Hyliion Holdings Corp. (HYLN)
AMEXConsumer DiscretionaryAuto - PartsSnapshot 2026-09-04
AMEXConsumer DiscretionaryAuto - PartsSnapshot 2026-09-04
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Put HYLN beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Automotive Parts & Equipment is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — Generate at least $50M free cash flow in 2026: FCF -32.5M vs 50M target.
View ThesisManagement screens weak on capital allocation, margins.
View ManagementThis stock is volatile — it swings about 5% on a typical day and fell roughly 61% in its worst 12-month stretch.
View RiskHYLN's growth depends on achieving at least $10M in revenue for 2026. Recent guidance raised revenue expectations to about $15M after securing a $41.7M U.S. Navy contract. HYLN trades at a valuation below typical for its sector peers. This suggests the market may not fully reflect its growth potential. A specific risk is the company's failure to generate at least $50M in free cash flow, as it reported a negative $32.5M. Peer multiples imply a price about 12% below where it trades. This read is provisional.
Trailing returns as of 2026-09-04. HYLN is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 3 analysts currently covering HYLN (as of Sep 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare HYLN with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| HYLN Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 0 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Automotive Parts & Equipment — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put HYLN next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Commercialize KARNO Power Module and increase revenue
Upgrade indicates confidence in KARNO commercialization progress.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 10% on quality vs scored peers
TTM earnings are negative. P/E-based methods drop out and the estimate leans on sales- and cash-flow-based methods. A data condition, not a forward call.

Advances: Achieve $10M revenue in 2026
Increased revenue guidance directly supports growth objective.

$40-50M pipeline supports revenue growth objective.
$40-50M pipeline supports revenue growth objective.
Focus on AI data centers aligns with growth strategy.
Beating forecasts indicates strong revenue potential.