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Hyster-Yale, Inc.
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NYSE: HY Industrials Infra 🔎 Screen
$582M
Market Cap
6.3
P/E
1.19
PEG
1.3%
ROCE
-11.8%
ROE
1.30
D/E
0.3%
OPM
-19.2%
% from 52W High
48
α RS
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🌏 Global Investor Returns
Currency-adjusted total returns for HY including FX impact
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📈 Price History
Ratio Health
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About

Hyster-Yale, Inc., through its subsidiaries, provides lift trucks, attachments, parts, fleet management services, and technology and energy solutions worldwide. The company manufactures components, such as frames, masts, and transmissions; and assembles lift trucks. It markets its products primarily under the Hyster, Yale, and Nuvera brands to independent Hyster and Yale retail dealerships. The company also offers lift truck attachments, forks, masts, and lift tables under the Bolzoni, Auramo, and Meyer brands, as well as parts under the UNISOURCE brand. In addition, it designs and produces specialized products in the port equipment and rough terrain forklift markets. The company was formerly known as Hyster-Yale Materials Handling, Inc. and changed its name to Hyster-Yale, Inc. in June 2024. Hyster-Yale, Inc. was incorporated in 1991 and is headquartered in Cleveland, Ohio.

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📈 Growth Pattern
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⭐ Superinvestors Holding HY
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Manager Shares Value % of Fund Period
Jim Simons Renaissance Technologies LLC 43.4K $1.4M 0.00% Mar 2026

SEC Form 13F data. 45-day lag from quarter end.

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✓ 📞 Earnings Call Transcripts (5 quarters) submit a missing quarter
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📞 Earnings Call Transcripts (5)
Q2 2026 Q2 2026 2026-08-05
Second quarter 2026 saw sequential improvements in bookings, revenue, and cash flow, with bookings up 17% and revenue up 2% from Q1. Operating loss narrowed, and positive cash flow was achieved despite ongoing tariff and cost pressures. Recovery is expected to accelerate in the second half of 2026.
Q1 2026 Q1 2026 2026-05-06
Bookings and backlog improved sequentially, but Q1 revenue declined year-over-year due to a shift toward lighter-duty trucks and persistent tariff headwinds. Transformation initiatives and new product launches are expected to drive profitability in the second half of 2026.
Q4 2025 Q4 2025 2026-03-04
Bookings rebounded sharply in Q4 2025, led by North America, but revenue and profit were pressured by tariffs and a shift to lower-margin products. Cost-saving initiatives and new product launches position the company for margin recovery and growth as demand improves in 2026.
Q3 2025 Q3 2025 2025-11-05
Q3 2025 saw lower revenues and profits due to declining volumes and $40 million in tariff costs, despite higher bookings and strong product innovation. Backlog and production rates fell, with Q4 expected to remain challenging amid persistent tariff and demand headwinds.
Q2 2025 Q2 2025 2025-08-06
Q2 2025 saw a sharp revenue and profit decline due to lower volumes and tariff impacts, with bookings and backlog down significantly. Management expects modest sequential improvements in H2 2025 but full-year results will lag 2024, as tariff and demand headwinds persist.
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📊 Analysis Methodology

This comprehensive investment analysis was conducted using The Finmagine™ Stock Analysis & Ranking Methodology, a proprietary framework that systematically evaluates stocks across five critical dimensions: Financial Health, Growth Prospects, Competitive Positioning, Management Quality, and Valuation.

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Financial Model
Projections are built from each company's audited annual financials (Income Statement, Balance Sheet, Cash Flow) over the last 5 fiscal years. Forward assumptions — revenue growth %, EBITDA margin, D&A (USD millions), interest expense, tax rate, and capex — are AI-generated using historical context and refreshed twice a year: after the December results season and after the September/Q4 results season.

DCF Valuation
Fair Value = Σ(FCFt / (1+WACC)t) + Terminal Value. Terminal Value uses the Gordon Growth Model: FCF5 × (1+g) / (WACC−g). Default WACC: 10% (US risk-free ~4.5%, equity risk premium ~5.5%). Default terminal growth: 3% (long-run US nominal GDP proxy).

CAGR Tracker
Expected 5-year CAGR = (DCF Fair Value / Current Price)1/5 − 1. Assumes fair value is reached in exactly 5 years — a mechanical estimate only.

Data Sources & Limitations
Financial statements sourced from public filings. Prices updated daily. Forward assumptions are AI-generated. All monetary values in USD millions. Non-US ADR companies may have currency conversion inaccuracies. Models are point-in-time and do not update intra-quarter or account for M&A, macro shocks, or extraordinary items.

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Investment Risk:
Investing in securities, including US equities and ETFs, involves inherent risks including the potential loss of principal. All investments are subject to market fluctuations, economic conditions, regulatory changes, and other factors that may affect their value. Past performance is not indicative of future results. This analysis is provided for informational and educational purposes only and should not be construed as investment advice under any circumstances.

No Investment Recommendation:
This analysis does not constitute, nor should it be interpreted as, an offer, solicitation, or recommendation to buy, sell, or hold any securities or financial products. Investors are strongly advised to conduct their own independent research and due diligence and to consult with a licensed financial advisor or an SEC-registered investment adviser before making any investment decisions, taking into account their individual financial situation, risk tolerance, and investment objectives.

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Conflict of Interest Disclosure:
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Information Sources:
The analysis is based on publicly available information including SEC filings (10-K, 10-Q), annual reports, management commentary, and publicly available financial data. Information is believed to be accurate as of the date of publication but may be subject to change without notice. Readers are encouraged to independently verify all information before acting upon it.

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