Columbus McKinnon (CMCO) investor relations material

Strategic overview and market positioning

• Focused on intelligent motion solutions for material handling, serving a $35 billion total addressable market across lifting, conveyance, automation, and linear motion products.

• Expanded scale and product breadth through the Kito Crosby acquisition, achieving a global footprint in over 70 countries and enhancing portfolio strength.

• Positioned as a market leader in safety, productivity, and innovation across diverse end markets, leveraging megatrends such as onshoring, automation, and labor scarcity.

• Realigned leadership and integrated go-to-market strategies to enhance customer experience and operational efficiency.

• Strategy centers on growth, operational excellence, synergy realization, and a customer-centric approach with global cross-selling opportunities.

Synergy realization, integration, and capital allocation

• Integration of Kito Crosby is ahead of expectations, with strong cultural alignment and higher-than-expected employee engagement.

• Early cost synergies realized in SG&A through organizational realignment, contract harmonization, and vendor negotiations, with $70 million in annual net run rate cost synergies targeted for FY29.

• Integration efforts include harmonizing supply chain, optimizing distribution, and eliminating overlapping technology and spend.

• Deleveraging remains the primary capital allocation priority, with all free cash flow except for an $8 million dividend directed to debt repayment and a flexible debt structure.

• Confident in reducing leverage ratio below 4x within two years and targeting below 2x long-term, supported by a track record of rapid deleveraging post-acquisitions.

Financial performance and guidance

• Guidance for FY27 targets $2.09 billion in sales, $400 million in Adjusted EBITDA, and a 19.2% Adjusted EBITDA margin, emphasizing profitable growth and synergy capture.

• Achieved pro forma Adjusted Gross Margin of 36% and pro forma Adjusted EBITDA Margin of 18.5% for FY26.

• Demonstrated strong free cash flow generation, with $68 million in FY26 free cash flow excluding deal costs and over 100% conversion.

• Pricing power and disciplined cost management enable offsetting of tariffs and input cost inflation, with margin neutrality targeted by year-end.

• Non-GAAP financial measures are used to evaluate performance, including Adjusted EBITDA, Adjusted Gross Margin, and Credit Agreement Net Leverage Ratio.