Hyster-Yale, Inc. filings document operating results, Regulation FD presentations and governance matters for a public manufacturer of lift trucks, attachments, aftermarket parts and materials-handling technology. Form 8-K reports include earnings releases, historical quarterly financial schedules and investor presentations that discuss bookings, shipments, product mix, tariffs, cash flow, segment performance and risk factors.
Proxy materials disclose board composition, committee structure, risk oversight, governance policies, related-party transaction review, director elections, executive compensation, equity plan matters and auditor ratification. Other current reports record officer changes and compensatory arrangements, along with capital-structure and shareholder voting disclosures.
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 $3,769.3M in 2025 from $4,308.2M in 2024, a 12.5% decline, with lower sales across the Lift Truck and Bolzoni businesses.
Gross margin compressed from 20.8% to 16.8%, while operating profit swung from $244.8M in 2024 to an operating loss of $22.1M in 2025. Net income attributable to stockholders fell from $142.3M to a net loss of $60.1M. Cash from operating activities dropped from $170.7M to $86.1M as capital expenditures increased to $62.5M, and debt to total capitalization rose to 50.9%.
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.
Hyster-Yale, Inc. reported Form 4 activity for subsidiary officer Anthony J. Salgado. He received a grant of 16,016 shares of Class A Common Stock under the company’s Long-Term Incentive Compensation Plan and simultaneously surrendered 1,301 shares at $36.66 per share to cover tax withholding, leaving him with 85,454 directly held shares.
The Vanguard Group reported beneficial ownership of 698,331 shares of Hyster-Yale Inc common stock, representing 4.88% of the class as of 12/31/2025.
Vanguard reports no sole voting or dispositive power, with shared voting power over 94,909 shares and shared dispositive power over all 698,331 shares. The shares are held on behalf of Vanguard’s clients, who are entitled to dividends and sale proceeds, and no single client holds more than 5% of the class. Vanguard also notes an internal realignment effective January 12, 2026, after which certain subsidiaries are expected to report beneficial ownership separately while pursuing the same investment strategies.
Hyster-Yale, Inc. reported insider equity awards and indirect holdings for one reporting person. On 10/01/2025 and 01/02/2026, the reporting person’s spouse received 963 and 1,136 shares of Hyster-Yale Class A common stock, respectively, as “Required Shares” under the company’s Non-Employee Directors’ Equity Compensation Plan, both at a stated price of $0 per share. These awards are held in a trust for the benefit of David B. Williams, for which the spouse serves as trustee, and are reported as indirect beneficial ownership.
The filing also lists large indirect interests in Hyster-Yale Class A common stock held through multiple family trusts and limited partnerships, including 153,313 shares via AMR Associates LP and 147,481 Class A shares underlying Class B common stock tied to a proportionate partnership interest in AMR Associates LP. Similar indirect positions are reported for various family members’ trusts and partnership interests, with the reporting person generally disclaiming beneficial ownership of these shares.
Hyster-Yale, Inc. disclosed that a reporting person, through a spouse, received additional indirect holdings of Class A Common Stock via equity awards and various trusts and partnership interests. On 10/01/2025, 963 shares of Class A Common Stock and on 01/02/2026, 1,136 shares were acquired at a stated price of $0, described as spouse “Award-Shares” of Class A Common Stock designated as “Required Shares” under the company’s Non-Employee Directors’ Equity Compensation Plan.
The reporting person’s beneficial ownership is shown largely as indirect, with the spouse serving as trustee or co‑trustee of multiple trusts and holding proportionate limited partnership interests in entities such as Rankin Associates partnerships and related vehicles. The filing states that the reporting person disclaims beneficial ownership of all such shares, even though they are reported for Section 16 purposes.