Overview

* Hyster-Yale Q2 2025 revenue beats analyst expectations, grows 5% sequentially

* Adjusted EPS missed analyst estimates, reflecting economic and tariff challenges

* Co renewed $300 mln revolving credit facility with improved covenant flexibility

Outlook

* Company expects tariffs to negatively impact H2 2025 results

* Bolzoni's Q3 2025 revenues projected to slightly improve

Result Drivers

* TARIFF IMPACT - Increased tariffs led to $10 mln additional costs, affecting product margins despite price hikes

* BOOKINGS DECLINE - Significant drop in bookings attributed to tariff uncertainty within customer base

* STRATEGIC REALIGNMENT - Nuvera's strategic realignment included $15 mln in severance and asset impairment costs

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 Beat $956.60 $936.90

Revenue mln mln (2

Analysts

)

Q2 Miss -$0.14 $0.59 (2

Adjusted Analysts

EPS )

Q2 Net -$13.90

Income mln

Q2 -$8.50

Operatin mln

g Income

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 ( HY ) is $56.00, about 24.6% above its August 5 closing price of $42.20

* The stock recently traded at 14 times the next 12-month earnings vs. a P/E of 17 three months ago

Press Release:

(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.)