Hyster-Yale Materials Handling Inc (HY) - Net Assets

Latest as of June 2026: $410.00 Million USD

Based on the latest financial reports, Hyster-Yale Materials Handling Inc (HY) has net assets worth $410.00 Million USD as of June 2026. Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets ($1.93 Billion) and total liabilities ($1.52 Billion). This figure indicates the residual interest in the assets after deducting liabilities, essentially showing what would remain for shareholders if all assets were liquidated and all debts paid off. Check how strategically is Hyster-Yale Materials Handling Inc's equity deployed to assess the company's strategic physical and investment asset allocation.

Key Net Assets Metrics

Metric Value
Current Net Assets $410.00 Million
% of Total Assets 21.26%
Annual Growth Rate 1.11%
5-Year Change 28.6%
10-Year Change 4.68%
Growth Volatility 54.5

Hyster-Yale Materials Handling Inc - Net Assets Trend (2002–2025)

This chart illustrates how Hyster-Yale Materials Handling Inc's net assets have evolved over time, based on quarterly financial data. For live market cap and overall valuation, see HY stock market capitalisation.

Annual Net Assets for Hyster-Yale Materials Handling Inc (2002–2025)

The table below shows the annual net assets of Hyster-Yale Materials Handling Inc from 2002 to 2025. Also explore how fast is Hyster-Yale Materials Handling Inc growing its equity to track the company's year-over-year net asset growth rate.

Year Net Assets Change
2025-12-31 $492.40 Million -0.34%
2024-12-31 $494.10 Million +21.46%
2023-12-31 $406.80 Million +80.72%
2022-12-31 $225.10 Million -41.21%
2021-12-31 $382.90 Million -41.19%
2020-12-31 $651.10 Million +12.84%
2019-12-31 $577.00 Million +3.13%
2018-12-31 $559.50 Million -2.25%
2017-12-31 $572.40 Million +21.68%
2016-12-31 $470.40 Million +1.66%
2015-12-31 $462.70 Million +1.47%
2014-12-31 $456.00 Million +1.13%
2013-12-31 $450.90 Million +31.77%
2012-12-31 $342.20 Million +15.18%
2011-12-31 $297.10 Million +28.78%
2010-12-31 $230.70 Million -66.32%
2009-12-31 $684.90 Million -20.86%
2008-12-31 $865.40 Million -36.83%
2007-12-31 $1.37 Billion +220.39%
2005-12-31 $427.60 Million -4.30%
2004-12-31 $446.80 Million +5.18%
2003-12-31 $424.80 Million +11.12%
2002-12-31 $382.30 Million --

Equity Component Analysis

This analysis shows how different components contribute to Hyster-Yale Materials Handling Inc's total equity over time. Equity components include common stock, retained earnings, additional paid-in capital, and other elements.

Equity Composition Insights

  • Retained earnings have grown by 27.5% over the analyzed period, indicating profitable operations and earnings retention.

Current Equity Component Breakdown (December 2025)

Component Amount Percentage
Retained Earnings $289.10 Million 61.25%
Common Stock $200.00K 0.04%
Other Comprehensive Income $-157.60 Million -33.39%
Other Components $340.30 Million 72.10%
Total Equity $472.00 Million 100.00%

Hyster-Yale Materials Handling Inc Competitors by Market Cap

The table below lists competitors of Hyster-Yale Materials Handling Inc ranked by their market capitalization.

Company Market Cap
Shenzhen Jinxinnong Feed Co Ltd
SHE:002548
$485.96 Million
Shanghai New Centurion Network Information Technology Co Ltd
SHG:605398
$485.97 Million
Soho House & Co Inc.
NYSE:SHCO
$486.07 Million
NVE Corporation
NASDAQ:NVEC
$486.18 Million
Napatech A/S
OL:NAPA
$485.91 Million
Compania General de Electricidad SA
SN:CGE
$485.90 Million
MBM Resources Bhd
KLSE:5983
$485.79 Million
Nederman Holding AB
ST:NMAN
$485.72 Million

Equity Growth Attribution

This analysis shows how different factors contributed to changes in Hyster-Yale Materials Handling Inc's equity between the two most recent reporting periods.

Equity Growth Insights

  • From 2024 to 2025, total equity changed from 475,100,000 to 472,000,000, a change of -3,100,000 (-0.7%).
  • Net loss of 60,100,000 reduced equity.
  • Dividend payments of 25,400,000 reduced retained earnings.
  • Share repurchases of 4,500,000 reduced equity.
  • Other comprehensive income increased equity by 79,400,000.
  • Other factors increased equity by 7,500,000.

Equity Change Factors (2024 to 2025)

Factor Impact Contribution
Net Income $-60.10 Million -12.73%
Dividends Paid $25.40 Million -5.38%
Share Repurchases $4.50 Million -0.95%
Other Comprehensive Income $79.40 Million +16.82%
Other Changes $7.50 Million +1.59%
Total Change $- -0.65%

Book Value vs Market Value Analysis

This analysis compares Hyster-Yale Materials Handling Inc's book value (net assets) with its market value over time. The relationship between these values can provide insights into investor sentiment and company valuation.

Valuation Insights

  • Current price-to-book ratio: 1.26x
  • The company is trading above its book value, indicating the market recognizes value beyond its reported assets.
  • The price-to-book ratio has decreased from 1.48x to 1.26x over the analyzed period, indicating reduced market premium.

Historical Price-to-Book Ratios

Date Book Value per Share Market Price P/B Ratio
2002-12-31 $22.72 $33.54 x
2003-12-31 $25.25 $33.54 x
2004-12-31 $26.55 $33.54 x
2005-12-31 $25.41 $33.54 x
2007-12-31 $31.21 $33.54 x
2008-12-31 $9.18 $33.54 x
2009-12-31 $12.48 $33.54 x
2010-12-31 $13.72 $33.54 x
2011-12-31 $17.60 $33.54 x
2012-12-31 $20.32 $33.54 x
2013-12-31 $26.76 $33.54 x
2014-12-31 $27.26 $33.54 x
2015-12-31 $28.17 $33.54 x
2016-12-31 $28.23 $33.54 x
2017-12-31 $34.24 $33.54 x
2018-12-31 $31.77 $33.54 x
2019-12-31 $32.54 $33.54 x
2020-12-31 $36.72 $33.54 x
2021-12-31 $21.23 $33.54 x
2022-12-31 $12.09 $33.54 x
2023-12-31 $22.43 $33.54 x
2024-12-31 $26.83 $33.54 x
2025-12-31 $26.64 $33.54 x

Capital Efficiency Dashboard

This dashboard shows how efficiently Hyster-Yale Materials Handling Inc utilizes its equity to generate returns, including Return on Equity (ROE) and its components based on the DuPont analysis framework.

Capital Efficiency Insights

  • Current Return on Equity (ROE): -12.73%
  • The company may be facing challenges in efficiently utilizing shareholder equity.
  • DuPont Analysis Breakdown:
  • • Net Profit Margin: -1.59%
  • • Asset Turnover: 1.87x
  • • Equity Multiplier: 4.28x
  • Recent ROE (-12.73%) is below the historical average (-4.62%), suggesting potential challenges in capital efficiency.

Historical Capital Efficiency Metrics

Year Return on Equity Net Profit Margin Asset Turnover Equity Multiplier Economic Value Added
2002 3.22% 0.77% 1.32x 3.15x $-25.93 Million
2003 3.86% 0.92% 1.40x 3.00x $-26.08 Million
2004 2.39% 0.52% 1.46x 3.14x $-33.98 Million
2005 4.23% 0.75% 1.65x 3.40x $-24.66 Million
2007 7.50% 1.45% 1.70x 3.06x $-13.13 Million
2008 -243.84% -13.31% 2.58x 7.10x $-391.42 Million
2009 -20.81% -2.92% 1.61x 4.41x $-63.81 Million
2010 14.04% 1.80% 1.73x 4.51x $9.33 Million
2011 27.88% 3.25% 2.27x 3.77x $52.97 Million
2012 28.71% 3.97% 2.32x 3.12x $63.87 Million
2013 24.46% 4.13% 2.30x 2.58x $65.02 Million
2014 24.16% 3.97% 2.47x 2.47x $64.35 Million
2015 16.21% 2.90% 2.35x 2.38x $28.62 Million
2016 9.23% 1.67% 2.00x 2.78x $-3.58 Million
2017 8.59% 1.68% 1.75x 2.91x $-7.95 Million
2018 6.58% 1.09% 1.82x 3.30x $-18.04 Million
2019 6.58% 1.09% 1.78x 3.39x $-18.63 Million
2020 6.01% 1.32% 1.51x 3.01x $-24.59 Million
2021 -48.45% -5.62% 1.56x 5.52x $-208.71 Million
2022 -36.25% -2.09% 1.75x 9.91x $-94.54 Million
2023 32.29% 3.06% 1.98x 5.33x $86.91 Million
2024 29.95% 3.30% 2.12x 4.27x $94.79 Million
2025 -12.73% -1.59% 1.87x 4.28x $-107.30 Million

Industry Comparison

This section compares Hyster-Yale Materials Handling Inc's net assets metrics with peer companies in the Farm & Heavy Construction Machinery industry.

Industry Context

  • Industry: Farm & Heavy Construction Machinery
  • Average net assets among peers: $2,382,943,167
  • Average return on equity (ROE) among peers: -494.50%

Peer Company Comparison

Company Net Assets Return on Equity Debt-to-Equity Market Cap
Hyster-Yale Materials Handling Inc (HY) $410.00 Million 3.22% 3.70x $485.94 Million
Aebi Schmidt Holding AG - Common Stock (AEBI) $337.96 Million 3.31% 2.29x $930.46 Million
AGCO Corporation (AGCO) $588.90 Million 21.92% 2.67x $8.20 Billion
Agrify Corp (AGFY) $28.09 Million -148.62% 0.92x $89.44 Million
Alamo Group Inc (ALG) $1.02 Billion 11.39% 0.42x $2.02 Billion
Arts-Way Manufacturing Co Inc (ARTW) $6.30 Million 1.59% 0.87x $16.18 Million
Astec Industries Inc (ASTE) $599.35 Million 5.75% 0.34x $951.89 Million
Blue Bird Corp (BLBD) $-67.81 Million 0.00% 0.00x $1.91 Billion
CEA Industries Inc. (BNC) $194.34K -2441.00% 13.17x $205.46 Million
Caterpillar Inc (CAT) $21.32 Billion 41.62% 3.62x $362.70 Billion
CEA Industries Inc (CEAD) $194.34K -2441.00% 13.17x $6.66 Million

About Hyster-Yale Materials Handling Inc

NYSE:HY USA Farm & Heavy Construction Machinery
Market Cap
$485.94 Million
Market Cap Rank
#12510 Global
#3105 in USA
Share Price
$33.54
Change (1 day)
+0.75%
52-Week Range
$26.49 - $40.47
All Time High
$90.08
About

Hyster-Yale, Inc., through its subsidiaries, provides lift trucks, attachments, parts, fleet management services, and technology and energy solutions worldwide. The company manufactures components, such as frames, masts, and transmissions; and assembles lift trucks. It markets its products primarily under the Hyster, Yale, and Nuvera brands to independent Hyster and Yale retail dealerships. The c… Read more