HY at a glance
HYSTER-YALE, INC. (HY, SEC CIK 1173514) filed its latest 10-K annual report on March 3, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on August 6, 2026 and Form 4 insider filings as recently as October 1, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), HYSTER-YALE, INC. (HY) reported revenue of $3.8 billion (down 12.5% from FY2024) and a net loss of $60.1 million. Diluted EPS was -$3.40.
- As of June 30, 2026, 28 institutional investment managers tracked by SignalX reported holding HYSTER-YALE, INC. (HY) shares worth $123.7 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $3.8B
- −12.5% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 28 funds
- $123.7M · +0 vs prior quarter
- Latest 8-K
- Aug 6, 2026
- Item 5.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Q2 revenue $812.9M, down 15.0% YoY from $956.6M
- Operating loss $18.4M vs $8.5M loss YoY
- Best segment JAPIC gross profit $3.5M, up 66.7% YoY; worst EMEA operating loss $18.4M vs $15.0M loss
- Cash $72.6M vs $123.2M at December 31, 2025; operating cash flow use $16.2M vs $7.5M
- Outlook: moderate full-year 2026 operating loss; tariffs, customer delivery timing, sourcing transitions and competitive pricing headwinds
Risk Factors
- No material changes from 2025 Form 10-K risk factors
- Carried-forward risks remain the company’s principal regulatory, operational, competitive, and financial exposures
- Stock repurchase program authorization up to $50 million or 1.5 million shares, expiring no later than November 2027
AI summary of the HY 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Anthony J. Salgado, age 55, appointed Chief Operating Officer effective August 1, 2026
- Salgado previously led Hyster-Yale Materials Handling, Inc., the principal operating subsidiary
Item 7.01: Regulation FD Disclosure
- Updated investor presentation posted August 5, 2026 under Regulation FD
- Presentation provides investors with current company information and outlook
Item 2.02: Results of Operations and Financial Condition
- Second-quarter 2026 earnings release furnished as Exhibit 99
- Results details and management commentary available in the August 4, 2026 earnings release
AI summaries of HY 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for HY
Don't miss the next HY filing
- Alerts as it files. A push when HY files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut HY, by share count.
- Ask anything. An AI agent that reads every HY filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Eliopoulos Edward T | A | Oct 1, 2026 | 1,149 | - |
| O'Hara Ann | A | Oct 1, 2026 | 1,149 | - |
| Bemowski James | A | Oct 1, 2026 | 1,149 | - |
| Corvi Carolyn | A | Oct 1, 2026 | 1,149 | - |
| Jumper John P | A | Oct 1, 2026 | 1,149 | - |
| LABARRE DENNIS W | A | Oct 1, 2026 | 1,149 | - |
| Batcheler Colleen | A | Oct 1, 2026 | 1,149 | - |
| Poor Vincent | A | Oct 1, 2026 | 1,149 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $4.3B | $3.8B |
| Gross Profit | - | $895.5M | $632.8M |
| Operating Income | - | $244.8M | -$22.1M |
| Net Income | - | $142.3M | -$60.1M |
| Gross Margin | - | 20.8% | 16.8% |
| Op. Margin | - | 5.7% | -0.6% |
| Net Margin | - | 3.3% | -1.6% |
| Balance Sheet | |||
| Total Assets | $2.1B | $2.0B | $2.0B |
| Equity | $389.9M | $475.1M | $472.0M |
| ROE | - | 30.0% | -12.7% |
| Per Share | |||
| EPS | - | $8.04 | $-3.40 |
| Cash Flow | |||
| Operating CF | - | $170.7M | $86.1M |
| CapEx | - | $47.8M | $62.5M |
Source: XBRL data in HYSTER-YALE, INC. (HY)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate HY share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 28 | $123.7M |
| Q1 2026 | 28 | $117.3M |
| Q4 2025 | 26 | $112.0M |
| Q3 2025 | 27 | $147.8M |
| Q2 2025 | 27 | $160.3M |
| Q1 2025 | 25 | $131.7M |
| Q4 2024 | 21 | $144.1M |
| Q3 2024 | 18 | $98.8M |
- Bank of America Corp+44.2K (+139%)
- BlackRock+29.4K (+3%)
- State Street Corp+22.0K (+7%)
- AQR Capital Management+12.4K (+11%)
- FMR LLC (Fidelity)+9.7K (+11%)
- Dimensional Fund Advisors−92.4K (-16%)
- D.E. Shaw & Co−36.3K (-30%)
- JPMorgan Chase & Co−32.2K (-62%)
- Morgan Stanley−18.6K (-13%)
- Franklin Resources−13.8K (-55%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 200 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
HY filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
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| 4 | Oct 1, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 10-Q | Aug 4, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
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HY SEC filings: frequently asked questions
Which institutions hold HY stock?
As of June 30, 2026, the largest HYSTER-YALE, INC. (HY) holders among the 13F filers tracked by SignalX were BlackRock ($32.9 million), Dimensional Fund Advisors ($17.4 million), Vanguard Capital Management LLC ($16.4 million), State Street Corp ($11.6 million), Goldman Sachs Group ($4.5 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was HY's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), HYSTER-YALE, INC. (HY) reported revenue of $3.8 billion (down 12.5% from FY2024) and a net loss of $60.1 million. Diluted EPS was -$3.40. The figures come from the XBRL data in the 10-K.
What did HY report in its latest 8-K?
HYSTER-YALE, INC. (HY) filed an 8-K on August 6, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). Anthony J. Salgado, age 55, appointed Chief Operating Officer effective August 1, 2026.
What are the latest HY SEC filings?
HYSTER-YALE, INC. (HY) filed its latest 10-K annual report on March 3, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on August 6, 2026 and a Form 4 insider filing on October 1, 2026.
What is HY's SEC CIK number?
HYSTER-YALE, INC. (HY)'s SEC Central Index Key (CIK) is 1173514. EDGAR lists every HY filing under that number.
Ask anything about HY
The research agent reads HY's filings, financials, insider trades and 13F holders, then answers with sources.