Sign in

    Clifford Ransom • Ransom Research, Inc.

    Clifford Ransom is the President and Founder of Ransom Research, Inc., specializing in independent investment research with a unique focus on evaluating lean management practices and operational excellence in publicly traded companies. He has provided detailed coverage of companies such as Danaher, GE, and Fortive, earning a loyal following among senior institutional investors for his deep-dive analytical reports, though specific public performance metrics are not available. With over 47 years in the investment industry and more than 15 years leading Ransom Research, Clifford previously gained extensive experience working with leading institutional firms and is recognized for pioneering the application of lean thinking in investment analysis. He holds a prominent reputation in the lean and investment communities but does not publicly disclose securities licenses or formal rankings.

    Clifford Ransom's questions to Manitowoc Company Inc (MTW) leadership

    Clifford Ransom's questions to Manitowoc Company Inc (MTW) leadership • Q2 2025

    Question

    Clifford Ransom of Ransom Research, Inc. asked how the 'Manitowoc Way' lean thinking has enhanced the company's ability to respond to external events over the past 3-5 years. He also requested specifics on the adjustments planned for the second half to protect cash flow and asked for the updated full-year free cash flow forecast.

    Answer

    CEO Aaron Ravenscroft credited the company's move away from vertical integration and toward a more flexible supply chain for its improved responsiveness. He also highlighted that instant customer feedback allows for rapid adjustments to build schedules. For H2 2025, he specified that build schedules are being reduced at the Shady Grove and Wilhelmshaven plants. EVP & CFO Brian Regan updated the full-year free cash flow forecast to the low end of the original range, approximately $10 million to $15 million.

    Ask Fintool Equity Research AI