HYSTER-YALE, INC.
HY · Industrial Trucks, Tractors, Trailors & Stackers · 100.0M shares · +1%/yr ↑ shares · EDGAR filings ↗
Grade
D50Cyclical lift-truck maker in a downturn — a loss year on falling revenue with elevated leverage.
Strengths
- Generated positive FCF ($23.6M) and maintains a globally integrated manufacturing footprint and broad dealer network
- Diversified across lift trucks, parts (higher-margin) and Bolzoni attachments
Risks
- Net loss with negative ROE (-12.7%), revenue down 12.5% (12th pct) and net-income growth -142% (10th pct)
- High debt/equity (1.52, 86th pct) and thin gross margin (16.8%, 15th pct) amid tariff/trade uncertainty
Notable findings
- No interest coverageInterest coverage -0.71 (cannot cover interest)
- Net lossNet loss (net margin -1.6%)
- Revenue declineRevenue -13.9% YoY
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
16.8%
Operating margin
-0.6%
Net margin
-1.6%
Return on equity
-12.7%
Return on assets
-3.0%
ROIC
-1.5%
Revenue growth (QoQ)
-13.9%
Net-income growth
-142.2%
Debt / equity
1.5×
Interest coverage
-0.7×
Current ratio
1.3×
Free cash flow
$24M
EBITDA
$24M
Tangible book value
$384M
Stock comp / revenue
0.2%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-04-02 | Jumper John P | Grant | 1.1K | — |
| 2026-04-02 | RANKIN CHLOE O | Grant | 1.1K | — |
| 2026-04-02 | BUTLER HELEN RANKIN | Grant | 1.1K | — |
| 2026-04-02 | WILLIAMS CLARA R | Grant | 1.1K | — |
| 2026-04-02 | WILLIAMS DAVID B | Grant | 1.1K | — |
| 2026-04-02 | BUTLER JOHN C JR | Grant | 1.1K | — |
| 2026-04-02 | RANKIN CLAIBORNE R | Grant | 1.1K | — |
| 2026-04-02 | O'Hara Ann | Grant | 1.1K | — |
| 2026-04-02 | LABARRE DENNIS W | Grant | 1.1K | — |
| 2026-04-02 | Eliopoulos Edward T | Grant | 1.1K | — |
| 2026-04-02 | Corvi Carolyn | Grant | 1.1K | — |
| 2026-04-02 | TAPLIN BRITTON T | Grant | 1.1K | — |
| 2026-04-02 | Gary Collar L | Grant | 1.1K | — |
| 2026-04-02 | Gary Collar L | Grant | 771 | — |
| 2026-04-02 | Bemowski James | Grant | 1.1K | — |
| 2026-04-02 | Poor Vincent | Grant | 1.1K | — |
| 2026-04-02 | Batcheler Colleen | Grant | 1.1K | — |
| 2026-03-27 | Prasad Rajiv | Tax withheld | 4.0K | $36.66 |
| 2026-02-27 | RANKIN VICTOIRE G | Tax withheld | 1.9K | $36.66 |
| 2026-02-27 | RANKIN ALFRED M ET AL | Grant | 26K | — |
| 2026-02-27 | RANKIN ALFRED M ET AL | Tax withheld | 1.9K | $36.66 |
| 2026-02-27 | Pascarelli Charles F | Grant | 6.2K | — |
| 2026-02-27 | Pascarelli Charles F | Tax withheld | 424 | $36.66 |
| 2026-02-27 | McKee Dena | Grant | 1.6K | — |
| 2026-02-27 | McKee Dena | Tax withheld | 169 | $36.66 |
| 2026-02-27 | Taylor Jon C | Grant | 2.0K | — |
| 2026-02-27 | Taylor Jon C | Tax withheld | 167 | $36.66 |
| 2026-02-27 | Prasad Rajiv | Grant | 35K | — |
| 2026-02-27 | Taylor Suzanne Schulze | Grant | 3.8K | — |
| 2026-02-27 | Taylor Suzanne Schulze | Tax withheld | 257 | $36.66 |
| 2026-02-27 | Salgado Anthony J | Grant | 16K | — |
| 2026-02-27 | RANKIN VICTOIRE G | Grant | 26K | — |
| 2026-02-27 | Salgado Anthony J | Tax withheld | 1.3K | $36.66 |
| 2026-01-02 | Batcheler Colleen | Grant | 1.1K | — |
| 2026-01-02 | WILLIAMS CLARA R | Grant | 1.1K | — |
| 2026-01-02 | RANKIN CHLOE O | Grant | 1.1K | — |
| 2026-01-02 | BUTLER HELEN RANKIN | Grant | 1.1K | — |
| 2026-01-02 | TAPLIN BRITTON T | Grant | 1.1K | — |
| 2026-01-02 | LABARRE DENNIS W | Grant | 1.1K | — |
| 2026-01-02 | Jumper John P | Grant | 1.1K | — |
| 2026-01-02 | O'Hara Ann | Grant | 1.1K | — |
| 2026-01-02 | WILLIAMS DAVID B | Grant | 1.1K | — |
| 2026-01-02 | RANKIN CLAIBORNE R | Grant | 1.1K | — |
| 2026-01-02 | Poor Vincent | Grant | 1.1K | — |
| 2026-01-02 | Eliopoulos Edward T | Grant | 1.1K | — |
| 2026-01-02 | Corvi Carolyn | Grant | 1.1K | — |
| 2026-01-02 | Gary Collar L | Grant | 1.1K | — |
| 2026-01-02 | Gary Collar L | Grant | 765 | — |
| 2026-01-02 | BUTLER JOHN C JR | Grant | 1.1K | — |
| 2026-01-02 | Bemowski James | Grant | 1.1K | — |
| 2025-10-01 | WILLIAMS CLARA R | Grant | 963 | — |
| 2025-10-01 | O'Hara Ann | Grant | 963 | — |
| 2025-10-01 | LABARRE DENNIS W | Grant | 963 | — |
| 2025-10-01 | RANKIN CHLOE O | Grant | 963 | — |
| 2025-10-01 | BUTLER HELEN RANKIN | Grant | 963 | — |
| 2025-10-01 | TAPLIN BRITTON T | Grant | 963 | — |
| 2025-10-01 | Eliopoulos Edward T | Grant | 963 | — |
| 2025-10-01 | WILLIAMS DAVID B | Grant | 963 | — |
| 2025-10-01 | RANKIN CLAIBORNE R | Grant | 963 | — |
| 2025-10-01 | Poor Vincent | Grant | 963 | — |
| 2025-10-01 | Jumper John P | Grant | 963 | — |
| 2025-10-01 | Corvi Carolyn | Grant | 963 | — |
| 2025-10-01 | Gary Collar L | Grant | 963 | — |
| 2025-10-01 | Gary Collar L | Grant | 648 | — |
| 2025-10-01 | BUTLER JOHN C JR | Grant | 963 | — |
| 2025-10-01 | Bemowski James | Grant | 963 | — |
| 2025-10-01 | Batcheler Colleen | Grant | 963 | — |
| 2025-09-09 | Jumper John P | Other | 326 | — |
| 2025-07-01 | WILLIAMS CLARA R | Grant | 948 | — |
| 2025-07-01 | WILLIAMS DAVID B | Grant | 948 | — |
| 2025-07-01 | Batcheler Colleen | Grant | 948 | — |
| 2025-07-01 | COLLAR GARY L | Grant | 948 | — |
| 2025-07-01 | COLLAR GARY L | Grant | 638 | — |
| 2025-07-01 | RANKIN CLAIBORNE R | Grant | 948 | — |
| 2025-07-01 | RANKIN CHLOE O | Grant | 948 | — |
| 2025-07-01 | Bemowski James | Grant | 948 | — |
| 2025-07-01 | BUTLER JOHN C JR | Grant | 948 | — |
| 2025-07-01 | BUTLER HELEN RANKIN | Grant | 948 | — |
| 2025-07-01 | Corvi Carolyn | Grant | 948 | — |
| 2025-07-01 | Eliopoulos Edward T | Grant | 948 | — |
| 2025-07-01 | LABARRE DENNIS W | Grant | 948 | — |
| 2025-07-01 | O'Hara Ann | Grant | 948 | — |
| 2025-07-01 | Poor Vincent | Grant | 948 | — |
| 2025-07-01 | TAPLIN BRITTON T | Grant | 948 | — |
| 2025-07-01 | Jumper John P | Grant | 948 | — |
| 2025-04-01 | RANKIN CHLOE O | Grant | 755 | — |
| 2025-04-01 | RANKIN CLAIBORNE R | Grant | 755 | — |
| 2025-04-01 | WILLIAMS CLARA R | Grant | 755 | — |
| 2025-04-01 | WILLIAMS DAVID B | Grant | 755 | — |
| 2025-04-01 | TAPLIN BRITTON T | Grant | 755 | — |
| 2025-04-01 | Poor Vincent | Grant | 755 | — |
| 2025-04-01 | O'Hara Ann | Grant | 755 | — |
| 2025-04-01 | LABARRE DENNIS W | Grant | 755 | — |
| 2025-04-01 | Jumper John P | Grant | 755 | — |
| 2025-04-01 | Eliopoulos Edward T | Grant | 755 | — |
| 2025-04-01 | Corvi Carolyn | Grant | 755 | — |
| 2025-04-01 | COLLAR GARY L | Grant | 755 | — |
| 2025-04-01 | COLLAR GARY L | Grant | 508 | — |
| 2025-04-01 | BUTLER HELEN RANKIN | Grant | 755 | — |
| 2025-04-01 | BUTLER JOHN C JR | Grant | 755 | — |
| 2025-04-01 | Bemowski James | Grant | 755 | — |
| 2025-04-01 | Batcheler Colleen | Grant | 755 | — |
| 2025-03-12 | WILLIAMS CLARA R | Other | 9.2K | — |
| 2025-03-12 | WILLIAMS CLARA R | Other | 59 | — |
| 2025-03-12 | WILLIAMS CLARA R | Other | 59 | — |
| 2025-03-12 | WILLIAMS CLARA R | Other | 118 | — |
| 2025-03-12 | WILLIAMS CLARA R | Other | 59 | — |
| 2025-03-12 | WILLIAMS CLARA R | Other | 118 | — |
| 2025-03-12 | WILLIAMS CLARA R | Other | 59 | — |
| 2025-03-12 | David BH Williams, Trustee UAD The Helen Charles Williams 2004 Trust | Other | 118 | — |
| 2025-03-12 | Williams Helen Charles | Other | 118 | — |
| 2025-03-12 | CRW 2020 GST Trust f/b/o Margo J.V. Williams | Other | 59 | — |
| 2025-03-12 | David BH Williams, Trustee UAD The Margo Janison Victoire Williams 2004 Trust | Other | 118 | — |
| 2025-03-12 | Williams Margo J.V. | Other | 118 | — |
| 2025-03-12 | HRB 2020 GST Trust f/b/o Griffin B. Butler | Other | 59 | — |
| 2025-03-12 | Griffin Bedwell Butler 2002 Trust DTD 11/5/2002 | Other | 118 | — |
| 2025-03-12 | Butler Griffin B | Other | 118 | — |
| 2025-03-12 | HRB 2020 GST Trust f/b/o Clara R. Butler | Other | 59 | — |
| 2025-03-12 | Clara Rankin Butler 2002 Trust DTD 11/5/2002 | Other | 118 | — |
| 2025-03-12 | Butler Clara R | Other | 118 | — |
| 2025-03-12 | WILLIAMS DAVID B | Other | 9.2K | — |
| 2025-03-12 | WILLIAMS DAVID B | Other | 59 | — |
| 2025-03-12 | WILLIAMS DAVID B | Other | 59 | — |
| 2025-03-12 | WILLIAMS DAVID B | Other | 118 | — |
| 2025-03-12 | WILLIAMS DAVID B | Other | 59 | — |
| 2025-03-12 | WILLIAMS DAVID B | Other | 118 | — |
| 2025-03-12 | WILLIAMS DAVID B | Other | 59 | — |
| 2025-03-12 | BUTLER JOHN C JR | Other | 9.2K | — |
| 2025-03-12 | BUTLER JOHN C JR | Other | 118 | — |
| 2025-03-12 | BUTLER JOHN C JR | Other | 118 | — |
| 2025-03-12 | BUTLER HELEN RANKIN | Other | 9.2K | — |
| 2025-03-12 | BUTLER HELEN RANKIN | Other | 118 | — |
| 2025-03-12 | BUTLER HELEN RANKIN | Other | 118 | — |
| 2025-03-12 | RANKIN VICTOIRE G | Other | 19K | — |
| 2025-03-12 | RANKIN ALFRED M ET AL | Other | 19K | — |
| 2025-03-12 | CRW 2020 GST Trust f/b/o Helen C. Williams | Other | 59 | — |
| 2025-02-14 | Salgado Anthony J | Grant | 28K | — |
| 2025-02-14 | Salgado Anthony J | Tax withheld | 5.0K | $52.77 |
| 2025-02-14 | Taylor Jon C | Grant | 4.2K | — |
| 2025-02-14 | Taylor Jon C | Tax withheld | 678 | $52.77 |
| 2025-02-14 | McKee Dena | Grant | 2.8K | — |
| 2025-02-14 | McKee Dena | Tax withheld | 477 | $52.77 |
| 2025-02-14 | Minder Scott | Grant | 9.2K | — |
| 2025-02-14 | Minder Scott | Tax withheld | 1.4K | $52.77 |
| 2025-02-14 | Pascarelli Charles F | Grant | 13K | — |
| 2025-02-14 | Pascarelli Charles F | Tax withheld | 2.0K | $52.77 |
| 2025-02-14 | Prasad Rajiv | Grant | 72K | — |
| 2025-02-14 | Prasad Rajiv | Tax withheld | 14K | $52.77 |
| 2025-02-14 | RANKIN ALFRED M ET AL | Grant | 56K | — |
| 2025-02-14 | RANKIN ALFRED M ET AL | Tax withheld | 9.2K | $52.77 |
| 2025-02-14 | RANKIN VICTOIRE G | Grant | 56K | — |
| 2025-02-14 | RANKIN VICTOIRE G | Tax withheld | 9.2K | $52.77 |
| 2025-02-14 | Taylor Suzanne Schulze | Grant | 7.9K | — |
| 2025-02-14 | Taylor Suzanne Schulze | Tax withheld | 1.2K | $52.77 |
| 2025-01-02 | WILLIAMS CLARA R | Grant | 620 | — |
| 2025-01-02 | WILLIAMS DAVID B | Grant | 620 | — |
| 2025-01-02 | TAPLIN BRITTON T | Grant | 620 | — |
| 2025-01-02 | RANKIN CHLOE O | Grant | 620 | — |
| 2025-01-02 | RANKIN CLAIBORNE R | Grant | 620 | — |
| 2025-01-02 | Poor Vincent | Grant | 620 | — |
| 2025-01-02 | O'Hara Ann | Grant | 330 | — |
| 2025-01-02 | LABARRE DENNIS W | Grant | 620 | — |
| 2025-01-02 | Jumper John P | Grant | 620 | — |
| 2025-01-02 | Eliopoulos Edward T | Grant | 620 | — |
| 2025-01-02 | Corvi Carolyn | Grant | 620 | — |
| 2025-01-02 | COLLAR GARY L | Grant | 620 | — |
| 2025-01-02 | COLLAR GARY L | Grant | 411 | — |
| 2025-01-02 | BUTLER HELEN RANKIN | Grant | 620 | — |
| 2025-01-02 | BUTLER JOHN C JR | Grant | 620 | — |
| 2025-01-02 | Bemowski James | Grant | 620 | — |
| 2025-01-02 | Batcheler Colleen | Grant | 620 | — |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-05-14 | Shareholder vote | filing ↗ |
| 2026-05-06 | ResultsReg FDExhibits | filing ↗ |
| 2026-05-05 | ResultsReg FDExhibits | filing ↗ |
| 2026-05-05 | ResultsExhibits | filing ↗ |
| 2026-03-04 | ResultsReg FDExhibits | filing ↗ |
| 2026-03-03 | ResultsExhibits | filing ↗ |
| 2026-03-03 | ResultsReg FDExhibits | filing ↗ |
| 2025-12-16 | Exec/director change | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-05-14 | 2026-05-12 | 0001173514-26-000125 ↗ |
| 8-K | 2026-05-06 | 2026-05-06 | 0001173514-26-000119 ↗ |
| 8-K | 2026-05-05 | 2026-05-05 | 0001173514-26-000115 ↗ |
| 10-Q | 2026-05-05 | 2026-03-31 | 0001173514-26-000114 ↗ |
| 8-K | 2026-05-05 | 2026-05-05 | 0001173514-26-000113 ↗ |
| 8-K | 2026-03-04 | 2026-03-04 | 0001173514-26-000067 ↗ |
| 8-K | 2026-03-03 | 2026-03-03 | 0001173514-26-000053 ↗ |
| 10-K | 2026-03-03 | 2025-12-31 | 0001173514-26-000049 ↗ |
| 8-K | 2026-03-03 | 2026-03-03 | 0001173514-26-000052 ↗ |
| 8-K | 2025-12-16 | 2025-12-11 | 0001173514-25-000137 ↗ |
| 8-K | 2025-11-19 | 2025-11-13 | 0001173514-25-000133 ↗ |
| 8-K | 2025-11-04 | 2025-11-04 | 0001173514-25-000128 ↗ |