Hyster-Yale, Inc. (HY)
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-11-05
$26.95-10.23%
Close 2026-11-05 · 1-day change
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-11-05
QuarterlyIQ Insights · HY
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
The Company is targeting at least $100 million of an annual cost savings expected at maturity in 2029.
Stated in 1 of 3 supplied quarters. Management reported: “The Company is targeting at least $100 million of an annual cost savings expected at maturity in 2029.” “Implementation costs are estimated to be at least $50 million over the duration of the programs, including severance, impairment charges, contract termination, and other exit-related costs.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated weak grew net income 53% of the time over the next year (vs 59% for the rest of the cohort, n=6983).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“The Company is targeting at least $100 million of an annual cost savings expected at maturity in 2029.”
To preserve cash amid a slower-than-anticipated recovery, the Company expects 2026 capital expenditures of $50 million to $60 million and to limit 2027 capital expenditures to $40 million to $50 mill…
Stated in 3 of 3 supplied quarters. Management reported: “To preserve cash amid a slower-than-anticipated recovery, the Company expects 2026 capital expenditures of $50 million to $60 million and to limit 2027 capital expenditures to $40 million to $50 million.” “REDUCE COSTS: Implement flexible product lines, manufacturing processes and optimized manufacturing footprint.”
“To preserve cash amid a slower-than-anticipated recovery, the Company expects 2026 capital expenditures of $50 million to $60 million and to limit 2027 capital expenditures to $40 million to $50 mill…”
“REDUCE COSTS: Implement flexible product lines, manufacturing processes and optimized manufacturing footprint.”
“FINANCIAL RESULTS $795M REVENUE -13% vs. prior year $26.4M ADJUSTED OPERATING LOSS(1) Shift towards lighter-duty, lower priced trucks and ~$30M of gross tariff costs LIQUIDITY $706M WORKING CAPITAL I…”
The Company believes investments made over the past several years to broaden the product lineup have positioned the Company to address increasing demand for lower-intensity applications and compete a…
Stated in 3 of 3 supplied quarters. Management reported: “The Company believes investments made over the past several years to broaden the product lineup have positioned the Company to address increasing demand for lower-intensity applications and compete across a larger portion of the lift truck market.” “• Adjusted net Income (loss) is defined as net income (loss) plus restructuring and impairment charges.”
“The Company believes investments made over the past several years to broaden the product lineup have positioned the Company to address increasing demand for lower-intensity applications and compete a…”
“• Adjusted net Income (loss) is defined as net income (loss) plus restructuring and impairment charges.”
“17 MODULAR/SCALABLE PLATFORMS KEY TO GROWTH BENEFITS • Reduce Costs, Lower Working Capital, Increase Margins • Similar production components and processes globally • Enable manufacturing footprint op…”
Q2 2026 QUARTERLY OVERVIEW HY CONSOLIDATED ($M) Q2 2026 Q1 2026 VARIANCE Revenues $813 $795 $18 Operating Profit (Loss) ($18) ($28) $10 Net Income (Loss) ($32) ($31) ($1) Adjusted Operating Profit (L…
Q2 2026 QUARTERLY OVERVIEW HY CONSOLIDATED ($M) Q2 2026 Q1 2026 VARIANCE Revenues $813 $795 $18 Operating Profit (Loss) ($18) ($28) $10 Net Income (Loss) ($32) ($31) ($1) Adjusted Operating Profit (L…
Over the trailing year it converted -0.02x of net income into operating cash flow. Historically, Industrials names rated fragile grew net income 50% of the time over the next year (vs 59% for the rest of the cohort, n=5006).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
8 material management or governance events in the past 24 months, led by executive changes. Historically, Industrials names rated stable grew net income 60% of the time over the next year (vs 56% for the rest of the cohort, n=6637).
Not investment advice. As of 2026-11-05.