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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
10/08/2026: HY (1-star) is currently NOT-A-BUY. Pass it for now.
Hyster-Yale Materials Handling is a global industrial company recognized for its Hyster and Yale lift truck brands and its specialized attachments business, Bolzoni. The company is actively investing in electrification and hydrogen fuel cell technology through its Nuvera segment to capture growth in green industrial logistics. While it has a leading position in materials handling, the company faces significant competition from well-capitalized rivals and sensitivity to industrial cyclicality. Investors should weigh its steady dividend profile against risks such as raw material cost volatility and the execution challenge of scaling its clean energy initiatives. Monitoring the profitability of its hydrogen segment and ongoing demand for warehouse automation will be key for long-term holders.
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 exposure to industrial automation and hydrogen technology, but earnings growth remains tied to cyclical industrial demand. |
| Momentum investor | Weak fit | The stock tends to trade based on industrial cycles rather than short-term rapid price momentum. |
| Value investor | Strong fit | The stock often trades at valuations that reflect industrial cyclicality rather than the long-term potential of its technology segments. |
| Dividend investor | Strong fit | Hyster-Yale provides consistent dividend income, making it potentially suitable for income-focused portfolios. |
| Low-risk investor | Mixed fit | Exposure to industrial cyclicality and the high-risk nature of hydrogen R&D adds volatility to the business profile. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | The stock is subject to broader industrial sector swings and market sentiment shifts. |
| Valuation risk | Medium | Current pricing requires consistent operational execution to justify growth expectations. |
| Competition risk (Industrial lift truck competition) | High | Intense competition from global leaders like Toyota and Kion puts pressure on margins. |
| Business quality | Medium | While the core business is established, R&D intensive segments like Nuvera introduce ongoing margin pressure. |
| Dividend income | Medium | Dividends are dependent on the company's ability to maintain cash flow during cyclical downturns. |
| Execution risk | Medium / high | The company must successfully scale hydrogen technology while maintaining its core lift truck market share. |
Price Behavior
Flat / Range-Bound
The stock price has been trading within a narrow range with minimal directional movement.
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 10/08/2026 |
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 582.09M USD | Price to earnings Ratio - | 1Y Target Price 50 |
Price to earnings Ratio - | 1Y Target Price 50 | ||
Volume (30-day avg) 131.1K shares | Beta 1.63 | 52 Weeks Range 25.30 - 40.85 | Updated Date 10/08/2026 |
52 Weeks Range 25.30 - 40.85 | Updated Date 10/08/2026 | ||
Dividends yield (FY) 4.38% | Basic EPS (TTM) -6.58 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Lift Trucks | Sale of electric and internal combustion lift trucks and aftermarket parts. | This is the primary revenue engine, driven by global industrial activity. |
| Bolzoni | Manufacturing of forklift attachments and forks. | This adds value-added hardware to the primary lift truck equipment. |
| Nuvera Fuel Cells | Development of hydrogen fuel cell engines. | A long-term bet on clean energy adoption in heavy industrial equipment. |
| Geography | Global operations across the Americas, EMEA, and JAPIC. | Revenue is well-diversified globally, providing exposure to various regional economic cycles. |
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 9.45 | 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 14.47M | Shares Floating 10.46M |
Shares Outstanding 14.47M | Shares Floating 10.46M | ||
Percent Insiders 23.98 | Percent Institutions 63.01 |
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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