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CMCMCO

Columbus McKinnon Corporation

Rising onWhy it's trendingX mentions rising faster than the marketBacked by solid revenue growthPrice and volume picking up
$CMCO·$511M·Industrial - Machinery·Industrials
$16.45-7.3%YTD-5.0%1Y+11.2%
Price updated 13h ago·X counts updated 2d ago
CMCMCO
$CMCOColumbus McKinnon Corporation
$16.45-7.27%22 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $CMCO on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

22X posts · last 7 days
Aug 31Sep 13

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $CMCO — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptWinding up for a moveAI verdict · as of 2026-09-15

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Columbus McKinnon post-Kito merger with an officer $47K buy — the industrial-machinery reset is fresh.

Columbus McKinnon is a US industrial-machinery specialist making hoists, chains, and material-handling equipment — recently combined with Kito Crosby. The stock is down 5% year-to-date but up 11% over twelve months, and today's 7.3% pullback is post-merger digestion.

  • The economics reflect the merger scale: revenue jumped 125% year-over-year last quarter to $531M with a 28% gross margin but essentially breakeven operating margin — because the Kito-merger integration costs are compressing near-term margins while the combined-scale opportunity develops.
  • The insider tape has a real signal: officer Christopher Stephens bought 2,750 shares for $47K at $17.14 on the open market on Aug 21 — this is a genuine directional insider add, small in absolute dollars but with real conviction into the merger integration. Analyst consensus PT sits at $23.

Oct 29 Q3 earnings and any explicit Kito-integration synergy plus operational-margin disclosure are the fulcrum — sequential margin expansion plus firm 2027 EPS framing is the run-restart; another quarter of integration friction extends the range.

What to watch: Oct 29 Q3 earnings — sequential margin expansion plus firm 2027 EPS framing is the run-restart; integration friction quarter extends the range.

On the calendar: 2026-10-29 — Q3 earnings

Read the AI verdict on $CMCO

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Industrial motion control company making hoists, cranes, precision chain, and rigging systems for material handling in factories and warehouses.

Industry overviewAI analysisGenerated by AI from underlying data

Where Industrial - Machinery sits in its cycle right now — and what that implies for $CMCO.

Industrial - Machinery · Industrials

AI data-center power and cooling capex is sustaining industrial-machinery order books; GE Vernova's gas turbines are a gating factor for hyperscaler power procurement, while grid-electrification demand remains multi-year. Reshoring and nuclear restart optionality layer secular demand above the cyclical recovery.

What this means for $CMCO

Neutral — Columbus McKinnon hoists/actuators; material handling, limited AI-data-centre angle.

Industry benchmark

30-name peer basket
+16.9%YTD
+5.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-2.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-1.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-3.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-20.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-27.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
28.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 30, 2026$0.61$0.27+123.9%
Q1 2026Jun 4, 2026$0.24$0.36-33.8%
Q4 2025Feb 9, 2026$0.62$0.61+1.6%
Q3 2025Oct 30, 2025$0.62$0.54+14.8%
Next earningsThu, Oct 29·consensus EPS $0.38

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY27$531.5M+125.3%27.5%-3.3%$-2.05$20.0M
Q4 FY26$437.8M+77.3%23.5%-12.9%$-8.29$-174.3M
Q3 FY26$258.7M+10.5%34.5%6.3%$0.21$16.5M
Q2 FY26$261.0M+7.7%34.5%4.7%$0.16$15.1M

Forward consensus

3-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.2B$1.2B – $1.2B$2.02$1.82 – $2.222
FY27$2.1B$2.1B – $2.1B$2.01$1.77 – $2.143
FY28$2.2B$2.2B – $2.2B$2.64$2.40 – $2.943

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.36%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-4.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-2.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 28.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.365-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyAug 20Christopher J StephensDirector2.8K sh$47KBuyJul 31John R LinkerCFO7.5K sh$148K
+ 52 other (25 awards · 25 inkinds · 2 expireshorts) in window

See when $CMCO insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsAug 213
AI summary

Columbus McKinnon Corp (CMCO) filed a Form 3 initial beneficial ownership statement for Wilhelm C. Fabricius, President EMEA, as of August 14, 2026, at 13320 Ballantyne Corporate Place, Charlotte NC. This is one of several CMCO Form 3 filings on August 21, indicating multiple new executive officers registering ownership. Routine initial officer filing for the lifting and motion control company.

3New insider — initial holdingsAug 213
AI summary

Columbus McKinnon Corp (CMCO) filed a Form 3 initial beneficial ownership statement for Thomas Alder, VP Global Operations, as of August 14, 2026, at 13320 Ballantyne Corporate Place, Charlotte NC. This is a companion to the Fabricius Form 3 on the same date. Routine initial officer ownership filing.

3New insider — initial holdingsAug 213
AI summary

Columbus McKinnon Corp (CMCO) filed a Form 3 initial beneficial ownership statement for Marc Premont, Chief Product Officer, as of August 14, 2026, at 13320 Ballantyne Corporate Place, Charlotte NC. This is a third companion CMCO Form 3 from August 14 with Fabricius and Alder. Routine initial officer ownership filing for the lifting and motion control company.

3New insider — initial holdingsAug 213
AI summary

Columbus McKinnon Corp (CMCO) filed a Form 3 initial beneficial ownership statement for Yoshio Kito, President Asia Pacific, as of August 14, 2026, at 13320 Ballantyne Corporate Place, Charlotte NC. This is the fourth companion CMCO Form 3 from August 14. Routine initial officer ownership filing — the cluster of four concurrent Form 3s indicates Columbus McKinnon had multiple new executive appointments in mid-August 2026.

8-KOfficer or director changeAug 188-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

Columbus McKinnon Corporation (CMCO) filed an 8-K under Items 5.02, 5.07, and 9.01, reporting an executive officer change and stockholder vote results from a meeting held around August 14, 2026, along with related exhibits. No specific vote tallies or officer details were available in the excerpt. Columbus McKinnon makes material handling equipment and hoists.

8-KOfficer or director changeAug 48-K — Item 5.02: Officer or director change
AI summary

CMCO announced a leadership Departure involving Certain Officers, who serves as Director. Item 5.02 mandates timely disclosure of executive and director transitions, which can significantly affect CMCO's strategic direction and investor confidence.

8-KPress release / Reg FDJul 308-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

CMCO (CMCO) filed an 8-K under Item 2.02 on 2026-07-30 announcing earnings results for the first quarter 2026. The filing furnishes a press release with the company's financial results and operational highlights. No detailed headline figures are available in the excerpt — the full earnings press release is attached as an exhibit. This is a routine earnings disclosure; materiality depends on whether results beat or missed consensus expectations.

3New insider — initial holdingsJul 93
AI summary

An insider (Amount or Number of Shares Non-Qualified Stock Options (Right) at CMCO (CMCO) filed a Form 3 on 2026-07-09 reporting initial or updated beneficial ownership. This is a routine insider reporting disclosure required within 10 days of becoming a 10%+ holder or new officer/director. It has limited standalone market impact but establishes the baseline for tracking future insider transactions.

+ 16 other (3 routine 8-Ks · 3 8-Ks · 3 13Gs · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Columbus McKinnon to Attend Upcoming Investor Conferencesprnewswire.com·19h agoHurco vs. Columbus McKinnon: Which Industrial Stock Is the Better Buy?zacks.com·22h agoColumbus McKinnon Corporation (NASDAQ:CMCO) Receives $23.00 Consensus PT from Analystsdefenseworld.net·6d agoHsbc Holdings PLC Makes New $797,000 Investment in Columbus McKinnon Corporation $CMCOdefenseworld.net·13d agoCMCO Launches 2026 Lifting for the Troops Campaign to Support the Mae and George Siller Tunnel to Towers Foundation Scholarship Programprnewswire.com·14d ago

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Voices on X · last 7 days

No standout posts about $CMCO on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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