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Hyster-Yale (HY) guidance and outlook

Hyster-Yale's 10-Q filed Nov 5, 2026 makes 26 forward-looking statements.

Guidance and outlook

Forward-looking statements, 10-Q filed Nov 5, 2026

• As of September 30, 2026, substantially all of the Company's backlog is expected to be sold within the next twelve months.
• Building on the sequential improvement demonstrated in Q3 2026, the Company expects substantially stronger operating performance in Q4 2026, as stronger bookings are expected to increasingly convert into shipments and ongoing pricing, sourcing and cost-reduction actions support improved profitability.
• While customer delivery schedules and sourcing transitions slowed the conversion of higher bookings into shipments, the Company expects this conversion to accelerate in Q4 2026, driving higher shipment volumes, increased revenue, and improved operating efficiencies.
• The Company's updated outlook reflects current assumptions regarding tariffs, geopolitical developments and market conditions.
• The Company expects bookings in Q4 2026 to exceed Q4 2025 and Q3 2026, supported by improving industry conditions, anticipated market share gains, and broader customer acceptance of its expanded product portfolio.
• The Company expects its standard and value offerings in the 1-3.5 ton, 4-9 ton and Big Truck product lines will continue to support volume growth, profitability, and market share gains.
• The Company's newly introduced lighter-intensity, lower-priced trucks are expected to broaden its addressable market and support increased manufacturing scale over time.
• Overall, the Company expects Lift Truck adjusted operating results to be positive and improve in Q4 2026.
• The Company expects demand and production levels to remain healthy in 2027, supported by gradually strengthening market conditions and ongoing growth initiatives.
• The Company's previously announced 2024 U.S. manufacturing footprint optimization projects remain on track to deliver increased operational benefits in 2027.
• The anticipated savings, which are reflected in the Company's outlook, are expected to substantially offset ongoing cost increases and support underlying product margins rather than translate fully into incremental margin expansion.
• The Company expects future costs and benefits for the projects as shown below:

Hyster-Yale's latest quarter

Questions

What does Hyster-Yale expect?

As of September 30, 2026, substantially all of the Company's backlog is expected to be sold within the next twelve months. Building on the sequential improvement demonstrated in Q3 2026, the Company expects substantially stronger operating performance in Q4 2026, as stronger bookings are expected to increasingly convert into shipments and ongoing pricing, sourcing and cost-reduction actions support improved profitability. While customer delivery schedules and sourcing transitions slowed the conversion of higher bookings into shipments, the Company expects this conversion to accelerate in Q4 20

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Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.