HYHIGH SIGNALFINANCIAL10-K

Hyster-Yale experienced a dramatic financial deterioration with net income swinging from $142.3M profit to a $60.1M loss and operating income turning negative.

The company's shift from strong profitability to operating losses represents a fundamental deterioration in business performance that warrants immediate investor attention. The simultaneous cash burn, increased debt levels, and negative operating performance suggest potential liquidity concerns and operational challenges that could impact the company's ability to fund operations and growth investments.

Comparing 2026-03-03 vs 2025-02-25View on EDGAR →
FINANCIAL ANALYSIS

Hyster-Yale's financial performance collapsed across all key metrics, with revenue declining 12.5% to $3.8B while profitability evaporated entirely—net income swung from a $142.3M profit to a $60.1M loss and operating income turned negative at -$22.1M. The company's financial position weakened significantly with cash dropping 56.7% to $65.5M while debt increased 13.4% to $473.4M, and operating cash flow nearly halved to $86.1M despite reduced inventory levels. This combination of deteriorating profitability, weakening cash generation, and declining liquidity signals serious operational challenges that pose material risks to the business.

FINANCIAL STATEMENT CHANGES
Net Income
P&L
-142.2%
$142.3M-$60.1M

Net income declined 142.2% — review whether driven by operations, interest costs, or non-recurring items.

Operating Income
P&L
-109%
$244.8M-$22.1M

Operating income deteriorated sharply — investigate whether driven by one-time charges or structural cost issues.

Share Buybacks
Cash Flow
+67.9%
-$14.0M-$4.5M

Share repurchases increased 67.9% — management returning capital, signals confidence in intrinsic value.

Cash & Equivalents
Balance Sheet
-56.7%
$151.4M$65.5M

Cash declined 56.7% — significant cash burn or deployment; verify adequacy of remaining liquidity runway.

Operating Cash Flow
Cash Flow
-49.6%
$170.7M$86.1M

Operating cash flow fell 49.6% — earnings quality concerns; investigate working capital changes and non-cash items.

Capital Expenditure
Cash Flow
+30.8%
$47.8M$62.5M

Capital expenditure jumped 30.8% — major investment cycle underway; assess returns on deployment.

Gross Profit
P&L
-29.3%
$895.5M$632.8M

Gross margin compression — rising input costs, pricing pressure, or unfavorable product mix shift.

Inventory
Balance Sheet
-15.9%
$754.3M$634.3M

Inventory reduced 15.9% — lean inventory management or demand outpacing supply.

Total Debt
Balance Sheet
+13.4%
$417.3M$473.4M

Debt rose 13.4% — additional borrowing for investment or operations; monitor coverage ratios.

Revenue
P&L
-12.5%
$4.3B$3.8B

Revenue softened 12.5% — monitor whether this is cyclical or structural.

LANGUAGE CHANGES
NEW — 2026-03-03
PRIOR — 2025-02-25
ADDED
The Company's solutions include attachments, parts, fleet management services, technology and energy solutions.
Through HYMH, the Company designs, engineers, manufactures, sells and services a comprehensive line of lift trucks, attachments, parts, fleet management services, technology and energy solutions marketed globally, primarily under the Hyster , Yale and Nuvera brand names, mainly to independent Hyster and Yale retail dealerships.
Bolzoni manufactures precision-engineered lift truck attachments, forks, masts and lift tables designed for handling delicate and specialized loads.
These solutions are marketed under the Bolzoni , Auramo and Meyer brand names and the Silver Line product portfolio.
Bolzoni products are manufactured in Italy, the U.S., China, Germany, Finland and Brazil.
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REMOVED
The Company's solutions include attachments and hydrogen fuel cell power products, telematics, automation and fleet management services, as well as a variety of other power options for its lift trucks.
Through HYMH, the Company designs, engineers, manufactures, sells and services a comprehensive line of lift trucks, attachments and aftermarket parts marketed globally, primarily under the Hyster and Yale brand names, mainly to independent, exclusive Hyster and Yale retail dealerships.
On May 31, 2024, the Company changed its corporate name to Hyster-Yale, Inc.
and the Company's wholly owned operating subsidiary, Hyster-Yale Group, Inc., changed its corporate name to Hyster-Yale Materials Handling, Inc.
The Company has five segments, which include three in the lift truck business as discussed below, as well as Bolzoni S.p.A.
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