Hyster-Yale (HY) Invested Capital (2011 - 2026)
Hyster-Yale (HY) reported Invested Capital of $795.3 million for Q2 2026, down 14.3% from $928.5 million a year earlier and down 4.4% from the prior quarter.
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Analysis
Hyster-Yale (HY) Invested Capital (2011 - 2026) Analysis & Trends
For FY2025, Hyster-Yale posted Invested Capital of $861 million, down 0.5% from FY2024.
- Invested Capital has a five-year compound annual growth rate of -1.7% (FY2020 to FY2025).
- By year, Invested Capital came in at $865.7 million in FY2024 (+7.8%), $802.7 million in FY2023 (+28.1%), $626.7 million in FY2022 (-22.6%) and $809.9 million in FY2021 (-13.8%).
- The Q2 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 growth averaging 4.2% over the last eight quarters.
- The high point for year-over-year Invested Capital in five years was Q3 2023 (growth of 33.6%); the low point was Q3 2022 (a decline of 37.7%).
- Per Business Quant data, the three quarters before Q2 2026 came in at $831.7 million (Q1 2026), $861 million (Q4 2025) and $933.7 million (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Caterpillar | 372.79 Bn | 344.49 Bn | 7.76 Bn | 64.54 Bn |
| 2 | Amphenol | 207.98 Bn | 202.68 Bn | 3.55 Bn | 34.42 Bn |
| 3 | Deere | 181.02 Bn | 189.78 Bn | 4.66 Bn | 51.21 Bn |
| 4 | Eaton | 166.86 Bn | 164.09 Bn | 2.86 Bn | 40.91 Bn |
| 5 | Parker-Hannifin | 120.45 Bn | 118.58 Bn | 2.25 Bn | 23.93 Bn |
| 6 | Vertiv Holdings | 92.94 Bn | 83.56 Bn | 1.23 Bn | 7.70 Bn |
| 7 | Emerson Electric | 86.56 Bn | 79.32 Bn | 2.66 Bn | 33.51 Bn |
| 8 | 3M | 84.72 Bn | 66.18 Bn | 2.68 Bn | 15.56 Bn |
| 9 | Illinois Tool Works | 73.32 Bn | 69.88 Bn | 1.90 Bn | 12.59 Bn |
| 10 | Hyster-Yale | 563.63 Mn | 579.73 Mn | 127.60 Mn | 795.30 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 795.30 Mn |
| Mar 31, 2026 | 831.70 Mn |
| Dec 31, 2025 | 861.00 Mn |
| Sep 30, 2025 | 933.70 Mn |
| Jun 30, 2025 | 928.50 Mn |
| Mar 31, 2025 | 899.80 Mn |
| Dec 31, 2024 | 865.70 Mn |
| Sep 30, 2024 | 924.00 Mn |
| Jun 30, 2024 | 861.50 Mn |
| Mar 31, 2024 | 819.40 Mn |
| Dec 31, 2023 | 802.70 Mn |
| Sep 30, 2023 | 714.50 Mn |
| Jun 30, 2023 | 700.70 Mn |
| Mar 31, 2023 | 678.70 Mn |
| Dec 31, 2022 | 626.70 Mn |
| Sep 30, 2022 | 535.00 Mn |
| Jun 30, 2022 | 655.50 Mn |
| Mar 31, 2022 | 725.60 Mn |
| Dec 31, 2021 | 809.90 Mn |
| Sep 30, 2021 | 858.10 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();