HYSTER YALE INC CLASS A (HY)

Sector: Industrials

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2026 Annual Meeting Analysis

HYSTER YALE INC CLASS A · Meeting: May 12, 2026

Policy v1.2high confidenceView Filing ↗
For informational purposes only. This AI-generated analysis applies a published voting policy to publicly available proxy filings. It does not constitute investment advice, proxy voting advice, or a solicitation of any kind. AI analysis may be incomplete or inaccurate — always review the actual filing and make your own independent decision.

Directors FOR

0

Directors AGAINST

15

Say on Pay

FOR

Auditor

FOR

Director Elections

Election of Directors (Proposal 1)

/15 AGAINST

Against Analysis

✗ AGAINST
Colleen R. Batcheler3-year TSR trigger: HY -22% vs PSCI +71.9%, gap of -93.9pp exceeds 30pp threshold for negative absolute TSR; director joined 2023, tenure >24 months; 5-year TSR check: HY -56.4% vs PSCI benchmark, gap far exceeds threshold, no mitigant

Hyster-Yale's stock has fallen 22% over three years while the small-cap industrials benchmark (PSCI) rose nearly 72%, a gap of nearly 94 percentage points that far exceeds the 30-point trigger threshold; the five-year record is even worse (-56%), so there is no long-term mitigant, and Batcheler has served since 2023 and is fully subject to this accountability standard.

✗ AGAINST
James B. Bemowski3-year TSR trigger: HY -22% vs PSCI +71.9%, gap of -93.9pp exceeds 30pp threshold for negative absolute TSR; director since 2018, full tenure overlap; 5-year TSR check: HY -56.4% vs PSCI, gap far exceeds threshold, no mitigant

With a board seat since 2018, Bemowski has full overlap with the company's severe underperformance — the stock is down 22% over three years and down 56% over five years while the PSCI benchmark delivered strong positive returns; both the 3-year and 5-year checks trigger a vote against.

✗ AGAINST
J.C. Butler, Jr.3-year TSR trigger: HY -22% vs PSCI +71.9%, gap of -93.9pp exceeds 30pp threshold; director since 2012, full tenure overlap; 5-year TSR check: fails; familial relationship — son-in-law of Executive Chairman Alfred M. Rankin, Jr., who is senior management

Butler has served since 2012 and is fully accountable for the company's catastrophic underperformance; additionally, as the son-in-law of the Executive Chairman (the company's most senior leader), his independence is compromised, creating a second independent reason for an against vote.

✗ AGAINST
Gary L. Collar3-year TSR trigger: HY -22% vs PSCI +71.9%, gap of -93.9pp exceeds 30pp threshold; director since 2024, tenure >24 months; 5-year TSR check: HY -56.4% vs PSCI, gap far exceeds threshold, no mitigant

Collar joined in 2024 and has been on the board for more than 24 months, making him subject to the performance trigger; Hyster-Yale's stock has dramatically underperformed the PSCI benchmark over both three and five years, and the five-year record provides no mitigating context.

✗ AGAINST
Carolyn Corvi3-year TSR trigger: HY -22% vs PSCI +71.9%, gap of -93.9pp exceeds 30pp threshold; director since 2012, full tenure overlap; 5-year TSR check: fails

Corvi has served since 2012 and bears full accountability for the company's sustained underperformance; the three-year and five-year relative returns versus the PSCI benchmark both trigger a vote against with no mitigating factors.

✗ AGAINST
Edward T. Eliopoulos3-year TSR trigger: HY -22% vs PSCI +71.9%, gap of -93.9pp exceeds 30pp threshold; director since 2020, full tenure overlap; 5-year TSR check: fails

Eliopoulos joined in 2020 and has served through the full period of severe underperformance; both the three-year and five-year checks versus the PSCI benchmark trigger a vote against, with no long-term mitigant available.

✗ AGAINST
John P. Jumper3-year TSR trigger: HY -22% vs PSCI +71.9%, gap of -93.9pp exceeds 30pp threshold; director since 2012, full tenure overlap; 5-year TSR check: fails

Jumper has served since 2012 and is fully accountable for the company's prolonged stock price decline; the three-year and five-year relative performance versus the PSCI benchmark both fail the policy thresholds by a wide margin.

✗ AGAINST
Dennis W. LaBarre3-year TSR trigger: HY -22% vs PSCI +71.9%, gap of -93.9pp exceeds 30pp threshold; director since 2012, full tenure overlap; 5-year TSR check: fails

LaBarre has served since 2012 and bears full accountability for the company's multi-year underperformance; both three-year and five-year checks versus the PSCI benchmark trigger a vote against with no mitigating factors.

✗ AGAINST
Ann A. O'Hara3-year TSR trigger: HY -22% vs PSCI +71.9%, gap of -93.9pp exceeds 30pp threshold; director since 2024, tenure >24 months; 5-year TSR check: HY -56.4% vs PSCI, gap far exceeds threshold, no mitigant

O'Hara joined in 2024 and has now served more than 24 months, placing her within scope of the performance trigger; the stock's severe underperformance versus the PSCI benchmark over both three and five years leaves no long-term mitigant to soften the vote.

✗ AGAINST
H. Vincent Poor3-year TSR trigger: HY -22% vs PSCI +71.9%, gap of -93.9pp exceeds 30pp threshold; director since 2017, full tenure overlap; 5-year TSR check: fails

Poor has served since 2017 and has full overlap with the underperformance period; both three-year and five-year performance versus the PSCI benchmark trigger a vote against with no mitigating factors.

✗ AGAINST
Rajiv K. Prasad3-year TSR trigger: HY -22% vs PSCI +71.9%, gap of -93.9pp exceeds 30pp threshold; director since 2023, tenure >24 months; 5-year TSR check: HY -56.4% vs PSCI, gap far exceeds threshold, no mitigant; executive director — TSR trigger applies independently of Say on Pay

Prasad has served as a director since 2023 and as CEO since May 2023, giving him meaningful tenure overlap with the underperformance period; the stock is down 22% over three years against a PSCI gain of nearly 72%, and the five-year record offers no relief — this director-level vote is independent of the Say on Pay evaluation.

✗ AGAINST
Alfred M. Rankin, Jr.3-year TSR trigger: HY -22% vs PSCI +71.9%, gap of -93.9pp exceeds 30pp threshold; director since 2012, full tenure overlap; 5-year TSR check: fails; executive director — TSR trigger applies independently of Say on Pay

Rankin has served as a director since 2012 and as Executive Chairman since 2023, with decades of oversight responsibility for the company's strategy; both the three-year and five-year relative returns versus the PSCI benchmark trigger a vote against, and this is independent of the Say on Pay vote.

✗ AGAINST
Claiborne R. Rankin3-year TSR trigger: HY -22% vs PSCI +71.9%, gap of -93.9pp exceeds 30pp threshold; director since 2012, full tenure overlap; 5-year TSR check: fails; familial relationship — brother of Executive Chairman Alfred M. Rankin, Jr.

Claiborne Rankin has served since 2012 and is the brother of the Executive Chairman, raising an independence concern; combined with the company's severe and sustained underperformance versus the PSCI benchmark over both three and five years, this produces a clear vote against.

✗ AGAINST
Britton T. Taplin3-year TSR trigger: HY -22% vs PSCI +71.9%, gap of -93.9pp exceeds 30pp threshold; director since 2012, full tenure overlap; 5-year TSR check: fails

Taplin has served since 2012 and bears full accountability for the company's prolonged underperformance; both three-year and five-year relative returns versus the PSCI benchmark trigger a vote against with no mitigating factors.

✗ AGAINST
David B.H. Williams3-year TSR trigger: HY -22% vs PSCI +71.9%, gap of -93.9pp exceeds 30pp threshold; director since 2020, full tenure overlap; 5-year TSR check: fails; familial relationship — son-in-law of Executive Chairman Alfred M. Rankin, Jr.

Williams has served since 2020, is the son-in-law of the Executive Chairman, and has been on the board throughout the period of severe underperformance; both the independence concern from the familial relationship and the failed three-year and five-year PSCI performance checks support a vote against.

For Analysis

All fifteen director nominees receive a vote against. Hyster-Yale's stock has declined 22% over the past three years while the applicable small-cap industrials benchmark (PSCI — Invesco S&P SmallCap Industrials ETF) rose approximately 72%, a gap of nearly 94 percentage points that far exceeds the 30-point policy threshold applicable when absolute three-year returns are negative. The five-year record is even worse (HY down 56%), so no long-term mitigant applies to any director. Three directors — J.C. Butler, Jr., Claiborne R. Rankin, and David B.H. Williams — also have familial relationships with the Executive Chairman (Alfred M. Rankin, Jr.), providing an additional independent basis for a vote against each of them.

Say on Pay

✓ FOR

CEO

Rajiv K. Prasad

Total Comp

N/A

Prior Support

99%%

The CEO's total reported compensation of approximately $4.4 million for 2025 is within a reasonable range for a CEO at an industrial machinery company with roughly $567 million in market cap, and actual payouts came in well below target (approximately 62% of long-term targets and 64% of short-term targets) reflecting genuinely poor business results — demonstrating that the incentive structure is working as intended and reducing pay when performance falls short. The prior year received 99% shareholder support, the company has a meaningful clawback policy, and variable pay (short-term and long-term incentives) constitutes the large majority of target compensation for the CEO (approximately 79%), satisfying the pay-mix requirement. While the company's stock has significantly underperformed the PSCI benchmark, variable pay was itself reduced substantially in line with that underperformance, which is the correct alignment of pay-for-performance.

Auditor Ratification

✓ FOR

Auditor

Ernst & Young LLP

Tenure

N/A

Audit Fees

$4,900,000

Non-Audit Fees

$100,000

Ernst & Young's non-audit fees (less than $0.1 million, treated as approximately $100,000) represent roughly 2% of audit fees ($4.9 million), well below the 50% threshold that would raise independence concerns; EY is a Big 4 firm appropriate for a company of this size; auditor tenure is not disclosed so no tenure trigger can fire; no material restatements are noted.

Overall Assessment

This ballot presents fifteen director nominees, a Say on Pay vote, an auditor ratification, and a non-employee director equity plan amendment. All fifteen directors receive a vote against due to Hyster-Yale's catastrophic underperformance versus the PSCI (Invesco S&P SmallCap Industrials ETF) benchmark — the stock is down 22% over three years while the benchmark is up 72%, a nearly 94-percentage-point gap with no five-year mitigant — and three directors carry an additional flag for familial ties to the Executive Chairman; the Say on Pay and auditor ratification both pass their respective policy screens.

Filing date: March 24, 2026·Policy v1.2·high confidence