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Hyster-Yale, Inc.. (HY) Stock Fundamental Analysis & AI Rating 2026

HY NYSE Industrial Trucks, Tractors, Trailors & Stackers DE CIK: 0001173514
Recently Updated • Analysis: Apr 11, 2026 • SEC Data: 2025-12-31
Combined AI Rating
SELL
80% Confidence
AGREEMENT
STRONG SELL
82% Conf
SELL
78% Conf

📊 HY Key Takeaways

Revenue: $3.8B
Net Margin: -1.6%
Free Cash Flow: $23.6M
Current Ratio: 1.34x
Debt/Equity: 1.00x
EPS: $-3.40
AI Rating: STRONG SELL with 82% confidence
Hyster-Yale, Inc.. (HY) receives a SELL rating with 80% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $3.8B, net profit margin of -1.6%, and return on equity (ROE) of -12.7%, Hyster-Yale, Inc.. demonstrates mixed fundamentals in the Automotive sector. Below is our complete HY stock analysis for 2026.

Is Hyster-Yale, Inc.. (HY) a Good Investment?

Claude

Hyster-Yale is experiencing fundamental profitability deterioration with revenue contracting 12.5% YoY, negative operating margins (-0.6%), and inability to cover interest expenses from operations. While positive free cash flow provides near-term resilience, persistent operating losses and negative shareholder returns (ROE -12.7%, ROA -3.0%) signal severe value destruction.

ChatGPT

Fundamentals are weak: revenue is down double digits, margins are negative, and interest coverage is below zero, signaling earnings stress and financing risk. Liquidity is only fair (quick ratio 0.71x) and free cash flow is thin, leaving little buffer if conditions worsen. While scale and positive operating cash flow offer some support, a clear margin recovery is needed before a more constructive stance.

Why Buy Hyster-Yale, Inc.. Stock? HY Key Strengths

Claude
  • + Positive operating cash flow ($86.1M) and free cash flow ($23.6M) despite operating losses indicates underlying cash generation capability
  • + Adequate current ratio (1.34x) and cash balance ($123.2M) provide sufficient near-term liquidity buffer
  • + Gross margin of 16.8% demonstrates reasonable unit-level economics before operating expenses
ChatGPT
  • + Positive operating cash flow and modest positive FCF despite losses
  • + Current ratio above 1.0 and D/E near 1.0 provides some flexibility
  • + Large revenue base that could benefit from operating leverage if margins recover

HY Stock Risks: Hyster-Yale, Inc.. Investment Risks

Claude
  • ! Operating losses with negative operating margin (-0.6%) and inability to service debt from operations (interest coverage -0.7x) creates refinancing risk
  • ! Significant revenue decline (-12.5% YoY) in cyclical industrial equipment sector suggests demand weakness or competitive market share loss
  • ! Negative return metrics (ROE -12.7%, ROA -3.0%) demonstrate persistent shareholder value destruction and inefficient asset deployment
ChatGPT
  • ! Negative operating and net margins with -0.7x interest coverage indicate potential financial strain
  • ! Revenue down 12.5% YoY suggests cyclical/competitive pressure and weaker demand
  • ! Weak quick ratio (0.71x) and very low FCF margin (0.6%) limit downside cushion

Key Metrics to Watch

Claude
  • * Revenue stabilization and path to positive growth
  • * Operating margin trajectory toward breakeven and profitability
  • * Free cash flow sustainability as indicator of ongoing cash burn risk
ChatGPT
  • * Operating margin (%)
  • * Interest coverage (x)

Hyster-Yale, Inc.. (HY) Financial Metrics & Key Ratios

Revenue
$3.8B
Net Income
$-60.1M
EPS (Diluted)
$-3.40
Free Cash Flow
$23.6M
Total Assets
$2.0B
Cash Position
$123.2M

💡 AI Analyst Insight

The relatively thin 0.6% FCF margin may limit capital allocation flexibility.

HY Profit Margin, ROE & Profitability Analysis

Gross Margin 16.8%
Operating Margin -0.6%
Net Margin -1.6%
ROE -12.7%
ROA -3.0%
FCF Margin 0.6%

HY vs Automotive Sector: How Hyster-Yale, Inc.. Compares

How Hyster-Yale, Inc.. compares to Automotive sector averages

Net Margin
HY -1.6%
vs
Sector Avg 6.0%
HY Sector
ROE
HY -12.7%
vs
Sector Avg 12.0%
HY Sector
Current Ratio
HY 1.3x
vs
Sector Avg 1.2x
HY Sector
Debt/Equity
HY 1.0x
vs
Sector Avg 1.0x
HY Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Hyster-Yale, Inc.. Stock Overvalued? HY Valuation Analysis 2026

Based on fundamental analysis, Hyster-Yale, Inc.. shows some fundamental concerns relative to the Automotive sector in 2026.

Return on Equity
-12.7%
Sector avg: 12%
Net Profit Margin
-1.6%
Sector avg: 6%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.00x
Sector avg: 1x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Hyster-Yale, Inc.. Balance Sheet: HY Debt, Cash & Liquidity

Current Ratio
1.34x
Quick Ratio
0.71x
Debt/Equity
1.00x
Debt/Assets
75.6%
Interest Coverage
-0.71x
Long-term Debt
$473.4M

HY Revenue & Earnings Growth: 5-Year Financial Trend

HY 5-year financial data: Year 2021: Revenue $3.3B, Net Income $35.8M, EPS $2.14. Year 2022: Revenue $3.5B, Net Income $37.1M, EPS $2.21. Year 2023: Revenue $4.1B, Net Income -$173.0M, EPS $-10.29. Year 2024: Revenue $4.3B, Net Income -$74.1M, EPS $-4.38. Year 2025: Revenue $4.3B, Net Income $125.9M, EPS $7.24.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Hyster-Yale, Inc..'s revenue has grown significantly by 31% over the 5-year period, indicating strong business expansion. The most recent EPS of $7.24 reflects profitable operations.

HY Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
0.6%
Free cash flow / Revenue

HY Quarterly Earnings & Performance

Quarterly financial performance data for Hyster-Yale, Inc.. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 N/A -$2.3M $-0.13
Q2 2025 N/A -$5.3M $-0.30
Q1 2025 N/A $8.6M $0.48
Q3 2024 N/A $17.2M $0.97
Q2 2024 N/A $38.3M $2.21
Q1 2024 N/A $26.6M $1.55
Q3 2023 N/A -$25.0M $-1.48
Q2 2023 N/A -$19.4M $-1.15

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Hyster-Yale, Inc.. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$86.1M
Cash generated from operations
Stock Buybacks
-$4.5M
Shares repurchased (TTM)
Capital Expenditures
$62.5M
Investment in assets
Dividends Paid
$25.4M
Returned to shareholders

HY SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Hyster-Yale, Inc.. (CIK: 0001173514)

📋 Recent SEC Filings

Date Form Document Action
Apr 2, 2026 4 xslF345X06/form4.xml View →
Apr 2, 2026 4 xslF345X06/form4.xml View →
Apr 2, 2026 4 xslF345X06/form4.xml View →
Apr 2, 2026 4 xslF345X06/form4.xml View →
Apr 2, 2026 4 xslF345X06/form4.xml View →

Frequently Asked Questions about HY

What is the AI rating for HY?

Hyster-Yale, Inc.. (HY) has a Combined AI Rating of SELL from Claude (STRONG SELL) and ChatGPT (SELL) with 80% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are HY's key strengths?

Claude: Positive operating cash flow ($86.1M) and free cash flow ($23.6M) despite operating losses indicates underlying cash generation capability. Adequate current ratio (1.34x) and cash balance ($123.2M) provide sufficient near-term liquidity buffer. ChatGPT: Positive operating cash flow and modest positive FCF despite losses. Current ratio above 1.0 and D/E near 1.0 provides some flexibility.

What are the risks of investing in HY?

Claude: Operating losses with negative operating margin (-0.6%) and inability to service debt from operations (interest coverage -0.7x) creates refinancing risk. Significant revenue decline (-12.5% YoY) in cyclical industrial equipment sector suggests demand weakness or competitive market share loss. ChatGPT: Negative operating and net margins with -0.7x interest coverage indicate potential financial strain. Revenue down 12.5% YoY suggests cyclical/competitive pressure and weaker demand.

What is HY's revenue and growth?

Hyster-Yale, Inc.. reported revenue of $3.8B.

Does HY pay dividends?

Hyster-Yale, Inc.. pays dividends, with $25.4M distributed to shareholders in the trailing twelve months.

Where can I find HY SEC filings?

Official SEC filings for Hyster-Yale, Inc.. (CIK: 0001173514) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is HY's EPS?

Hyster-Yale, Inc.. has a diluted EPS of $-3.40.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is HY a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Hyster-Yale, Inc.. has a SELL rating with 80% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is HY stock overvalued or undervalued?

Valuation metrics for HY: ROE of -12.7% (sector avg: 12%), net margin of -1.6% (sector avg: 6%). Compare these metrics with sector averages to assess valuation.

Should I buy HY stock in 2026?

Our dual AI analysis gives Hyster-Yale, Inc.. a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is HY's free cash flow?

Hyster-Yale, Inc..'s operating cash flow is $86.1M, with capital expenditures of $62.5M. FCF margin is 0.6%.

How does HY compare to other Automotive stocks?

Vs Automotive sector averages: Net margin -1.6% (avg: 6%), ROE -12.7% (avg: 12%), current ratio 1.34 (avg: 1.2).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 11, 2026 | Data as of: 2025-12-31 | Powered by Claude AI