Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.
Hyster YaleHY +8.14%68 ROE % is -30.83% as of Jun. 2026. GuruFocus rates HY with a GF Score™ of 68/100 and a GF Value™ of $41.69 (Modestly Undervalued). The stock has 3 warning signs investors should review. Among 204 Farm & Heavy Construction Machinery companies, Hyster Yale ranks worse than 92.16% on this metric.
ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Hyster Yale's annualized net income for the quarter that ended in Jun. 2026 was $-126 Mil. Hyster Yale's average Total Stockholders Equity over the quarter that ended in Jun. 2026 was $410 Mil. Therefore, Hyster Yale's annualized ROE % for the quarter that ended in Jun. 2026 was -30.83%.
The historical rank and industry rank for Hyster Yale's ROE % or its related term are showing as below:
HY'
s ROE % Range Over the Past 10 Years
Min: -35.52 Med: 6.54 Max: 42.37
Current: -19.9
During the past 13 years, Hyster Yale's highest ROE % was 42.37%. The lowest was -35.52%. And the median was 6.54%.
ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.
The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:
Note:
The net income data used here is four times the quarterly (Jun. 2026) net income data. The Revenue data used here is four times the quarterly (Jun. 2026) revenue data. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Be Aware
Net Income is used.
Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.
Asset light businesses require very few assets to generate very high earnings. Their ROE %s can be extremely high.
Hyster Yale ROE % Related Terms
Hyster Yale ROE % Historical Data
* Premium members only.
The historical data trend for Hyster Yale's ROE % can be seen below:
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
For the Farm & Heavy Construction Machinery subindustry, Hyster Yale's ROE %, along with its competitors' market caps and ROE % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Hyster Yale ROE % vs Farm & Heavy Construction Machinery Industry
For the Farm & Heavy Construction Machinery industry and Industrials sector, Hyster Yale's ROE % distribution charts can be found below:
* The bar in red indicates where Hyster Yale's ROE % falls into.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
In the calculation of annual ROE %, the net income of the last fiscal year and the average total shareholder equity over the fiscal year are used. In calculating the quarterly data,
the net income data used here is four times the quarterly (Jun. 2026) net income data.
ROE % is displayed in the 30-year financial page.
Hyster Yale (HY) has a ROE % of -30.83% as of Jun. 2026. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Hyster Yale and its competitors. According to the industry distribution chart, Hyster Yale ranks #188 out of 204 companies in the Farm & Heavy Construction Machinery industry, placing it in the top 92.2%.
Is Hyster Yale's ROE % too high?
Hyster Yale's current ROE % is -30.83%. Based on the distribution chart, Hyster Yale ranks #188 out of 204 companies in the Farm & Heavy Construction Machinery industry, which is in the bottom quartile relative to peers. Overall, Hyster Yale has a GF Score™ of 68/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Hyster Yale's ROE % compare to WNC and TWI?
According to the Farm & Heavy Construction Machinery industry distribution chart, Hyster Yale ranks #188 out of 204 companies for ROE %. This places Hyster Yale in the lower half of its industry. The industry median ROE % is 7.10. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROE % for a Farm & Heavy Construction Machinery company?
The median ROE % among Farm & Heavy Construction Machinery companies is 7.10, based on 204 companies in the industry. Companies in the top quartile (top 25%) have a ROE % significantly above this median, while those in the bottom quartile fall well below. However, ROE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROE % mean?
A high ROE % can signal that a stock is expensive relative to its fundamentals. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Hyster Yale and its competitors. For the Farm & Heavy Construction Machinery industry, the median ROE % is 7.10 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Hyster Yale's current ROE % is -30.83%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Hyster Yale stock overvalued right now?
Based on GuruFocus' analysis, Hyster Yale (HY) is currently considered Modestly Undervalued. The stock's GF Value™ is $41.69, compared to a current price of $37.99 — trading 8.9% below its estimated fair value. The current ROE % is -30.83%. Hyster Yale's overall GF Score™ is 68/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % calculated?
ROE % is calculated from a company's financial statements. For Hyster Yale (HY), the current ROE % is -30.83% as of Jun. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Hyster Yale (HY) Overvalued in 2026?
Based on GuruFocus' analysis, Hyster Yale stock appears to be undervalued.
The current stock price of $37.99 is trading 8.9% below its estimated GF Value™ of $41.69.
GuruFocus considers Hyster Yale to be Modestly Undervalued.
Key valuation signals for HY:
ROE %: -30.83%
GF Value™: $41.69 vs. price of $37.99 (8.9% below fair value)
No single metric tells the full story. See the HY stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Hyster Yale Inc designs, engineers, manufactures, sells, and services a comprehensive line of lift trucks, attachments, aftermarket parts, and technology solutions marketed globally under the Hyster and Yale brand names. The company has four segments, which include three in the lift truck business as discussed below, as well as Bolzoni S.p.A. (Bolzoni). The majority of its revenue is generated from Lift Trucks. Geographically, it operates in America, EMEA, and JAPIC regions, of which maximum revenue is generated from its business in America, which includes lift truck operations in the U.S., Canada, Mexico, Brazil, and Latin America.
68GF Score
Get the complete analysis for HY
ROE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
HY has been successfully added to your 
