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Upturn AI SWOT - About
HY 
Hyster-Yale Materials Handling Inc (HY)
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Upturn Advisory Summary
10/15/2025: HY (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
2 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $50
1 Year Target Price $50
| 0 | Strong Buy |
| 1 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -32.71% | Avg. Invested days 34 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 629.97M USD | Price to earnings Ratio 28.9 | 1Y Target Price 50 |
Price to earnings Ratio 28.9 | 1Y Target Price 50 | ||
Volume (30-day avg) 2 | Beta 1.5 | 52 Weeks Range 33.51 - 66.27 | Updated Date 10/17/2025 |
52 Weeks Range 33.51 - 66.27 | Updated Date 10/17/2025 | ||
Dividends yield (FY) 3.90% | Basic EPS (TTM) 1.23 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 0.56% | Operating Margin (TTM) 0.65% |
Management Effectiveness
Return on Assets (TTM) 3.34% | Return on Equity (TTM) 4.55% |
Valuation
Trailing PE 28.9 | Forward PE 13.83 | Enterprise Value 1055583772 | Price to Sales(TTM) 0.16 |
Enterprise Value 1055583772 | Price to Sales(TTM) 0.16 | ||
Enterprise Value to Revenue 0.27 | Enterprise Value to EBITDA 7.9 | Shares Outstanding 14269982 | Shares Floating 10357884 |
Shares Outstanding 14269982 | Shares Floating 10357884 | ||
Percent Insiders 17.42 | Percent Institutions 61.32 |
Upturn AI SWOT
Hyster-Yale Materials Handling Inc
Company Overview
History and Background
Hyster-Yale Materials Handling, Inc. was formed in 1992 when NACCO Industries, Inc. spun off its materials handling business. It has grown through acquisitions and organic expansion, building upon the Hyster and Yale brands' long history in the industry, dating back to the early 20th century. NACCO Industries now operates as NACCO Materials Handling Group.
Core Business Areas
- Americas: Designs, manufactures, and markets a comprehensive range of lift trucks and aftermarket parts under the Hyster and Yale brands in North America, Central America, South America, and the Caribbean.
- Europe, Middle East, and Africa (EMEA): Designs, manufactures, and markets lift trucks and aftermarket parts under the Hyster and Yale brands in Europe, the Middle East, Africa, and Russia.
- Asia-Pacific (APAC): Designs, manufactures, and markets lift trucks and aftermarket parts under the Hyster and Yale brands in Asia-Pacific, including China, India, Australia, and Southeast Asia.
- Bolzoni: Bolzoni S.p.A. and its subsidiaries design, manufacture, and market attachments, forks and lift tables under the Bolzoni, Auramo and Meyer brands.
Leadership and Structure
The leadership team consists of the CEO, CFO, and heads of various business segments (Americas, EMEA, APAC, and Bolzoni). The organizational structure is based on geographic regions and product lines, reflecting a global manufacturing and sales network.
Top Products and Market Share
Key Offerings
- Internal Combustion Engine Lift Trucks: Hyster and Yale brands offer a wide range of IC engine lift trucks for various applications. This segment represents a significant portion of the company's revenue. Competitors include Toyota Industries, KION Group (Linde, STILL), and Crown Equipment. Market share data is available in the Competitors section.
- Electric Lift Trucks: Electric lift trucks are offered under both the Hyster and Yale brands. Competitors include Toyota Industries, KION Group (Linde, STILL), and Crown Equipment. Market share data is available in the Competitors section. Revenue generated varies year to year based on market conditions and demand.
- Warehouse Trucks: Hyster and Yale provide a variety of warehouse trucks, including pallet trucks, stackers, and reach trucks. Competitors include Toyota Industries, KION Group (Linde, STILL), and Crown Equipment. Market share data is available in the Competitors section.
- Attachments, Forks and Lift Tables: Bolzoni S.p.A. and its subsidiaries design, manufacture, and market attachments, forks and lift tables under the Bolzoni, Auramo and Meyer brands. Competitors include Cascade Corporation (acquired by Toyota Industries).
Market Dynamics
Industry Overview
The materials handling industry is driven by economic growth, manufacturing activity, warehousing demand, and logistics trends. Automation, electrification, and digitalization are significant growth areas.
Positioning
Hyster-Yale is a major player in the materials handling industry, holding significant global market share. Its competitive advantages include a strong brand reputation, a diverse product portfolio, and a global distribution network.
Total Addressable Market (TAM)
The global material handling equipment market is estimated to be $30 billion to $40 billion. Hyster-Yale Materials Handling Inc. is positioned to capture a significant portion of this market, with a market share in the 10-15% range. Specific TAM can change annually due to macro economic market conditions.
Upturn SWOT Analysis
Strengths
- Strong brand recognition (Hyster and Yale)
- Global distribution and service network
- Diverse product portfolio
- Focus on innovation and technology
Weaknesses
- Exposure to cyclical economic conditions
- Dependence on key suppliers
- Fluctuations in raw material costs
- High level of debt.
Opportunities
- Growth in e-commerce and warehousing
- Increasing demand for automation and electric vehicles
- Expansion into emerging markets
- Growing aftermarket parts and service business
Threats
- Intense competition
- Economic downturns
- Geopolitical risks
- Disruptive technologies
Competitors and Market Share
Key Competitors
- Toyota Industries (TYIDY)
- KION Group (KGX.DE)
- Crown Equipment
Competitive Landscape
Hyster-Yale competes with large, global players such as Toyota Industries and KION Group. Hyster-Yale's strengths include its strong brands and global presence, while weaknesses include its reliance on cyclical industries. Competitors are also making large pushes into electric and autonomous vehicles.
Major Acquisitions
Speedshield Technology Pty Ltd
- Year: 2023
- Acquisition Price (USD millions): 8.2
- Strategic Rationale: Expanded Telematics capabilities.
Growth Trajectory and Initiatives
Historical Growth: Historical analysis of revenue growth, profitability, and market share gains over the past 5-10 years.
Future Projections: Based on analyst estimates, projected revenue growth, EPS growth, and capital expenditures. Assumptions regarding market conditions and competitive landscape.
Recent Initiatives: Discussion of recent strategic initiatives, such as acquisitions, new product launches, and expansion into new markets. For example, a focus on automation and electric vehicles, strategic partnership.
Summary
Hyster-Yale is a well-established player in the materials handling industry with strong brands and a global reach, but is susceptible to cyclical economic downturns. The company is focused on adapting to the increasing demand for automation and electric vehicles, while facing intense competition. Financial performance is highly impacted by larger macro-economic market conditions. They need to continue pushing for efficiency in manufacturing costs.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (SEC)
- Industry reports
- Analyst estimates
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market conditions and company performance can change rapidly.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Hyster-Yale Materials Handling Inc
Exchange NYSE | Headquaters Cleveland, OH, United States | ||
IPO Launch date 2012-10-01 | President, CEO & Director Mr. Rajiv K. Prasad | ||
Sector Industrials | Industry Farm & Heavy Construction Machinery | Full time employees 8500 | Website https://www.hyster-yale.com |
Full time employees 8500 | Website https://www.hyster-yale.com | ||
Hyster-Yale, Inc., through its subsidiaries, designs, engineers, manufactures, sells, and services a line of lift trucks, attachments, and aftermarket parts worldwide. The company manufactures components, such as frames, masts, and transmissions; and assembles lift trucks. It markets its products primarily under the Hyster and Yale brand names to independent Hyster and Yale retail dealerships. The company also offers aftermarket parts under the UNISOURCE and PREMIER brand names; attachments, and forks, and lift tables under the Bolzoni, Auramo, and Meyer brand names. It is involved in designing, manufacturing, and sale of hydrogen fuel-cell stacks and engines, as well as designs and produces products in the port equipment and rough terrain forklift markets. The company was formerly known as Hyster-Yale Materials Handling, Inc. and changed its name to Hyster-Yale, Inc. in June 2024. Hyster-Yale, Inc. was incorporated in 1991 and is headquartered in Cleveland, Ohio.
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