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HY · Hyster-Yale, Inc.

$31.78 -1.22 (-3.70%) At close · Jul 20
Market Cap
$569.37M
Shares
17.92M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$31.78 Open$33.37 Day$31.59–33.37 52W$25.84–43.18 Avg vol 30d83K Short int466K · 2.6% float · 4.1d Short vol82% Last earningsMay 6, 2026 DataJan 2020–Jul 2026 Filing10-Q · May 5

Up next

Next earnings call
Aug 5, 2026 Est · unconfirmed · in 2 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed May 5, 2026

AI Brief

TL;DR.

Bullish
    Bearish

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

      Equibles Rating

      blended score · not investment advice
      Overall
      Sell
      SellHoldBuy
      Technical Sell Momentum Weak Sentiment Bearish Fundamentals Poor Quant / Vol Very High
      Market backdrop VIX 18.7 · elevated Equity put/call 0.66
      Technical
      price trend
      Sell
      50 / 200-day cross No cross
      Price vs 200-day avg −8%
      below
      Price vs 50-day avg −9%
      below
      RSI (14) 40
      neutral
      MACD trend Negative
      52-week position 34%
      mid-range
      Momentum
      relative strength
      Weak
      1-month return −19%
      trailing
      6-month return 0%
      trailing
      YTD return +8%
      this year
      Relative strength −7%
      vs S&P · 6-mo
      Sentiment
      smart money
      Bearish
      Trend (MA cross) No cross
      50d $35 › 200d $34 — 50d above 200d
      Institutional flow Distributing
      11 of 149 funds reported for Jun 30 · net -93.7K sh shares · +2 new
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Rising
      2.60% of float · ▲ +25.7% MoM · 4.1 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      149 holders — mid 3-yr range
      Squeeze score 48
      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 49%
      annualized · 1-yr
      Max drawdown −39%
      past year
      ATR 4.7%
      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 Mar 31, 2026
      Effective tariff rate · 2026 Initiated up to 6%

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

      Technicals

      trend & momentum for long-term holders Sell
      3 · 3 · 0
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      −8% Bearish
      Price vs 50-day avg
      −9% Bearish
      RSI (14)
      40 Neutral
      MACD trend
      Negative Bearish
      52-week position
      34% Neutral
      Market signals — smart money & positioning
      Bearish · 2 of 6
      Trend (MA cross) No cross
      50d $35 › 200d $34 — 50d above 200d
      Institutional flow Distributing
      11 of 149 funds reported for Jun 30 · net -93.7K sh shares · +2 new
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Rising
      2.60% of float · ▲ +25.7% MoM · 4.1 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      149 holders — mid 3-yr range
      Price context
      position in its 52-week range
      52-wk low $26 Now $32 · 34% 52-wk high $43
      vs 200-day avg -8% vs 50-day avg -9%

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

      Key metrics

      the company's own KPIs, from its earnings releases, calls, and filings
      Metric Latest Period YoY
      Debt to Total Capitalization 52.8% Q1 2026
      LTM Adjusted EBITDA non-GAAP $22.2M Q1 2026
      Net Working Capital as % of Revenue 22.2% Q1 2026
      Return on Equity -19.1% Q1 2026
      Unit Value Backlog $1.3B Q4 2025
      Unused Borrowing Capacity $246M Q4 2025
      Q4 bookings change sequentially 42% Q4 2025
      Q4 bookings change year-over-year 35% Q4 2025
      Q4 operating cash flow $57M Q4 2025

      Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

      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
      $569.37M +8.0% -12.5% 2.6%
      CAT
      Caterpillar Inc
      $398.13B +51.2% +4.3% 43.0 2.0%
      DE
      Deere & Co
      $158.18B +26.2% -11.7% 33.2 2.6%
      SNHIY
      Sany Heavy Industries Co., Ltd./ADR
      $87.81B 0.0%
      PCAR
      Paccar Inc
      $65.43B +14.2% -15.5% 26.5 2.9%

      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 Reducing
      Holders
      150
      % held
      46.3%
      Reported
      11 of 149
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      192
      View
      Short & Settlement
      Short Interest Rising
      Shares short
      466.3K
      Days to cover
      4.1d
      Change
      +95.2K sh
      View
      Short Volume
      Short vol %
      82%
      As of
      Jul 20, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      2
      Value
      $68
      As of
      Jun 30, 2026
      View
      Off-Exchange
      Off-exchange %
      34.6%
      Week of
      May 4, 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
      May 14, 2026
      This year
      10
      View
      Earnings & Events
      Earnings Calls
      Last call
      May 6, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      HY -0.8% -19.1% +0.5% -9.4% +8.0%
      SPY -1.0% -0.6% +7.1% -0.6% +8.8%
      vs SPY +0.2% -18.5% -6.7% -8.7% -0.8%

      Capital returns

      Latest dividend
      $0.365 / share · ex Jun 1, 2026
      Raised 1.4%
      Paid (TTM)
      $1.445 / share · 4 payouts
      Dividend yield (TTM, derived)
      4.55%

      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) 13 filings 12 filers Visit website Investor relations