Hyster-Yale Materials Handling Inc Strategic Asset Allocation Index
Hyster-Yale Materials Handling Inc 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 HY equity to assets ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Hyster-Yale Materials Handling Inc (2002–2025)
Strategic asset allocation index of Hyster-Yale Materials Handling Inc from 2002 to 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. Check HY tangible net worth ratio to evaluate the tangible quality of the company's equity base.
Hyster-Yale Materials Handling Inc Strategic Asset Allocation Index by Year (2002–2025)
Hyster-Yale Materials Handling Inc strategic asset allocation index by year from 2002 to 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. For live market cap and overall valuation, see HY market cap.
| 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 | — |