Company Overview - Columbus McKinnon (CMCO) has a total addressable market of $20 billion[7] - CMCO's net sales are approximately $1 billion[7] - CMCO's 5-year sales growth CAGR is approximately 4%[7] - CMCO's adjusted EBITDA margin is approximately 15-16%[7] Kito Crosby Acquisition - Kito Crosby's 2024 revenue was $1.1 billion[35] - Kito Crosby's revenue CAGR from 2021 to 2024 was 7%[35] - Kito Crosby serves over 600,000 end-users[35] Financial Performance - In FY24, CMCO's net income was $46.625 million, with an adjusted EBITDA of $166.653 million and an adjusted EBITDA margin of 16.4%[52] - In FY25, CMCO's net loss was $5.138 million, with an adjusted EBITDA of $150.495 million and an adjusted EBITDA margin of 15.6%[52] - In Q2 FY26, CMCO's net loss was $15.665 million, with an adjusted EBITDA of $143.765 million and an adjusted EBITDA margin of 15.0%[52]

Company Overview - Columbus McKinnon (CMCO) is a global leader in intelligent motion solutions for material handling, with a 150-year history[9] - The company estimates a total addressable market of $20 billion[9, 23] - CMCO's net sales are approximately $1 billion, with a 5-year sales growth CAGR of around 4%[9] - Adjusted EBITDA margin is approximately 16%, and free cash flow conversion is greater than 100%[9] - Revenue mix: Lifting Solutions accounts for 62%, Specialty Conveying 16%, Automation 13%, and Linear Motion 9%[7] Kito Crosby Acquisition - CMCO announced the acquisition of Kito Crosby for $2.7 billion[28] - Kito Crosby has approximately $1.1 billion in 2024 revenue, with a 7% revenue CAGR from 2021-2024[31] - Kito Crosby's revenue mix: Lifting & Securement Consumables 54%, Installed Lifting Solutions 32%, and Technology & Specialty Solutions 14%[34] - The acquisition is expected to more than double the size of the company, with a 23% Adjusted EBITDA Margin[43] - The company expects to close the acquisition in late 2025[45] Synergies and Financials - The company anticipates approximately $80 million in pre-tax run-rate cost synergies from the Kito Crosby acquisition[48] - The company expects to offset approximately $40 million EBITDA impact from tariffs through mitigation actions by H2 FY26[58]