Columbus McKinnon Corporation (CMCO) Earnings Call Transcripts

Columbus McKinnon Corporation's Latest Earnings Call - Q4 FY2026

In the fourth quarter of fiscal 2026, Columbus McKinnon Corporation (CMCO) reported net sales of $438 million, a 77% increase year-over-year, driven by the Kito Crosby acquisition and positive pricing. The company delivered record annual net sales of $1.2 billion, reflecting a 24% year-over-year growth. Management provided guidance for fiscal 2027, projecting net sales between $2.05 billion and $2.12 billion, with adjusted EBITDA of $390 million to $410 million, indicating confidence in future growth despite macroeconomic uncertainties.

Reported metrics

Guidance from management

Management expects fiscal 2027 net sales of $2.05 billion to $2.12 billion and adjusted EBITDA of $390 million to $410 million, reflecting confidence in integration and growth strategies. They anticipate achieving $14 million in cost synergies from the Kito Crosby acquisition.

What management said

Yes. So good morning. From a free cash flow perspective, we believe that we're going to be able to generate substantial free cash flow. We're going to be putting the bulk of it to debt repayment. Now we don't give specifically guidance to free cash flow, Steve. But we give you enough of the data with where we expect CapEx, where we expect EBITDA and some of the other changes. And I know, in the past, we've been publi...

Yes. Actions have been focused on really realignment of the organization and synergies that are realized and tied to that. And then benefits that are tied to third-party spend, where we've been able to harmonize contracts and negotiate better positions in multiple areas across the business. And so we feel like we've gotten off to a good start. We're really confident in the progress that we're making and the plans tha...

What analysts pressed on

Analysts expressed concerns about the lack of revenue synergies in guidance and the potential impact of geopolitical tensions on demand, particularly in EMEA. There were also questions regarding the pace of margin recovery and the effectiveness of pricing strategies in an inflationary environment.

Main topics on the call

• Acquisition Impact — The Kito Crosby acquisition contributed $188 million to fiscal 2026 net sales, significantly enhancing overall performance. Management stated, "the combination has already begun to meaningfully enhance performance," sign...
• Sales and Order Growth — Columbus McKinnon reported a 20% order growth for fiscal 2026, with a notable 68% increase in orders during the fourth quarter. Management noted, "short-cycle demand notably has been quite strong in the U.S.," indicating...
• Profitability Challenges — Despite strong sales growth, adjusted EBITDA margin declined due to various factors, including tariff impacts and a challenging macroeconomic environment. Management highlighted, "we see a clear path to margin improvemen...
• Guidance for Fiscal 2027 — Management provided guidance for fiscal 2027, expecting net sales of $2.05 billion to $2.12 billion and adjusted EBITDA of $390 million to $410 million. They emphasized, "we are excited by the opportunities ahead as we i...

Read the full Columbus McKinnon Corporation transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 32 Columbus McKinnon Corporation earnings call transcripts on record, spanning February 4, 2020 to July 30, 2026. Based on this history, Columbus McKinnon Corporation reports quarterly. The most recent call on file is dated July 30, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

CMCO

Exchange

NasdaqGS

Country

US

Sector

Industrials

Industry

Machinery

Calls on record

32

First call

February 4, 2020

Most recent

July 30, 2026

Reporting cadence

quarterly