Columbus McKinnon Presents at JPMorgan Industrials Conference

CEO David Wilson discusses the company's investment thesis and growth outlook.

Mar. 17, 2026 at 11:12pm

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Columbus McKinnon Corporation (CMCO), a leading manufacturer of material handling equipment, presented at the JPMorgan Industrials Conference 2026. CEO David Wilson discussed the company's investment thesis, highlighting its portfolio of faster-growing precision conveyance automation and linear motion products, as well as its core lifting business poised for GDP-plus growth. Wilson also noted the recurring nature of the company's low ASP lifting and securement product mix.

Why it matters

As a major player in the industrial equipment and material handling space, Columbus McKinnon's performance and growth outlook provide insights into broader industry trends and the health of the manufacturing sector.

The details

During the presentation, CEO David Wilson outlined Columbus McKinnon's strategy to deliver outsized revenue growth. The company's portfolio includes faster-growing precision conveyance automation and linear motion products, as well as a core lifting business that is well-positioned to capitalize on favorable macroeconomic developments and trends. Additionally, the mix of low ASP lifting and securement products is expected to drive more recurring revenue for the company.

  • The presentation took place on March 17, 2026 at the JPMorgan Industrials Conference.

The players

David Wilson

President, CEO and Director of Columbus McKinnon Corporation.

Greg Rustowicz

Chief Financial Officer of Columbus McKinnon Corporation.

Alex Eldredge

Member of the Investor Relations team at Columbus McKinnon Corporation.

James Kirby

JPMorgan analyst covering industrials equities.

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What they’re saying

“We really believe that we're going to deliver outsized revenue growth. We have a portfolio of products that includes faster-growing precision conveyance automation and linear motion products.”

— David Wilson, President, CEO & Director

The takeaway

Columbus McKinnon's focus on faster-growing precision automation and linear motion products, combined with the recurring revenue potential of its core lifting business, positions the company for continued growth and success in the industrial equipment and material handling market.