Columbus McKinnon Corporation

Direct global competitor in hoists, cranes, and material handling equipment. Listed in Helsinki, serves similar end markets (manufacturing, ports, workshops). Good proxy for CMCO's legacy hoist/crane business.

Terex Corporation

NYSE:TEX

Material handling and lifting equipment manufacturer. Comparable exposure to industrial end markets and steel-intensive manufacturing. Terex's MHPS segment competes with CMCO in some crane/product lines.

Cargotec Oyj

HLSE:CGCBV

Nordic competitor in cargo handling, cranes, and hoisting solutions. Serves overlapping end markets (ports, industry, offshore).

Genuine Parts Company (Motion Industries)

NYSE:GPC

As one of CMCO's key distribution partners and a major industrial MRO distributor, GPC's industrial segment performance serves as a demand proxy for CMCO's aftermarket and MRO-channel revenue.

Fastenal Company

NASDAQ:FAST

National distributor carrying CMCO products; Fastenal's industrial fastener/MRO sales trends provide a read-through for CMCO short-cycle demand in North America.

지역

공급망을 왜곡할 수 있는 지역별 노출.

지역

United States

Germany / European Union

Japan / Asia-Pacific

Fastenal Company

MSC Industrial Direct Co., Inc.

Motion Industries (Genuine Parts Company)

Hitachi STS / Hitachi Rail

PowerCo (VW subsidiary)

Kito Corporation (separate listed entity)

United States

Manufacturing concentration and steel sourcing

Fastenal CompanyNASDAQ:FASTNational distributor for material handling products

MSC Industrial Direct Co., Inc.NYSE:MSMNational distributor for hoists and rigging

Motion Industries (Genuine Parts Company)NYSE:GPCIndustrial MRO distributor

Germany / European Union

German manufacturing subsidiaries (STAHL CraneSystems, Pfaff-silberblau, montratec) and European channel

Hitachi STS / Hitachi RailTYO:6501Rail lifting systems customer via Pfaff-silberblau

PowerCo (VW subsidiary)XETRA:VOWBattery gigafactory intralogistics in Valencia, Spain

Japan / Asia-Pacific

Kito Crosby's Asian supply chain and Kito Corporation relationship; Kito Crosby was formed from KITO CORPORATION's hoist/crane business combination with The Crosby Group

Kito Corporation (separate listed entity)TYO:6409Kito Corporation (TYO:6409) contributed its hoist/crane business to form Kito Crosby in 2023. CMCO now owns Kito Crosby while Kito Corporation remains a separate publicly listed entity in Japan. Historical supply and brand licensing relationships.

China

Manufacturing via Hangzhou LILA Lifting facility; potential tariff/trade exposure

집중도

공급망을 왜곡할 수 있는 고객, 공급업체 또는 파트너 집중 노출.

Foundry

Medium

CMCO is not a semiconductor foundry customer, but its Magnetek VFD division depends on supply of power semiconductors (IGBTs, SiC devices) and microcontrollers. Any prolonged global chip shortage impacts ability to produce digital power control systems (~12.7% of revenue).

Customer

Low

CMCO sells primarily through a broad distributor network rather than concentrated end customers. No single customer exceeds 10% of revenue per SEC disclosures. However, the termination of Grainger as a distribution partner represented a strategic channel shift.

Equipment

High

Heavy reliance on steel as primary raw material (~61% of cost of products sold is raw materials/components). Volatility in steel prices (alloy steel, carbon steel) directly impacts gross margins. Key procurement categories: steel, electric motors, bearings, electrical components, castings/forgings.

Other

Critical

Kito Crosby acquisition integration risk: Pro-forma combined entity doubles revenue to ~$2.1B. CMCO recorded a $200M goodwill impairment charge in Q4 FY2026. The DOJ-mandated divestiture of the U.S. power chain hoist and chain business removes ~$210M in revenue but simplifies the combined portfolio.

매출 구성

대상 기업의 매출 구성이 공급망 영향력과 의존도로 이어지는 방식.

Hoists (electric chain, wire rope, air, manual, lever)

57.8%

$0.6B

Highest volume driver; consumes steel/alloy chain, electric motors, bearings, VFDs, brakes, electrical components, wire rope. Drives demand for Tier 1 motor and steel suppliers.

Digital Power Control & Delivery Systems (Magnetek VFDs, drives, controls)

12.7%

$0.1B

Electronics-intensive; requires power semiconductors (IGBTs, MOSFETs), microcontrollers, PCBs, capacitors, enclosures. Supply chain reliant on semiconductor foundries and electronic component distributors.

Actuators & Rotary Unions (Duff-Norton, Pfaff-silberblau)

11.2%

$0.1B

Medium-volume; consumes steel, aluminum, seals, bearings, electromechanical components. German manufacturing operations source from European industrial supply chains.

Industrial Cranes (STAHL CraneSystems, crane kits, components)

6.2%

$0.1B

Steel-intensive fabricated structures; requires structural steel, hoist components, electrification, VFDs, rails. Project-based procurement from steel service centers.

Technology & Specialty Solutions (montratec precision shuttles, engineered systems)

2.4%

$0.0B

Lower volume but high-tech; relies on linear motion components, sensors, controllers, aluminum extrusion. German engineering supply chain.

회사 소개개인정보 처리방침서비스 약관면책 조항종목 디렉터리ETF지수13F 보유 종목목표주가무료 도구기술 지도Slack 참여하기

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Columbus McKinnon Corporation

CMCO 공급망

상류

Nucor Corporation

Steel Dynamics, Inc.

Cleveland-Cliffs Inc.

The Timken Company

SKF AB

WEG S.A.

ABB Ltd.

Infineon Technologies AG

View More

하류

W.W. Grainger, Inc.

Fastenal Company

MSC Industrial Direct Co., Inc.

Motion Industries (Genuine Parts Company)

American Crane & Equipment Corporation (ACECO)

Hoists Direct

Carroll Technologies Group

PowerCo (Volkswagen AG subsidiary)

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대체 기업

Konecranes Plc

Terex Corporation

Cargotec Oyj

Genuine Parts Company (Motion Industries)

Fastenal Company

지역

United States

Germany / European Union

Japan / Asia-Pacific

View More

CMCO 공급망

상류

Nucor Corporation

Steel Dynamics, Inc.

Cleveland-Cliffs Inc.

The Timken Company

SKF AB

WEG S.A.

ABB Ltd.

Infineon Technologies AG

View More

하류

W.W. Grainger, Inc.

Fastenal Company

MSC Industrial Direct Co., Inc.

Motion Industries (Genuine Parts Company)

American Crane & Equipment Corporation (ACECO)

Hoists Direct

Carroll Technologies Group

PowerCo (Volkswagen AG subsidiary)

View More

대체 기업

Konecranes Plc

Terex Corporation

Cargotec Oyj

Genuine Parts Company (Motion Industries)

Fastenal Company

지역

United States

Germany / European Union

Japan / Asia-Pacific

View More