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 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.
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.
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.
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.
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.
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.
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.
Hyster-Yale, Inc. director James Bemowski reported an equity award of Class A Common Stock. On July 1, 2026, he acquired 1,055 shares with a transaction code indicating a grant or award, at a stated price of $0.00 per share, under the company’s Non-Employee Directors' Equity Compensation Plan. Following this award, Bemowski directly holds 22,013 Class A Common shares, reflecting a routine, compensation-related increase in his ownership rather than an open-market purchase.
Hyster-Yale, Inc. director Gary L. Collar reported receiving stock awards of Class A Common Stock as part of his board compensation. On July 1, 2026, he acquired 770 "Required Shares" and 1,055 "Voluntary Shares" at no cost under the company’s Non-Employee Directors' Equity Compensation Plan.
These awards are classified as grants rather than open-market purchases, meaning they represent equity-based compensation for board service instead of discretionary buying in the market.
Poor Vincent reported acquisition or exercise transactions in this Form 4 filing.
Hyster-Yale, Inc. director Vincent Poor received an equity award of 1,055 shares of Class A Common Stock. The shares were granted at no cash cost as “Required Shares” under the company’s Non-Employee Directors' Equity Compensation Plan. Following this grant, he directly holds 23,781 Class A shares.