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Upturn AI SWOT - About
HY 
Hyster-Yale Materials Handling Inc (HY)
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Upturn Advisory Summary
08/28/2025: 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 08/28/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 664.52M USD | Price to earnings Ratio 30.49 | 1Y Target Price 50 |
Price to earnings Ratio 30.49 | 1Y Target Price 50 | ||
Volume (30-day avg) 2 | Beta 1.51 | 52 Weeks Range 33.51 - 67.16 | Updated Date 08/29/2025 |
52 Weeks Range 33.51 - 67.16 | Updated Date 08/29/2025 | ||
Dividends yield (FY) 3.70% | 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 2025-08-05 | When - | Estimate 0.01 | Actual -0.14 |
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 30.49 | Forward PE 51.28 | Enterprise Value 1087658107 | Price to Sales(TTM) 0.17 |
Enterprise Value 1087658107 | Price to Sales(TTM) 0.17 | ||
Enterprise Value to Revenue 0.28 | Enterprise Value to EBITDA 8.14 | Shares Outstanding 14270000 | Shares Floating 10054861 |
Shares Outstanding 14270000 | Shares Floating 10054861 | ||
Percent Insiders 17.37 | Percent Institutions 62.03 |
Upturn AI SWOT
Hyster-Yale Materials Handling Inc
Company Overview
History and Background
Hyster-Yale Materials Handling, Inc. was formed in 1992 as a spin-off from NACCO Industries. Hyster was founded in 1929 and Yale in 1875. The company has evolved to become a major global manufacturer and distributor of lift trucks and related equipment.
Core Business Areas
- Lift Trucks: Design, manufacture, and distribution of a comprehensive range of lift trucks under the Hyster, Yale, and UTILEV brands. These trucks are used in various industries for material handling applications.
- Bolzoni: Bolzoni S.p.A., a subsidiary, manufactures attachments, forks, and lift tables marketed under the Bolzoni Auramo and Meyer brand names. These are used with lift trucks and other material handling equipment.
- Nuvera: Nuvera Fuel Cells, LLC, a subsidiary, is an alternative power company focused on fuel cell stacks and engines for material handling and other industrial vehicles.
Leadership and Structure
Alfred M. Rankin, Jr. serves as Chairman, President and CEO. The organizational structure includes various functional departments such as engineering, manufacturing, sales, finance, and human resources.
Top Products and Market Share
Key Offerings
- Internal Combustion Engine Lift Trucks (Hyster & Yale): These are traditional forklifts powered by gasoline, propane, or diesel. They offer high power and are suitable for outdoor applications. Competitors include Toyota Material Handling, Crown Equipment, and KION Group. Estimated market share data is not available publicly on a product level.
- Electric Lift Trucks (Yale & Hyster): Electric forklifts are battery-powered and used in indoor environments. They are quieter and produce zero emissions. Competitors include Toyota Material Handling, Crown Equipment, and KION Group. Estimated market share data is not available publicly on a product level.
- Warehouse Equipment (Yale & Hyster): This includes pallet trucks, stackers, and order pickers designed for warehouse operations. Competitors include Toyota Material Handling, Crown Equipment, and Jungheinrich. Estimated market share data is not available publicly on a product level.
- Bolzoni Attachments: Attachments that offer solutions such as paper roll clamps, bale clamps, hinged forks and push pulls. Major competitor includes Cascade Corporation.
Market Dynamics
Industry Overview
The material handling equipment industry is influenced by economic growth, industrial production, and warehousing trends. Demand is driven by logistics, manufacturing, and retail sectors.
Positioning
Hyster-Yale is a major player in the global lift truck market, positioned as a provider of comprehensive material handling solutions. Its competitive advantages include a broad product portfolio, established brands, and a global distribution network.
Total Addressable Market (TAM)
The global material handling equipment market is estimated to be in the tens of billions of dollars annually. Hyster-Yale competes for a portion of this TAM through its various product lines and geographic regions.
Upturn SWOT Analysis
Strengths
- Strong brand recognition (Hyster and Yale)
- Extensive global distribution network
- Broad product portfolio
- Innovation in fuel cell technology through Nuvera
Weaknesses
- Exposure to cyclical economic conditions
- Dependence on key suppliers
- High capital expenditure requirements
- Profitability can be impacted by raw material price fluctuations.
Opportunities
- Growing demand for electric and alternative fuel vehicles
- Expansion in emerging markets
- Increasing adoption of automation in warehouses
- Growing e-commerce market needing material handling
Threats
- Intense competition from global players
- Fluctuations in raw material prices
- Economic downturns impacting demand
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- TM
- KYN.DE
- OSK
Competitive Landscape
Hyster-Yale competes with several large global manufacturers. Its advantages include strong brands and a broad product line, while its disadvantages may include a smaller scale compared to some competitors.
Major Acquisitions
Speedshield Technology
- Year: 2016
- Acquisition Price (USD millions): 8.1
- Strategic Rationale: To enhance the companyu2019s telematics product offerings and add innovative solutions for material handling equipment.
Growth Trajectory and Initiatives
Historical Growth: Analysis of historical revenue and earnings growth rates over the past 5-10 years.
Future Projections: Analyst estimates are available from financial data providers. These estimates typically include revenue and earnings forecasts for the next few years.
Recent Initiatives: Recent strategic initiatives often include new product launches, acquisitions, and expansion into new markets.
Summary
Hyster-Yale is a established player in the material handling industry with strong brands and comprehensive product offerings. While benefiting from the growing demand for electric vehicles and automation, it faces intense competition and economic cyclicality. Investments in fuel cell technology offer long-term growth potential, but reliance on raw materials and supply chains present ongoing challenges. Future success hinges on navigating the competitive landscape and capitalizing on emerging market opportunities.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (SEC)
- Industry reports
- Financial data providers
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It should not be considered investment advice. Market share data is approximate and may vary by region and product category.
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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