CMCO at a glance
COLUMBUS MCKINNON CORP (CMCO, SEC CIK 1005229) filed its latest 10-K annual report on June 8, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on September 22, 2026 and Form 4 insider filings as recently as August 21, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended March 31, 2026 (FY2026), COLUMBUS MCKINNON CORP (CMCO) reported revenue of $1.2 billion (up 23.9% from FY2025) and a net loss of $229.5 million. Diluted EPS was -$7.40.
- As of June 30, 2026, 29 institutional investment managers tracked by SignalX reported holding COLUMBUS MCKINNON CORP (CMCO) shares worth $136.8 million in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by STEPHENS CHRISTOPHER J on August 20, 2026 of 2,750 shares at $17.14 per share.
- In the last 90 days, CMCO insiders reported 2 open-market purchases ($195K) and 0 open-market sales ($0) on Form 4, a net purchase of $195K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $1.2B
- +23.9% vs prior year
- Insiders · 90 days
- 2 buys · 0 sells
- Net +$195K
- 13F holders
- 29 funds
- $136.8M · +0 vs prior quarter
- Latest 8-K
- Sep 22, 2026
- Item 1.01 · Item 7.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $531.5M, up 125.3% YoY from $235.9M, driven by $304.8M from Kito Crosby acquisition
- Gross margin 27.5% vs 32.7% YoY, pressured by $55.2M inventory step-up amortization
- Worst product impact: U.S. Power Chain divestiture reduced sales $34.8M and gross profit $13.9M
- Operating cash flow $25.6M vs $(18.2)M YoY; capital expenditures $5.7M and debt repayments $18.4M
- Fiscal 2027 capital expenditures expected at $50M-$60M; tariffs raising raw-material costs despite pricing actions
Risk Factors
- No material changes from risks disclosed in the 2026 Form 10-K
- Share-repurchase authorization: approximately $9 million remaining as of June 30, 2026
- Senior securities: no defaults reported during the quarter
AI summary of the CMCO 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 1.01: Entry into a Material Definitive Agreement
- $1,452.9M Tranche B refinancing replaced outstanding Term Loan B loans
- Interest-rate margins reduced 0.50% annually for term loans and revolving facility
Item 7.01: Regulation FD Disclosure
- Reg FD disclosure section contains only standard legal language
- No substantive investor information or market-moving disclosure in the provided text
Item EX-99.1: Item EX-99.1
- Debt repricing completed September 21, 2026 for $1,453 million Term Loan B and $500 million revolving facility
- Interest margins reduced 50 basis points, lowering Term Loan B pricing to SOFR plus 3.00%
Item 5.07: Submission of Matters to a Vote of Security Holders
- Shareholders re-elected all 12 directors for one-year terms, with each receiving majority support
- Advisory executive-compensation vote approved with 39,528,851 votes for and 666,321 against
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Shareholders approved Amendment to Columbus McKinnon’s Second A&R 2016 Long Term Incentive Plan
- Approval enables continued equity-based compensation under the amended plan
Item 5.02: Departure/Appointment of Directors or Principal Officers
- John R. Linker assumed principal financial officer responsibilities July 31, 2026, after serving as executive vice president and CFO
- Thomas Oddo remains principal accounting officer following transfer of financial officer duties
AI summaries of CMCO 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for CMCO
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| STEPHENS CHRISTOPHER J | Buy | Aug 20, 2026 | 2,750 | $17.14 |
| Roedel Kathryn V | A | Aug 17, 2026 | 7,590 | - |
| Roedel Kathryn V | A | Aug 17, 2026 | 13.254 | - |
| Abraham Chad R | A | Aug 17, 2026 | 13.254 | - |
| Roedel Kathryn V | A | Aug 17, 2026 | 15.739 | - |
| Roedel Kathryn V | A | Aug 17, 2026 | 31.904 | - |
| Abraham Chad R | A | Aug 17, 2026 | 12.032 | - |
| Abraham Chad R | A | Aug 17, 2026 | 15.739 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $963.0M | $1.2B |
| Gross Profit | - | $325.7M | $359.4M |
| Operating Income | - | $54.6M | -$119.3M |
| Net Income | - | -$5.1M | -$229.5M |
| Gross Margin | - | 33.8% | 30.1% |
| Op. Margin | - | 5.7% | -10.0% |
| Net Margin | - | -0.5% | -19.2% |
| Balance Sheet | |||
| Total Assets | $1.8B | $1.7B | $4.8B |
| Equity | - | $882.1M | $1.4B |
| ROE | - | -0.6% | -15.8% |
| Per Share | |||
| EPS | - | $-0.18 | $-7.40 |
| Cash Flow | |||
| Operating CF | - | $45.6M | -$146.2M |
| CapEx | $24.8M | $21.4M | $17.9M |
Source: XBRL data in COLUMBUS MCKINNON CORP (CMCO)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate CMCO share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 29 | $136.8M |
| Q1 2026 | 29 | $149.1M |
| Q4 2025 | 27 | $204.5M |
| Q3 2025 | 27 | $178.3M |
| Q2 2025 | 26 | $186.6M |
| Q1 2025 | 23 | $149.6M |
| Q4 2024 | 19 | $221.4M |
| Q3 2024 | 17 | $151.5M |
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- AQR Capital Management−481.8K (-42%)
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- Mangrove Partners−13.2K
Source: 13F-HR filings on SEC EDGAR (aggregated from 197 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
CMCO filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 22, 2026 | - | Analysis | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
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| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 8-K | Aug 18, 2026 | - | Analysis | - |
| 4 | Aug 4, 2026 | - | - | - |
| 8-K | Aug 4, 2026 | - | Analysis | - |
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CMCO SEC filings: frequently asked questions
Are CMCO insiders buying or selling?
In the last 90 days, COLUMBUS MCKINNON CORP (CMCO) officers, directors and 10% owners reported 2 open-market purchases worth $194,660 by 2 insiders and no open-market sales on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold CMCO stock?
As of June 30, 2026, the largest COLUMBUS MCKINNON CORP (CMCO) holders among the 13F filers tracked by SignalX were BlackRock ($37.2 million), Dimensional Fund Advisors ($19.2 million), Vanguard Capital Management LLC ($18.4 million), AQR Capital Management ($10.0 million), State Street Corp ($9.4 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was CMCO's revenue in fiscal year 2026?
For the fiscal year ended March 31, 2026 (FY2026), COLUMBUS MCKINNON CORP (CMCO) reported revenue of $1.2 billion (up 23.9% from FY2025) and a net loss of $229.5 million. Diluted EPS was -$7.40. The figures come from the XBRL data in the 10-K.
What did CMCO report in its latest 8-K?
COLUMBUS MCKINNON CORP (CMCO) filed an 8-K on September 22, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement) and Item 7.01 (Regulation FD Disclosure). $1,452.9M Tranche B refinancing replaced outstanding Term Loan B loans.
What are the latest CMCO SEC filings?
COLUMBUS MCKINNON CORP (CMCO) filed its latest 10-K annual report on June 8, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on September 22, 2026 and a Form 4 insider filing on August 21, 2026.
What is CMCO's SEC CIK number?
COLUMBUS MCKINNON CORP (CMCO)'s SEC Central Index Key (CIK) is 1005229. EDGAR lists every CMCO filing under that number.
Ask anything about CMCO
The research agent reads CMCO's filings, financials, insider trades and 13F holders, then answers with sources.