Hyster-Yale Q2 adjusted EPS misses expectations

Hyster-Yale

05/08/2025 22:05

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/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$956.60 mln
$936.90 mln (2 Analysts)
Q2 Adjusted EPS
Miss
-$0.14
$0.59 (2 Analysts)
Q2 Net Income
-$13.90 mln
Q2 Operating Income
-$8.50 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 $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: ID:nPn1TB61Ta

(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.)