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Hyster-Yale Materials Handling Inc(HY)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
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- Profit
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Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for HY
09/15/2026: HY (1-star) is currently NOT-A-BUY. Pass it for now.
Hyster-Yale Materials Handling is a global provider of industrial lift trucks and related components, recognized for its iconic Hyster and Yale brands. The company is actively transforming its business by integrating advanced automation and hydrogen fuel cell technology through its Nuvera unit. While it benefits from a strong dealer network and long-standing customer relationships, it faces significant risks from cyclical economic downturns and intense competition from larger industry players. The stock may suit value-oriented investors seeking reliable dividend payments, though it remains sensitive to industrial market volatility. Investors should monitor the company's ability to maintain margins amidst fluctuating costs and the successful scaling of its newer technology ventures.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company offers moderate growth potential linked to warehouse automation and hydrogen energy. |
| Momentum investor | Mixed fit | Momentum fit is conditional on a sustained upturn in industrial machinery sector demand. |
| Value investor | Strong fit | The stock often trades at valuations reflective of its cyclical nature and industrial focus. |
| Dividend investor | Strong fit | The company has a consistent track record of dividend payments for long-term income seekers. |
| Low-risk investor | Weak fit | The business is highly sensitive to macroeconomic cycles, leading to higher price volatility. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | The stock price is sensitive to cyclical industrial cycles and commodity price fluctuations. |
| Valuation risk | Medium | Market pricing is closely tied to earnings cycles, which can be unpredictable during downturns. |
| Competition risk (global industrial incumbents) | High | Competition from large, capitalized players like Toyota limits pricing power. |
| Business quality | Medium | The core business is a solid industrial franchise with long-standing brand equity. |
| Dividend income | Medium | Dividends are reliable but sensitive to the company's ability to maintain cash flow during cycles. |
| Execution risk | Medium / high | Successful integration of hydrogen and automation technologies is critical for future competitive standing. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit -58.15% | Avg. Invested days 25 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/15/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 598.88M USD | Price to earnings Ratio - | 1Y Target Price 50 |
Price to earnings Ratio - | 1Y Target Price 50 | ||
Volume (30-day avg) 108.8K shares | Beta 1.65 | 52 Weeks Range 25.30 - 40.85 | Updated Date 09/15/2026 |
52 Weeks Range 25.30 - 40.85 | Updated Date 09/15/2026 | ||
Dividends yield (FY) 4.35% | Basic EPS (TTM) -6.58 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Lift Truck Operations | Manufacturing and selling Hyster and Yale forklifts globally. | This is the core business that generates the majority of the company's revenue. |
| Bolzoni | Sales of specialized attachments and forks. | A value-added segment that supports the core lift truck business. |
| Nuvera | Hydrogen fuel cell development. | An emerging technology segment aimed at future sustainable demand. |
| Geography | Sales across Americas, EMEA, and JAPIC regions. | The company relies on global industrial demand, particularly in manufacturing hubs. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE - | Forward PE 9.54 | Enterprise Value 1.02B | Price to Sales(TTM) 0.17 |
Enterprise Value 1.02B | Price to Sales(TTM) 0.17 | ||
Enterprise Value to Revenue 0.29 | Enterprise Value to EBITDA 36.19 | Shares Outstanding 14.49M | Shares Floating 10.47M |
Shares Outstanding 14.49M | Shares Floating 10.47M | ||
Percent Insiders 23.98 | Percent Institutions 62.95 |
Upturn AI Summary
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.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About Hyster-Yale Materials Handling Inc
Exchange NYSE | Headquarters Cleveland, OH, United States | ||
IPO Launch date 2012-10-01 | President, CEO, Interim Principal Financial Officer & Director Mr. Rajiv K. Prasad | ||
Sector Industrials | Industry Farm & Heavy Construction Machinery | Full time employees 7500 | Website https://www.hyster-yale.com |
Full time employees 7500 | Website https://www.hyster-yale.com | ||
Hyster-Yale, Inc., through its subsidiaries, provides lift trucks, attachments, parts, fleet management services, and technology and energy solutions worldwide. The company manufactures components, such as frames, masts, and transmissions; and assembles lift trucks. It markets its products primarily under the Hyster, Yale, and Nuvera brands to independent Hyster and Yale retail dealerships. The company also offers lift truck attachments, forks, masts, and lift tables under the Bolzoni, Auramo, and Meyer brands, as well as parts under the UNISOURCE brand. In addition, it designs and produces specialized 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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