Hyster Yale Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
2analysts covering
FY Revenue (est.)
$3.5Bnext fiscal year
FY EPS (est.)
$2.07next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 3 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Lift Truck Bookings Value Quarterly580MTarget: Sequential growth and stabilization above $600 million
Order Backlog Value Quarterly1.4BTarget: Stabilization at normalized levels to support consistent production
Consolidated Revenues Quarterly795.2MTarget: Robust revenue growth in the second half of 2026
Gross Tariff Costs Quarterly30MTarget: Reduction in tariff headwinds following the June 2026 tariff cuts
Watch Items
- Tariff Rate Mitigation and IEPA RefundsTrigger: Receipt of $40 million in IEPA refunds and $15-20 million in supplier reimbursementsAction: Monitor CBP/CAPE filings and supplier negotiations to offset gross tariff costs
- Product Mix ShiftTrigger: Proportion of lighter-duty, lower-priced truck models vs. high-margin counterbalanced trucksAction: Track modular and scalable platform rollouts designed to recover standard configuration margins
- Balance Sheet LeverageTrigger: Net leverage ratio exceeding 15x on trailing EBITDA basisAction: Evaluate debt paydown progress and EBITDA recovery in the second half of 2026 to normalize leverage
Research as of 19 Jun 2026