Hyster-Yale (HY) Invested Capital (2011 - 2026)
Hyster-Yale (HY) reported Invested Capital of $858.1 million for Q3 2026, down 14.9% from $1.01 billion a year earlier and down 4.0% from the prior quarter.
Powered by 
Analysis
Hyster-Yale (HY) Invested Capital (2011 - 2026) Analysis & Trends
For FY2025, Hyster-Yale posted Invested Capital of $1.09 billion, up 7.6% from FY2024.
- Invested Capital has increased for three consecutive years, with a five-year compound annual growth rate of 0.0% (FY2020 to FY2025).
- By year, Invested Capital came in at $1.02 billion in FY2024 (+5.4%), $964.8 million in FY2023 (+17.3%), $822.8 million in FY2022 (-14.9%) and $966.9 million in FY2021 (-11.4%).
- The Q3 2026 figure ranks as the lowest quarterly Invested Capital since Q3 2023.
- Year over year, Invested Capital has now declined in each of the last three quarters, with an average decline of 0.3% over the last eight quarters.
- The high point for year-over-year Invested Capital in five years was Q3 2024 (growth of 22.7%); the low point was Q3 2022 (a decline of 29.0%).
- Per Business Quant data, the three quarters before Q3 2026 came in at $893.9 million (Q2 2026), $939.7 million (Q1 2026) and $1.09 billion (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Caterpillar | 274.62 Bn | 245.93 Bn | 7.35 Bn | 66.68 Bn |
| 2 | Amphenol | 193.27 Bn | 188.11 Bn | 4.02 Bn | 35.13 Bn |
| 3 | Deere | 181.55 Bn | 190.32 Bn | 4.66 Bn | 85.74 Bn |
| 4 | Eaton | 137.15 Bn | 134.13 Bn | 3.11 Bn | 41.13 Bn |
| 5 | Parker-Hannifin | 120.49 Bn | 118.48 Bn | 2.26 Bn | 33.55 Bn |
| 6 | 3M | 94.89 Bn | 77.30 Bn | 2.78 Bn | 19.17 Bn |
| 7 | Emerson Electric | 92.74 Bn | 85.23 Bn | 2.74 Bn | 32.93 Bn |
| 8 | Illinois Tool Works | 81.69 Bn | 78.37 Bn | 1.91 Bn | 12.51 Bn |
| 9 | Vertiv Holdings | 77.79 Bn | 66.64 Bn | 1.64 Bn | 8.43 Bn |
| 10 | Hyster-Yale | 486.09 Mn | 166.59 Mn | 124.10 Mn | 858.10 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 858.10 Mn |
| Jun 30, 2026 | 893.90 Mn |
| Mar 31, 2026 | 939.70 Mn |
| Dec 31, 2025 | 1.09 Bn |
| Sep 30, 2025 | 1.01 Bn |
| Jun 30, 2025 | 1.02 Bn |
| Mar 31, 2025 | 998.30 Mn |
| Dec 31, 2024 | 1.02 Bn |
| Sep 30, 2024 | 1.00 Bn |
| Jun 30, 2024 | 969.80 Mn |
| Mar 31, 2024 | 889.20 Mn |
| Dec 31, 2023 | 964.80 Mn |
| Sep 30, 2023 | 816.80 Mn |
| Jun 30, 2023 | 834.60 Mn |
| Mar 31, 2023 | 818.20 Mn |
| Dec 31, 2022 | 822.80 Mn |
| Sep 30, 2022 | 666.50 Mn |
| Jun 30, 2022 | 788.10 Mn |
| Mar 31, 2022 | 830.50 Mn |
| Dec 31, 2021 | 966.90 Mn |
API Access
Hyster-Yale Invested Capital API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=invested-capital&ticker=HY&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "HY", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=HY&period=max&api_key=YOUR_API_KEY");
const data = await res.json();