COLUMBUS MCKINNON CORP (CMCO)

Sector: Industrials

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2026 Annual Meeting Analysis

COLUMBUS MCKINNON CORP · Meeting: August 14, 2026

Policy v1.2high confidenceView Filing ↗
For informational purposes only. This AI-generated analysis applies a published voting policy to publicly available proxy filings. It does not constitute investment advice, proxy voting advice, or a solicitation of any kind. AI analysis may be incomplete or inaccurate — always review the actual filing and make your own independent decision.

Directors FOR

5

Directors AGAINST

7

Say on Pay

AGAINST

Auditor

FOR

Director Elections

Election of Directors

5 FOR/7 AGAINST

Against Analysis

✗ AGAINST
Gerald G. Colella3-year TSR trigger: CMCO -63.3% vs peer median +45.2%, gap of -108.5pp exceeds 20pp threshold for negative absolute TSR; director since November 2021 (tenure >24 months, covers full underperformance period); 5-year TSR does not mitigate (-68.1% vs peer median +45.1%, gap -113.2pp exceeds threshold)

Mr. Colella has served since November 2021, meaning his tenure fully overlaps with the period during which CMCO's stock fell 63.3% while the company's own peer group rose 45.2% — a gap of 108.5 percentage points, far exceeding the 20-point trigger; the 5-year record is equally poor and provides no mitigating relief.

✗ AGAINST
Kathryn V. Roedel3-year TSR trigger: CMCO -63.3% vs peer median +45.2%, gap of -108.5pp exceeds 20pp threshold; director since October 2017 (tenure >24 months, covers full underperformance period); 5-year TSR does not mitigate

Ms. Roedel has been a director since October 2017, well predating the underperformance period, and her full tenure overlaps with CMCO's 63.3% stock decline against a peer group that gained 45.2%; the 5-year TSR gap of 113.2 percentage points provides no mitigation.

✗ AGAINST
Chad R. Abraham3-year TSR trigger: CMCO -63.3% vs peer median +45.2%, gap of -108.5pp exceeds 20pp threshold; director since November 2021 (tenure >24 months, covers full underperformance period); 5-year TSR does not mitigate

Mr. Abraham joined in November 2021 and his full tenure coincides with CMCO's severe stock underperformance — down 63.3% while peers gained 45.2% — a 108.5 percentage point gap that far exceeds the policy trigger, and the 5-year record offers no relief.

✗ AGAINST
Aziz S. Aghili3-year TSR trigger: CMCO -63.3% vs peer median +45.2%, gap of -108.5pp exceeds 20pp threshold; director since May 2018 (tenure >24 months, covers full underperformance period); 5-year TSR does not mitigate

Mr. Aghili has been a director since May 2018, his tenure fully covers the underperformance period, and the stock has lost 63.3% over three years while company-selected peers gained 45.2%; the 5-year comparison is similarly poor with no mitigating relief available.

✗ AGAINST
Jeanne Beliveau-Dunn3-year TSR trigger: CMCO -63.3% vs peer median +45.2%, gap of -108.5pp exceeds 20pp threshold; director since March 2020 (tenure >24 months, covers full underperformance period); 5-year TSR does not mitigate

Ms. Beliveau-Dunn joined in March 2020, her tenure fully covers the 3-year underperformance window, and the 108.5 percentage point gap versus the company's own peer group exceeds the policy trigger; the 5-year record is equally weak and provides no mitigation.

✗ AGAINST
Michael Dastoor3-year TSR trigger: CMCO -63.3% vs peer median +45.2%, gap of -108.5pp exceeds 20pp threshold; director since May 2021 (tenure >24 months, covers full underperformance period); 5-year TSR does not mitigate

Mr. Dastoor joined in May 2021, and his tenure fully overlaps with the period in which CMCO's shares declined 63.3% against a peer group that rose 45.2% — a gap of 108.5 percentage points well above the 20-point threshold; the 5-year record provides no mitigating relief.

✗ AGAINST
David J. Wilson3-year TSR trigger: CMCO -63.3% vs peer median +45.2%, gap of -108.5pp exceeds 20pp threshold; director and CEO since June 2020 (tenure >24 months, covers full underperformance period); executive director subject to same TSR trigger; 5-year TSR does not mitigate

As President and CEO and director since June 2020, Mr. Wilson bears primary responsibility for the company's strategy during the full underperformance period; CMCO's stock fell 63.3% over three years while company-selected peers gained 45.2%, and the 5-year record shows an even larger gap, providing no mitigation — a No vote as a director is warranted independently of the Say on Pay determination.

For Analysis

✓ FOR
Andrew CampelliNew director exemption: joined February 2026, within 24 months of meeting date

Mr. Campelli was appointed to the board in February 2026, less than 24 months before the August 2026 annual meeting, so he is exempt from the TSR underperformance trigger under the policy's new-director exemption; no other disqualifying factors were identified.

✓ FOR
Michael LamachNew director exemption: joined February 2026, within 24 months of meeting date

Mr. Lamach was appointed in February 2026, less than 24 months before the meeting, making him exempt from the TSR trigger; he brings relevant industrial and public-company governance experience and no other disqualifying factors apply.

✓ FOR
Nathan K. SleeperNew director exemption: joined February 2026, within 24 months of meeting date

Mr. Sleeper was appointed in February 2026, less than 24 months before the meeting, and is therefore exempt from the TSR underperformance trigger; no overboarding, attendance, or qualification concerns were identified.

✓ FOR
Chris J. Stephens, Jr.Director since March 2024 — tenure covers less than half of the 3-year underperformance period; mitigating context applied

Mr. Stephens joined in March 2024, meaning his tenure covers less than half of the 3-year underperformance window; under policy guidance the trigger is flagged but a No vote is not automatic, and given his short tenure and the fact that the stock's severe decline was already well established before he joined, a FOR vote is warranted.

✓ FOR
Rebecca YeungDirector since January 2023 — tenure covers less than half of the 3-year underperformance period; mitigating context applied

Ms. Yeung joined in January 2023, covering less than half of the 3-year underperformance window, and the stock's severe decline was already well established before she joined; policy guidance calls for flagging rather than an automatic No vote in this circumstance, so a FOR vote is appropriate.

Seven of twelve director nominees (Colella, Roedel, Abraham, Aghili, Beliveau-Dunn, Dastoor, and Wilson) receive AGAINST votes because their tenures of more than 24 months fully overlap with a period in which CMCO's stock fell 63.3% while the company's own peer group rose 45.2% — a 108.5 percentage point gap that far exceeds the 20-point policy trigger for negative absolute TSR, and the 5-year record provides no mitigation. Three nominees (Campelli, Lamach, Sleeper) receive FOR votes under the new-director exemption as they joined in February 2026. Two nominees (Stephens, Yeung) receive FOR votes because their tenures cover less than half of the underperformance period and the decline was already established before they joined.

Say on Pay

✗ AGAINST

CEO

David J. Wilson

Total Comp

$5,325,938

Prior Support

N/A

pay-for-performance misalignment: variable pay above benchmark while TSR massively underperforms peers by 108.5pp over 3 yearsCEO total compensation of $5,971,066 in fiscal 2026 (per SCT) likely above benchmark for a $417M market cap industrial companyincentive pay (annual bonus of $925,000 at 100% of target, plus large equity grants) paid despite severe stock underperformance

CMCO's stock fell 63.3% over the past three years while the company's own peer group gained 45.2% on average — a gap of over 100 percentage points — yet the CEO received his full target annual bonus ($925,000, 100% of target), stock awards of $3.1 million, and option awards of $925,000, for a total of nearly $6 million in fiscal 2026 reported pay; the policy requires a No vote when variable pay is above benchmark while TSR underperforms peers by more than 20 percentage points, and the 108.5 percentage point gap here represents a clear failure of pay-for-performance alignment. Additionally, the CEO's total reported pay of $5,971,066 appears elevated relative to what a CEO at a company now valued at only $417 million in market capitalization would typically earn, reinforcing the concern that the incentive structure is not adequately reflecting shareholder experience.

Auditor Ratification

✓ FOR

Auditor

Ernst & Young LLP

Tenure

N/A

Audit Fees

$4,538,000

Non-Audit Fees

$553,000

Non-audit fees (tax fees of $532,000 plus audit-related fees of $13,000 plus other fees of $8,000 = $553,000) represent approximately 12.2% of audit fees of $4,538,000, well below the 50% threshold that would raise independence concerns; auditor tenure is not disclosed in the filing so no tenure trigger can be confirmed; Ernst & Young is a Big 4 firm appropriate for a company of CMCO's size and complexity; no material restatements were identified.

Overall Assessment

This ballot presents significant governance concerns at Columbus McKinnon: seven of twelve directors, including the CEO, receive AGAINST votes because the company's stock fell 63.3% over three years while company-selected peers gained 45.2%, a gap that far exceeds the policy's threshold and is not mitigated by the longer 5-year record; Say on Pay also receives an AGAINST vote because executives received full target bonuses and large equity grants despite this severe underperformance, representing a fundamental breakdown in pay-for-performance alignment. The auditor ratification passes cleanly with non-audit fees well within acceptable limits, and three newly appointed directors receive FOR votes under the new-director exemption.

Filing date: June 26, 2026·Policy v1.2·high confidence

Compensation Peer Group

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