Welcome to our dedicated page for Hyster-Yale SEC filings (Ticker: HY), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Hyster-Yale, Inc. (NYSE: HY) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures filed with the U.S. Securities and Exchange Commission. As a Delaware-incorporated public company, Hyster-Yale submits current reports on Form 8-K that describe material events such as financial results, restructuring plans, executive officer changes and credit agreements.
Recent 8-K filings include disclosures about quarterly results, where the company reports consolidated revenues, operating profit or loss, segment performance for its lift truck business in the Americas, EMEA and JAPIC, and results for Bolzoni and Nuvera-related activities. Other 8-Ks describe a restructuring plan that reduces the global workforce by approximately 575 employees, the strategic realignment of Nuvera into an integrated energy solutions program, and changes in senior financial leadership.
Hyster-Yale has also filed an 8-K detailing a Third Amended and Restated Loan, Security and Guaranty Agreement that establishes a revolving credit facility with domestic and foreign components, secured by liens on working capital and other assets and subject to covenants on borrowings, dividends and financial ratios. These filings help investors understand the company’s liquidity, leverage and capital structure.
On Stock Titan, AI-powered summaries can help explain the key points in lengthy filings, highlighting items such as restructuring charges, dividend-related disclosures, new credit facilities and management changes. Users can monitor real-time updates from EDGAR, review quarterly earnings-related 8-Ks alongside annual and quarterly reports when available, and examine executive and board changes reported under Item 5.02. This page is a resource for analyzing how Hyster-Yale’s regulatory filings reflect its operating performance, risk factors and strategic decisions in the global materials handling market.
Hyster-Yale, Inc. insider reporting person Victoire G. Rankin filed details of indirect holdings and spouse-related equity awards. On
On the same date, 1,894 Class A shares valued at
Hyster-Yale, Inc. reported indirect equity changes involving trusts and related entities associated with Chairman Alfred M. Rankin, Jr. A trust for his benefit received 25,516 shares of Class A Common Stock as an LTIP award under the company’s Long-Term Incentive Compensation Plan, while 1,894 Class A shares were surrendered to the company at
Hyster-Yale, Inc. subsidiary officer Charles F. Pascarelli reported long-term incentive stock activity in Class A common shares. He received a grant of 6,247 shares under the company’s Long-Term Incentive Compensation Plan and then surrendered 424 shares back to the company in a mandatory cashless exercise to cover related tax withholding. After these transactions, he directly owned 63,258 Class A shares.
Hyster-Yale, Inc. executive Dena McKee, VP, Controller and Chief Accounting Officer, reported a stock-based compensation grant and related tax share surrender. She received 1,567 shares of Class A Common Stock as an LTIP Award under the company’s Long-Term Incentive Compensation Plan.
To cover tax withholding on this LTIP Award, McKee surrendered 169 shares to the company in a mandatory cashless exercise at $36.66 per share. After these transactions, she directly holds 3,683 Class A shares.
HYSTER-YALE, INC. subsidiary officer Jon C. Taylor reported compensation-related stock activity. He received 1,994 shares of Class A common stock as a Long-Term Incentive Plan (LTIP) award, then surrendered 167 shares at $36.66 in a mandatory cashless transaction to cover tax withholding, leaving him with 16,061 directly held shares.
Hyster-Yale, Inc. officer of a subsidiary Rajiv Prasad reported two equity compensation transactions in Class A common stock. On February 27, he acquired 35,278 shares as a grant under the company’s Long-Term Incentive Compensation Plan. On March 27, he surrendered 4,024 shares back to the company in a mandatory cashless exercise to cover tax withholding for that award at $36.66 per share. After these transactions, he directly owned 195,843 shares of Class A common stock.
Hyster-Yale, Inc. insider activity shows indirect equity compensation and related tax withholding for Senior VP, General Counsel and Secretary Suzanne Schulze Taylor. A trust for her benefit received 3,818 shares of Class A Common Stock at no cost under the company’s Long-Term Incentive Compensation Plan, while 257 shares were surrendered back to the company at $36.66 per share to cover tax obligations on this award.
All reported holdings are indirect, including shares in a trust where she is trustee and IRA accounts for her and her spouse, and she disclaims beneficial ownership of these shares.
Hyster-Yale, Inc. furnished updated historical quarterly financial data, revealing a sharp downturn in 2025 after two strong years. Consolidated revenue fell to
Gross margin compressed from
Hyster-Yale, Inc. reported sharply weaker results for Q4 and full-year 2025 as tariffs and soft demand hit its lift truck business. Full-year revenues fell to $3.77 billion, down 13%, and operating performance swung to a loss of $22.1 million from a strong profit in 2024, with net loss at $60.1 million versus prior net income of $142.3 million. Q4 revenues declined to $923.2 million, and the quarter showed an operating loss of $37.2 million and net loss of $52.5 million, pressured by roughly $40 million of gross tariff costs. Adjusted EBITDA for the last twelve months dropped to $69.8 million from $320.2 million, pushing net debt to adjusted EBITDA to 5.3x. Despite this, Q4 bookings rose to about $540 million, up 42% sequentially and 35% year over year, which management views as a potential early sign of demand recovery. For 2026, the company expects slightly higher shipments, a moderate full-year operating profit, and stronger second-half revenue, supported by restructuring and cost-reduction programs targeting $85–$100 million of annualized savings by 2028, while tariff policy remains a major uncertainty.
Hyster-Yale, Inc. files its annual report describing a global materials-handling business built around Hyster, Yale, Bolzoni and Nuvera-branded lift trucks, attachments, parts and energy solutions. Operations span the Americas, EMEA and JAPIC segments plus Bolzoni.
The report highlights a $1.28 billion lift-truck backlog at December 31, 2025, expected to ship mostly within twelve months, down from $1.93 billion a year earlier. Revenue mix in 2025 was 71% lift trucks, 16% parts, 8% service and 5% Bolzoni, with 40% of sales from internal-combustion trucks and 31% from electric units.
Management discusses major risks, including cyclical demand, significant 2025 tariff-related inventory costs of about $100 million, dependence on a limited number of key component suppliers, exposure to global trade and currency volatility, cybersecurity threats, environmental obligations, substantial debt facilities, and concentrated voting control held by the extended founding family.