Hyster-Yale (HY) Return on Invested Capital [ROIC] (2012 - 2026)
Hyster-Yale (HY) reported Return on Invested Capital [ROIC] of -9.99% for Q2 2026, down 13.65 percentage points from 3.66% a year earlier and down 1.56 percentage points from the prior quarter.
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Analysis
Hyster-Yale (HY) Return on Invested Capital [ROIC] (2012 - 2026) Analysis & Trends
For FY2025, Hyster-Yale posted Return on Invested Capital [ROIC] of -2.56%, down 21.88 percentage points from FY2024.
- Return on Invested Capital [ROIC] has a five-year change of -7.63 percentage points (FY2020 to FY2025).
- By year, Return on Invested Capital [ROIC] came in at 19.32% in FY2024 (-1.34 pp), 20.67% in FY2023 (+26.11 pp), -5.44% in FY2022 (+11.97 pp) and -17.41% in FY2021 (-22.48 pp).
- The Q2 2026 figure ranks as the lowest quarterly Return on Invested Capital [ROIC] since Q3 2022.
- Year over year, Return on Invested Capital [ROIC] has now declined in each of the last seven quarters, with an average year-over-year change of -12.78 percentage points over the last eight quarters.
- The high point for year-over-year Return on Invested Capital [ROIC] in five years was Q3 2023 (a gain of 46.26 percentage points); the low point was Q2 2022 (a drop of 31.27 percentage points).
- Per Business Quant data, the three quarters before Q2 2026 came in at -8.44% (Q1 2026), -2.46% (Q4 2025) and 0.95% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Caterpillar | 388.70 Bn | 360.40 Bn | 7.76 Bn | 15.86% |
| 2 | Amphenol | 214.42 Bn | 209.12 Bn | 3.55 Bn | 16.52% |
| 3 | Deere | 185.30 Bn | 194.07 Bn | 4.66 Bn | 9.33% |
| 4 | Eaton | 169.35 Bn | 166.59 Bn | 2.86 Bn | 10.34% |
| 5 | Parker-Hannifin | 122.64 Bn | 120.77 Bn | 2.25 Bn | 15.40% |
| 6 | Vertiv Holdings | 97.12 Bn | 87.74 Bn | 1.23 Bn | 23.98% |
| 7 | Emerson Electric | 90.13 Bn | 82.89 Bn | 2.66 Bn | 10.94% |
| 8 | 3M | 83.49 Bn | 64.94 Bn | 2.68 Bn | 22.67% |
| 9 | Illinois Tool Works | 74.89 Bn | 71.45 Bn | 1.90 Bn | 27.10% |
| 10 | Hyster-Yale | 558.98 Mn | 575.08 Mn | 127.60 Mn | -9.99% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | -9.99% |
| Mar 31, 2026 | -8.44% |
| Dec 31, 2025 | -2.46% |
| Sep 30, 2025 | 0.95% |
| Jun 30, 2025 | 3.66% |
| Mar 31, 2025 | 13.14% |
| Dec 31, 2024 | 18.01% |
| Sep 30, 2024 | 19.68% |
| Jun 30, 2024 | 23.22% |
| Mar 31, 2024 | 21.19% |
| Dec 31, 2023 | 19.47% |
| Sep 30, 2023 | 18.39% |
| Jun 30, 2023 | 7.73% |
| Mar 31, 2023 | 3.34% |
| Dec 31, 2022 | -6.73% |
| Sep 30, 2022 | -27.87% |
| Jun 30, 2022 | -28.28% |
| Mar 31, 2022 | -22.62% |
| Dec 31, 2021 | -18.26% |
| Sep 30, 2021 | -3.45% |
API Access
Hyster-Yale Return on Invested Capital [ROIC] 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=return-on-invested-capital-%5Broic%5D&ticker=HY&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "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=return-on-invested-capital-%5Broic%5D&ticker=HY&period=max&api_key=YOUR_API_KEY");
const data = await res.json();