Columbus Mckinnon Corporation · NASDAQ:CMCO

Columbus Mckinnon — Wells Fargo Industrials and Materials Conference 2026

15 slides from Columbus Mckinnon's conference presentation, Jun 10, 2026

  1. Slide 1: Wells Fargo Industrials and Materials Conference

    June 10, 2026 Wells Fargo Industrials and Materials Conference David Wilson Gregory Rustowicz Kristine Moser President & Executive Vice President Finance Vice President, Investor Relations Chief Executive Officer & Chief Financial Officer & Treasurer

  2. Slide 2: Safe Harbor Statement

    Safe Harbor Statement This presentation and the accompanying oral discussion contains “forward-looking statements” within the meaning of the Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Such forward looking statements are

  3. Slide 3: CMCO is a Global Market Leader in Intelligent Motion Solutions for Material Handling

    CMCO is a Global Market Leader in Intelligent Motion Solutions for Material Handling FY26 PRO FORMA PRODUCT MIX2 • Providing professional-grade solutions to solve our customers’ critical material handling requirements with our lifting, conveyance, automation and linear motion products Other 2% Conve

  4. Slide 4: Product Platforms Addressing Customers' Unique Motion Control Needs

    Product Platforms Addressing Customers’ Unique Motion Control Needs LIFTING HARDWARE PRECISION HOISTS & CRANES AUTOMATION LINEAR MOTION CONSUMABLES CONVEYANCE ~$7.1B TAM1 ~$14.5B TAM1 ~$6.1B TAM1 ~$4.6B TAM1 ~$2.5B TAM1  Rigging, lifting, and  Hoists and crane  High-precision specialty  Intellig

  5. Slide 5: Advancing Progress on our Strategic Plan

    Advancing Progress on our Strategic Plan  Completed Kito Crosby Acquisition, materially increasing scale with $2B of FY26 pro forma net sales1  Secured permanent financing for the Kito Crosby Acquisition at attractive rates with flexibility capital structure allowing rapid de-leveraging  Fixed ra

  6. Slide 6: Strategy Focused on Growth, Operational Excellence and Synergy Realization

    Strategy Focused on Growth, Operational Excellence and Synergy Realization Market Led Customer Focused • Increase breadth of offerings to existing • Drive business continuity with a high- customers both in the U.S. and globally degree of customer focus across the • Attract new customers with enhance

  7. Slide 7: Macroeconomic Tailwinds and Global Megatrends Support our Long-term Value Creation

    Macroeconomic Tailwinds and Global Megatrends Support our Long-term Value Creation U.S. PMI Data Shows Improvement; Expected to Benefit Columbus McKinnon Labor Shortages & Purchasing Managers' Index (PMI)1 Automation 56.0 54.0 52.0 Industrial Resurgence 50.0 & Growth 48.0 46.0 44.0 Infrastructure 11

  8. Slide 8: Investment Thesis

    Investment Thesis Cash Flow Generation & Sales Growth Margin Expansion Reducing Net Leverage1 • Complementary product portfolios with • Increased confidence in $70M of annual • Historically strong Free Cash Flow increased breadth of product offerings net run rate cost synergies in FY29 Conversion1 •

  9. Slide 9: De-Leveraging Remains the Primary Focus of CMCO's Capital Allocation Policy

    De-Leveraging Remains the Primary Focus of CMCO’s Capital Allocation Policy, Proven by Post-Acquisition Track Record Demonstrated History of Net Leverage Ratio1,2 Reduction Following Acquisitions CAPITAL ALLOCATION PRIORITIES DORNER AND GARVEY ACQUISITIONS3 MONTRATEC ACQUISITION (closed April 2021 a

  10. Slide 10: Non-GAAP Reconciliations

    Non-GAAP Reconciliations

  11. Slide 11: Non-GAAP Financial Measures

    Non-GAAP Financial Measures The following information provides definitions and reconciliations of the non-GAAP financial measures presented in this presentation to the most directly comparable financial measures calculated and presented in accordance with generally accepted accounting principles (GA

  12. Slide 12: Pro Forma Adjusted Gross Profit & Adjusted Gross Margin

    Non-GAAP Financial Measure: Pro Forma Adjusted Gross Profit & Adjusted Gross Margin FY26 Consolidated Company Assuming Full Year of Acquisition and ($’000s) CMCO FY26 Reported 10 Months of Kito Crosby 11 Months of Divestiture Divestiture Gross profit $359,431 $375,216 ($50,901) $683,746 Addback: Acq

  13. Slide 13: Pro Forma Adjusted EBITDA and Credit Agreement Adjusted EBITDA

    Non-GAAP Financial Measure: Pro Forma Adjusted EBITDA, Pro Forma Adjusted EBITDA Margin, Credit Agreement Adjusted EBITDA & Credit Agreement Adjusted EBITDA Margin FY26 Consolidated Company Assuming Full Year of ($’000s) CMCO FY26 Reported 10 Months of Kito Crosby 11 Months of Divestiture Acquisitio

  14. Slide 14: Free Cash Flow and Free Cash Flow Excluding Deal Costs

    Non-GAAP Financial Measures: Free Cash Flow (FCF) and Free Cash Flow Excluding Deal Costs ($ in thousands) Year FY25 FY26 Net cash provided by (used for) operating activities $ 45,612 $ (146,211) Capital expenditures (21,411) (17,859) Free Cash Flow (FCF) $ 24,201 $ (164,070) Kito Crosby Acquisition

  15. Slide 15: Credit Agreement Net Leverage Ratio

    Non-GAAP Financial Measure: Credit Agreement Net Leverage Ratio ($ in thousands) Year Ended March 31, 2026 Net income (loss) ($229,437) Credit Agreement Net Debt is defined in the Company's Credit Agreement as total debt plus Add back (deduct): standby letters of credit, net of cash and cash Annuali

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