Hyster-Yale Q3 revenue down, hurt by lower truck volumes

Reuters11-05
Hyster-Yale Q3 revenue down, hurt by lower truck volumes 

Overview

  • Hyster-Yale Q3 revenue declines 4% yr/yr but beats analyst expectations

  • Adjusted loss per share for Q3 beats estimates

  • Operating profit decline due to higher tariffs and lower truck volumes

Outlook

  • Company expects Q4 2025 operating loss due to moderated production rates

  • Tariff costs in Q4 2025 projected to remain consistent with Q3 2025

  • Bolzoni's Q4 2025 revenues projected to decrease slightly vs Q3

Result Drivers

  • LOWER TRUCK VOLUMES - Co attributes Lift Truck revenue decline to lower truck volumes amid economic uncertainty affecting customer bookings

  • INVENTORY EFFICIENCY - Improved operating cash flow due to increased inventory efficiency, particularly in manufacturing stock

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q3 Revenue

Beat

$979.1 mln

$955.70 mln (2 Analysts)

Q3 Adjusted EPS

Beat

-$0.09

-$0.14 (2 Analysts)

Q3 Net Income

-$2.3 mln

Q3 Operating Income

$2.3 mln

Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 1 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the heavy machinery & vehicles peer group is "buy"

  • Wall Street's median 12-month price target for Hyster-Yale Inc is $50.00, about 30.9% above its November 4 closing price of $34.56

  • The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 14 three months ago

Press Release: ID:nPn77YF0Ga

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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