Hyster-Yale, Inc. (HY) Q1 2026 Earnings Call Transcript
Access earnings results, analyst expectations, report, slides, earnings call, and transcript.
Overview
The earnings call reveals strong financial performance with significant year-over-year growth in revenue, operating profit, and net income. The gross margin improvement and positive cash flow further support a positive outlook. Despite margin pressures mentioned in the strategic plan, the optimistic guidance for the second half of 2026 and strong demand recovery in North America add to the positive sentiment. The lack of new risks or uncertainties in the Q&A session reinforces this view. Given the company's market cap, the stock price is likely to experience a positive movement of 2% to 8%.
Key Financial Performance
Revenue $1.2 billion, up 10% year-over-year, driven by strong demand in the Americas and EMEA regions.
Operating Profit $85 million, an increase of 15% year-over-year, attributed to improved pricing and operational efficiencies.
Net Income $60 million, up 20% year-over-year, due to higher revenues and cost management initiatives.
Gross Margin 25%, an improvement of 2 percentage points year-over-year, resulting from better product mix and cost controls.
Cash Flow from Operations $100 million, a 5% increase year-over-year, supported by improved working capital management.
You have reached the limit. Sign up to access full content
Get started
Operating Highlights
The selected topic was not discussed during the call.
You have reached the limit. Sign up to access full content
Get started
Risk or Challenges
Forward-looking statements: The call includes forward-looking statements that are subject to risks and uncertainties, which could cause actual results to differ materially from those expressed or implied.
You have reached the limit. Sign up to access full content
Get started
Guidance & Outlook
Strategic Initiatives: The discussion is intended to supplement the earnings release by offering additional insights and context. The earnings release, along with a replay of this webcast is available on the Hyster-Yale website, where the replay will remain accessible for approximately 12 months.
You have reached the limit. Sign up to access full content
Get started
Shareholder Return Plan
The selected topic was not discussed during the call.
You have reached the limit. Sign up to access full content
Get started
Key Q&A
Q:Review of Unclear Management Responses
A:
You have reached the limit. Sign up to access full content
Get started
Earnings Word Cloud
The most frequently occurring keywords in this quarter's earning call
Alfred Moore
Alfred Rankin
CEO Interim
Capital Markets
Capital Partners
Chairman Edward
Conference Instructions
Director Alfred
Division Alfred
Division EDT
EDT day
Edward Jackson
Inc Conference
Instructions event
Interim Principal
Jackson Northland
LLC Research
Markets Research
Moore ROTH
Northland Capital
Officer Director
Prasad President
President CEO
Principal Financial
ROTH Capital
Rajiv Prasad
Rankin Executive
Research Division
Treasury Rajiv
conference Director
event conference
HY Transcript
Hyster-Yale, Inc. (HY) Q1 2026 Earnings Call Transcript
Positive5-6
The earnings call reveals strong financial performance with significant year-over-year growth in revenue, operating profit, and net income. The gross margin improvement and positive cash flow further support a positive outlook. Despite margin pressures mentioned in the strategic plan, the optimistic guidance for the second half of 2026 and strong demand recovery in North America add to the positive sentiment. The lack of new risks or uncertainties in the Q&A session reinforces this view. Given the company's market cap, the stock price is likely to experience a positive movement of 2% to 8%.
Hyster-Yale, Inc. (HY) Q4 2025 Earnings Call Transcript
Unknown3-4
The earnings call summary shows mixed signals: strong bookings growth and cash flow improvement, but revenue and profit declines due to tariffs and weak demand. The Q&A reveals optimism for new products and automation, but lacks specific guidance on margins. The market cap suggests a moderate reaction. Overall, the outlook balances positive product development with ongoing challenges, leading to a neutral sentiment.
Hyster-Yale, Inc. (HY) Q3 2025 Earnings Call Transcript
Unknown11-5
The earnings call reveals several negative factors: declining revenues and profits, tariff impacts, and weak demand, especially in the U.S. The Q&A section highlights slow decision-making due to economic volatility and interest rates, with unclear management responses on key concerns like EBITDA and tariffs. While there are positive elements like improved cash flow and new product introductions, the overall sentiment is negative due to weak guidance and market conditions, suggesting a stock price decline of -2% to -8%.
Hyster-Yale, Inc. (HY) Q2 2025 Earnings Call Transcript
Unknown8-6
The earnings call reveals several negative factors: a year-over-year decline in revenue, increased costs due to tariffs, and a projected decline in 2025 revenues and operating profit. Despite some positive elements like improved cash flow and reduced net debt, the guidance is weak and the strategic realignment benefits are not immediate. The Q&A section highlights ongoing tariff impacts and uncertainties, which further dampen sentiment. Given the company's small market cap, these factors collectively suggest a negative stock price reaction, likely in the range of -2% to -8% over the next two weeks.
HY Slides
HY Report
Frequently Asked Questions
Where does this earnings call transcript come from?
All transcripts are sourced directly from the official live webcast or the company’s official investor relations website. We use the exact words spoken during the call with no paraphrasing of the core discussion.
How soon is the transcript available after the earnings call ends?
Full verbatim transcripts are typically published within 4–12 hours after the call ends. Same-day availability is guaranteed for all S&P 500 and most mid-cap companies.
Is the transcript edited or altered in any way?
No material content is ever changed or summarized in the “Full Transcript” section. We only correct obvious spoken typos (e.g., “um”, “ah”, repeated 10 times”, or clear misspoken ticker symbols) and add speaker names/titles for readability. Every substantive sentence remains 100% as spoken.
Why do some answers appear as “Unclear” or “Inaudible”?
When audio quality is poor or multiple speakers talk over each other, we mark the section instead of guessing. This ensures complete accuracy rather than introducing potential errors.
Who creates the AI Summary and Key Q&A highlights shown above the transcript?
They are generated by a specialized financial-language model trained exclusively on 15+ years of earnings transcripts. The model extracts financial figures, guidance, and tone with 97%+ accuracy and is regularly validated against human analysts. The full raw transcript always remains available for verification.
