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HY · Hyster-Yale, Inc.

Track HY — free
$33.71 +0.78 (+2.35%)
Market Cap
$615.55M
Shares
17.93M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$32.93 Open$33.03 Day$32.30–33.22 52W close$26.49–40.47 Avg vol 30d107K Short int484K · 2.7% float · 5.1d Short vol66% Last earningsAug 5, 2026 DataJan 2020–Aug 2026 Filing10-Q · Aug 4

Up next

Next earnings call
Nov 4, 2026 Est · unconfirmed · in 11 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed Aug 4, 2026

AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Ask ALVIS about this →

      Equibles Rating

      blended score · not investment advice
      Overall
      Sell
      SellHoldBuy
      Technical Sell Momentum Weak Sentiment Neutral Fundamentals Poor Quant / Vol Very High
      Market backdrop VIX 16 · calm Equity put/call 0.58
      Technical
      price trend
      Sell
      50 / 200-day cross No cross
      Price vs 200-day avg −4%
      below
      Price vs 50-day avg −5%
      below
      RSI (14) 44
      neutral
      MACD trend Negative
      52-week position 46%
      mid-range
      Momentum
      relative strength
      Weak
      1-month return −1%
      trailing
      6-month return −11%
      trailing
      YTD return +11%
      this year
      Relative strength −22%
      vs S&P · 6-mo
      Sentiment
      smart money
      Neutral
      Trend (MA cross) No cross
      50d $35 › 200d $34 — 50d above 200d
      Institutional flow Accumulating
      +1% holders QoQ · +21 funds added
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Rising
      2.70% of float · ▲ +4.1% MoM · 5.1 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      151 holders — mid 3-yr range
      Squeeze score 59
      elevated · 0–100
      Fundamentals
      Poor
      Revenue growth −13%
      Y/Y
      Gross margin 17%
      contracting
      EPS growth −142%
      Y/Y
      Free cash flow $23.6M
      Balance sheet $418.8M
      net debt
      Quant / Vol
      risk profile
      Very High
      Volatility 51%
      annualized · 1-yr
      Max drawdown −33%
      past year
      ATR 5.1%
      of price · 14-day

      Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

      Guidance & track record

      Latest guidance · from the 8-K filed Aug 5, 2026
      Restructuring program annualized benefit · remainder of 2026 $40M – $45M
      Prior guidance period ended · from the 8-K filed Nov 4, 2025
      Capital expenditures · For 2025 $50M – $60M

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Sell
      1 · 5 · 0
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      −4% Neutral
      Price vs 50-day avg
      −5% Neutral
      RSI (14)
      44 Neutral
      MACD trend
      Negative Bearish
      52-week position
      46% Neutral
      Market signals — smart money & positioning
      Mixed
      Trend (MA cross) No cross
      50d $35 › 200d $34 — 50d above 200d
      Institutional flow Accumulating
      +1% holders QoQ · +21 funds added
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Rising
      2.70% of float · ▲ +4.1% MoM · 5.1 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      151 holders — mid 3-yr range
      Price context
      position in its 52-week range
      Range low $26 Now $33 · 46% Range high $40
      vs 200-day avg -4% vs 50-day avg -5%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from written earnings releases and filings
      Metric Latest Period YoY
      Adjusted Net Income (Loss) non-GAAP -$30M Q2 2026
      Adjusted Diluted Earnings (Loss) per Share non-GAAP -$1.64 Q2 2026
      LTM Net Income (Loss) -$116.9M Q2 2026
      CASH USED FOR OPERATIONS $33M Q1 2026
      UNIT BOOKINGS VOLUME $580M Q1 2026
      WORKING CAPITAL $706M Q1 2026
      Q1 bookings 7% Q1 2026
      Adjusted Operating Profit non-GAAP $16.3M Full Year 2025
      Q4 bookings 42% Q4 2025
      Q4 operating cash flow $57M Q4 2025

      Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

      Versus peers

      Farm & Heavy Construction Machinery — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      HY
      Hyster-Yale, Inc.
      this stock
      $615.55M +10.8% -12.5% 2.7%
      CAT
      Caterpillar Inc
      $374.81B +42.3% +4.3% 35.1 1.5%
      DE
      Deere & Co
      $167.61B +33.4% -11.7% 35.2 2.3%
      SNHIY
      Sany Heavy Industries Co., Ltd./ADR
      $87.81B 0.0%
      PCAR
      Paccar Inc
      $67.10B +17.7% -15.5% 26.8 2.3%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Accumulating
      Holders
      151
      % held
      48.4%
      Net QoQ
      +195.4K sh
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      200
      View
      Short & Settlement
      Short Interest Rising
      Shares short
      484.1K
      Days to cover
      5.1d
      Change
      +19.1K sh
      View
      Short Volume
      Short vol %
      66%
      As of
      Aug 20, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      530
      Value
      $17.0K
      As of
      Jul 30, 2026
      View
      Off-Exchange
      Off-exchange %
      26.1%
      Week of
      Jul 13, 2026
      Off-exch Lit
      View
      Smart Money
      Congressional Trades Sell
      Member
      Tim Moore
      Amount
      $15.0K–$50.0K
      Traded
      Jan 5, 2026
      View
      Financials
      Financials
      Revenue (FY)
      $3.8B
      Net income (FY)
      $-60.1M
      EPS diluted
      $-3.40
      View
      Filings
      SEC Filings
      Latest
      8-K
      Filed
      Aug 6, 2026
      This year
      15
      View
      Earnings & Events
      Earnings Calls
      Last call
      Aug 5, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      HY -4.3% -0.7% -10.6% -1.5% +10.8%
      SPY -2.0% +3.3% +11.2% +2.1% +11.8%
      vs SPY -2.3% -4.0% -21.8% -3.6% -1.0%

      Capital returns

      Latest dividend
      $0.365 / share · ex Jun 1, 2026
      Declared · upcoming
      $0.365 / share · ex Sep 1, 2026
      Raised 1.4%
      Paid (TTM)
      $1.445 / share · 4 payouts
      Dividend yield (TTM, derived)
      4.39%

      Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

      Key facts CIK 1173514 CUSIP 449172105 13F (30d) 149 filings 141 filers Visit website Investor relations