA
14.94
Positive
200DMA
16.38
Positive
Market Momentum
MACD
1.50
Negative
RSI
70.99
Negative
STOCH
80.51
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For CMCO, the sentiment is Positive. The current price of 16.12 is above the 20-day moving average (MA) of 15.73, above the 50-day MA of 14.93, and below the 200-day MA of 16.38, indicating a bullish trend. The MACD of 1.50 indicates Negative momentum. The RSI at 70.99 is Negative, neither overbought nor oversold. The STOCH value of 80.51 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CMCO.

Columbus Mckinnon Risk Analysis

Columbus Mckinnon disclosed 31 risk factors in its most recent earnings report. Columbus Mckinnon reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Columbus Mckinnon Peers Comparison

Overall Rating
UnderperformOutperform
Sector (63)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
66
Neutral
$7.18B0.554.30%0.97%29.17%-27.70%
63
Neutral
$10.79B15.437.44%2.01%2.89%-14.66%
57
Neutral
$598.93M-5.98-25.53%4.37%-12.21%-198.36%
56
Neutral
$553.33M-1.92-27.20%1.74%55.23%-1626.88%
55
Neutral
$1.16B44.833.82%0.92%11.47%69.53%
50
Neutral
$497.35M65.241.09%5.14%-83.42%
49
Neutral
$466.00M-5.99-14.76%4.69%-281.71%
* Industrials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
CMCO
Columbus Mckinnon
21.50
7.76
56.48%
ASTE
Astec
45.04
6.08
15.61%
MTW
Manitowoc Company
14.25
1.78
14.27%
TEX
Terex
66.05
18.08
37.69%
TWI
Titan International
7.30
-1.13
-13.40%
HY
Hyster-Yale Materials Handling
40.47
4.99
14.07%

Columbus Mckinnon Corporate Events

Executive/Board ChangesRegulatory Filings and Compliance
Columbus McKinnon Names New Chief Financial Officer
Neutral
Aug 4, 2026
Columbus McKinnon announced that, effective July 1, 2026, its board appointed John R. Linker as Executive Vice President and Chief Financial Officer and elevated Vice President and Corporate Controller Thomas Oddo to Chief Accounting Officer and i...
Business Operations and StrategyFinancial DisclosuresM&A Transactions
Columbus McKinnon Posts Record Q1 Results After Acquisition
Positive
Jul 30, 2026
On July 30, 2026, Columbus McKinnon reported its fiscal 2027 first-quarter results for the period ended June 30, 2026, highlighting record orders and sales driven largely by the Kito Crosby acquisition. Net sales rose 125% year over year to $531.5...
Dividends
Columbus McKinnon Declares Regular Quarterly Cash Dividend
Positive
Jul 20, 2026
On July 20, 2026, Columbus McKinnon Corporation announced that its Board of Directors had declared a regular quarterly cash dividend of $0.07 per common share, continuing its practice of returning capital to shareholders. The payout relates to app...
Business Operations and StrategyExecutive/Board ChangesFinancial Disclosures
Columbus McKinnon Announces New Chief Financial Officer Appointment
Positive
Jul 1, 2026
On July 1, 2026, Columbus McKinnon announced a chief financial officer transition, separating Executive Vice President of Finance and CFO Gregory P. Rustowicz under a change-in-control agreement that triggers severance benefits, with the company n...
Business Operations and StrategyFinancial DisclosuresM&A Transactions
Columbus McKinnon Highlights Strategy at Wells Fargo Conference
Positive
Jun 10, 2026
On June 10, 2026, Columbus McKinnon presented at the Wells Fargo Industrials and Materials Conference, outlining its strategic positioning and financial profile following recent portfolio changes. The company highlighted FY26 pro forma net sales o...
Financial DisclosuresM&A TransactionsRegulatory Filings and Compliance
Columbus McKinnon Files Kito Crosby Audited Financials
Neutral
Jun 8, 2026
Columbus McKinnon completed its all-cash acquisition of Kito Crosby Limited on February 3, 2026, following a February 10, 2025 stock purchase agreement, and has now filed Kito Crosby’s audited consolidated financial statements for the years ...
Business Operations and StrategyFinancial DisclosuresM&A Transactions
Columbus McKinnon Reports Fiscal 2026 Results After Acquisition
Negative
Jun 4, 2026
Columbus McKinnon reported its fourth-quarter and full-year fiscal 2026 results on June 4, 2026, highlighting the completion of the transformational Kito Crosby acquisition and a related divestiture that significantly reshaped its portfolio. For t...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 05, 2026