HYSTER YALE INC CLASS A (HY)
Industrials · Materials handling equipment and lift truck manufacturing · NYSE
Global lift truck and materials handling equipment manufacturer facing current headwinds with a diversified product portfolio spanning traditional, electric, and fuel cell powered solutions.
What HYSTER YALE INC CLASS A does
Hyster-Yale designs, manufactures, and sells a comprehensive line of lift trucks and materials handling solutions under the Hyster®, Yale®, and Nuvera® brand names, primarily through a global network of independent dealers. The company also manufactures precision-engineered lift truck attachments, forks, masts, and lift tables through its Bolzoni subsidiary. Its product portfolio includes internal combustion and electric lift trucks, parts, fleet management services, and energy solutions, with manufacturing facilities across the Americas, EMEA, and JAPIC regions.
Themes: Materials handling equipment, Lift truck manufacturing, Electric vehicle / alternative energy (lift trucks), Aftermarket parts and service, Fleet management solutions, Specialized equipment / port operations
Fundamentals
- Price$34.71 as of 2026-08-21 close
- Market cap$617M as of 2026-08-24
- 1-year return-6.0% 2025-08-21 close $36.93 → 2026-08-21 close $34.71
- P/En/a negative earnings
- Net margin-3.3% as of 2026-08-24
- Gross margin+15.4% as of 2026-08-24
- ROE-25.4% as of 2026-08-24
- Debt / equity1.28 as of 2026-08-24
- Revenue growth (YoY)-11.1% as of 2026-08-24
- Revenue CAGR (3y)+2.0% SEC XBRL
- Beta1.63 as of 2026-08-24
- Last reported earnings2026-08-05 SEC EDGAR Form 8-K (Item 2.02)
Dividend: yield +2.7%; at least 5 years of non-decreasing per-share dividends (SEC XBRL) — we do not hold the year before it, so the real streak may be longer.
How HY compares in its sector
- net profit marginbottom 25% 457 covered Industrials peers, as of 2026-08-24
- operating marginbottom 25% 457 covered Industrials peers, as of 2026-08-24
- gross marginbottom 25% 455 covered Industrials peers, as of 2026-08-24
- return on equitybottom 10% 460 covered Industrials peers, as of 2026-08-24
- 3-year revenue CAGRmiddle range 426 covered Industrials peers
- indicated dividend yieldtop 25% 267 covered Industrials peers, as of 2026-08-24
- free cash flow (absolute dollars, latest fiscal year)middle range 414 covered Industrials peers, as of FY2025
Position among covered Industrials companies that report each metric (minimum 5 peers). A relative position within our covered catalog — not a valuation, quality, or investment judgment. A higher percentile is simply a higher value (for P/E, more expensive on earnings — never "better"). Informational only.
Dividend coverage (FY2025)
Exceeded at least one reported measure. In FY2025, HY's dividend exceeded at least one reported measure of what it earned or generated (free-cash-flow payout 108%). A payout above 100% in one year is not necessarily unsustainable, but it is not fully covered by that measure.
- Earnings payoutnot assessable earnings were not positive that year
- Free-cash-flow payout108% dividends / (operating cash flow − capex)
Coverage derived from reported SEC EDGAR XBRL figures for FY2025 (dividends paid vs. net income and free cash flow, same fiscal year). This describes PAST coverage for one fiscal year — it does not predict whether a dividend will be maintained, raised, or cut, and a one-year payout ratio can be distorted by non-recurring items. Informational only — not financial advice.
How HYSTER YALE INC CLASS A looks technically
HYSTER YALE INC CLASS A (HY) is trading 1.5% above its 200-day average, the long-term trend line — a longer-term uptrend. Its 50-day average crossed above its 200-day average about 82 trading days ago — a "golden cross", a bullish long-term signal. There is no clear trend right now — the price is choppy (ADX, a 0–100 trend-strength gauge, is 19, below the 25 that marks a real trend). Momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 51, neither overbought (above 70) nor oversold (below 30). MACD, a trend-momentum gauge, turned bearish about 6 trading days ago (its momentum flipped negative). It made a new 20-day high about 13 trading days ago. It is 16.0% below its highest point of the past year.
Trend
8
| Distance from the 200-day | it is trading 1.5% above its 200-day average, the long-term trend line — a longer-term uptrend | +1.5% |
|---|---|---|
| 50-day moving average | its average price over the last 50 trading days — a short-term trend line — is $34.52 | $34.52 |
| 200-day moving average | its average price over the last 200 trading days — the long-term trend line — is $34.20 | $34.20 |
| Swing structure | its recent peaks and dips disagree — one of them is rising while the other is not, so there is no clean up or down pattern in the swings | mixed — one of the two is not confirming |
| Last swing turn | its last significant turn was a swing high 16 calendar days ago — the swings before that are what the structure reading is measured on | 16 sessions |
| Since the 50/200 cross | its 50-day average crossed above its 200-day average about 82 trading days ago — a "golden cross", a bullish long-term signal | 82 sessions |
| Above the 200-day after a dip | it recently dipped to its 200-day average (the long-term trend line) and has since climbed back above it — now about 1.5% above | +1.5% |
| Trend strength (14-day ADX) | there is no clear trend right now — the price is choppy (ADX, a 0–100 trend-strength gauge, is 19, below the 25 that marks a real trend) | 18.6 |
Momentum
3
| 14-day RSI | momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 51, neither overbought (above 70) nor oversold (below 30) | 51.4 |
|---|---|---|
| Position in its 14-day range | it is trading in the lower half of its 14-day range ($32.30 to $41.30) — its "stochastic" reading is 27 out of 100, where 0 would mean closing exactly at the 14-session low and 100 exactly at the high. This measures WHERE the price sits inside its recent range, which is a different question from the RSI beside it: RSI is a momentum gauge, measuring how FAST the price has been moving, so a stock can drift quietly to the bottom of its range with an ordinary RSI, or fall sharply and still sit in the middle. It has been climbing within that range over the last few sessions. | 26.8 |
| Since the MACD crossed zero | MACD, a trend-momentum gauge, turned bearish about 6 trading days ago (its momentum flipped negative) | 6 sessions |
Range
12
| 52-week high | its highest closing price over the past year (about 252 trading days) was $41.30 | $41.30 |
|---|---|---|
| From the 52-week high | it is 16.0% below its 52-week high (its highest price of the past year) | -16.0% |
| Above the 52-week low | it is 31.2% above its 52-week low (its lowest price of the past year) | +31.2% |
| Below the 52-week high | it is 16.0% below its highest point of the past year | 16.0% |
| Since a 20-day breakout | it made a new 20-day high about 13 trading days ago | 13 sessions |
| Since a 55-day breakout | it made a new 55-day high about 13 trading days ago | 13 sessions |
| All-time high | its highest closing price on record is $108.13 (set on 2014-03-07) | $108.13 |
| Given back of the 52-week move | over the past year its closes ranged ($26.49 to $40.47), and it has given back roughly a third of its rise from last year’s low — 41% of it. Chart-watchers call 61.8%-65% given back the "golden pocket" — for this company that is $31.38 to $31.83. It is watched widely enough that orders cluster there, which is the honest reason it matters; it is not a forecast. | 41.2% |
| From the all-time high | it is 67.9% below its all-time high | -67.9% |
| Nearest price level | it is trading 1.6% below a resistance level at $35.28 — a price it turned at three times since 2025-08-11, most recently on 2026-01-22. Since 2024-08-21 it has 4 such levels below the current price and 12 above. Levels like these describe where the price has reversed or paused before; they are not a forecast of where it will go. | +1.6% |
| All-time low | its lowest closing price on record is $20.99 (set on 2022-10-07) | $20.99 |
| Above the all-time low | it is 65.4% above its all-time low | +65.4% |
Volatility
5
| Band width vs its own 6 months | day-to-day price swings are about average versus its own recent 6-month history | 41st percentile |
|---|---|---|
| Typical daily range | in a typical session it travels about $1.64 between its high and its low — about 4.7% of its price. That is its "average true range" over the last 14 sessions, which also counts the distance from the previous close, so a day that opens well away from yesterday counts as the large move it was | $1.64 |
| Bollinger bands (20-day, ±2σ) | most of its recent trading has stayed between about $31.07 and $38.22 — the "Bollinger bands", a range drawn two standard deviations either side of its 20-day average price, which widens when the stock gets more volatile and narrows when it settles | $31.07 – $34.65 – $38.22 |
| Typical daily range (% of price) | its price moves about 4.7% in a typical session — about typical for the companies we cover. This is the average gap between a session's high and low over the last 14 sessions, counting overnight moves, expressed against the current price so it can be compared with companies trading at any price | 4.7% |
| Stretch from the 200-day average | it is trading 0.3 daily ranges above its 200-day average price (1.5% above it in plain percentage terms) — a way of asking how far it has stretched from its own average in units of how far it normally moves in a day, so a calm company and a jumpy one can be compared on the same scale | 0.3 daily ranges above its 200-day average |
Volume
1
| Volume vs its 30-day average | trading volume is about normal versus its 30-day average | 0.93× |
|---|
Analyst
2
| Change in the average price target | analysts' average price target is unchanged from the prior reading | 0.0% |
|---|---|---|
| Change in the consensus rating | the analyst consensus rating is unchanged since the prior reading | unchanged |
Price gaps
3
| Gap at the open | it opened on 2026-08-21 1.3% above the previous session's close — an overnight gap, the part of the move that happened while the market was shut, and had not traded back through that level by the close | +1.3% |
|---|---|---|
| Open gap | it gapped 2.6% above the previous close 16 sessions ago and has not traded back through the level it left behind at 32.15 — an "unfilled gap", which describes a price range no trade has since crossed and is not a forecast that it will be crossed | +2.6% |
| Gap filled | a 2.3% gap down opened on 2026-07-17 has been "filled" 17 sessions ago — price traded back through the level the gap left behind, and it took 8 sessions to close | 17 sessions ago |
Price streaks
1
| Closing streak | it closed higher in its latest session, after a session that did not close higher — a single up day rather than a run | 1 session up |
|---|
Relative strength
4
| vs market, 1 month | over the past 1 month this stock beat the market by 3.5 percentage points (the stock gained 5.8% while the market gained 2.3%) | +3.5% |
|---|---|---|
| vs market, 3 months | over the past 3 months this stock beat the market by 1.2 percentage points (the stock gained 4.3% while the market gained 3.1%) | +1.2% |
| vs market, 6 months | over the past 6 months this stock lagged the market by 23.5 percentage points (the stock lost 12.5% while the market gained 11.1%) | -23.6% |
| vs market, 12 months | over the past 12 months this stock lagged the market by 26.5 percentage points (the stock lost 6.0% while the market gained 20.5%) | -26.5% |
Signal agreement
2
| Bullish technical signals | 2 of the 9 technical signals we can compute for it are currently in a bullish state: a "golden cross" — its 50-day average is above its 200-day, trading above its 200-day average — these describe past price behaviour, not a forecast | 2 of 9 |
|---|---|---|
| Bearish technical signals | 2 of the 9 technical signals we can compute for it are currently in a bearish state: MACD momentum is negative, lagging the market over 6 months — these describe past price behaviour, not a forecast | 2 of 9 |
Trend (Ichimoku cloud)
1
| Vs the Ichimoku cloud | trading inside the Ichimoku cloud — a band drawn from where its own highs and lows sat up to 2026-07-16 and projected forward over today's price, the zone traders read as unresolved — neither side has established a trend, and the band is where that gets settled. The band itself is moderate, spanning 4.5% of the share price. | 0.0% |
|---|
Volume-weighted price
2
| Vs this year’s average price paid | the price is 1% below the average price paid so far this year, so the typical buyer over that stretch is under water. That average is $35.24 — a volume-weighted average of daily closes over 158 sessions, not a true tick-by-tick VWAP. | -1.5% |
|---|---|---|
| Vs the average paid since it last reported | the price is 3% below the average price paid since it last reported on 2026-08-04 (its 10-Q), so the typical buyer over that stretch is under water. That average is $35.93 — a volume-weighted average of daily closes over 14 sessions, not a true tick-by-tick VWAP. | -3.4% |
Price levels it has turned at before
HY last closed at $34.71 on 2026-08-21. Since 2024-08-21 it has turned at 4 prices below its last close and 12 above; the 3 nearest below and the 3 nearest above are listed, nearest first.
| Level | Side | Distance | Evidence |
|---|---|---|---|
| $35.28 | Resistance | 1.6% above the last close | turned there three times · 2025-08-11 to 2026-01-22 |
| $34.12 | Support | 1.7% below the last close | turned there five times · 2025-04-07 to 2026-06-02 |
| $36.17 | Resistance | 4.2% above the last close | turned there three times · 2025-04-22 to 2025-09-25 |
| $36.91 | Resistance | 6.3% above the last close | turned there twice · 2025-05-07 to 2026-06-02 |
| $31.35 | Support | 9.7% below the last close | turned there three times · 2026-01-28 to 2026-07-21 |
| $30.70 | Support | 11.5% below the last close | turned there twice · 2026-03-09 to 2026-05-20 |
A level is a price this company reversed or paused at more than once — they describe past behaviour, not a forecast of where the price will go.
Wave structure
No Elliott-wave labelling currently fits its swings: the recent highs and lows do not satisfy the three rules a five-wave count has to obey, so there is no count to show rather than a count we are unsure about.
Read from daily closes as of 2026-08-21.
An Elliott-wave count describes the swings already printed and the level that would disprove it. It is not a forecast, a target, or advice.
Screens: Near 200-day moving-average support · Trading above the 200-day moving average · trendless / choppy (low ADX) · lagging the market · Trading at this year’s average price paid (anchored VWAP) · Under water since its last earnings report (below the anchored VWAP) | Learn: moving average · golden cross · adx · rsi · macd · breakout · fifty two week high low
Based on daily closing prices as of 2026-08-21. Describes past price behavior only — informational, not financial advice.
Analyst consensus
- Consensus ratingStrong Buy (1.00 mean, 1=Strong Buy…5=Strong Sell) — 2 analysts
- Mean price target$50.00 range $45.00 – $55.00
Analyst estimates, as of 2026-08-21. These are third-party analyst opinions and price targets, aggregated — not a recommendation, prediction, or advice from stocks-llm. Informational only.
Analyst EPS estimate for HY
- Consensus EPS estimate-$0.4 next reporting period, as of 2026-08-21
Change over time is not available yet: it needs two readings of the same reporting period at least 30 days apart, and we have been recording these estimates since 2026-08-04. An estimate for a DIFFERENT quarter is not a revision, so a reading from before the last report is never compared with one after it.
The consensus estimate for the next reporting period, and how it has moved between readings of that SAME period. A change is measured only between readings estimating one period — when a company reports, the consensus moves to the next quarter and the two numbers are not comparable. Informational only, not a forecast and not advice.
Key risks (from latest filing)
["Significant revenue decline of 12.21% year-over-year with current unprofitable operations (negative 2.7% net margin), indicating demand weakness in materials handling markets","Debt burden with $251.1M in long-term debt and $108.0M in revolving credit facilities against declining cash position ($81.8M), creating refinancing pressure","Exposure to foreign exchange volatility and currency translation impacts across multi-region manufacturing and sales operations"]
What changed in the latest 10-Q
AI-assisted comparison of HY's 10-Q filed 2026-05-05 against the prior one filed 2025-11-04.
Management's Discussion & Analysis (MD&A)
- Added:
- Newer filing (2026-05-05) includes Bolzoni Group as a separate operating company with detailed description of its brands (Bolzoni®, Auramo®, Meyer®) and manufacturing locations (Italy, U.S., China, Germany, Finland, Brazil), whereas older filing (2025-11-04) describes Bolzoni more briefly as 'operates Bolzoni S.p.A.'
- Newer filing describes solutions including 'parts, fleet management services, technology and energy solutions' marketed under Hyster®, Yale®, and Nuvera® brand names, whereas older filing lists 'attachments and hydrogen fuel cell power products, telematics, automation and fleet management services'
- Newer filing states distribution network of 'approximately 260 independent dealers as of March 31, 2026' versus older filing's 'approximately 270 independent dealers as of September 30, 2025'
- Newer filing includes reference to 'Silver Line product portfolio' under Bolzoni Group products
- Newer filing references Critical Accounting Policies on 'pages 18 through 19 in the Company's Annual Report on Form 10-K for the year ended December 31, 2025' versus older filing's 'pages 19 through 20 in the Company's Annual Report on Form 10-K for the year ended December 31, 2024'
- Newer filing presents first quarter 2026 vs. 2025 three-month comparative data, whereas older filing presented third and nine-month comparative data for September 30, 2025 vs. 2024
- Newer filing shows Q1 2026 revenues of $795.2M vs. Q1 2025 revenues of $910.4M (12.7% decrease)
- Newer filing shows operating loss of $(28.0)M in Q1 2026 vs. operating profit of $21.3M in Q1 2025
- Newer filing shows net loss of $(30.5)M attributable to stockholders in Q1 2026 vs. net income of $8.6M in Q1 2025
- Newer filing reports Q1 2026 backlog of $1,410M and bookings of $580M, whereas older filing reported Q3 2025 backlog of $1,350M and bookings of $380M
- Removed:
- Older filing (2025-11-04) included reference to May 2025 Bolzoni acquisition of 100% equity interest of manufacturing business in Italy for $2.6 million net, with discussion of contingent consideration and purchase price allocation—this disclosure is absent from newer filing
- Older filing included nine-month comparative financial results for September 30, 2025 vs. 2024, which are not present in newer filing
- Older filing referenced 'chief operating decision maker ("CODM")' by full acronym and definition; newer filing uses only 'chief operating decision maker' without the acronym
- Reworded:
- Older filing describes company as operating 'Bolzoni S.p.A.' with separate paragraph; newer filing integrates Bolzoni description as 'Bolzoni S.p.A. ("Bolzoni Group" or "Bolzoni")' within main text and explicitly states Company 'owns' it
- Older filing states 'The Company, through HYMH, designs...'; newer filing states 'Through HYMH, the Company designs...'
- Older filing describes lift trucks manufactured 'in the United States'; newer filing specifies 'in the United States ("U.S.")'
- Older filing describes Bolzoni as 'a leading producer and distributor of attachments, forks and lift tables'; newer filing describes as 'manufactures precision-engineered lift truck attachments, forks, masts and lift tables'
- Older filing states 'Bolzoni also produces components for lift truck manufacturers'; newer filing states 'Bolzoni Group also produces components for lift truck manufacturers'
- Older filing notes 'The Company has not yet finalized its analysis of the fair value of the acquired business'—discussion removed entirely in newer filing as acquisition is no longer recent news
- Notes:
- The filings cover different quarterly periods (Q1 2026 vs. Q3 2025 and nine-month 2025), making some comparisons reflect different time periods rather than substantive changes to disclosure
- The older filing is a 10-Q for third quarter ended September 30, 2025; the newer filing is a 10-Q for first quarter ended March 31, 2026, representing different reporting cycles
- Segment recast due to Nuvera merger occurred in Q2 2025, so both filings reflect post-merger presentation but with different comparison periods
Risk Factors
The two filings could not be meaningfully compared for this section.
AI-assisted comparison of two SEC filing sections. It describes wording and theme changes only, makes no materiality, legal, or investment judgement, and is not financial advice. Informational only — not financial advice.
Insider activity (SEC Form 4)
No open-market insider purchases or sales are on record for HY — recent Form 4 activity was compensation-related (awards, option exercises, or tax withholding), not open-market buying or selling.
View full insider trading history → View SEC Form 3/4/5 filingsOnly open-market purchases (SEC code P) and sales (code S) are counted here. Option exercises, vesting/awards, gifts, and shares withheld for taxes are excluded — they are compensation or mechanical, not open-market conviction. Sales may be planned and non-discretionary (e.g. a Rule 10b5-1 plan) and are not necessarily bearish; open-market buying is not a recommendation to buy. Informational only — not financial advice.
Congressional trading disclosures
U.S. House members publicly disclose their own, their spouse's, and dependent children's stock transactions under the STOCK Act. We hold 17 matched disclosures for HY from U.S. House Clerk Periodic Transaction Report filings.
Congressional trading disclosures →Institutional ownership (13F)
5 institutional 13F filers reported holding HY as of 2026-03-31 (quarter-end position, filed within 45 days).
- Distinct 13F filers 5
- Reported shares held 1,396,717
- Reported value $45,407,276
reported quarterly holdings change (2025-12-31 → 2026-03-31): 0 new, 4 increased, 1 decreased, 0 exited. Change counts cover only managers that filed 13F reports in BOTH quarters, derived between two quarter-end snapshots — not same-day trades; a single manager is never said to have "bought" or "sold".
Institutional holdings are quarter-end long positions reported on SEC Form 13F-HR, filed up to 45 days after the quarter ends — they are delayed, are not real-time trades, exclude short positions and most non-US securities, and are not investment advice. Any increase/decrease is a reported change between two quarterly snapshots, not a same-day purchase or sale. These are quarter-end snapshots from the 13F filings on SEC EDGAR, filed within 45 days — not real-time, and any change is a difference between two quarterly reports, not a same-day trade. Informational only — not financial advice.
Short interest (FINRA)
HY had 484,073 shares of reported short interest as of the 2026-07-31 FINRA settlement date (delayed, bi-monthly; not real-time).
Short interest as a percent of shares outstanding is not shown for HY because we do not hold a verified share count to divide it by. The reported figures above are unaffected.
- Reported short interest (shares) 484,073
- Prior settlement (shares) 464,978
- Reported change 4.11%
- Days to cover (reported) 5.09
Reported to FINRA as of the 2026-07-31 settlement date. Short interest is reported to FINRA and published on a delayed, bi-monthly schedule (as of a settlement date, disseminated roughly eight business days later) — it is NOT real-time, does not cover every venue or all US trading, and is not a short-squeeze prediction or investment advice. Days-to-cover is the value FINRA reports; percent of float is not shown because the source file carries no share-count denominator — where a percent appears it is of shares OUTSTANDING, the larger base, and is therefore a floor on percent of float. Informational only — not financial advice.
Competitors & peers
- Toyota Material Handling (private)
- Kion Group (KGX)
- Jungheinrich (private)
- Crown Equipment (private)
- Caterpillar (CAT) - industrial power solutions division
- Nissan Forklift (private)
AI-enriched competitor set. Linked names are companies covered by stocks-llm; other named peers are shown for reference only.
Compare HY vs…
Frequently asked questions
What does HYSTER YALE INC CLASS A (HY) do?
Hyster-Yale designs, manufactures, and sells a comprehensive line of lift trucks and materials handling solutions under the Hyster®, Yale®, and Nuvera® brand names, primarily through a global network of independent dealers. The company also manufactures precision-engineered lift truck attachments, forks, masts, and lift tables through its Bolzoni subsidiary.
What sector is HYSTER YALE INC CLASS A (HY) in?
HYSTER YALE INC CLASS A (HY) is classified in the Industrials sector. Its industry is Materials handling equipment and lift truck manufacturing. It trades on NYSE.
Does HY pay a dividend?
Yes — HYSTER YALE INC CLASS A (HY) pays a dividend, with an indicated yield of about 2.71% and at least 5 years of non-decreasing per-share dividends (SEC EDGAR XBRL) — we do not hold the year before it, so the real streak may be longer (market data, as of 2026-08-24). Informational only — not financial advice.
Who are HYSTER YALE INC CLASS A's (HY) competitors?
Notable peers of HYSTER YALE INC CLASS A (HY) include Toyota Material Handling (private), Kion Group, Jungheinrich (private), Crown Equipment (private) and Caterpillar (CAT) - industrial power solutions division. This peer set is informational only — not financial advice.
Has there been recent Congressional stock trading in HY?
Yes — we hold 17 matched STOCK Act disclosures for HY from U.S. House Clerk Periodic Transaction Report filings. These are legally-required disclosures (often filed 30–45 days after the trade), may belong to a U.S. House member, their spouse, or a dependent child, and are not an indicator of company performance or investment advice.
Is HYSTER YALE INC CLASS A (HY) overbought or oversold right now?
HYSTER YALE INC CLASS A (HY) is currently neither overbought nor oversold — its 14-day RSI (a 0–100 momentum gauge) is 51, in the neutral middle (as of 2026-08-21). RSI describes recent price momentum, not a forecast — informational only, not financial advice.
Where does stocks-llm's data on HY come from?
Fundamentals and prices come from market data, as of 2026-08-24; company filings and profile facts come from SEC EDGAR. All figures are delayed daily-close data shown with their as-of date — informational only, not financial advice.
Fundamentals: market data, as of 2026-08-24. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-08-21.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.