tiprankstipranks
Trending News
More News >
Columbus Mckinnon (CMCO)
:CMCO
Advertisement

Columbus Mckinnon (CMCO) AI Stock Analysis

Compare
228 Followers

Top Page

CMCO

Columbus Mckinnon

(NASDAQ:CMCO)

Rating:59Neutral
Price Target:
$15.50
▲(12.73% Upside)
Columbus McKinnon faces profitability and valuation challenges, reflected in a weak technical outlook. However, strategic acquisitions and a strong order backlog provide future growth potential. The stock's overall score is bolstered by corporate actions and a moderately positive earnings call.

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

Columbus Mckinnon Business Overview & Revenue Model

Company DescriptionColumbus McKinnon Corporation (CMCO) is a leading global provider of lifting and motion control products, technologies, and services. The company operates in various sectors, including industrial manufacturing, construction, and entertainment, offering a wide range of products such as hoists, cranes, actuators, and platform lifts. With a focus on safety and efficiency, Columbus McKinnon serves a diverse array of industries, helping businesses enhance productivity and ensure safe operations.
How the Company Makes MoneyColumbus McKinnon makes money primarily through the sale of its lifting and motion control products. The company's revenue model is based on manufacturing and distributing high-quality equipment to various industries, including manufacturing, construction, and entertainment. Key revenue streams include the sale of hoists, cranes, actuators, and platform lifts. Additionally, Columbus McKinnon provides aftermarket services and solutions, offering maintenance and support to ensure the optimal performance of its products. The company also benefits from strategic partnerships and a strong distribution network that enhance its market reach and customer base, contributing significantly to its earnings.

Columbus Mckinnon Earnings Call Summary

Earnings Call Date:Jul 30, 2025
(Q1-2026)
|
% Change Since: -18.45%|
Next Earnings Date:Oct 29, 2025
Earnings Call Sentiment Neutral
The earnings call reflected a mixed performance with significant achievements in order growth and backlog increase, but also challenges in sales decline and tariff impacts. While the company managed to slightly exceed EPS expectations and maintain strong market opportunities, the financial metrics were affected by external factors like tariffs and macroeconomic conditions.
Q1-2026 Updates
Positive Updates
Record Backlog Increase
Backlog increased by $67 million or 23% year-over-year to $360 million, driven by long-cycle project orders.
Order Growth in Strategic Markets
Orders grew by 2% year-over-year to $259 million, with 8% growth in project-related orders and strong performance in EMEA.
Adjusted EPS Ahead of Expectations
Adjusted earnings per share (EPS) came in slightly ahead of expectations at $0.50.
SG&A Expense Management
SG&A expenses were down 5% excluding acquisition-related expenses, contributing to improved cost management.
Positive Market Opportunities
Strong demand and quotation activity in verticals like battery production, e-commerce, food and beverage, aerospace, and defense.
Negative Updates
Impact of Tariffs on Profit
Tariffs had a $4.2 million impact on gross profit and a 180 basis point impact on gross margin in Q1.
Sales Decline
Sales were down 2% year-over-year, impacted by a 3% decline in short-cycle sales and slower macro recovery in Germany.
Gross Margin Contraction
Adjusted gross margin contracted by 370 basis points year-over-year to 34.3%, affected by tariffs, lower volume, and unfavorable mix.
Free Cash Flow Usage
Free cash flow was negative, with a use of cash of $21.4 million in the quarter due to working capital seasonality and acquisition-related payments.
Company Guidance
During the first quarter of fiscal year 2026, Columbus McKinnon reported a year-over-year order growth of 2%, reaching $259 million, largely driven by an 8% increase in project-related orders and notable strength in the EMEA region. The company's backlog rose by $67 million or 23% compared to the prior year, totaling $360 million. However, short-cycle orders fell by 4% due to the impact of tariffs and price adjustments. Sales amounted to $235.9 million, a 2% decline from the previous year, with a 3% drop in short-cycle sales attributed to the tariff environment and a sluggish macroeconomic recovery in Germany. The company recorded an adjusted EPS of $0.50, slightly surpassing expectations, despite a $0.11 negative impact from tariffs. Columbus McKinnon reaffirmed its guidance for fiscal 2026, projecting flat to slightly increased net sales and adjusted EPS growth year-over-year, while aiming for tariff cost neutrality by the second half of the fiscal year. The company also remains optimistic about its pending acquisition of Kito Crosby, expected to close by the end of the calendar year.

Columbus Mckinnon Financial Statement Overview

Summary
Columbus Mckinnon displays a balanced financial profile with strengths in stable gross profit margins and a solid balance sheet. However, challenges in profitability and cash flow volatility, along with declining EBIT and EBITDA margins, point to areas needing improvement.
Income Statement
65
Positive
Columbus Mckinnon shows a mixed income statement performance. While the company has experienced revenue growth over the years, the TTM revenue decreased slightly. The gross profit margin is stable, indicating effective cost management. However, the net income has turned negative in the most recent period, indicating profitability challenges. EBIT and EBITDA margins have also declined, reflecting pressures on operating efficiency.
Balance Sheet
70
Positive
The balance sheet reveals a moderate financial position. The debt-to-equity ratio is manageable, suggesting a balanced leverage. Return on Equity (ROE) has decreased, indicating lower efficiency in generating returns on shareholder investments. The equity ratio remains stable, providing a buffer against liabilities. Overall, the balance sheet reflects reasonable financial health with room for improvement in profitability.
Cash Flow
60
Neutral
Cash flow analysis highlights moderate efficiency. Operating cash flow has decreased, and free cash flow has been inconsistent, pointing to volatility in cash generation. The operating cash flow to net income ratio is favorable, but free cash flow to net income shows challenges in converting profits into cash. The company needs to focus on stabilizing its cash flow to support future investments and operations.
BreakdownTTMDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income Statement
Total Revenue959.22M963.03M1.01B936.24M906.55M649.64M
Gross Profit313.87M325.68M374.84M342.10M315.73M220.22M
EBITDA68.23M75.11M145.43M146.72M105.57M56.29M
Net Income-15.66M-5.14M46.63M48.43M29.66M9.11M
Balance Sheet
Total Assets1.78B1.74B1.83B1.70B1.69B1.15B
Cash, Cash Equivalents and Short-Term Investments28.72M53.68M114.13M133.18M115.39M202.13M
Total Debt542.42M540.67M599.63M526.08M511.23M248.95M
Total Liabilities868.31M856.69M943.88M864.66M912.90M620.28M
Stockholders Equity910.88M882.10M882.06M833.80M772.80M530.15M
Cash Flow
Free Cash Flow18.23M24.20M42.38M71.00M35.78M86.59M
Operating Cash Flow38.22M45.61M67.20M83.64M48.88M98.89M
Investing Cash Flow-19.07M-19.89M-133.36M-13.93M-554.31M-5.55M
Financing Cash Flow-57.14M-86.75M48.20M-49.99M420.70M-10.19M

Columbus Mckinnon Technical Analysis

Technical Analysis Sentiment
Negative
Last Price13.75
Price Trends
50DMA
15.44
Negative
100DMA
15.72
Negative
200DMA
24.14
Negative
Market Momentum
MACD
-0.33
Positive
RSI
42.03
Neutral
STOCH
9.90
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For CMCO, the sentiment is Negative. The current price of 13.75 is below the 20-day moving average (MA) of 15.48, below the 50-day MA of 15.44, and below the 200-day MA of 24.14, indicating a bearish trend. The MACD of -0.33 indicates Positive momentum. The RSI at 42.03 is Neutral, neither overbought nor oversold. The STOCH value of 9.90 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for CMCO.

Columbus Mckinnon Risk Analysis

Columbus Mckinnon disclosed 33 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 (71)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
78
Outperform
$712.45M7.1621.56%3.50%-0.32%-35.10%
72
Outperform
$427.09M9.567.21%-2.75%65.38%
71
Outperform
¥257.47B14.378.45%2.83%6.40%12.21%
68
Neutral
$439.02M972.090.18%1.59%-4.08%
66
Neutral
$866.89M57.642.33%1.29%1.99%-39.02%
59
Neutral
$405.31M55.98-1.74%1.98%-5.75%-133.96%
55
Neutral
$541.83M-3.75%-1.29%-171.86%
* Industrials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
CMCO
Columbus Mckinnon
14.27
-18.28
-56.16%
ASTE
Astec
40.39
9.60
31.18%
MTW
Manitowoc Company
12.60
1.82
16.88%
SHYF
Shyft Group
12.54
-0.52
-3.98%
TWI
Titan International
8.38
0.78
10.26%
HY
Hyster-Yale Materials Handling
42.20
-14.75
-25.90%

Columbus Mckinnon Corporate Events

Business Operations and Strategy
Columbus McKinnon Terminates Employee Stock Ownership Plan
Neutral
Aug 4, 2025

On August 4, 2025, Columbus McKinnon Corporation’s Board of Directors decided to terminate its Employee Stock Ownership Plan (ESOP), which held approximately 131,903 shares of the company’s common stock. This decision impacts the company’s executive officers and other participants, as their vested account balances will be distributed or rolled over into other retirement plans by October 2025.

The most recent analyst rating on (CMCO) stock is a Hold with a $35.00 price target. To see the full list of analyst forecasts on Columbus Mckinnon stock, see the CMCO Stock Forecast page.

M&A TransactionsBusiness Operations and StrategyFinancial Disclosures
Columbus McKinnon Reports Q1 FY26 Financial Results
Neutral
Jul 30, 2025

Columbus McKinnon reported its Q1 FY26 results, showing a 2% increase in orders and a 23% rise in backlog, despite a net sales decrease of 1.6% and a net loss of $1.9 million due to tariff impacts and acquisition-related expenses. The company remains optimistic about its demand environment and strategic plans, emphasizing operational execution and cost management as it progresses toward completing the Kito Crosby acquisition.

The most recent analyst rating on (CMCO) stock is a Buy with a $50.00 price target. To see the full list of analyst forecasts on Columbus Mckinnon stock, see the CMCO Stock Forecast page.

Dividends
Columbus McKinnon Declares Quarterly Dividend Announcement
Positive
Jul 21, 2025

On July 21, 2025, Columbus McKinnon’s Board of Directors declared a quarterly dividend of $0.07 per common share, payable on August 18, 2025, to shareholders recorded by August 8, 2025. This announcement reflects the company’s commitment to providing value to its shareholders, with approximately 28.7 million common shares outstanding, reinforcing its stable financial position in the intelligent motion solutions industry.

The most recent analyst rating on (CMCO) stock is a Hold with a $35.00 price target. To see the full list of analyst forecasts on Columbus Mckinnon stock, see the CMCO Stock Forecast page.

M&A TransactionsBusiness Operations and StrategyRegulatory Filings and Compliance
Columbus McKinnon Announces Acquisition of Kito Crosby
Positive
Jun 17, 2025

On February 10, 2025, Columbus McKinnon Corporation announced its intention to acquire Kito Crosby Limited. This acquisition is significant as it involves the integration of Kito Crosby’s financial statements into Columbus McKinnon’s filings with the SEC. The move is expected to enhance Columbus McKinnon’s market position by expanding its product offerings and operational capabilities, although the pro forma financial information provided is for informational purposes and does not predict future outcomes.

The most recent analyst rating on (CMCO) stock is a Hold with a $35.00 price target. To see the full list of analyst forecasts on Columbus Mckinnon stock, see the CMCO Stock Forecast page.

M&A TransactionsLegal Proceedings
Columbus McKinnon Faces Antitrust Review for Acquisition
Neutral
May 30, 2025

On February 10, 2025, Columbus McKinnon Corporation announced its agreement to acquire Kito Crosby Limited by purchasing all of its issued and outstanding equity. The acquisition process is currently under review by the Antitrust Division of the U.S. Department of Justice, which issued a Second Request for additional information on May 28, 2025. This request extends the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act until compliance is achieved. Columbus McKinnon is working closely with the Antitrust Division to expedite the review process, with the acquisition’s completion contingent upon regulatory approval and other customary conditions.

The most recent analyst rating on (CMCO) stock is a Hold with a $35.00 price target. To see the full list of analyst forecasts on Columbus Mckinnon stock, see the CMCO Stock Forecast page.

M&A TransactionsBusiness Operations and StrategyFinancial Disclosures
Columbus McKinnon Reports Record Orders Amid Challenges
Neutral
May 28, 2025

Columbus McKinnon reported record orders of $1.0 billion for fiscal year 2025, despite a net sales decline of 5% due to short cycle order softness and longer delivery times for project-related orders. The company faced a net loss of $5.1 million, influenced by significant costs related to pension settlements, factory consolidations, and the pending acquisition of Kito Crosby. The company’s strong backlog and continued order growth position it well for fiscal 2026, with expectations of benefiting from industry trends such as on-shoring and global infrastructure investments.

The most recent analyst rating on (CMCO) stock is a Hold with a $35.00 price target. To see the full list of analyst forecasts on Columbus Mckinnon stock, see the CMCO Stock Forecast page.

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 01, 2025