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Upturn AI SWOT - About
HY 
Hyster-Yale Materials Handling Inc (HY)
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Upturn Advisory Summary
04/01/2025: 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.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -7.84% | Avg. Invested days 37 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 743.99M USD | Price to earnings Ratio 5.23 | 1Y Target Price 72.5 |
Price to earnings Ratio 5.23 | 1Y Target Price 72.5 | ||
Volume (30-day avg) 88717 | Beta 1.26 | 52 Weeks Range 40.49 - 82.90 | Updated Date 04/2/2025 |
52 Weeks Range 40.49 - 82.90 | Updated Date 04/2/2025 | ||
Dividends yield (FY) 3.38% | Basic EPS (TTM) 8.04 |
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 3.3% | Operating Margin (TTM) 4.88% |
Management Effectiveness
Return on Assets (TTM) 8.03% | Return on Equity (TTM) 32.01% |
Valuation
Trailing PE 5.23 | Forward PE 19.76 | Enterprise Value 1179108772 | Price to Sales(TTM) 0.17 |
Enterprise Value 1179108772 | Price to Sales(TTM) 0.17 | ||
Enterprise Value to Revenue 0.27 | Enterprise Value to EBITDA 3.93 | Shares Outstanding 14242700 | Shares Floating 9735465 |
Shares Outstanding 14242700 | Shares Floating 9735465 | ||
Percent Insiders 17.3 | Percent Institutions 61.69 |
Analyst Ratings
Rating 3.5 | Target Price 72.5 | Buy 1 | Strong Buy - |
Buy 1 | Strong Buy - | ||
Hold 1 | Sell - | Strong Sell - | |
Strong Sell - |
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 spun off its materials handling business. It has evolved from its roots to become a global designer, manufacturer, and marketer of a complete line of lift trucks and aftermarket parts marketed globally, primarily under the Hysteru00ae and Yaleu00ae brand names.
Core Business Areas
- Lift Trucks: Designs, manufactures, and sells a comprehensive range of lift trucks and aftermarket parts, offering various power options and load capacities to suit diverse industrial needs.
- Bolzoni: Designs, manufactures, and markets attachments, forks, and lift tables under the Bolzoni, Auramo and Meyer brand names.
- Nuvera: Develops and manufactures hydrogen fuel cell technology for motive power, offering clean energy solutions for industrial vehicles.
Leadership and Structure
The company is led by a board of directors and an executive management team. Key executives include the CEO and CFO. The organizational structure involves business units focused on lift trucks, attachments, and fuel cells.
Top Products and Market Share
Key Offerings
- Internal Combustion Engine (ICE) Lift Trucks: These trucks are powered by gasoline, propane, or diesel. They offer high power and are suitable for heavy-duty applications. Competitors include Toyota Material Handling, Crown Equipment, and KION Group. Market share data specifics can fluctuate significantly; industry reports should be consulted for the most up-to-date figures. Hyster and Yale are strong players.
- Electric Lift Trucks: These trucks are powered by batteries and are suitable for indoor use or applications where emissions are a concern. Competitors include Toyota Material Handling, Crown Equipment, and KION Group. Similar to ICE trucks, market share data varies.
- Warehouse Equipment: Including pallet jacks, reach trucks, and order pickers, essential for efficient warehouse operations. Competitors in this segment also include Raymond Corporation (owned by Toyota) and Jungheinrich.
- Attachments and Forks: Under the Bolzoni, Auramo and Meyer brand names. Provide versatile options to increase the functionality of your forklift and material handling equipment.
- Hydrogen Fuel Cell Solutions: Developed by Nuvera, offering a clean energy alternative for forklifts and other material handling equipment. Competitors are Plug Power and Ballard Power Systems.
Market Dynamics
Industry Overview
The material handling equipment industry is influenced by economic growth, industrial production, and global trade. The industry is evolving with automation, electrification, and sustainable energy solutions.
Positioning
Hyster-Yale is a major player in the global materials handling equipment market. They compete on product breadth, brand recognition (Hyster and Yale), and technology innovation, particularly in alternative power sources.
Total Addressable Market (TAM)
The global material handling equipment market is estimated to be hundreds of billions of dollars annually. Hyster-Yale has a substantial share, focusing on expanding its reach through product innovation and strategic acquisitions.
Upturn SWOT Analysis
Strengths
- Strong brand recognition (Hyster and Yale)
- Wide range of product offerings
- Global distribution network
- Innovation in alternative power solutions (Nuvera)
Weaknesses
- Exposure to cyclical economic conditions
- Dependence on raw material prices
- Geographic concentration of manufacturing
- Slower adoption rates of new technology among conservative customers
Opportunities
- Growing demand for electric and alternative-fuel lift trucks
- Increasing automation in warehouses and distribution centers
- Expansion into emerging markets
- Strategic acquisitions to broaden product portfolio
Threats
- Intense competition from established players
- Fluctuations in currency exchange rates
- Economic downturns affecting capital spending
- Supply chain disruptions and rising component costs
Competitors and Market Share
Key Competitors
- TOYOF (Toyota Material Handling)
- KION.DE
- OSK (Oshkosh Corporation)
Competitive Landscape
Hyster-Yale benefits from its strong brands (Hyster and Yale). Competitors such as Toyota and KION also have global market share advantages. The hydrogen fuel cell market is up-and-coming but has a limited market share, Plug Power, and Ballard Power are strong competitors to Hyster-Yale Materials Handling Inc.
Major Acquisitions
Premier Handling Solutions
- Year: 2024
- Acquisition Price (USD millions):
- Strategic Rationale: Hyster-Yale acquired a majority stake in Premier Handling Solutions (PHS), enhancing its ability to offer integrated solutions and support its customers with a broader range of aftermarket services.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been influenced by global economic conditions, industry trends, and company-specific initiatives. Hyster-Yale's organic and inorganic growth (acquisitions) strategies will be found in their past earning reports.
Future Projections: Future growth projections will depend on the overall market but can also be influenced by strategic plans of Hyster-Yale.
Recent Initiatives: Recent Initiatives: HYSTER-YALE MATERIALS HANDLING, INC. ACQUIRES MAJORITY STAKE IN PREMIER HANDLING SOLUTIONS.
Summary
Hyster-Yale is a prominent player in the material handling industry, leveraging its established brands and global presence. The company's focus on alternative power solutions positions it favorably for future growth, despite facing cyclical economic pressures and intense competition. Strategic acquisitions and geographic expansion remain important drivers for the company. The need to maintain operational efficiency and manage raw material costs will be important going forward.
Similar Companies
BLDP
Ballard Power Systems Inc
BLDP
Ballard Power Systems Inc
OSK
Oshkosh Corporation
OSK
Oshkosh Corporation
PLUG
Plug Power Inc
PLUG
Plug Power Inc
Sources and Disclaimers
Data Sources:
- Company filings (SEC), Industry reports, Financial news sources.
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Financial data and market information are 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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