COLUMBUS MCKINNON CORPORATION (CMCO)
NASDAQIndustrialsIndustrial - MachinerySnapshot 2026-09-04
$18.84+3.23%
Close 2026-09-04 · 1-day change
NASDAQIndustrialsIndustrial - MachinerySnapshot 2026-09-04
QuarterlyIQ Insights · CMCO
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue to realize $70 million annual net run rate cost synergies from the Kito Crosby acquisition integration and operational improvements.
Stated as a priority in 2 of last 2 quarters. Management targets $70 million annual net run rate cost synergies from the Kito Crosby acquisition integration, with early wins from third-party spend savings and expects to realize 20% of this in FY27. The trajectory shows solid early progress consistent with management's stated goals.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated weak grew net income 53% of the time over the next year (vs 58% for the rest of the cohort, n=6963).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Advancing customer wallet strategy as a one stop shop leveraging technology; unlocking value through $70M net run rate cost synergies; solid early progress”
“Increased confidence in $70M of annual net run rate cost synergies in FY29 - Early wins from third party spend savings - 20% expected to be realized in FY27”
Drive fiscal 2027 net sales growth to between $2.09 billion and $2.15 billion, reflecting acquisition impact and organic growth.
Stated as a priority in 2 of last 2 quarters. Fiscal 2027 revenue guidance was raised from $2.05 billion-$2.12 billion to $2.09 billion-$2.15 billion, reflecting strong first quarter sales growth of 125% year-over-year driven by the Kito Crosby acquisition and organic growth. The trajectory matches management's stated confidence in growth.
“The Company is increasing its outlook for fiscal 2027 net sales to $2.09 billion to $2.15 billion from prior $2.05 billion to $2.12 billion.”
“The Company is issuing guidance for fiscal 2027 net sales of $2.05 billion to $2.12 billion.”
Continue paying a consistent quarterly dividend of $0.07 per common share to shareholders.
Stated as a priority in 3 of last 3 quarters. The Company consistently declared and paid a quarterly dividend of $0.07 per share across these periods, demonstrating steady capital return to shareholders. The trajectory is stable and consistent with management's commitment.
“Board declared and approved a dividend of $0.07 per common share payable August 17, 2026.”
“Board declared and approved a dividend of $0.07 per common share payable May 11, 2026.”
“Board declared and approved a dividend of $0.07 per common share payable February 2026.”
Focus capital allocation on reducing debt and de-leveraging the balance sheet following acquisitions.
Stated as a priority in 2 of last 2 quarters. The Company reported a Credit Agreement Net Leverage Ratio of 4.9x at the end of Q1 FY27 and reiterated debt paydown as the primary capital allocation focus with a target below 4x within FY28. The trajectory shows ongoing commitment to deleveraging consistent with management's statements.
“Debt paydown is #1 allocation priority; expect Credit Agreement Net Leverage Ratio below 4x within FY28.”
“Primary focus on debt repayment; history of de-levering following acquisitions.”
Target fiscal year 2027 net sales between $2.05 billion and $2.12 billion as part of growth strategy.
Over the trailing year it converted -0.20x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
31 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Industrials names rated volatile grew net income 58% of the time over the next year (vs 57% for the rest of the cohort, n=2592).
Not investment advice. As of 2026-09-04.