Sep 30, 2021

Columbus McKinnon Q2 2022 Earnings Report

Reported strong revenue growth and margin expansion driven by CMBS and strategic pricing.

Key Takeaways

Columbus McKinnon reported a strong second quarter with a 42% increase in revenue, driven by volume, acquisition contributions, and strategic pricing. The company achieved a record gross margin of 36.3% and adjusted EBITDA margin of 16.1%. Net income was $15.2 million, or $0.53 per diluted share, while adjusted earnings per diluted share reached $0.74.

Revenue increased by 42% due to strong volume, the Dorner acquisition, and strategic pricing initiatives.

Gross margin reached a record 36.3%, with an adjusted gross margin of 36.7%, reflecting margin expansion.

Net income was $15.2 million, or $0.53 per diluted share; adjusted earnings per diluted share was $0.74.

Adjusted EBITDA was $36.0 million, representing 16.1% of revenue, an increase of 270 basis points.

Total Revenue
$224M
Previous year: $158M
+41.7%
EPS
$0.74
Previous year: $0.34
+117.6%
Gross margin
36.3%
Previous year: 35.5%
+2.3%
Adjusted EBITDA margin
16.1%
Previous year: 13.4%
+20.1%
Gross Profit
$81.1M
Previous year: $56M
+44.8%
Cash and Equivalents
$105M
Previous year: $187M
-43.5%
Free Cash Flow
$22.2M
Previous year: $41.3M
-46.2%
Total Assets
$1.59B
Previous year: $1.13B
+40.1%

Columbus McKinnon

Columbus McKinnon

Columbus McKinnon Revenue by Geographic Location

Forward Guidance

Columbus McKinnon expects third quarter fiscal 2022 sales of approximately $215 million at current exchange rates.

Challenges Ahead

  • Supply chain constraints are expected to continue.
  • Guidance reflects typical seasonality, given holidays and fewer shipping days.

Revenue & Expenses

Visualization of income flow from segment revenue to net income