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Upturn AI SWOT - About
HY 
Hyster-Yale Materials Handling Inc (HY)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
07/14/2025: HY (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 $56
1 Year Target Price $56
| 0 | Strong Buy |
| 1 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -24.48% | Avg. Invested days 31 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/14/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 742.84M USD | Price to earnings Ratio 7.5 | 1Y Target Price 56 |
Price to earnings Ratio 7.5 | 1Y Target Price 56 | ||
Volume (30-day avg) 2 | Beta 1.5 | 52 Weeks Range 33.83 - 82.17 | Updated Date 07/14/2025 |
52 Weeks Range 33.83 - 82.17 | Updated Date 07/14/2025 | ||
Dividends yield (FY) 3.54% | Basic EPS (TTM) 5.59 |
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 2.39% | Operating Margin (TTM) 2.25% |
Management Effectiveness
Return on Assets (TTM) 6.02% | Return on Equity (TTM) 21.09% |
Valuation
Trailing PE 7.5 | Forward PE 27.55 | Enterprise Value 1157604995 | Price to Sales(TTM) 0.18 |
Enterprise Value 1157604995 | Price to Sales(TTM) 0.18 | ||
Enterprise Value to Revenue 0.28 | Enterprise Value to EBITDA 4.86 | Shares Outstanding 14254900 | Shares Floating 10046621 |
Shares Outstanding 14254900 | Shares Floating 10046621 | ||
Percent Insiders 17.33 | Percent Institutions 61.18 |
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 began in the 1920s, and Yale in the 1870s, both becoming prominent in the materials handling industry. The company has grown through acquisitions and product innovation, focusing on lift trucks and related services.
Core Business Areas
- Lift Trucks: Designs, engineers, manufactures, sells, and services a comprehensive line of lift trucks and aftermarket parts under the Hyster, Yale, and UTILEV brands. These trucks are used in various industries for moving materials.
- Bolzoni S.p.A.: Designs, produces and distributes a wide range of attachments for forklift trucks and other material handling equipment. Offers a diverse range of attachments and lift tables.
- Nuvera Fuel Cells: Provides alternative power solutions, specifically fuel cell power systems and hydrogen generation and dispensing products. Focuses on clean energy alternatives for material handling.
Leadership and Structure
Alfred M. Rankin, Jr. serves as Chairman and Chief Executive Officer. The company operates with a divisional structure, with each business area having its own leadership team reporting to the corporate level.
Top Products and Market Share
Key Offerings
- Hyster Lift Trucks: Hyster offers a wide range of lift trucks, including forklifts, container handlers, and reach stackers. They serve heavy-duty applications. Market share data is difficult to pinpoint exactly, but Hyster is a top 3 brand in the Americas. Competitors include Toyota, Crown, KION Group (Linde, Still).
- Yale Lift Trucks: Yale focuses on a broader range of industries with a comprehensive line of lift trucks. Similar to Hyster, exact market share is difficult to determine, but it is a leading brand. Competitors are the same as Hyster: Toyota, Crown, KION Group.
- Bolzoni Attachments: Bolzoni attachments enhance forklift versatility. Competitors include Cascade Corporation (acquired by Toyota) and Kaup.
- Nuvera Fuel Cell Systems: Fuel cell systems for clean energy lift trucks. Nuvera is working to integrate their hydrogen fuel cell tech into HY materials handling systems. Competitors include Plug Power and Ballard Power Systems in the broader hydrogen fuel cell market.
Market Dynamics
Industry Overview
The materials handling industry is characterized by moderate growth, driven by global economic activity, e-commerce, and increasing automation. The industry is consolidating, with major players acquiring smaller companies to expand product portfolios and geographic reach.
Positioning
Hyster-Yale is a significant player in the materials handling equipment market, known for its diverse product offerings and strong brands (Hyster and Yale). They compete on product performance, reliability, and service. Their fuel cell division gives them a competitive edge in the sustainable materials handling solutions sector.
Total Addressable Market (TAM)
The global materials handling equipment market is estimated to be over $200 billion. Hyster-Yale is positioned to capture a portion of this TAM through its diverse product range and established brands. The addition of Nuvera fuel cell solutions further expands the company's TAM into the growing sustainable energy solutions market.
Upturn SWOT Analysis
Strengths
- Strong brand recognition (Hyster, Yale)
- Extensive product portfolio
- Global distribution network
- Focus on technological innovation (fuel cells)
- Strong aftermarket services business
Weaknesses
- Exposure to cyclical economic conditions
- High manufacturing costs
- Dependence on key suppliers
- Fuel cell technology is still emerging and requires further investment
Opportunities
- Growing demand for automation in warehouses
- Increasing adoption of electric and fuel cell-powered equipment
- Expansion into emerging markets
- Strategic acquisitions to expand product offerings
- Focusing on service and maintenance contracts
Threats
- Intense competition from global players
- Fluctuations in raw material prices
- Economic downturns impacting demand
- Supply chain disruptions
- Changing regulations regarding emissions
Competitors and Market Share
Key Competitors
- TM
- KYCCF
- DE
Competitive Landscape
Hyster-Yale competes with large global players with established brands and extensive resources. They differentiate themselves through product innovation (fuel cells) and a strong aftermarket service business. They must continue to innovate to maintain their competitive position.
Major Acquisitions
Bolzoni S.p.A.
- Year: 2001
- Acquisition Price (USD millions):
- Strategic Rationale: Expanded Hyster-Yale's product portfolio to include forklift attachments, enhancing their ability to provide complete material handling solutions.
Growth Trajectory and Initiatives
Historical Growth: Hyster-Yale's growth has been driven by acquisitions, new product development, and expansion into emerging markets. Performance is tied to global economic cycles.
Future Projections: Analyst estimates suggest moderate growth driven by increasing demand for automation and sustainable solutions. Fuel cell technology is expected to be a key growth driver.
Recent Initiatives: Recent initiatives include investments in fuel cell technology, expansion of its aftermarket services business, and strategic acquisitions to enhance its product portfolio.
Summary
Hyster-Yale is a well-established player in the material handling industry with a strong brand and diverse product offerings. The company's fuel cell technology provides a potential competitive advantage in the long term. However, it faces intense competition and is exposed to cyclical economic conditions, needing to continue innovation and expand into growing markets.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- Financial News Sources
- Industry Reports
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Market share data is estimated and may not be precise. Financial data should be verified with official company filings.
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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