HY
Hyster-Yale, Inc.

Hyster-Yale, Inc.HY

Industrials · Farm & Heavy Construction Machinery
30.82USD
-6.29%
Sep 25, 2026
HY overview ready
Global Manufacturer Providing Automated and Electrified Material-Handling Fleets
Global manufacturer of Hyster and Yale lift trucks, Bolzoni attachments, aftermarket parts and services, fleet-management offerings, and energy and vehicle-automation solutions for materials-handling customers.
Narrative is still early
Exposed to the Warehouse Automation and Logistics Labor Productivity narrative through Automated and Electrified Material-Handling Fleets — enabling supplier.
Price trend is broken
Longer-term context reads early recovery, with a near-term setup of failed reclaim.
The tactical setup reads failed reclaim, but the weekly structure is broken.
Fair valuation
The price broadly reflects how its multiples compare with businesses of the same kind, with upside and risk reasonably balanced.
Solid fundamentals
Ev / sales is strong.
Primary risk
Decline in industrial and construction equipment demand.
Market Sep 24Filing Jun 30Price action Sep 24Research Sep 5

Conviction Level

NarrativeHeat6.5ThemeHeat5.3PriceAction3.4Valuation3.5CompanyPosition7.5
Price
Loading price history…

Price Action

Price trend is broken
Longer-term context reads early recovery, with a near-term setup of failed reclaim.
The tactical setup reads failed reclaim, but the weekly structure is broken.
EntryWeak / unconfirmed recovery

The daily chart may be improving, but the weekly fast averages have not been reclaimed — the recovery is not yet confirmed on the higher timeframe.

Key Financials

Market Cap
$485.3M
Avg Volume (60D)
109.1K
60 sessions
Revenue Growth YoY
-12.5%
FY2025 vs FY2024
Gross Margin
+14.3%
Trailing twelve months
Operating Margin
-2.2%
Trailing twelve months
Free Cash Flow Yield
+2.7%
Distance from 200DMA
-9.2%
Next Earnings
2026-11-09
P/E
N/M
EV / Sales
0.3x
Market metrics as of Sep 24, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Jun 30, 2026

Fundamentals & Valuation

0 of the one valuation perspectives say fair; intrinsic is the dissenting view.
Hyster-Yale, Inc. has a Fair valuation stance because the price broadly reflects how its multiples compare with businesses of the same kind, with upside and risk reasonably balanced.

Company Research

Thesis
Global manufacturer of Hyster and Yale lift trucks, Bolzoni attachments, aftermarket parts and services, fleet-management offerings, and energy and vehicle-automation solutions for materials-handling customers. HY has a genuine but incomplete fit to the warehouse-productivity modernization story.
Opportunity
Moderate opportunity
Warehouse, logistics, manufacturing and port operators are investing in automated and lower-emission material-moving fleets to reduce labor intensity, improve throughput and safety, and lower operating costs.
Key risk
Decline in industrial and construction equipment demand.

Narrative & Theme

Warehouse Automation and Logistics Labor Productivity
Part of Automated and Electrified Material-Handling Fleets, with moderate fit.
HY has a genuine but incomplete fit to the warehouse-productivity modernization story.
Narrative HeatNeutral6.5 / 10
Theme HeatNeutral5.3 / 10
This is the company’s own research reading. The canonical heat measurement for this story has not run.

Business & Markets

Industrials · Farm & Heavy Construction Machinery
What they do

Hyster-Yale, Inc. designs, manufactures, and assembles lift trucks and related components, marketing them globally through independent retail dealerships under multiple brand names.

How it earns

The company generates revenue primarily through transactional sales of lift trucks, parts, attachments, and related services.

Products & services
Lift trucks
Lift truck attachments
Parts
Fleet management services
Technology and energy solutions
Customers & end markets
Independent retail dealerships
Industrial and construction sectors
Market position

Niche player with established brands in the lift truck and material handling equipment market.

Demand drivers
High cyclicality

Sales are sensitive to industrial and construction activity cycles which affect equipment demand.