Columbus Mckinnon Corporation · NASDAQ:CMCO
Columbus Mckinnon — J.P. Morgan 2026 Industrials Conference
22 slides from Columbus Mckinnon's conference presentation, Mar 17, 2026
Slide 1: J.P. Morgan Industrial Conference
March 17, 2026 J.P. Morgan Industrial 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: Investment Thesis
CMCO: Investment Thesis Outsized Margin Significant Free Cash Flow Revenue Growth Expansion Generation • Conveyance and Automation • $70M of annual net run rate cost • Historically strong Free Cash Flow expected to deliver outsized growth synergies achieved over three years Conversion1 given megatre
Slide 4: "New" CMCO is a Global Market Leader in Intelligent Motion Solutions for Material Handling
“New” CMCO is a Global Market Leader in Intelligent Motion Solutions for Material Handling TTM PRODUCT MIX2 • Leading global lifting and automation company providing professional-grade solutions Linear Motion 6% Other 1% for solving customers’ critical material handling requirements Conveyance 7% Cr
Slide 5: Five Attractive Product Platforms
Addressing Customers’ Unique Motion Control Needs Within Five Attractive Product Platforms PRECISION LIFTING HARDWARE HOISTS & CRANES AUTOMATION LINEAR MOTION CONVEYANCE ~$7.1B TAM ~$14.5B TAM ~$6.1B TAM ~$4.6B TAM ~$2.5B TAM Rigging, lifting, and Hoists and crane High-precision specialty In
Slide 6: Growth Framework to Unlock CMCO's Potential
Innovation-Led Columbus McKinnon Business System Underpins Growth Framework to Unlock CMCO’s Potential CMBS GROWTH FRAMEWORK Positioning 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 flo
Slide 7: Strategic Business Combination Positioned for the Future
Strategic Business Combination Positioned for the Future 1 Materially increases scale with $2B of net sales 2 Attractive financial performance and cash flow generation which enables de-leveraging 3 Additional value creation with significant cost synergies and revenue synergy upside 4 Enhanced compet
Slide 8: Integration Strategy Focused on Business Continuity and Synergy Realization
Integration Strategy Focused on Business Continuity and Synergy Realization Investing in Revenue Business Synergy Upside Continuity • Complementary portfolio enables synergies • High degree of customer focus across the enterprise • Limited product overlap • Fully staffed, cross functional Integratio
Slide 9: Value Creation with Significant Synergies
Value Creation with Significant Synergies Summary Of Key Synergy Areas And Corresponding Strategic Initiatives ~$80M ~$10M ~$70M OVERVIEW Expected Annual Gross Cost Synergies Expected Annual Cost Dis-Synergies Expected Annual Net Run Rate Cost Synergies $70M Annual Net Run Rate Cost Synergies Upside
Slide 10: 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 11: CMCO: Investment Thesis
CMCO: Investment Thesis Outsized Margin Significant Free Cash Flow Revenue Growth Expansion Generation • Conveyance and Automation • $70M of annual net run rate cost • Historically strong Free Cash Flow expected to deliver outsized growth synergies achieved over three years Conversion1 given megatre
Slide 12: Supplement
Supplement An taed
Slide 13: Blended Executive Leadership Team to Lead Us Into the Future
Blended Executive Leadership Team to Lead Us Into the Future Functional Leadership David Wilson President & CEO Greg Rustowicz Alan Korman Adrienne Williams Mark Paradowski Chief Financial General Counsel, Chief Human Information Services & Officer Corporate Dev., & Resources Officer Chief Digital O
Slide 14: Across a Broader and Deeper Set of Geographies
Pro Forma Platform Poised to Deliver a Superior Customer Value Proposition Across a Broader and Deeper Set of Geographies Net Sales by Region1 Bringing a holistic product portfolio to a global market LatAm Offering a full portfolio to existing customers APAC 3% that may only have access to selec
Slide 15: Enabling Durability Through Cycles
Pro Forma Platform Provides End Market and Customer Diversification, Enabling Durability Through Cycles Net Sales by Vertical End Market1 Diversified end markets provide through-cycle resilience Aerospace Construction 6% & Gov’t 5% Oil & Gas Customer base is diversified across Food, Beverage & C
Slide 16: Solutions for our Customers' Unique Material-Handling Needs
Diversified Product Portfolio Positions CMCO to Deliver Intelligent Motion Solutions for our Customers’ Unique Material-Handling Needs Combined Sales by Kito Crosby adds recurring sales from non- Product Platform1 discretionary spending through "below-the-hook" Lifting & Securement business driven
Slide 17: Non-GAAP Measures: CMCO Credit Agreement Adjusted EBITDA and Margin
Non-GAAP Measures: CMCO Credit Agreement Adjusted EBITDA and Credit Agreement Adjusted EBITDA Margin ($’000s) CMCO FYE 3/31/2024 CMCO FYE 3/31/2025 CMCO TTM 9/30/2025 Net income $46,625 ($5,138) $3,973 Add back (deduct): Annualize net income for acquisitions 1,331 — — Annualize synergies for acquisi
Slide 18: Non-GAAP Measures: Kito Crosby Credit Agreement Adjusted EBITDA and Margin
Non-GAAP Measures: Kito Crosby Credit Agreement Adjusted EBITDA and Credit Agreement Adjusted EBITDA Margin ($M) Kito FYE 12/31/2023 Kito FYE 12/31/2024 Kito TTM 9/30/2025 Net income (loss) ($18.2) $18.5 $41.3 Add back (deduct): Income tax expense (benefit) 7.3 26.1 24.9 Interest and debt expense 11
Slide 19: Non-GAAP Measure: Credit Agreement Adjusted EBITDA & Margin
Non-GAAP Measure: Credit Agreement Adjusted EBITDA & Credit Agreement Adjusted EBITDA Margin Trailing Twelve Months Ended September 30, 2025 CMCO Standalone Pro Forma and ($’000s) (pre-Divestiture) Kito Crosby Divestiture Other Adjustments Pro Forma Net Income (Loss) $3,973 $41,268 $29,198 (314,022)
Slide 20: Non-GAAP Measure: Adjusted Gross Profit & Adjusted Gross Profit Margin
Non-GAAP Measure: Adjusted Gross Profit & Adjusted Gross Profit Margin Trailing Twelve Months Ended September 30, 2025 CMCO Standalone Divestiture Purchase Accounting ($M) (pre-Divestiture) Kito Crosby Adjustments Adjustments Pro Forma Gross profit $329.3 $416.31 ($58.7) ($97.7) $589.2 Addback: Acqu
Slide 21: Non-GAAP Measures: CMCO Free Cash Flow and Free Cash Flow Conversion
Non-GAAP Measures: CMCO Free Cash Flow (FCF) and Free Cash Flow Conversion CMCO FYE CMCO FYE CMCO FYE CMCO TTM ($’000s) 3/31/2023 3/31/2024 3/31/2025 9/30/2025 Net cash provided by operating activities $83,636 $67,198 $45,612 $47,230 Capital expenditures (12,632) (24,813) (21,411) (17,866) Free Cash
Slide 22: Non-GAAP Measures: CMCO Net Debt and Net Leverage Ratio
Non-GAAP Measures: CMCO Net Debt and Net Leverage Ratio Trailing Twelve Months ($’000s) Q1 FY22 Q4 FY23 Q1 FY24 Q4 FY24 Note: References to Net Debt herein refer to clause (i) of the definition of Consolidated Total Leverage Ratio in the Net income $4,812 $48,429 $49,313 $46,625 New Senior Secured C
Columbus McKinnon — J.P. Morgan 2026 Industrials Conference on 6ix