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
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
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
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
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
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
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
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
Slide 8: Investment Thesis
Investment Thesis Cash Flow Generation & Sales Growth Margin Expansion Reducing Net Leverage1 • Complementary product portfolios with • Increased confidence in $70M of annual • Historically strong Free Cash Flow increased breadth of product offerings net run rate cost synergies in FY29 Conversion1 •
Slide 9: De-Leveraging Remains the Primary Focus of CMCO's Capital Allocation Policy
De-Leveraging Remains the Primary Focus of CMCO’s Capital Allocation Policy, Proven by Post-Acquisition Track Record Demonstrated History of Net Leverage Ratio1,2 Reduction Following Acquisitions CAPITAL ALLOCATION PRIORITIES DORNER AND GARVEY ACQUISITIONS3 MONTRATEC ACQUISITION (closed April 2021 a
Slide 10: Non-GAAP Reconciliations
Non-GAAP Reconciliations
Slide 11: Non-GAAP Financial Measures
Non-GAAP Financial Measures The following information provides definitions and reconciliations of the non-GAAP financial measures presented in this presentation to the most directly comparable financial measures calculated and presented in accordance with generally accepted accounting principles (GA
Slide 12: Pro Forma Adjusted Gross Profit & Adjusted Gross Margin
Non-GAAP Financial Measure: Pro Forma Adjusted Gross Profit & Adjusted Gross Margin FY26 Consolidated Company Assuming Full Year of Acquisition and ($’000s) CMCO FY26 Reported 10 Months of Kito Crosby 11 Months of Divestiture Divestiture Gross profit $359,431 $375,216 ($50,901) $683,746 Addback: Acq
Slide 13: Pro Forma Adjusted EBITDA and Credit Agreement Adjusted EBITDA
Non-GAAP Financial Measure: Pro Forma Adjusted EBITDA, Pro Forma Adjusted EBITDA Margin, Credit Agreement Adjusted EBITDA & Credit Agreement Adjusted EBITDA Margin FY26 Consolidated Company Assuming Full Year of ($’000s) CMCO FY26 Reported 10 Months of Kito Crosby 11 Months of Divestiture Acquisitio
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
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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