The strong Q1 beat and raised guidance confirm the Kito Crosby integration is tracking ahead of plan, driving margin expansion and cash flow improvement. Traders should watch for continued deleveraging and organic growth momentum in H2 FY27. The stock is likely to re-rate higher as the market prices in the accelerated earnings trajectory.
Price Chart
Executive Summary
Columbus McKinnon reported a strong Q1 FY27 beat, with Adjusted EPS of $0.61 (+126% vs $0.27 consensus) on revenue of $531.5M (+5.9% vs $501.9M consensus). The company raised its full-year FY27 guidance across all metrics (sales, EBITDA, EPS), signaling accelerating momentum from the Kito Crosby acquisition integration and synergy realization.
Key Financial Metrics
Key Facts
- Q1 FY27 Adjusted EPS $0.61 vs consensus $0.27 (+126% beat)
- Q1 FY27 revenue $531.5M vs consensus $501.9M (+5.9% beat)
- Raised FY27 guidance: Sales $2.09B-$2.15B, Adj EBITDA $405M-$420M, Adj EPS $1.90-$2.10
- Adjusted EBITDA margin expanded 720 bps YoY to 21.0%
- Orders grew 120% YoY to $568M, book-to-bill 1.1x
- Credit Agreement Net Leverage Ratio improved to 4.9x from 5.1x sequentially
- Free Cash Flow Excluding Deal Costs was $32.4M, up $50M YoY
Financial Impact
Significant beat on both EPS and revenue, combined with a material upward revision to full-year guidance. The Kito Crosby acquisition is clearly delivering on its synergy and margin expansion thesis.
Risk Factors
- Integration risks remain, though execution has been strong so far
- High debt load (4.9x leverage) limits financial flexibility
- Macroeconomic softness in EMEA and Middle East noted in the release
- GAAP losses persist due to non-cash acquisition accounting charges
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 7 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001005229-26-000041 |
| Document: cmcoq1fy27financialresul.htm | 0001005229-26-000041 |
| Document: cmco-20260730.htm | 0001005229-26-000041 |
| Document: 0001005229-26-000041-index-headers.html | 0001005229-26-000041 |
| Document: 0001005229-26-000041-index.html | 0001005229-26-000041 |
| Document: 0001005229-26-000041.txt | 0001005229-26-000041 |
| 8-K Data (Synthetic) | 0001005229-26-000041 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | 8-K | $14.04 | awaiting T+5 | — | $14.99 (+6.77%) |
Oct 26, 2026 today | Press Release | $14.32 | awaiting T+5 | — | $14.99 (+4.68%) |
Oct 7, 2026 19d ago | SC 13G/A | $15.98 $15.01 | ▼ −6.07% | ▼ −5.79% | $14.99 (−6.20%) |
Sep 22, 2026 5w ago | 8-K | $16.44 $16.27 | ▼ −1.03% | ▲ +0.15% | $14.99 (−8.82%) |
Aug 18, 2026 10w ago | 8-K | $17.80 $17.79 | ▼ −0.06% | ▲ +0.14% | $14.99 (−15.79%) |
Jul 30, 2026 12w ago | 8-K | $20.68 $20.76 | ▲ +0.39% | ▼ −3.24% | $14.99 (−27.51%) |
Jun 26, 2026 17w ago | DEFA14A | $14.41 $14.00 | ▼ −2.85% | ▼ −4.23% | $14.99 (+4.02%) |
Jun 25, 2026 17w ago | Institutional Cluster | $14.78 $14.51 | ▼ −1.83% | ▼ −3.39% | $14.99 (+1.42%) |
Jun 10, 2026 19w ago | 8-K | $12.12 $13.92 | ▲ +14.85% | ▲ +11.42% | $14.99 (+23.68%) |
Jun 8, 2026 20w ago | 8-K | $12.46 $15.03 | ▲ +20.63% | ▲ +18.51% | $14.99 (+20.30%) |
US Market Status
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