Hyster-Yale Materials Handling Inc (HY) — Strategic Asset Allocation Index
Hyster-Yale Materials Handling Inc (HY) has a Strategic Asset Allocation Index of 67.9% as of September 2025. Strategic assets (PP&E of $320.60 Million plus long-term investments of $56.60 Million) total $377.20 Million, measured against net assets of $555.40 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Hyster-Yale Materials Handling Inc Strategic Asset Allocation Index (2002–2024)
This chart shows how Hyster-Yale Materials Handling Inc's Strategic Asset Allocation Index has evolved across 19 annual periods from 2002 to 2024. As of September 2025, the index stands at 67.9%, representing strategic assets of $377.20 Million against net assets of $555.40 Million USD. Explore HY cash flow conversion to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Hyster-Yale Materials Handling Inc (2002–2024)
The table below presents the year-by-year Strategic Asset Allocation Index for Hyster-Yale Materials Handling Inc from 2002 to 2024, covering 19 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For the full company profile including market capitalisation, see market value of Hyster-Yale Materials Handling Inc.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 92.7% | $458.20 Million | $402.70 Million | $55.50 Million | $494.10 Million | ▼ -16.9 pp |
| 2023 | 109.6% | $445.80 Million | $389.00 Million | $56.80 Million | $406.80 Million | ▼ -79.9 pp |
| 2022 | 189.5% | $426.60 Million | $367.20 Million | $59.40 Million | $225.10 Million | ▲ +84.5 pp |
| 2021 | 105.0% | $402.20 Million | $330.50 Million | $71.70 Million | $382.90 Million | ▲ +40.4 pp |
| 2020 | 64.6% | $420.60 Million | $340.40 Million | $80.20 Million | $651.10 Million | ▼ -2.7 pp |
| 2019 | 67.3% | $388.50 Million | $308.50 Million | $80.00 Million | $577.00 Million | ▲ +0.9 pp |
| 2018 | 66.5% | $371.80 Million | $296.20 Million | $75.60 Million | $559.50 Million | ▲ +5.8 pp |
| 2017 | 60.7% | $347.30 Million | $265.40 Million | $81.90 Million | $572.40 Million | ▼ -3.3 pp |
| 2016 | 64.0% | $301.00 Million | $255.10 Million | $45.90 Million | $470.40 Million | ▲ +14.8 pp |
| 2015 | 49.2% | $227.70 Million | $184.50 Million | $43.20 Million | $462.70 Million | ▲ +1.1 pp |
| 2014 | 48.1% | $219.40 Million | $179.80 Million | $39.60 Million | $456.00 Million | ▲ +3.6 pp |
| 2013 | 44.6% | $200.90 Million | $164.20 Million | $36.70 Million | $450.90 Million | ▲ +1.9 pp |
| 2012 | 42.7% | $146.10 Million | $146.10 Million | $- | $342.20 Million | ▼ -6.8 pp |
| 2011 | 49.5% | $147.10 Million | $147.10 Million | $- | $297.10 Million | ▼ -21.0 pp |
| 2010 | 70.5% | $162.70 Million | $162.70 Million | $- | $230.70 Million | ▲ +17.7 pp |
| 2005 | 52.8% | $225.90 Million | $225.90 Million | $- | $427.60 Million | ▼ -0.5 pp |
| 2004 | 53.3% | $238.10 Million | $238.10 Million | $- | $446.80 Million | ▼ -3.9 pp |
| 2003 | 57.2% | $242.90 Million | $242.90 Million | $- | $424.80 Million | ▼ -6.1 pp |
| 2002 | 63.3% | $242.10 Million | $242.10 Million | $- | $382.30 Million | — |