The earnings call reflects a challenging environment with significant headwinds from reduced revenue and booking levels, largely due to economic uncertainty and tariffs. However, the company is actively managing these challenges through strategic investments and proactive cost management, indicating potential for future recovery.

Company Guidance

In the Hyster-Yale Inc. Second Quarter 2025 Earnings Conference Call, the company provided guidance indicating significant challenges due to fluctuating tariffs impacting demand and cost structures. The second quarter bookings declined to $330 million from $590 million in the first quarter, with a notable decrease in the Americas and Europe, while the Asia Pacific remained steady. The order backlog stood at $1.7 billion, down from $1.9 billion in the previous quarter. Despite a 19% year-over-year decline in Lift Truck revenues, the company anticipates a sequential revenue and operating profit improvement in the third quarter, driven by stronger sales and better manufacturing efficiency. Hyster-Yale remains focused on mitigating tariff impacts through proactive measures like price adjustments and cost optimization, while planning to increase production rates to meet expected demand uptick in the second half of 2025. However, the company remains cautious due to ongoing economic uncertainties and continues to prioritize strong cash flow generation and strategic capital deployment, with 2025 capital expenditures projected between $50 million and $60 million.

Increase in Sequential Global Revenues

Global revenues improved by 5% sequentially, indicating modest positive momentum as the year progresses, particularly in higher-value Class 4 and 5 internal combustion engine trucks.

Strong Working Capital Management

The company generated approximately $30 million in operating cash in Q2, improving versus the previous quarter and prior year through enhanced receivables collections and lower manufacturing inventory.

Investment in Future Technologies

Continued investment above depreciation and amortization levels in technology and efficiency, including autonomous lift trucks and advanced manufacturing capabilities.

Proactive Tariff Mitigation Strategies

Monthly price adjustments based on actual material costs and sourcing changes designed to offset expected tariff-related expense increases.

Hyster-Yale Materials Handling (HY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

HY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 04, 2025	2025 (Q3)	-0.24 / -	0.97	―	―	―
Aug 05, 2025	2025 (Q2)	-0.39 / -0.79	3.58	-122.07% (-4.37)
May 06, 2025	2025 (Q1)	0.34 / 0.48	2.93	-83.62% (-2.45)	―
Feb 25, 2025	2024 (Q4)	1.38 / 0.58	1.43	-59.44% (-0.85)	―
Nov 05, 2024	2024 (Q3)	1.97 / 0.97	2.06	-52.91% (-1.09)	―
Aug 06, 2024	2024 (Q2)	2.28 / 3.58	2.21	61.99% (+1.37)	―
May 07, 2024	2024 (Q1)	2.14 / 2.93	1.55	89.03% (+1.38)	―
Feb 27, 2024	2023 (Q4)	1.73 / 1.43	0.44	225.00% (+0.99)	―
Oct 31, 2023	2023 (Q3)	- / 2.06	-2.2	193.64% (+4.26)	―
Aug 01, 2023	2023 (Q2)	0.68 / 2.21	-1.15	292.17% (+3.36)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

HY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 05, 2025	$42.20	$36.98	-12.37%
May 06, 2025	$40.17	$38.34	-4.56%
Feb 25, 2025	$50.96	$52.41	+2.85%
Nov 05, 2024	$61.34	$52.33	-14.69%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Hyster-Yale Materials Handling Inc (HY) report earnings?

Hyster-Yale Materials Handling Inc (HY) is schdueled to report earning on Nov 04, 2025, After Close (Confirmed).

What is Hyster-Yale Materials Handling Inc (HY) earnings time?

Hyster-Yale Materials Handling Inc (HY) earnings time is at Nov 04, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is HY EPS forecast?

HY EPS forecast for the fiscal quarter 2025 (Q3) is -0.24.

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