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Batcheler Colleen reported acquisition or exercise transactions in this Form 4 filing.
Hyster-Yale, Inc. director Colleen Batcheler received a stock award of 1,139 shares of Class A Common Stock. The shares were granted as “Required Shares” under the company’s Non-Employee Directors' Equity Compensation Plan and are held in a trust for her benefit. Following this compensation-related award, her indirect holdings total 9,091 Class A shares.
Hyster-Yale, Inc. asks stockholders to vote at the May 12, 2026 annual meeting on electing 15 directors, approving on an advisory basis Named Executive Officer compensation, amending and restating the Non-Employee Directors' Equity Compensation Plan, and confirming Ernst & Young LLP as independent auditor for 2026.
The amended directors’ plan would increase the Class A Common shares available for director equity compensation by 100,000 shares, for a total of 185,481 shares available on or after May 12, 2026. As of March 16, 2026, there were 14,453,826 Class A and 3,446,262 Class B shares outstanding, with Class B carrying ten votes per share.
Hyster-Yale reported weak Q4 2025 results but outlined a moderate recovery plan for 2026. Q4 revenue was $923 million, down 14% from the prior year, with an adjusted operating loss of $16 million versus a strong profit a year earlier. The quarter produced an adjusted net loss of $36.6 million and reflected lower lift truck and attachment volumes, tariff pressure and customer order deferrals.
For full-year 2025, revenue reached $3.77 billion with only $16 million of adjusted operating profit and a $60.1 million net loss, highlighting slim margins and cost headwinds. Still, the company generated $57 million of operating cash flow in Q4, reduced net debt to $371 million and improved working capital efficiency.
Management expects 2026 revenue growth, driven by stronger second-half bookings and shipments, moderate full-year operating profit and operating cash flow broadly consistent with 2025. Tariffs and competitive pricing are expected to keep pressure on margins, but cost-reduction programs, modular product platforms, electrification, automation and attachment growth are central to Hyster-Yale’s long-term goal of a 7% operating margin, working capital at 15% of sales and ROTCE above 20%.
Hyster-Yale, Inc. insider reporting person Victoire G. Rankin filed details of indirect holdings and spouse-related equity awards. On 2026-02-27, the reporting person’s spouse received 25,516 shares of Class A Common Stock under the company’s Long-Term Incentive Compensation Plan, with the award held through a trust where the spouse serves as trustee.
On the same date, 1,894 Class A shares valued at $36.66 per share were surrendered back to the company to cover tax withholding obligations tied to this LTIP stock award. The filing also lists multiple indirect positions in Class A and Class B Common Stock held through various trusts, retirement accounts, partnerships, and other entities associated with the reporting person’s spouse. A footnote states that the reporting person disclaims beneficial ownership of all such shares.
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 $36.66 per share to satisfy tax-withholding obligations on that award through a mandatory cashless exercise. All reported positions are held indirectly through trusts, partnerships, retirement accounts, or similar entities, and the reporting person disclaims beneficial ownership of these shares.
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.