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CMCMCO

Columbus McKinnon Corporation

Buzzing onWhy it's trendingX mentions rising faster than the marketMoving on elevated volumeBacked by solid revenue growth
$CMCO·$596M·Industrial - Machinery·Industrials
$19.17-7.3%YTD+19.4%1Y+30.9%
Mentions · last 7 days
2026-07-24: 0 posts2026-07-25: 2 posts2026-07-26: 3 posts2026-07-27: 4 posts2026-07-28: 2 posts2026-07-29: 6 posts2026-07-30: 118 posts231
Price updated 3h ago·X counts updated 32m ago
CMCMCO
$CMCOColumbus McKinnon Corporation
$19.17-7.30%231 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $CMCO, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-07-31

The move is getting stronger, with heavier trading behind it.

Columbus McKinnon just ripped 41% on a 118% Q1 EPS beat plus a raised guide — the industrial machinery underdog is delivering.

Columbus McKinnon is a specialty industrial machinery maker — hoists, chain systems, precision motion and other material-handling equipment. This year has been quiet until today's monster print, which reprices the entire setup.

  • The Q1 fiscal 2027 print was extraordinary: EPS of $0.61 versus $0.28 expected (a 118% beat) on revenue of $499M (versus $437M in the prior quarter) — the specific combination where operating leverage from a growing revenue base translates into massive bottom-line surprises, plus record orders and record sales cited on the call.
  • Management raised FY27 guidance on the print — the specific action that historically extends post-earnings runs, and CMCO is now sitting at the 70th percentile of the 52-week range with the stock 42% above the 50-day on 3.9x average volume.
  • The trailing fundamentals are noisy but improving: Q4 fiscal 2026 revenue grew 77% YoY to $438M (a merger-accounting artifact from the July 2025 Kito Crosby merger closing), and consensus points to FY26 revenue of $1.17B growing to $2.09B in FY27 — the merger integration is now producing real operating results.

The stock is at $20 on a $596M market cap and today's +41% is the tape reacting to a beat that was materially better than any consensus had captured. What extends the move is any Q2 print with continued record orders and sustained margin expansion; what breaks the setup is a merger-integration hiccup or a soft Q2 order-book disclosure.

What to watch: The Oct 29 Q2 print — specifically order-book trajectory versus record Q1, gross margin expansion, and FY27 guide revision. Continued record orders plus sustained margin expansion extends the move; a merger-integration hiccup or soft order-book disclosure breaks the setup.

On the calendar: 2026-10-29 — Q2 fiscal 2027 earnings

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What it does

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

Columbus McKinnon Corporation (CMCO) is a global leader in designing, manufacturing, and distributing sophisticated motion solutions. These innovative systems are engineered to facilitate the ergonomic and secure movement, lifting, positioning, and securing of materials across various industries worldwide. The company's extensive product portfolio includes a diverse range of hoists, such as electric, air-powered, manual lever, and hand models, alongside specialized explosion-protected and custom-engineered options, hoist trolleys, and winches. CMCO also provides comprehensive crane systems, which feature individual components, complete kits, enclosed track rail systems, mobile and jib cranes, and essential fall protection equipment, in addition to broader material handling solutions. Their rigging equipment offerings are robust, encompassing below-the-hook lifting devices, shackles, chains and their accessories, forestry and hand tools, lifting slings, lashing systems, and load binders with tie-downs. Furthermore, CMCO produces rotary unions, swivel joints, and a full spectrum of mechanical and electromechanical actuators. In the realm of advanced power and motion technology, their products include AC motor controls, line regenerative systems, automation and diagnostic tools, various brakes, cable and festoon systems, collision avoidance technology, conductor bar systems, DC motor and magnet control systems, elevator drives, inverter duty motors, mining drives, pendant pushbutton stations, radio controls, and wind inverters. They also supply power delivery subsystems, overhead aluminum light rail workstations, and a wide array of conveyor systems, such as low-profile, flexible chain, large-scale, sanitary, vertical elevation, pallet system, and accumulation solutions. CMCO's offerings serve a broad spectrum of market sectors globally, including general manufacturing, transportation, energy and utilities, process industries, industrial automation, construction and infrastructure, food and beverage, entertainment, life sciences, consumer packaged goods, and the e-commerce/supply chain/warehousing logistics domains. The company distributes its products through a multifaceted sales approach, reaching end-users directly as well as through a robust network of distributors, independent crane builders, material handling specialists and integrators, government agencies, original equipment manufacturers (OEMs), and engineering, procurement, and construction (EPC) firms. Established in 1875, Columbus McKinnon Corporation's corporate headquarters are located in Buffalo, New York.

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

No material change from last week — electrical infrastructure for AI power density and robotic warehouse/manufacturing automation are pulling order books in different directions.

Industry benchmark

30-name peer basket
+16.6%YTD
+49.2%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$0.28+117.9%
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 $0.43

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$1.75$1.72 – $1.783
FY28$2.2B$2.1B – $2.2B$2.51$2.43 – $2.583

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.3.9×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.70%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.+42.0%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.+26.2%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 today8.6% 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.β1.395-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

No open-market buys or sells in the last 180 days.

+ 32 other (25 inkinds · 5 awards · 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
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Recent news

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

Columbus McKinnon Corporation (CMCO) Q1 2027 Earnings Call Transcriptseekingalpha.com·1d agoColumbus McKinnon Q1 Earnings Call Highlightsmarketbeat.com·2d agoColumbus McKinnon (CMCO) Q1 Earnings and Revenues Top Estimateszacks.com·2d agoColumbus McKinnon Reports Record Orders and Sales in Q1 FY27; Increases FY27 Guidanceprnewswire.com·2d agoColumbus McKinnon Declares Quarterly Dividend of $0.07 per Shareprnewswire.com·11d ago

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