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HY: Future Returns Will Depend On Stable Margins And Completed Buybacks

Global E-commerce And Automation Will Spark Rebound

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HY
AnalystConsensusTarget
Not Invested
Published 15 Sep 2024

Update shared on 10 Dec 2025

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AnalystConsensusTarget's Fair Value
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1Y
-39.2%
7D
-8.6%

Narrative Update

Analysts have modestly lifted their price target on Hyster-Yale to 36.50 dollars, reflecting slightly lower perceived risk and a marginally improved long term earnings outlook, while keeping core growth and margin assumptions essentially unchanged.

What's in the News

  • Completed share repurchase of 106,314 shares, representing about 0.61% of outstanding shares, totaling approximately 5.76 million dollars under the buyback program announced on November 18, 2024 (company disclosure)
  • No additional shares were repurchased between July 1, 2025 and September 30, 2025, leaving the latest buyback tranche inactive during the quarter (company disclosure)
  • The completion of the authorized repurchase program may modestly support earnings per share through a smaller share count, while limiting near term capital returns unless a new authorization is approved (company disclosure)

Valuation Changes

  • Fair Value: Unchanged at 36.50 dollars per share, indicating no revision to the central valuation estimate.
  • Discount Rate: Fallen slightly from approximately 10.76 percent to about 10.46 percent, reflecting a modest reduction in perceived risk.
  • Revenue Growth: Effectively unchanged, remaining near 31.2 percent and signaling a stable long term growth outlook.
  • Net Profit Margin: Essentially flat at roughly 99.6 percent, with only immaterial model rounding differences.
  • Future P/E: Edged down slightly from about 21.44 times to around 21.26 times, suggesting a marginally lower valuation multiple applied to future earnings.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.