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Upturn AI Summary - About
Hyster-Yale Materials Handling Inc(HY)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for HY
11/13/2026: 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 aftermarket parts, operating under the Hyster and Yale brands. The company is currently transitioning from a traditional hardware manufacturer to a provider of technology-enabled solutions, including hydrogen fuel cells and autonomous vehicles. Its primary strengths lie in its established brand heritage and extensive independent dealer network, which create a durable customer base. However, investors must consider the cyclical nature of the industrial sector and stiff global competition from larger players. The company best suits value-oriented and dividend-seeking investors who can tolerate industrial cycle volatility and monitor the successful integration of its automated technology services.
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 operates in a mature industry where growth is often incremental rather than exponential. |
| Momentum investor | Weak fit | Stock movement is often tied to cyclical industrial trends rather than short-term breakout momentum. |
| Value investor | Strong fit | The company is often priced in line with industrial peers, offering potential value for investors seeking steady, if cyclical, returns. |
| Dividend investor | Strong fit | Hyster-Yale has a history of consistent dividend payments that appeal to income-focused investors. |
| Low-risk investor | Mixed fit | The stock is subject to industrial cycle volatility, which may not suit strictly conservative portfolios. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | The stock is sensitive to industrial economic cycles and commodity cost fluctuations. |
| Valuation risk | Medium | Valuations are highly dependent on interest rate environments and industrial demand forecasts. |
| Competition risk (Global Industrial) | High | Intense competition from global giants like Toyota puts constant pressure on pricing and margins. |
| Business quality | Medium | The company has a strong market position but operates in a capital-intensive, lower-margin industrial sector. |
| Dividend income | Medium | Dividends are reliable but not high-yield compared to defensive sectors. |
| Execution risk | Medium | Successfully transitioning from traditional lift trucks to automated systems remains a key operational challenge. |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 488.47M USD | Price to earnings Ratio - | 1Y Target Price 46.5 |
Price to earnings Ratio - | 1Y Target Price 46.5 | ||
Volume (30-day avg) 139.8K shares | Beta 1.69 | 52 Weeks Range 25.30 - 40.85 | Updated Date 11/14/2026 |
52 Weeks Range 25.30 - 40.85 | Updated Date 11/14/2026 | ||
Dividends yield (FY) 5.19% | Basic EPS (TTM) -7.28 |
Sector & Industry Intelligence
Sector
Industrials
Constructive- Sentiment
- Bullish
- Momentum
- BUY Breadth Improving
- BUY participation
- 39.5%
- Active BUY / eligible
- 30 / 76
- 30-Day BUY Count Change
- +12
- Market state
- Bullish
More qualifying stocks are receiving or maintaining BUY advisories, indicating improving market participation.
Industry
Farm & Heavy Construction Machinery
- BUY participation
- 50.0%
- Active BUY / eligible
- 1 / 2
- 30-Day BUY Count Change
- +1
Eligible universe: 2 stocks.
Sector signal summarizes BUY breadth conditions for the sector. It does not override this stock’s BUY, SELL, or PASS advisory.
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
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 11/13/2026 |
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
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Lift Truck Sales | Manufacturing and selling Hyster and Yale brand lift trucks. | This is the core engine, though it is capital-intensive and cyclical. |
| Aftermarket Parts | Service, replacement parts, and maintenance support. | This provides steadier, higher-margin revenue compared to new truck sales. |
| Solutions & Technologies | Hydrogen fuel cells (Nuvera), telematics, and automation. | This is the 'future' segment aimed at increasing margins and differentiation. |
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 1428.57 | Enterprise Value 914.67M | Price to Sales(TTM) 0.15 |
Enterprise Value 914.67M | Price to Sales(TTM) 0.15 | ||
Enterprise Value to Revenue 0.27 | Enterprise Value to EBITDA 7.9 | Shares Outstanding 14.50M | Shares Floating 10.47M |
Shares Outstanding 14.50M | Shares Floating 10.47M | ||
Percent Insiders 24.34 | Percent Institutions 63.06 |
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.
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