Hyster-Yale, Inc. (HY)
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-11-04
$30.02+2.70%
Close 2026-11-04 · 1-day change
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-11-04
QuarterlyIQ Insights · HY
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -68.3% |
| Our one-year growth estimate | diamond | 6.2% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 74.5 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 40 industry peers
HY — earnings miss
Dated 2026-11-05
and 7.01 of this Current Report on Form 8-K, the following Exhibit is furnished as part of this Current Report on Form 8-K. (d) Exhibits 99 Hyster-Yale, Inc. historical quarterly financial data, as posted on its website at www.hyster-yale.com on November 5, 2026. 104 Cover Page Interactive Data File (embedded within the Inline XBRL document) SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by…
Why it matters: A smaller loss would support the stated second-half recovery. Tariffs and low shipments have weighed on results.
Supportive ifQ3 operating loss is less than $18.4 million, the Q2 2026 loss.
Worry ifQ3 operating loss is $18.4 million or more.
Why it matters: Management said about half of the planned savings had been reached by midyear. More savings could lower costs during the recovery.
Supportive ifThe company reports the full $40 million to $45 million annual cost savings, or confirms about half more in the rest of 2026.
Worry ifThe company reports less than half of the planned annual savings by year-end, or delays the program.
Why it matters: Bookings rose for four straight quarters, and Q2 bookings were $680 million. More growth would support higher shipments.
Supportive ifQ3 lift truck bookings exceed $680 million, above Q2 2026.
Worry ifQ3 lift truck bookings fall below $580 million, the Q1 2026 level.
Why it matters: Some product exclusions for Chinese goods are due to expire in November. New costs could add pressure to margins.
Worry ifThe exclusions end in November 2026. The company reports added tariff costs on affected goods.
Less concerning ifThe exclusions are extended, or the company reports no added costs when they end.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$182 on $10,000 · ±1.8% | How much price usually moves either way. |
| Bad day | $490 loss on $10,000 · 4.9% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,111 loss on $10,000 · 31.1% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: The $35 million tariff refund helped Q2, but it did not lower future tariff costs. Management says mitigation may not cover them all.
Worry ifQ3 results show tariff costs rising faster than gains from pricing, sourcing, and product-cost cuts.
Less concerning ifQ3 results show that pricing, sourcing, and product-cost cuts fully offset added tariff costs.