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HYLN Stock Analysis 2026 - Hyliion Holdings Corp. AI Rating

HYLN NYSE Truck & Bus Bodies DE CIK: 0001759631
Recently Updated • Analysis: Apr 11, 2026 • SEC Data: 2025-12-31
STRONG SELL
85% Conf
Pending
Analysis scheduled

📊 HYLN Key Takeaways

Revenue: $3.5M
Net Margin: -1,645.7%
Free Cash Flow: $-70.3M
Current Ratio: 10.00x
Debt/Equity: 0.00x
EPS: $-0.33
AI Rating: STRONG SELL with 85% confidence

Is HYLN a Good Investment? Thesis Analysis

Claude

Hyliion is burning cash at an unsustainable rate with -$70.3M free cash flow and -$57.2M net losses on only $3.5M revenue, indicating fundamental business model weakness. The critically low 4.9% gross margin and -1886% operating margin suggest structural profitability challenges that cannot be solved by revenue growth alone. While the fortress balance sheet provides runway, the company must demonstrate margin expansion and a clear path to profitability to justify continued investment.

Why Buy HYLN? Key Strengths

Claude
  • + Strong balance sheet with $192M equity and only $11.6M liabilities
  • + Substantial cash position of $22.9M with zero long-term debt provides financial runway
  • + Exceptional revenue growth of 130.3% YoY demonstrates demand for products

HYLN Investment Risks to Consider

Claude
  • ! Unsustainable cash burn of -$70.3M FCF with limited visibility to profitability
  • ! Critically low 4.9% gross margin indicates fundamental business model weakness
  • ! Operating losses of -$65.6M far exceed revenue of $3.5M, suggesting structural unprofitability
  • ! Company will exhaust cash reserves within months without capital infusion or operational turnaround
  • ! Elevated insider trading activity (21 Form 4 filings) warrants monitoring

Key Metrics to Watch

Claude
  • * Gross margin trend and unit economics expansion
  • * Operating cash flow inflection point and path to positive FCF
  • * Revenue scaling relative to operating expense growth
  • * Months of cash runway remaining at current burn rate

HYLN Financial Metrics

Revenue
$3.5M
Net Income
$-57.2M
EPS (Diluted)
$-0.33
Free Cash Flow
$-70.3M
Total Assets
$203.6M
Cash Position
$22.9M

💡 AI Analyst Insight

Strong liquidity with a 10.00x current ratio provides a solid financial cushion.

HYLN Profitability Ratios

Gross Margin 4.9%
Operating Margin -1,886.4%
Net Margin -1,645.7%
ROE -29.8%
ROA -28.1%
FCF Margin -2,022.7%

HYLN vs Default Sector

How Hyliion Holdings Corp. compares to Default sector averages

Net Margin
HYLN -1,645.7%
vs
Sector Avg 12.0%
HYLN Sector
ROE
HYLN -29.8%
vs
Sector Avg 15.0%
HYLN Sector
Current Ratio
HYLN 10.0x
vs
Sector Avg 1.8x
HYLN Sector
Debt/Equity
HYLN 0.0x
vs
Sector Avg 0.7x
HYLN Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is HYLN Overvalued or Undervalued?

Based on fundamental analysis, Hyliion Holdings Corp. has mixed fundamental signals relative to the Default sector in 2026.

Return on Equity
-29.8%
Sector avg: 15%
Net Profit Margin
-1,645.7%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

HYLN Balance Sheet & Liquidity

Current Ratio
10.00x
Quick Ratio
10.00x
Debt/Equity
0.00x
Debt/Assets
5.7%
Interest Coverage
N/A
Long-term Debt
$0.0

HYLN 5-Year Financial Trend & Growth Analysis

HYLN 5-year financial data: Year 2021: Revenue $200.0K, Net Income -$14.1M, EPS $-0.16. Year 2022: Revenue $2.1M, Net Income $324.1M, EPS $-0.35. Year 2023: Revenue $2.1M, Net Income -$153.4M, EPS $-0.87. Year 2024: Revenue $1.5M, Net Income -$123.5M, EPS $-0.68. Year 2025: Revenue $3.5M, Net Income -$52.0M, EPS $-0.30.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Hyliion Holdings Corp.'s revenue has grown significantly by 1,638% over the 5-year period, indicating strong business expansion. The most recent EPS of $-0.30 indicates the company is currently unprofitable.

HYLN Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-2,022.7%
Free cash flow / Revenue

HYLN Quarterly Performance

Quarterly financial performance data for Hyliion Holdings Corp. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 N/A -$10.9M $-0.06
Q2 2025 N/A -$10.9M $-0.06
Q1 2025 N/A -$15.6M $-0.09
Q3 2024 N/A -$10.9M $-0.06
Q2 2024 N/A -$10.9M $-0.06
Q1 2024 N/A -$15.6M $-0.09
Q3 2023 $96.0K -$27.1M $-0.17
Q2 2023 $172.0K -$27.1M $-0.19

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

HYLN Capital Allocation

Operating Cash Flow
-$46.5M
Cash generated from operations
Capital Expenditures
$23.7M
Investment in assets
Dividends
None
No dividend program

HYLN SEC 10-K & 10-Q Filing Analysis

Access official SEC EDGAR filings for Hyliion Holdings Corp. (CIK: 0001759631)

📋 Recent SEC Filings

Date Form Document Action
Apr 8, 2026 DEF 14A hyln-20260407.htm View →
Mar 10, 2026 4 xslF345X05/wk-form4_1773181162.xml View →
Mar 4, 2026 4 xslF345X05/wk-form4_1772666952.xml View →
Mar 4, 2026 4 xslF345X05/wk-form4_1772666936.xml View →
Mar 4, 2026 4 xslF345X05/wk-form4_1772666915.xml View →

Frequently Asked Questions about HYLN

What is the AI rating for HYLN?

Hyliion Holdings Corp. (HYLN) has an AI rating of STRONG SELL with 85% confidence, based on fundamental analysis of SEC EDGAR filings.

What are HYLN's key strengths?

Claude: Strong balance sheet with $192M equity and only $11.6M liabilities. Substantial cash position of $22.9M with zero long-term debt provides financial runway.

What are the risks of investing in HYLN?

Claude: Unsustainable cash burn of -$70.3M FCF with limited visibility to profitability. Critically low 4.9% gross margin indicates fundamental business model weakness.

What is HYLN's revenue and growth?

Hyliion Holdings Corp. reported revenue of $3.5M.

Does HYLN pay dividends?

Hyliion Holdings Corp. does not currently pay dividends.

Where can I find HYLN SEC filings?

Official SEC filings for Hyliion Holdings Corp. (CIK: 0001759631) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is HYLN's EPS?

Hyliion Holdings Corp. has a diluted EPS of $-0.33.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is HYLN a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Hyliion Holdings Corp. has a STRONG SELL rating with 85% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is HYLN stock overvalued or undervalued?

Valuation metrics for HYLN: ROE of -29.8% (sector avg: 15%), net margin of -1,645.7% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy HYLN stock in 2026?

Our dual AI analysis gives Hyliion Holdings Corp. a combined STRONG SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is HYLN's free cash flow?

Hyliion Holdings Corp.'s operating cash flow is $-46.5M, with capital expenditures of $23.7M. FCF margin is -2,022.7%.

How does HYLN compare to other Default stocks?

Vs Default sector averages: Net margin -1,645.7% (avg: 12%), ROE -29.8% (avg: 15%), current ratio 10.00 (avg: 1.8).

Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 11, 2026 | Data as of: 2025-12-31 | Powered by Claude AI