Hyster-Yale SEC Filings

Hyster‑Yale (HY) furnished an 8‑K announcing that additional historical quarterly financial data and updated schedules for its third quarter 2025 results were posted on its website on November 4, 2025. The materials are included as Exhibit 99.

The information is being furnished under Item 2.02 and Item 7.01 and is not deemed filed for purposes of the Exchange Act, nor incorporated by reference, unless specifically referenced.

Hyster‑Yale, Inc. reported Q3 2025 results showing softer demand and margins. Revenue was $979.1 million versus $1,016.1 million a year ago. Gross profit was $155.9 million (down from $192.9 million), and operating profit fell to $2.3 million from $33.1 million, including $1.0 million of restructuring and impairment charges.

The company posted a net loss attributable to stockholders of $2.3 million (diluted EPS $(0.13)) compared with net income of $17.2 million (EPS $0.97) last year. Segment results showed lower profitability in Americas and operating losses in EMEA and JAPIC. Year‑to‑date operating cash flow was $29.6 million versus $90.0 million in 2024, reflecting working‑capital movements and lower earnings.

Liquidity remains supported by an amended $300 million secured revolving credit facility maturing in 2030; the company was in compliance with covenants at September 30, 2025. Cash was $71.1 million (down from $96.6 million at year‑end), and total stockholders’ equity improved to $536.0 million from $475.1 million, aided by other comprehensive income. The quarterly dividend was $0.3600 per share. Bolzoni completed a small acquisition in Italy for $2.6 million in May.

The Vanguard Group filed an amended Schedule 13G reporting beneficial ownership of 910,812 shares of Hyster-Yale Inc (HY) common stock, representing 6.38% of the class as of 09/30/2025.

The filing lists 0 shares with sole voting power and 80,407 with shared voting power. Vanguard reports 821,718 shares with sole dispositive power and 89,094 with shared dispositive power. The securities are held in the ordinary course, and Vanguard’s clients have rights to dividends or sale proceeds; no other person holds more than 5% via these accounts.

Ann O'Hara, a director of Hyster-Yale, Inc. (HY), received 963 Class A common shares on 10/01/2025 as "Required Shares" under the company's Non-Employee Directors' Equity Compensation Plan. The shares were awarded at a price of $0 and increased her beneficial ownership to 2,996 Class A common shares following the transaction. The Form 4 was executed by attorney-in-fact Suzanne S. Taylor on 10/02/2025. No derivative transactions or additional compensation details are reported in this filing.

Director Dennis W. LaBarre received equity on 10/01/2025 under Hyster-Yale's Non-Employee Directors' Equity Compensation Plan. The Form 4 shows an award of 963 shares of Class A common stock at a $0 price (an equity award, not a purchased transaction). After this award, the reporting person beneficially owns 35,609 shares of Class A common stock. The filing also reports 9,424 Class A shares referenced under derivative holdings, listed as directly beneficially owned. The transaction was reported by an attorney-in-fact signature dated 10/02/2025. This Form 4 documents a routine director equity grant and the resulting ownership positions without additional disclosures.

Britton T. Taplin, a director of Hyster-Yale, Inc. (HY), reported on this Form 4 that on 10/01/2025 he was awarded 963 shares of Class A Common Stock as "Required Shares" under the companys Non-Employee Directors' Equity Compensation Plan. The filing lists the total Class A shares beneficially owned after the reported transactions across several indirect holdings: 387,117 shares held in trust for the reporting person, 108,844 shares reflecting a proportionate interest in Abigail LLC, 61,138 shares from Corky LLC, 11,510 shares held by spouse, and 11,143 held in a trust for the reporting person's children. The reporting person disclaims beneficial ownership of certain shares as noted in the form. The filing was signed by an attorney-in-fact on 10/02/2025.

Insider transaction summary: HYSTER-YALE director Edward T. Eliopoulos was reported on Form 4 as acquiring 963 shares of Class A common stock on 10/01/2025 at a reported price of $0. After the transaction, the reporting person beneficially owns 14,447 shares indirectly, held in a trust for his benefit. The filing was signed by an attorney-in-fact on 10/02/2025.

David B. Williams, a director of Hyster-Yale, Inc. (HY), acquired 963 Class A common shares on 10/01/2025. The shares were issued as "Required Shares" under the companys Non-Employee Directors Equity Compensation Plan and were reported at a $0 price, reflecting a grant rather than a purchase. The filing lists extensive indirect holdings attributed to the reporting person through spouse, trusts, and partnership interests, including large blocks of Class A shares underlying Class B holdings reported in Table II. The reporting person disclaims beneficial ownership of several indirectly held positions. The Form 4 was signed by an attorney-in-fact on 10/02/2025.