Mar 31

Columbus McKinnon Q4 2025 Earnings Report

reported a quarterly net loss with lower sales and margins, impacted by acquisition and restructuring costs

Key Takeaways

Columbus McKinnon saw a 7% year-over-year sales decline in Q4 2025 and recorded a net loss, with notable cost pressures from factory consolidation and acquisition-related expenses.

Net sales dropped 7% YoY to $246.9 million, mainly due to short-cycle demand softness.

Net loss was $2.7 million, compared to net income of $11.8 million in Q4 2024.

Adjusted EPS came in at $0.60, down from $0.75 the prior year.

Orders grew 2%, with automation and precision conveyance up 14%.

Total Revenue
$247M
Previous year: $266M
-7.0%
EPS
$0.6
Previous year: $0.75
-20.0%
Gross margin
32.3%
Previous year: 35.5%
-9.0%
Operating margin
2%
Previous year: 9.6%
-79.2%
Adjusted operating margin
9.8%
Previous year: 11.7%
-16.2%
Gross Profit
$79.8M
Previous year: $94.3M
-15.4%
Cash and Equivalents
$53.7M
Previous year: $114M
-53.0%
Free Cash Flow
$29.5M
Previous year: $30.1M
-2.1%
Total Assets
$1.74B
Previous year: $1.83B
-4.8%

Columbus McKinnon

Columbus McKinnon

Columbus McKinnon Revenue by Geographic Location

Forward Guidance

FY26 guidance expects flat to slightly higher sales and adjusted EPS, excluding impacts from the pending Kito Crosby acquisition.

Positive Outlook

  • Backlog entering FY26 remains strong at $322.5M.
  • Order growth driven by strategic focus on automation and precision conveyance.
  • Resilient adjusted EBITDA margin despite market headwinds.
  • Ongoing debt reduction supports balance sheet strength.
  • Expectation for tariff headwinds to normalize in second half of FY26.

Challenges Ahead

  • Flat revenue and EPS guidance suggests limited short-term growth.
  • Acquisition and restructuring costs continue to weigh on profitability.
  • Soft short-cycle demand impacted quarterly performance.
  • Inventory efficiency slightly worsened with lower turns and higher days.
  • Uncertainty around tariff impacts and timing of cost adjustments.

Revenue & Expenses

Visualization of income flow from segment revenue to net income