Columbus McKinnon (CMCO) Beats Q4 CY2025 Estimates: Revenue +10.5%, EPS +6.6%

Columbus McKinnon (NASDAQ:CMCO) reported Q4 CY2025 results that surpassed expectations, with revenue rising 10.5% to $258.7 million and non-GAAP EPS reaching $0.62, 6.6% ahead of consensus. The backlog totaled $341.6 million, reflecting stronger order accumulation. Sales growth was driven by U.S. demand stabilization and commercial initiatives, with a 9% CAGR in sales over the past five years and a 13.4% CAGR in EPS. However, operating margins declined 1.9 percentage points YoY and 4.7 percentage points QoQ, pressured by higher R&D, marketing and admin expenses, suggesting capacity constraints. Analysts project 3% revenue growth over the next 12 months and 18.1% EPS expansion to $2.34, while the stock traded flat at $23.11 following the report. Long-term value is tempered by a flattening margin trend despite strong top-line performance.