<p>哥伦布 - 麦金农最近的财报电话会议描绘了强劲增长的图景，但也面临一些持续的挑战。公司报告了强劲的销售增长和创纪录的订单积压，显示出积极的势头。然而，关税的影响和某些地区订单转化速度放缓仍然是障碍。尽管面临这些挑战，公司战略举措和运营改善表明未来前景乐观。</p>
<h2>创纪录的订单积压和销售增长</h2>
<p>哥伦布 - 麦金农报告净销售额同比增长 8%，达到 2.61 亿美元。这一增长得益于所有产品平台和加速交付，促成了健康的订单积压，达到 3.52 亿美元，比去年增长 11%。</p>
<h2>改进后的调整后每股收益</h2>
<p>公司的调整后每股收益显示出环比改善，增加了 0.12 美元，第二季度达到 0.62 美元。这一改善归因于更高的销售额、利润率扩张和有效的成本管理。</p>
<h2>运营改善和关税缓解</h2>
<p>哥伦布 - 麦金农在运营改善和关税缓解方面取得了显著进展。尽管关税仍然构成挑战，但由于公司的举措，一些影响开始减弱。</p>
<h2>强劲的美国订单增长</h2>
<p>美国市场显示出 11% 的强劲订单增长，项目相关和短周期类别的表现尤为突出，突显了公司在国内市场的强大存在。</p>
<h2>待完成的 Kito Crosby 收购</h2>
<p>在整合 Kito Crosby 方面取得了进展，预计将在财政年度结束前完成收购。这一举措预计将扩大业务规模并实现战略协同目标。</p>
<h2>关税影响和挑战</h2>
<p>关税仍然是一个重大挑战，预计财政年度将对运营利润造成约 1000 万美元的压力。关税的影响预计将持续到下个季度。</p>
<h2>同比订单下降</h2>
<p>订单报告为 2.54 亿美元，同比下降 3%，主要是由于去年显著的项目订单。</p>
<h2>EMEA 和亚太地区转化速度放缓</h2>
<p>EMEA 和亚太地区的经济形势导致项目订单的转化速度放缓，反映出这些地区宏观经济环境的疲软。</p>
<h2>指导和前瞻性声明</h2>
<p>哥伦布 - 麦金农更新了全年的指导，预计销售增长在低到中个位数之间，并重申调整后每股收益的指导为同比持平或略有上升。公司旨在到 2026 财政年度末实现关税成本中立，到 2027 财政年度实现利润率中立。待完成的 Kito Crosby 收购预计将在财政年度结束前完成，并已制定整合计划以实现协同目标。</p>
<p>总之，哥伦布 - 麦金农的财报电话会议反映出强劲的表现和积极的前景，尽管面临一些挑战。公司的战略举措和运营改善预计将推动未来的增长，待完成的 Kito Crosby 收购有望增强其市场地位。</p>

哥伦布-麦金农

<p>哥伦布 - 麦金农报告了强劲的增长，净销售额增长了 8%，达到 2.61 亿美元，创下了 3.52 亿美元的历史最高订单积压。尽管面临关税和 EMEA 及 APAC 地区订单转化速度放缓的挑战，公司仍展现出运营改善和积极的前景。调整后的每股收益提高至 0.62 美元，美国订单增长了 11%。收购 Kito Crosby 预计将在财年结束前完成，旨在实现战略协同。全年指导预期销售增长在低到中个位数，并预计到 2026 财年实现关税成本中性</p>

<p>Columbus McKinnon’s recent earnings call painted a picture of robust growth tempered by some ongoing challenges. The company reported strong sales growth and a record backlog, signaling positive momentum. However, the impact of tariffs and slower order conversions in certain regions remain hurdles. Despite these challenges, the company’s strategic initiatives and operational improvements suggest a positive outlook moving forward.</p>
<div class="lb-trans"><p>哥伦布 - 麦金农最近的财报电话会议描绘了强劲增长的图景，但也面临一些持续的挑战。公司报告了强劲的销售增长和创纪录的订单积压，显示出积极的势头。然而，关税的影响和某些地区订单转化速度放缓仍然是障碍。尽管面临这些挑战，公司战略举措和运营改善表明未来前景乐观。</p>
</div><h2>Record Backlog and Sales Growth</h2>
<div class="lb-trans"><h2>创纪录的订单积压和销售增长</h2>
</div><p>Columbus McKinnon reported an 8% year-over-year increase in net sales, reaching $261 million. This growth was driven by all product platforms and accelerated deliveries, contributing to a healthy backlog of $352 million, up 11% from the previous year.</p>
<div class="lb-trans"><p>哥伦布 - 麦金农报告净销售额同比增长 8%，达到 2.61 亿美元。这一增长得益于所有产品平台和加速交付，促成了健康的订单积压，达到 3.52 亿美元，比去年增长 11%。</p>
</div><h2>Improved Adjusted EPS</h2>
<div class="lb-trans"><h2>改进后的调整后每股收益</h2>
</div><p>The company’s adjusted EPS showed a sequential improvement of $0.12, reaching $0.62 in the second quarter. This improvement was attributed to higher sales, margin expansion, and effective cost management.</p>
<div class="lb-trans"><p>公司的调整后每股收益显示出环比改善，增加了 0.12 美元，第二季度达到 0.62 美元。这一改善归因于更高的销售额、利润率扩张和有效的成本管理。</p>
</div><h2>Operational Improvement and Tariff Mitigation</h2>
<div class="lb-trans"><h2>运营改善和关税缓解</h2>
</div><p>Columbus McKinnon made significant strides in operational improvement and tariff mitigation. While tariffs continue to pose challenges, some impacts are beginning to moderate, thanks to the company’s initiatives.</p>
<div class="lb-trans"><p>哥伦布 - 麦金农在运营改善和关税缓解方面取得了显著进展。尽管关税仍然构成挑战，但由于公司的举措，一些影响开始减弱。</p>
</div><h2>Strong U.S. Order Growth</h2>
<div class="lb-trans"><h2>强劲的美国订单增长</h2>
</div><p>The U.S. market showed strong order growth of 11%, with notable performance in both project-related and short-cycle categories, underscoring the company’s robust domestic market presence.</p>
<div class="lb-trans"><p>美国市场显示出 11% 的强劲订单增长，项目相关和短周期类别的表现尤为突出，突显了公司在国内市场的强大存在。</p>
</div><h2>Pending Kito Crosby Acquisition</h2>
<div class="lb-trans"><h2>待完成的 Kito Crosby 收购</h2>
</div><p>Progress has been made towards integrating Kito Crosby, with expectations to close the acquisition by the end of the fiscal year. This move is anticipated to scale the business and achieve strategic synergy objectives.</p>
<div class="lb-trans"><p>在整合 Kito Crosby 方面取得了进展，预计将在财政年度结束前完成收购。这一举措预计将扩大业务规模并实现战略协同目标。</p>
</div><h2>Tariff Impact and Challenges</h2>
<div class="lb-trans"><h2>关税影响和挑战</h2>
</div><p>Tariffs remain a significant challenge, with an estimated $10 million headwind to operating profit expected for the fiscal year. The impact of tariffs is anticipated to continue into the next quarter.</p>
<div class="lb-trans"><p>关税仍然是一个重大挑战，预计财政年度将对运营利润造成约 1000 万美元的压力。关税的影响预计将持续到下个季度。</p>
</div><h2>Year-over-Year Order Decline</h2>
<div class="lb-trans"><h2>同比订单下降</h2>
</div><p>Orders were reported at $254 million, down 3% year-over-year, primarily due to the previous year’s significant project orders.</p>
<div class="lb-trans"><p>订单报告为 2.54 亿美元，同比下降 3%，主要是由于去年显著的项目订单。</p>
</div><h2>Slower Conversion in EMEA and APAC</h2>
<div class="lb-trans"><h2>EMEA 和亚太地区转化速度放缓</h2>
</div><p>The economic landscape in EMEA and APAC is contributing to slower conversion for project orders, reflecting a weaker macroeconomic environment in these regions.</p>
<div class="lb-trans"><p>EMEA 和亚太地区的经济形势导致项目订单的转化速度放缓，反映出这些地区宏观经济环境的疲软。</p>
</div><h2>Guidance and Forward-Looking Statements</h2>
<div class="lb-trans"><h2>指导和前瞻性声明</h2>
</div><p>Columbus McKinnon updated its full-year guidance, expecting low to mid-single-digit sales growth and reaffirmed adjusted EPS guidance of flat to slightly up year-over-year. The company aims to achieve tariff cost neutrality by the end of fiscal 2026 and margin neutrality by fiscal 2027. The pending acquisition of Kito Crosby is anticipated to close by the fiscal year’s end, with integration plans in place to achieve synergy objectives.</p>
<div class="lb-trans"><p>哥伦布 - 麦金农更新了全年的指导，预计销售增长在低到中个位数之间，并重申调整后每股收益的指导为同比持平或略有上升。公司旨在到 2026 财政年度末实现关税成本中立，到 2027 财政年度实现利润率中立。待完成的 Kito Crosby 收购预计将在财政年度结束前完成，并已制定整合计划以实现协同目标。</p>
</div><p>In summary, Columbus McKinnon’s earnings call reflected a strong performance with a positive outlook, despite some challenges. The company’s strategic initiatives and operational improvements are expected to drive future growth, with the pending Kito Crosby acquisition poised to enhance their market position.</p>
<div class="lb-trans"><p>总之，哥伦布 - 麦金农的财报电话会议反映出强劲的表现和积极的前景，尽管面临一些挑战。公司的战略举措和运营改善预计将推动未来的增长，待完成的 Kito Crosby 收购有望增强其市场地位。</p>
</div>

哥伦布 - 麦金农在面临挑战的情况下报告了强劲的增长