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. director and chairman Alfred M. Rankin Jr. filed an update on various indirect holdings of Class A and Class B Common Stock, largely reflecting positions held through trusts, retirement accounts, and limited partnerships. He disclaims beneficial ownership of these shares.
The filing shows entities associated with him made bona fide gifts of 1,012 shares of Class B Common Stock, recorded as two gift transfers on May 29, 2026. These Class B shares are shown as convertible into the same number of Class A shares. No open‑market purchases or sales are reported in this Form 4; most line items simply report or update indirect ownership amounts.
HYSTER-YALE, INC. executive Pankaj P. Shah, the VP, CIO and Digital Officer, has filed an initial ownership report showing direct holdings of 15,280 shares of Class A Common Stock. This Form 3 reflects his existing stake and does not report any new buy or sell transaction.
Hyster-Yale, Inc. reported the results of its Annual Meeting of Stockholders held on May 12, 2026. Stockholders elected fifteen directors, each receiving over 40 million votes for, with broker non-votes of 1,415,138 on each election.
Stockholders approved, on an advisory basis, the Company's named executive officer compensation with 43,107,958 votes for, 1,783,884 against, and 133,032 abstentions. They also approved an amendment and restatement of the Non-Employee Directors' Equity Compensation Plan with 44,269,192 votes for and 736,481 against.
In addition, stockholders confirmed Ernst & Young LLP as the independent registered public accounting firm for the current fiscal year, with 46,067,184 votes for, 336,844 against, and 35,984 abstentions.
Hyster-Yale, Inc. reported a weak Q1 2026, with revenue of $795 million, down 13% from Q1 2025, and an operating loss of $28 million versus a prior-year profit. The company posted a net loss of $31 million, and an adjusted operating loss of $26 million, driven largely by a customer shift toward lighter-duty, lower-priced, lower-margin trucks and roughly $30 million in gross tariff costs.
Adjusted EBITDA was a loss of $13 million compared with a $35 million gain a year earlier. Working capital was $706 million, with inventory down $126 million year over year, and the company used $33 million of cash in operations in line with seasonal patterns. Net debt stood at $424 million, up modestly year over year, and leverage is elevated as earnings have fallen.
Bookings show some recovery, with $580 million in unit bookings, up 7% versus Q4 2025, and a $1.4 billion unit-value backlog that remains below target. For 2026, management expects first-half losses but anticipates a profitable second half supported by bookings, backlog and cost actions, leading to a modest full-year operating profit and operating cash flow moderately below 2025.
Hyster-Yale, Inc. furnished updated historical quarterly data, including preliminary figures for Q1 2026. Consolidated revenue for Q1 2026 was $795.2 million, down 12.7% year over year. The company reported Q1 2026 gross profit of $124.8 million, with a gross margin of 15.7%, and operating loss of $28.0 million, an operating margin of -3.5%.
Net income (loss) attributable to stockholders for Q1 2026 was a loss of $30.5 million, compared with a full-year 2025 loss of $60.1 million. Net cash provided by (used for) operating activities in Q1 2026 was an outflow of $32.9 million, while capital expenditures were $9.8 million.
In Q1 2026, total debt was $505.3 million and total equity $450.9 million, resulting in debt to total capitalization of 52.8%. Return on equity for Q1 2026 was -19.1%, and the non-GAAP actual return on total capital employed percentage for the period shown as 2026 was -5.4%.
Hyster-Yale, Inc. reported a sharp downturn for Q1 2026. Revenues fell to $795.2 million from $910.4 million, a 12.7% decline, mainly from lower Americas and JAPIC lift truck volumes. Gross profit dropped to $124.8 million from $177.7 million, compressing margins.
The company swung to a net loss attributable to stockholders of $30.5 million, versus $8.6 million in profit a year ago, with diluted EPS at $(1.71) compared with $0.48. Operating loss was $28.0 million, driven by weaker lift truck profitability, while Bolzoni remained near break-even.
Operating cash flow was negative at $(32.9) million, though slightly better than the prior-year $(36.4) million. Backlog, at an approximate sales value of $1,410 million, decreased from $1,910 million, but Q1 2026 bookings of $580 million slightly trailed the prior year and exceeded Q4 2025, supporting management’s outlook for a modest full-year operating profit helped by restructuring and cost-reduction programs amid ongoing tariff headwinds.
Hyster-Yale, Inc. reported a weak Q1 2026, with consolidated revenues of $795.2 million, down 13% from $910.4 million in Q1 2025, as sales shifted toward lighter-duty, lower-priced lift trucks and excess backlog was depleted.
The Company posted an operating loss of $28.0 million and a net loss attributable to stockholders of $30.5 million, or $(1.71) per diluted share, compared with a $21.3 million operating profit and $0.48 diluted EPS a year earlier. Results included about $30 million of gross tariff costs and lower gross margins across all lift truck regions.
Lift Truck revenues fell 14% to $739.7 million, while Bolzoni revenues grew modestly to $82.9 million but slipped to a small operating loss. Liquidity metrics worsened: net debt rose to $423.5 million and last‑twelve‑months Adjusted EBITDA dropped to $22.2 million, raising Net Debt/Adjusted EBITDA to 19.1x.
Management expects a significant first‑half 2026 loss driven by tariffs and low shipments, but is targeting a modest full‑year operating profit, with improved bookings, backlog recovery, cost‑reduction programs and manufacturing optimization supporting better results in the second half.
Hyster-Yale, Inc. director John P. Jumper indirectly acquired 1,139 shares of Class A Common Stock on a grant basis. The shares were awarded at $0.00 per share as “Required Shares” under the company’s Non-Employee Directors’ Equity Compensation Plan and are held in a trust for his benefit. Following this award, he indirectly holds 29,112 shares of Class A Common Stock.
RANKIN CHLOE O reported acquisition or exercise transactions in this Form 4 filing.
Hyster-Yale, Inc. insider filing shows an indirect share award linked to Chloe O. Rankin. An award of 1,139 shares of Class A Common Stock was granted at no cost as “Required Shares” to her spouse under the company’s Non-Employee Directors' Equity Compensation Plan, bringing related indirect Class A holdings to 245,520 shares. The filing also lists multiple indirect Class B Common Stock positions held through family trusts and partnerships that are convertible into Class A Common Stock. The reporting person disclaims beneficial ownership of all such shares.
Hyster-Yale, Inc. reporting person Helen Rankin Butler reported an indirect acquisition related to her spouse. Entities associated with Butler received 1,139 shares of Class A Common Stock at $0.00 per share as “Required Shares” under the company’s Non-Employee Directors’ Equity Compensation Plan, held in the J.C. Butler, Jr. Revocable Trust. Butler disclaims beneficial ownership of these shares.
The filing also lists a range of indirect holdings and derivative positions in Class B Common Stock (convertible into Class A) and Class A Common Stock across multiple family trusts, limited partnerships, and retirement accounts. These entries update reported indirect positions and do not show any open-market purchases or sales.