Hyster-Yale Materials Handling Inc (HY) — Strategic Asset Allocation Index
Hyster-Yale Materials Handling Inc (HY) has a Strategic Asset Allocation Index of 13.0% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $53.20 Million) total $53.20 Million, measured against net assets of $410.00 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Hyster-Yale Materials Handling Inc (HY) balance sheet quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Hyster-Yale Materials Handling Inc Strategic Asset Allocation Index (2002–2025)
This chart shows how Hyster-Yale Materials Handling Inc's Strategic Asset Allocation Index has evolved across 20 annual periods from 2002 to 2025. As of June 2026, the index stands at 13.0%, representing strategic assets of $53.20 Million against net assets of $410.00 Million USD. For live market cap and overall valuation, see Hyster-Yale Materials Handling Inc (HY) market capitalisation.
Annual Strategic Asset Allocation Index for Hyster-Yale Materials Handling Inc (2002–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Hyster-Yale Materials Handling Inc from 2002 to 2025, covering 20 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. See Hyster-Yale Materials Handling Inc (HY) shareholders funds for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 107.3% | $528.20 Million | $470.00 Million | $58.20 Million | $492.40 Million | ▲ +14.5 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 | — |