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Institutional deep-dive - valuation, health, statements

Financial Analysis

Filing-based analysis. Market pricing is not included. Fundamentals from SEC filings; economic data from FRED and the BLS. About our data

Fundamentals

HYSTER-YALE, INC. HY

· Technology · Industrial Trucks, Tractors, Trailors & Stackers

Fundamentals
SEC EDGAR

Filing evidence summary

Mixed evidenceCoverage 3/5 core metrics

Flagged areas: Solvency & liquidity.

Backward-looking filed evidence under visible rules - not a rating, forecast or investment advice. Missing data is never scored.

Evidence signals

  • 2 filing risk checks flagged

    Flagged areas: Solvency & liquidity.

    Why this surfaced

    The full financial analysis shows each value, threshold, and sector limitation.

  • Free cash flow was positive

    Latest reported free cash flow was $24M.

    Why this surfaced

    Free cash flow = operating cash flow minus capital expenditures; positive is supporting evidence, not a valuation conclusion. Period end 2025-12-31.

Core trend metrics

Free cash flow
$24M
as of 2025-12-31
Debt / equity
1.00x
as of 2025-12-31
ROIC snapshot
-2.0%
period varies

Hover a tile for its exact definition; the Statements tab carries per-cell filing citations.

Where to look next

Risk checks

2of 8 rule-based checks flagged
  • Solvency & liquidity

Financial movement

  • Cash→ flat
  • Long-term debt→ flat
  • Inventory→ flat
  • Receivables→ flat
  • Current assets→ flat

Source & freshness

Source
SEC EDGAR XBRL
Fetched
2026-09-06
Latest period end
2025-12-31
Filings
EDGAR ↗

Reported segment mix

figures as filed · share of the filed sum · change vs the prior period in the same filing
Fiscal year ending 2025-12-3110-K filed 2026-03-03prior period 2024-12-31 from the same filingView filing
By business segment
Revenue
  • Lifttruckbusiness$3.57B
    share n/a
    -13.3% yoy
  • Americas HY$2.82B
    share n/a
    -12.6% yoy
  • EMEAHY$570M
    share n/a
    -19.5% yoy
  • Bolzoni$333M
    share n/a
    -12.1% yoy
  • JAPIC$184M
    share n/a
    -0.1% yoy

member sum exceeds the consolidated figure: this axis carries more than one breakdown, so shares are not computed.

Operating income
  • Americas HY$68.3M
    -142.6%
    -75.4% yoy
  • EMEAHY-$66.2M
    138.2%
    +480.7% yoy
  • JAPIC-$26.2M
    54.7%
    -12.7% yoy
  • Lifttruckbusiness-$24.1M
    50.3%
    -110.2% yoy
  • Bolzoni$300K
    -0.6%
    -96.7% yoy

Members sum to -$47.9M against -$22.1M consolidated (residual $25.8M) - eliminations or corporate lines the filer did not tag on this axis.

By product or service
Revenue
  • Aftermarketsales$883M
    69.7%
    +3.0% yoy
  • Otherrevenue$384M
    30.3%
    +8.1% yoy

Members sum to $1.27B against $3.77B consolidated (residual $2.5B) - eliminations or corporate lines the filer did not tag on this axis.

By geography
Revenue
  • United States$2.53B
    67.1%
    -12.0% yoy
  • EMEA$689M
    18.3%
    -15.7% yoy
  • Segment Geographical Groups Of Countries Group Three$550M
    14.6%
    -10.7% yoy

Members sum to the consolidated $3.77B for this period.

Latest quarter
Quarter ending 2026-03-3110-Q filed 2026-05-05prior period 2025-03-31 from the same filingView filing
  • Lifttruckbusiness$740M
    share n/a
    -14.4% yoy
  • Americas HY$578M
    share n/a
    -17.2% yoy
  • EMEAHY$126M
    share n/a
    +6.6% yoy
  • Bolzoni$82.9M
    share n/a
    +3.2% yoy
  • JAPICHY$35.3M
    share n/a
    -25.4% yoy

Change is against the same quarter a year earlier, as reported in the same 10-Q.

Source: SEC DERA Financial Statement and Notes data sets. Dimensional XBRL facts on the business-segment, product/service and geographic axes; the engine keeps the accession of every figure. Descriptive and educational, not advice.

Peer percentiles

latest fiscal year ending 2025-12-31 · among 3,990 US-listed filers · 809 in Technology
MetricValuevs all filersvs sector
Return on equity
net income ÷ stockholders' equity (positive equity only)
-12.7%
32ndof 3,576
bottom third
29thof 719
bottom third
Interest coverage
operating income ÷ interest expense (interest expense > 0)
-0.7×
39thof 819
middle third
37thof 195
middle third
Net debt ÷ operating cash flow
net debt ÷ operating cash flow (OCF > 0) · lower is ranked higher
4.1×
33rdof 1,546
bottom third
20thof 338
bottom third

Each filer's latest fiscal year as stored by the nightly crawl; fiscal year ends differ across the universe. A metric ranks only filers for which it is computable from filed facts. Ties split; a rank reads "better than N% of filers" in the metric's own direction. Descriptive and educational, not a rating.

Earnings quality

Not available for HY yet: Earnings-quality fields arrive with this issuer's next re-crawl (sec_screen_v6)..

Point-in-time ledger

Not available for HY yet: The point-in-time ledger arrives with this issuer's next re-crawl (sec_screen_v6)..

Notes by disclosure type

Not available for HY yet: no footnote text blocks on file for this filer in the ingested DERA files.

Fundamentals from SEC EDGAR. Scores, the DCF, and every model shown are educational analysis, not investment advice or price predictions.

Educational content only. Not financial advice. TrendNalysis provides educational and informational financial analysis built from public SEC filings and economic data (FRED, BLS). It is not financial, investment, tax, or legal advice and is not a recommendation to buy or sell any security. Market pricing is not currently included. Past performance does not guarantee future results. Always do your own research and consult a licensed financial professional before investing.