HYHyster-Yale Materials Handling, Inc.
The Read
4% on Q2 2026 results with doubled bookings and improving margins.
The schedule
- Thu15Oct
Market reassessment of international supply chain friction and potential tariff impacts on industrial inputs under the Trump Administration.
- Tue2Feb
Q3 results will test the company's ability to defend operating margins against macro uncertainties and supply chain friction.
- Tue4May
Full-year results and the crucial initial outlook for FY2027 will focus heavily on global demand and operating leverage.
- Tue3Aug
First-quarter 2027 earnings will gauge the seasonal ramp in equipment deliveries and ongoing cost-saving turnaround initiatives.
Past
- Tue22Sep
An update on Hyster-Yale's Build America, Buy America (BABA) strategy execution and backlog conversion.
- Tue4Aug
Actual outcome: Bull · $37.09 at outcome
Hyster-Yale reported a Q2 loss that met EPS estimates but beat revenue expectations, highlighted by strong bookings of $680 million that doubled year-over-year. The stock rallied past the bull target because the results showed clear signs of a gradual recovery in the lift truck market, with sequential improvements in revenue, operating performance, and cash flow easing concerns over margin compression.
HY's Q2 earnings will reveal the extent of margin compression from recent revenue declines and input cost pressures.
- Wed15Apr
Actual outcome: Bull · $38.46 at outcome
Hyster-Yale's strategy update successfully addressed localization and tariff offset plans, providing a clear roadmap for BABA compliance that reassured investors regarding North American margins. The stock's climb to $38.46, well above the $35.00 bull target, indicates that the market viewed the manufacturing alignment as a significant de-risking event that enhances the company's competitive standing in domestic infrastructure projects.
Hyster-Yale's strategy update successfully addressed localization and tariff offset plans, providing a clear roadmap for BABA compliance that reassured investors regarding North American margins. The stock's climb to $38.46, well above the $35.00 bull target, indicates that the market viewed the manufacturing alignment as a significant de-risking event that enhances the company's competitive standing in domestic infrastructure projects.
- Tue24Feb
Actual outcome: Bull · $36.83 at outcome
Price reached or exceeded bull target ($36.00) at outcome date.
Price reached or exceeded bull target ($36.00) at outcome date.
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