HY

Hyster-YaleD

NYSE / Capital Goods

At close

2026-07-20

Current thesis

If bookings keep improving and backlog continues to rebuild, HY could lift production in Q3 2026 and get more meaningful benefit from pricing, sourcing, and product-cost actions into 2H 2026 and 2027 [#10-Q-2026-05-05].

Posture

Defensive

Lead driver

Value

What changed

Value remains the lead driver in the composite, 7D delta +0.1.

What can break

Backlog is still around or below a typical three-to-four-month range, so the Q3 production ramp could stall if bookings soften again [#10-Q-2026-05-05].

Momentum

Value

Sentiment

Setup hits (3d)

0 · Net Neutral

AI TargetsBase $34.00 · Bull $50.00 · Bear $23.00

Data freshness

Prices

As of 2026-07-20

Fundamentals

As of 2026-07-17 • Vendor: Data Vendor v1

Scores

As of 2026-07-20 • Model: HYBRID_IC_RP

AI Memo

As of 2026-05-27 • Model: RankAlpha Sentiment Codex

Investment thesis

As of 2026-07-20

Supporting evidence

What

Grade D · Defensive

Confidence Medium · Net Neutral

Target $46.00

Why

Momentum20 · Δ7d -0.6

Value58 · Δ7d +0.1

Sentiment55 · Δ7d -5.0

So what

Weak posture (Net Neutral). Prioritize risk control and patience.

Lead driver: Value · See fundamentals

Momentum

26% active weight

Current posture

7d trendSoftening

Δ7d

-0.6

Δ21d

-31.7

Value

39% active weight

Current posture

7d trendFlat

Δ7d

+0.1

Δ21d

-0.0

Sentiment

34% active weight

Current posture

7d trendSoftening

Δ7d

-5.0

Δ21d

+7.5

Why this grade

Composite grade D. Momentum 20.2 / Value 58.3 / Sentiment 55.1

Fundamentals (TTM)

As of 2026-07-17

Market Cap

$591.23M

Beta

1.55

Shares Out

17.92M

P/E (TTM)

215.2

P/S (TTM)

0.14

P/FCF (TTM)

19.71

Rev YoY

-12.7%

EPS YoY

-453.5%

Gross Margin

+15.8%

Op Margin

+1.2%

Net Debt

$519M

Current Ratio

1.31

As of 2026-07-20 • Updated nightlySource: Internal modelMethodology