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HY · Hyster-Yale, Inc.

Track HY — free
$33.61 -0.43 (-1.26%) At close · Sep 11
Market Cap
$602.64M
Shares
17.93M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$33.61 Open$34.50 Day$33.52–34.57 52W close$26.49–40.47 Avg vol 30d108K Short int674K · 3.8% float · 7.8d Short vol48% Last earningsAug 4, 2026 DataJan 2020–Sep 2026 Filing10-Q · Aug 4

Up next

Next earnings call
Nov 3, 2026 Est · unconfirmed · in 7 wks
filed Aug 4, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$3.51B
Trailing 12 months
Net income (TTM)
−$116.90M
Trailing 12 months
Revenue growth YoY
-15.0%
Year over year
Operating margin
-2.3%
Trailing 12 months
P / E (TTM)
Trailing earnings
FCF yield
2.5%
TTM · current market cap
Return on invested capital
Trailing 12 months
Net cash
Latest balance sheet
Dividend yield
4.3%
Trailing 12 months
Shares change YoY
+1.2%
Year over year · more shares
Price change (1Y)
-9.1%
Trailing year
Short interest
3.8%
Latest settlement · 7.8 days to cover
View all 115 metrics

Equibles Rating

blended score · not investment advice
Overall
Sell
SellHoldBuy
Technical Neutral Momentum Neutral Sentiment Neutral Fundamentals Weak Quant / Vol Very High
Market backdrop VIX 15.8 · calm Equity put/call 0.58
Technical
price trend
Neutral
50 / 200-day cross No cross
Price vs 200-day avg −2%
below
Price vs 50-day avg −1%
below
RSI (14) 46
neutral
MACD trend Negative
52-week position 51%
mid-range
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Neutral
1-month return −2%
trailing
6-month return +16%
trailing
YTD return +13%
this year
Relative strength −2%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $34 › 200d $34 — 200d above 50d
Institutional flow Accumulating
+1% holders QoQ · +20 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
3.76% of float · ▲ +19.5% MoM · 7.8 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
152 holders — mid 3-yr range
Squeeze score 60
elevated · 0–100
Fundamentals
Weak
Revenue growth −13%
Y/Y
Gross margin 17%
contracting
EPS growth −142%
Y/Y
Free cash flow $23.6M
Buyback $50.0M
authorized
Balance sheet $371.1M
net debt
Quant / Vol
risk profile
Very High
Volatility 51%
annualized · 1-yr
Max drawdown −30%
past year
ATR 4.1%
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 Earnings Call filed Aug 4, 2026
Analyzed benefits · second half of 2027 Initiated $15M – $20M
Prior guidance period ended · from the 8-K filed Aug 6, 2024
2024 capital expenditures · 2024 $60M

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

Technicals

trend & momentum for long-term holders Neutral
1 · 6 · 0
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−2% Neutral
Price vs 50-day avg
−1% Neutral
RSI (14)
46 Neutral
MACD trend
Negative Bearish
52-week position
51% Neutral
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Mixed
Trend (MA cross) No cross
50d $34 › 200d $34 — 200d above 50d
Institutional flow Accumulating
+1% holders QoQ · +20 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
3.76% of float · ▲ +19.5% MoM · 7.8 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
152 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $26 Now $34 · 51% Range high $40
vs 200-day avg -2% vs 50-day avg -1%

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

Key metrics

Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.

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
$602.64M +13.1% -12.5% 3.8%
CAT
Caterpillar Inc
$376.28B +42.9% +4.3% 35.2 1.6%
DE
Deere & Co
$182.20B +45.1% -11.7% 37.6 1.9%
SNHIY
Sany Heavy Industries Co., Ltd./ADR
$91.67B 0.0%
PCAR
Paccar Inc
$64.60B +12.1% -15.5% 25.8 2.4%

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
152
% held
48.6%
Net QoQ
+205.8K sh
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
199
View
Short & Settlement
Short Interest Rising
Shares short
674.4K
Days to cover
7.8d
Change
+110.3K sh
View
Short Volume
Short vol %
48%
As of
Sep 11, 2026
Short Total
View
Fails to Deliver
FTD shares
1.6K
Value
$64.5K
As of
Aug 6, 2026
View
Off-Exchange
Off-exchange %
33.8%
Week of
Aug 3, 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
Buybacks
Authorized
$50.0M
View
Filings
SEC Filings
Latest
8-K
Filed
Aug 6, 2026
This year
15
View
Earnings & Events
Earnings Calls
Last call
Aug 4, 2026
View

Performance

5D 20D 120D MTD YTD
HY -1.5% -2.3% +15.5% -0.7% +13.1%
SPY -1.2% -1.8% +17.8% -0.4% +12.1%
vs SPY -0.3% -0.5% -2.3% -0.4% +1.1%

Capital returns

Latest dividend
$0.365 / share · ex Sep 1, 2026
Raised 1.4%
Paid (TTM)
$1.45 / share · 4 payouts
Dividend yield (TTM, derived)
4.31%
Buyback program · as of Nov 18, 2024
Authorized
$50.00M
Spent (derived)
Remaining

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) 46 filings 45 filers Visit website Investor relations