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HYSTER-YALE, INC. (HY) SEC Filings

HY NYSE

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.

Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on HYSTER-YALE's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.

Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time SEC filing updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into HYSTER-YALE's regulatory disclosures and financial reporting.

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Hyster-Yale, Inc. appointed Anthony J. Salgado as Chief Operating Officer of the company, effective August 1, 2026. Salgado, age 55, previously served as President and Chief Executive Officer of Hyster-Yale Materials Handling, Inc., the company’s principal operating subsidiary.

The company states that background information about Salgado required by Items 401(b), (d) and (e) of Regulation S-K is provided in its Annual Report on Form 10-K for the year ended December 31, 2025, filed March 3, 2026, and incorporated by reference. It also states that he is not a party to any transaction described in Item 404(a) of Regulation S-K with the company or its subsidiaries.

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Hyster-Yale, Inc. reported Q2 2026 consolidated revenue of $813M, 2% higher than Q1 2026, as stronger bookings translated into higher shipments and favorable pricing. The company recorded an operating loss of $18M, an adjusted operating loss of $17M, a net loss of $32M and adjusted EBITDA of -$5M, all showing sequential improvement but remaining negative.

Liquidity totaled $689M, including $73M of cash, with total debt of $500M and net debt of $427.4M. Q2 2026 unit bookings reached $680M, up 17% from Q1 2026 and about twice Q2 2025, and backlog was about $1.6B, or roughly five months of production. Management expects first-half 2026 to mark the bottom of the current lift truck market cycle, anticipates a second-half recovery supported by improved demand and pricing actions, but still projects a moderate full-year operating loss as tariff costs remain elevated. A 2025 restructuring program is expected to deliver $40–$45M of annualized benefits, with about half realized in the remainder of 2026.

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Hyster-Yale, Inc. furnished updated historical quarterly data through Q2 2026, showing a notable downturn versus prior years. Consolidated revenue was 795.2 million in Q1 2026 and 812.9 million in Q2 2026, down 12.7% and 15.0% year over year.

Gross margin was 15.7% in both quarters, compared with a 16.8% full-year 2025 level, and the company reported operating losses of (28.0) million in Q1 and (18.4) million in Q2. Net income attributable to stockholders was a loss of (30.5) million in Q1 and (31.6) million in Q2, following a (60.1) million loss in 2025 after a 142.3 million profit in 2024.

Net cash from operating activities was (32.9) million in Q1 2026 and 16.7 million in Q2, while total debt stood at 500.0 million at Q2 with debt to total capitalization of 54.9%. Return on equity deteriorated to -23.6% in Q2 2026, and non-GAAP return on total capital employed was -8.9% for the LTM 6/30/26 period.

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Hyster-Yale reported weaker results for the quarter ended June 30, 2026. Revenues were $812.9 million, down from $956.6 million a year earlier, as lift truck demand softened across the Americas, EMEA and JAPIC and Bolzoni revenue declined. Gross profit was $127.6 million versus $168.2 million, and the company posted an operating loss of $18.4 million compared with a $8.5 million loss last year.

After interest expense of $7.8 million and income tax expense of $8.1 million, including a discrete $3.4 million charge to establish a valuation allowance on Brazilian deferred tax assets, net loss attributable to stockholders was $31.6 million, or -$1.76 per share, versus a $13.9 million loss, or -$0.79 per share. For the first six months, revenues were $1,608.1 million versus $1,867.0 million and net loss attributable to stockholders widened to $62.1 million from $5.3 million.

Cash flow from operations for the first half was an outflow of $16.2 million, with capital expenditures of $24.5 million, reducing cash to $72.6 million from $123.2 million at year-end. Total debt reached $500.0 million, bringing debt to total capitalization to 55%. Despite the downturn, lift truck bookings strengthened: second-quarter bookings had an approximate sales value of $680 million, up from $330 million, and backlog was about $1.58 billion, which management expects to convert largely within twelve months. The company also recognized approximately $35 million of tariff-related recoveries of prior IEEPA payments, recorded in cost of sales and other income, and continues restructuring and footprint optimization initiatives with additional costs and future savings outlined through 2028.

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Rhea-AI Summary

Hyster-Yale, Inc. reported Q2 2026 revenue of $812.9 million, down 15% from Q2 2025 but up 2% from Q1 2026. Operating loss was $18.4 million and net loss $31.6 million, compared with a $13.9 million loss a year ago; diluted loss per share was $(1.76). On an adjusted basis, operating loss was $16.7 million and adjusted diluted loss per share $(1.64). Results also included $8.1 million of income tax expense, with a $3.4 million non-cash valuation allowance in Brazil.

Lift Truck revenue was $755.5 million, down 16% year over year but 2% above Q1, as mix shifted toward lower-priced models and tariff costs increased. Bookings reached $680 million, up 17% sequentially and 106% year over year, and backlog was $1.58 billion, roughly five months of production. Gross margin benefited from $35 million in tariff refunds, largely offset by higher current tariff costs, including about $20 million of incremental gross tariff-related expense versus Q2 2025.

Bolzoni posted Q2 revenue of $81.9 million and operating profit of $2.0 million. Operating cash flow improved to a $16.7 million source, aided by inventory reductions of roughly $110 million versus a year ago (excluding currency and tariffs). Net debt was $427.4 million and last-twelve-month adjusted EBITDA $(4.1 million). Management expects a moderate operating loss for full-year 2026, with stronger improvement late in the year as bookings convert to shipments and cost-reduction programs ramp.

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Batcheler Colleen reported acquisition or exercise transactions in this Form 4 filing.

HYSTER-YALE, INC. director Colleen Batcheler received an award of 1,055 shares of Class A Common Stock as “Required Shares” under the company’s Non-Employee Directors' Equity Compensation Plan. The shares, granted at no cash cost, are held in a trust for her benefit, bringing her indirect holdings to 10,146 shares.

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WILLIAMS DAVID B reported acquisition or exercise transactions in this Form 4 filing.

HYSTER-YALE, INC. director David B. Williams reported an equity compensation award and detailed indirect holdings in company stock. The filing shows a grant of 1,055 shares of Class A Common Stock at $0.00 per share as “Required Shares” under the Non-Employee Directors' Equity Compensation Plan, held in a trust for his benefit, bringing that trust’s holdings to 25,704 Class A shares.

Numerous additional lines list indirect interests in both Class A and Class B Common Stock through family trusts and partnerships, including amounts held for his spouse and children. A footnote states that the reporting person disclaims beneficial ownership of all such shares, and the filing does not report any open-market purchases or sales.

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Corvi Carolyn reported acquisition or exercise transactions in this Form 4 filing.

Hyster-Yale, Inc. director Carolyn Corvi received an award of 1,055 shares of Class A Common Stock as compensation under the company’s Non-Employee Directors' Equity Compensation Plan. This non-cash grant increased her direct holdings to 29,515 shares, reflecting routine director equity compensation rather than an open-market purchase.

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RANKIN CLAIBORNE R reported acquisition or exercise transactions in this Form 4 filing.

Hyster-Yale, Inc. director Claiborne R. Rankin reported an equity award of 1,055 Class A Common shares as a grant under the company’s Non-Employee Directors' Equity Compensation Plan. The shares were received at a stated price of $0.00 and are held indirectly through a trust for the benefit of Claiborne R. Rankin.

Following this grant, that trust holds 246,575 Class A shares. The filing also updates a large number of indirect interests in various trusts and partnership entities holding Class A and Class B Common Stock that is convertible into specified amounts of Class A shares. The reporting person disclaims beneficial ownership of these indirectly held shares.

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WILLIAMS CLARA R reported acquisition or exercise transactions in this Form 4 filing.

HYSTER-YALE, INC. reporting person Clara R. Williams reported mostly indirect holdings in Class A and Class B Common Stock held through family trusts and partnerships. The filing shows no open-market buys or sells.

It includes one grant-type transaction: 1,055 shares of Class A Common Stock were awarded to her spouse as “Required Shares” under the company’s Non-Employee Directors' Equity Compensation Plan, held in a trust for David B. Williams, with the reporting person disclaiming beneficial ownership of all such shares. Numerous entries list indirect positions, including 182,185 Class A shares held by a trust for her benefit and large Class B interests convertible into Class A, all characterized as indirect holdings rather than market trades.

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FAQ

How many HYSTER-YALE (HY) SEC filings are available on StockTitan?

StockTitan tracks 150 SEC filings for HYSTER-YALE (HY), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for HYSTER-YALE (HY)?

The most recent SEC filing for HYSTER-YALE (HY) was filed on August 6, 2026.