HYHIGH SIGNALFINANCIAL10-K

Hyster-Yale experienced a significant deterioration in operational performance with revenue declining 12.5% and operating cash flow falling substantially to $86.1M from $170.7M.

The company faces meaningful operational headwinds as evidenced by declining revenues, compressed margins, and substantially reduced cash generation capability. The simultaneous increase in debt levels while cash positions deteriorated by over half suggests potential liquidity management challenges that warrant close monitoring.

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

Hyster-Yale's financial position weakened considerably with revenue falling 12.5% to $3.8B and gross profit declining 29.3% to $632.8M, indicating significant margin compression. Operating cash flow dropped substantially to $86.1M while the company increased debt by 13.4% and saw cash reserves fall by more than half to $65.5M. The combination of reduced profitability, weaker cash generation, and tighter liquidity positions signals notable financial stress requiring investor attention.

FINANCIAL STATEMENT CHANGES
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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