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Upturn AI SWOT - About
HY 
Hyster-Yale Materials Handling Inc (HY)
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Upturn Advisory Summary
09/15/2025: 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 09/15/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 633.87M USD | Price to earnings Ratio 29.03 | 1Y Target Price 50 |
Price to earnings Ratio 29.03 | 1Y Target Price 50 | ||
Volume (30-day avg) 2 | Beta 1.52 | 52 Weeks Range 33.51 - 67.16 | Updated Date 09/15/2025 |
52 Weeks Range 33.51 - 67.16 | Updated Date 09/15/2025 | ||
Dividends yield (FY) 3.94% | Basic EPS (TTM) 1.24 |
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 29.03 | Forward PE 13.5 | Enterprise Value 1040166827 | Price to Sales(TTM) 0.16 |
Enterprise Value 1040166827 | Price to Sales(TTM) 0.16 | ||
Enterprise Value to Revenue 0.26 | Enterprise Value to EBITDA 7.78 | Shares Outstanding 14270000 | Shares Floating 10370997 |
Shares Outstanding 14270000 | Shares Floating 10370997 | ||
Percent Insiders 17.37 | Percent Institutions 62 |
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. NACCO was founded in 1917. Hyster-Yale has since grown to become a leading global lift truck manufacturer.
Core Business Areas
- Lift Trucks: Designs, engineers, manufactures, sells, and services a comprehensive line of lift trucks and aftermarket parts marketed globally primarily under the Hysteru00ae and Yaleu00ae brand names.
- Bolzoni: Designs, engineers, manufactures, sells, and services attachments, forks and lift tables under the Bolzoni, Auramo and Meyer brand names.
- Nuvera: Nuvera Fuel Cells, LLC, is an alternative power company focused on fuel cell stacks and engines, on-site hydrogen production and dispensing systems.
Leadership and Structure
The CEO is Rajiv Prasad. The organizational structure is divided by product line and geographic region with a corporate headquarters overseeing operations.
Top Products and Market Share
Key Offerings
- Hyster Lift Trucks: A range of lift trucks designed for various industrial applications. Market share data varies by region. Hyster competes with Toyota, Crown, Kion Group, and Jungheinrich. The specific revenue from Hyster branded trucks is not publicly disaggregated.
- Yale Lift Trucks: Similar to Hyster, Yale lift trucks cater to a broad spectrum of material handling needs. Market share data varies by region. Yale competes with Toyota, Crown, Kion Group, and Jungheinrich. The specific revenue from Yale branded trucks is not publicly disaggregated.
- Bolzoni Attachments: Forklift attachments, forks, and lift tables. Competitors include Cascade Corporation (acquired by Toyota Industries), Kaup, and CAM attachments. Specific revenue data is not available.
- Nuvera Fuel Cells: Fuel cell stacks and engines for material handling equipment and other applications. Competitors include Plug Power and Ballard Power Systems. Specific revenue data is not available.
Market Dynamics
Industry Overview
The material handling equipment industry is influenced by economic cycles, manufacturing activity, and e-commerce growth. The industry is competitive, with a focus on innovation, efficiency, and sustainability.
Positioning
Hyster-Yale holds a significant position in the lift truck market, leveraging its established brands, broad product range, and global distribution network. Their competitive advantage lies in offering a complete solution from equipment to fuel cells, catering to customer needs.
Total Addressable Market (TAM)
The global materials handling equipment market is estimated to be in the tens of billions of dollars annually. Hyster-Yale aims to capture a significant portion of this TAM through product innovation, market expansion, and strategic acquisitions.
Upturn SWOT Analysis
Strengths
- Strong brand recognition (Hyster and Yale)
- Global distribution and service network
- Broad product portfolio
- Innovation in alternative power (Nuvera)
- Attachment diversification through Bolzoni
Weaknesses
- Exposure to cyclical economic conditions
- High capital intensity
- Dependence on dealer network
- Smaller market share compared to top competitors
- Nuvera's limited contribution to overall revenue
Opportunities
- Growth in e-commerce driving warehouse automation
- Increasing demand for electric and fuel cell powered lift trucks
- Expansion into emerging markets
- Strategic acquisitions to expand product offerings
- Government incentives for clean energy technologies
Threats
- Intense competition from established players
- Fluctuations in raw material prices
- Changes in government regulations
- Disruptive technologies in material handling
- Economic downturns impacting demand
Competitors and Market Share
Key Competitors
- TM
- KYCCF
- UNGNF
- JUGHF
Competitive Landscape
Hyster-Yale competes with major players based on product quality, innovation, price, and service. Hyster-Yale's strength is its brand recognition and breadth of product offerings, but it faces challenges from larger competitors with greater economies of scale.
Major Acquisitions
Speedshield Technology
- Year: 2016
- Acquisition Price (USD millions): 7.4
- Strategic Rationale: Speedshield Technology is a leading provider of forklift fleet management and safety solutions.
Growth Trajectory and Initiatives
Historical Growth: Historical growth can be assessed by looking at past revenue and profit trends from Hyster-Yale's financial reports.
Future Projections: Future projections require analyst estimates typically available from financial news and data providers.
Recent Initiatives: Recent initiatives include investments in electric and fuel cell technology, expansion of the Bolzoni product line, and strategic partnerships.
Summary
Hyster-Yale is a significant player in the material handling equipment industry, with established brands and a broad product portfolio. It is well positioned to capitalize on trends such as e-commerce growth and demand for electric and fuel cell powered equipment. Intense competition, economic cyclicality, and raw material price fluctuations pose ongoing challenges. Strategic initiatives and acquisitions will be vital to its long-term success.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hyster-Yale Materials Handling Inc. Investor Relations
- Industry Reports
- Financial News Sources
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market data is subject to change.
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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