Columbus Mckinnon Corporation · NASDAQ:CMCO
Columbus Mckinnon — 2025 Baird Global Industrials Conference
14 slides from Columbus Mckinnon's conference presentation, Nov 12, 2025
Slide 1: 2025 Baird Global Industrials Conference
November 12, 2025 2025 Baird Global Industrials 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 contain “forward-looking statements” within the meaning of 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 gener
Slide 3: Today's Presenters
Today’s Presenters David Wilson Greg Rustowicz President & EVP Finance & Chief Executive Officer Chief Financial Officer 3
Slide 4: CMCO is a Global Leader in Intelligent Motion Solutions for Material Handling
CMCO is a Global Leader in Intelligent Motion Solutions for Material Handling TTM PRODUCT MIX2 • Leading global lifting and automation company providing professional-grade solutions for solving customers’ critical material handling requirements Linear Motion 10% • Enhanced strategic positioning thro
Slide 5: Intelligent Motion Solutions
Intelligent Motion Solutions Four Categories of Solutions to Address Customers’ Unique Motion Control Needs LIFTING (62%) SPECIALTY CONVEYING (15%) AUTOMATION (13%) LINEAR MOTION (10%) ~$21.1B TAM1 ~$6.1B TAM1 ~$4.6B TAM1 ~$2.5B TAM1 Leading global position in lifting Develops and manufactures c
Slide 6: Unlocking CMCO's Potential
Unlocking CMCO’s Potential Business System and Core Growth Framework to Transform CMCO CMBS GROWTH FRAMEWORK Positioning the CMCO for the Next Phase of its Value Creation Journey • Geographic expansion: CMCO to expand across APAC and Kito Crosby to expand across LATAM and EMEA • Cash flow generation
Slide 7: Kito Crosby At-a-Glance
Kito Crosby At-a-Glance KITO CROSBY BY THE NUMBERS KEY INDUSTRY BRANDS KEY PRODUCTS PRODUCT MIX1 Technology & Specialty Chains & Solutions, 14% Fittings 4,000 600K+ Lifting & Securement REVENUE Consumables, 54% Channel End-Users Installed Lifting Solutions, Partners Trained Shackles 32% DIVERSIFIED
Slide 8: Significant Strategic and Financial Benefits
Significant Strategic and Financial Benefits 1 Enhances scale and strengthens competitive position 2 Growth supported by tailwinds from industry megatrends 3 Highly attractive financial profile 4 Value creation with significant synergies 5 Strong cash flow enables de-leveraging and capacity to reinv
Slide 9: Historical Track Record of De-Leveraging Post-Acquisition
Historical Track Record of De-Leveraging Post-Acquisition Demonstrated History Of Net Leverage Ratio1 Reduction Following Acquisitions DORNER AND GARVEY ACQUISITIONS1,2 CAPITAL ALLOCATION PRIORITIES Dorner acquisition (closed April 2021) 3.7x Pro Forma Primary allocation strategy for significant F
Slide 10: Supplement
Supplement An taed
Slide 11: Non-GAAP Measures
Non-GAAP Measures The following information provides definitions and reconciliations of the non-GAAP financial measures presented in this presentation to the most directly comparable financial measures calculated and presented in accordance with generally accepted accounting principles (GAAP). The C
Slide 12: Non-GAAP Measures: Adjusted EBITDA and Adjusted EBITDA Margin
Non-GAAP Measures: Adjusted EBITDA and Adjusted EBITDA Margin ($ in thousands) TTM Q2 FY26 Net income $ 3,973 Add back (deduct): Income tax expense (benefit) (66) Interest and debt expense 33,284 Investment (income) loss (2,053) Foreign currency exchange (gain) loss 3,989 Other (income) expense, net
Slide 13: Non-GAAP Measures: Free Cash Flow (FCF) and Free Cash Flow Conversion
Non-GAAP Measures: Free Cash Flow (FCF) and Free Cash Flow Conversion ($ in thousands) TTM Q2 FY26 Net cash provided by (used for) operating activities $ 47,231 Capital expenditures (17,866) Free Cash Flow (FCF) $ 29,365 Net income $ 3,973 Free Cash Flow Conversion 739% Note: Free Cash Flow is defin
Slide 14: Non-GAAP Measures: Historical Net Debt and Net Leverage Ratio
Non-GAAP Measures: Historical Net Debt and Net Leverage Ratio ($ in thousands) Trailing Twelve Month Net Debt is defined in the credit agreement Q1 FY22 Q4 FY23 Q1 FY24 Q4 FY24 as total debt plus standby letters of credit, Net income $ 4,812 $ 48,429 $ 49,313 $ 46,625 net of cash and cash equivalent
Columbus McKinnon — 2025 Baird Global Industrials Conference on 6ix