Columbus McKinnon pairs a very low valuation (forward P/E 5.5x, 51% upside to the analyst target) and an earnings catalyst with 125% growth, but cash burn, weak quality (3.1) and a broken price trend keep the engine at avoid.
Thesis pillars
- Deep Value With Analyst Upside→Stable
- Revenue Step Up Strong Growth→Stable
- Cash Burn Weak Quality→Stable
- +2 more pillars — see the Why tab for full reasoning
Pillars as of Oct 18, 2026, based on the 10-K filed Jun 8, 2026
Columbus McKinnon Corporation (CMCO) Stock Analysis
Recovery setup · Inst Constrain edge
Industrials · Farm & Heavy Construction Machinery
Sell if holding. Engine safety override at $15.06: Quality below floor (3.1 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 6.4/10 and A.R:R 3.8:1 is above the 1.5:1 BUY gate. Specifically: High short interest: 36%; Below-average business quality; Below long-term trend.
Columbus McKinnon is a global designer, manufacturer, and marketer of intelligent motion solutions for material handling, including hoists, crane components, precision conveyor systems, rigging tools, and digital power and motion control systems, sold under brands including... Read more
Sell if holding. Engine safety override at $15.06: Quality below floor (3.1 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 6.4/10 and A.R:R 3.8:1 is above the 1.5:1 BUY gate. Specifically: High short interest: 36%; Below-average business quality; Below long-term trend. Chart setup: Death cross but MACD improving, RSI 40. Score 6.4/10, moderate confidence.
Passes 7/10 gates (positive momentum, favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, semi cycle peak clear, materials cycle peak clear). Fails on earnings proximity 4d<=7d. Suitability: aggressive.
About Columbus McKinnon Corporation
About Columbus McKinnon Corporation
Columbus McKinnon generated 56% of fiscal 2026 sales ($668.3 million) in the United States and 44% ($525.1 million) internationally, with hoists alone accounting for 48% of net sales. The company closed its acquisition of Kito Crosby on February 3, 2026, adding over 4,000 employees and 40 facilities to a base that had approximately 3,500 employees and 63 facilities beforehand.
Columbus McKinnon sells its hoists, crane components, rigging hardware, and conveyance systems primarily through industrial distributors, rigging shops, and independent crane builders, selling directly to OEMs for its Magnetek-branded digital power control and elevator drive systems. The company's Lifting business is sensitive to broader industrial capacity utilization, industrial production, and GDP growth, making revenue cyclical with the capital-spending plans of its manufacturing, energy, construction, and transportation end markets. Raw material costs, particularly steel and aluminum, are exposed to trade tariffs and price swings that the company may not be able to fully pass through to customers given competitive pricing pressure. The February 2026 Kito Crosby acquisition added safety-critical, consumable-oriented lifting and rigging products, such as chain, shackles, and blocks, that the company says drive non-discretionary replacement demand and recurring revenue distinct from its more cyclical installed-equipment sales.
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Regulatory approval of the Kito Crosby acquisition came with a structural cost to Columbus McKinnon's own supply chain: to close the deal on February 3, 2026, the company was required to divest its legacy U.S. power chain hoist business (aside from Little Mule products) and a U.S. chain-making facility, even as it simultaneously acquired new chain-making facilities in the U.S. and Japan through the same transaction. On July 1, 2026, the company also separated Chief Financial Officer Gregory P. Rustowicz in a termination tied to the change-in-control provisions of his employment agreement, adding leadership transition to the list of integration variables investors must track alongside the manufacturing-footprint swap.
See also: Industrials · Farm & Heavy Construction Machinery
From Columbus McKinnon Corporation's most recent 10-K filing, extracted July 26, 2026.
Recent developments
updated 2026-10-29Recent Developments — Columbus McKinnon Corporation
Latest news
- NEWS Columbus McKinnon Corporation Declares Regular Quarterly Dividend — fiscal.ai Oct 26, 2026 positive
- NEWS Columbus McKinnon to Host Second Quarter Fiscal 2027 Earnings Conference Call on November 3, 2026 — fiscal.ai Oct 20, 2026 neutral
- NEWS JP Morgan Maintains Overweight on Columbus McKinnon, Raises Price Target to $29 — benzinga Jul 31, 2026 positive
- NEWS 12 Industrials Stocks Moving In Thursday's Intraday Session — benzinga Jul 30, 2026 neutral
- NEWS Gold Surges 3%; Bristol-Myers Squibb Earnings Top Views — benzinga Jul 30, 2026 neutral
Generated 2026-10-29T11:48:39Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Editorial policy
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Rating Breakdown
1 floor-breaker·1 ceiling hit
Unprofitable operations — net margin -21.2%. Quality floor flags this regardless of sector context.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Engine safety override at $15.06: Quality below floor (3.1 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 6.4/10 and A.R:R 3.8:1 is above the 1.5:1 BUY gate. Specifically: High short interest: 36%; Below-average business quality; Below long-term trend. Chart setup: Death cross but MACD improving, RSI 40. Prior stop was $14.01. Score 6.4/10, moderate confidence.
Analyst target: $22.10 (+46.7% upside). Prior stop was $14.01. Stop-loss: $14.01.
Quality below floor (3.1 < 4.0).
Columbus McKinnon Corporation trades at a P/E of N/A (forward 5.7). TrendMatrix value score: 8.4/10. Verdict: Sell.
10 analysts cover CMCO with a consensus score of 4.1/5. Average price target: $26.
What does Columbus McKinnon Corporation do?Columbus McKinnon is a global designer, manufacturer, and marketer of intelligent motion solutions for material...
Columbus McKinnon is a global designer, manufacturer, and marketer of intelligent motion solutions for material handling, including hoists, crane components, precision conveyor systems, rigging tools, and digital power and motion control systems, sold under brands including Harrington, Kito, CM, Yale, and STAHL. In fiscal 2026, hoists represented 48% of net sales, with 56% of sales generated in the U.S. and 44% internationally. On February 3, 2026, the company closed its acquisition of Kito Crosby, a lifting and rigging manufacturer with over 4,000 employees and 40 facilities worldwide, signif