Q2 2026 Hyliion Holdings Corp Earnings Call Transcript

Aug 12, 2026 / 03:00 PM GMT

Release Date Price: $3.89 (-0.77%)

Transcript 10-Q8-K

Key Points

Positve

Hyliion Holdings Corp (HYLN) was awarded a $41.7 million contract with the US Navy, its largest military contract to date, and expects to secure additional military awards, bringing total new military contracts for 2026 to nearly $50 million.
The company raised its full-year 2026 revenue guidance by 50% to approximately $15 million, driven by faster-than-expected ramp-up of R&D services work with the Navy.
Hyliion Holdings Corp (HYLN) identified additive manufacturing speed improvements that have the potential to increase print speed and throughput by up to three times, improving capital efficiency for scaling production.
The company completed multiple 2026 milestones, including demonstrating multi-power module operations and securing new military contracts, with expectations to complete initial customer site deployments in the coming quarter.
Hyliion Holdings Corp (HYLN) improved its cash outlook for 2026, now expecting to finish the year with $115-$120 million in cash and investments, reflecting higher revenue, lower capital spending, and anticipated equipment financing proceeds.
Commercial interest remains strong, particularly in the data center sector, with non-binding LOIs representing approximately 750 KARNO cores and engagements with multiple hyperscalers and data center builders.

Negative

Hyliion Holdings Corp (HYLN) continues to report net losses, with a net loss of $13.9 million in Q2 2026, though slightly improved year-over-year.
The company's revenue is heavily dependent on government contracts, and the existing Navy contracts will begin to wind down in the second half of 2026, creating potential revenue gaps before new contracts ramp up in 2027 and 2028.
The approximately three times improvement in printer speed is still being validated and requires additional testing, introducing uncertainty into the production scaling timeline.
Hyliion Holdings Corp (HYLN) is establishing an at-the-market equity program, which could lead to shareholder dilution if the company raises capital opportunistically.
The company has not yet achieved efficient production volumes, and it remains too early to determine exactly when it will reach the level of production volume needed to justify further investment.
The commercialization of the 200-kilowatt power module has been pushed into 2027, delaying potential revenue from data center customers.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

HYLN.A - Hyliion Holdings Corp
Q2 2026 Hyliion Holdings Corp Earnings Call
Aug 12, 2026 / 03:00PM GMT

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Presentation
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Unidentified_1 [1]
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Hello, everyone.

Thank you for joining us and welcome to the Hyliand Holdings second quarter 2026 earnings conference call.

After today's prepared remarks, we will host a question-and-answer session. If you would like to ask a question, please press star one to raise your hand. To withdraw your question, press star one again.

Will now hand the conference over to Greg Stanley, Chief Accounting Officer. Greg, please go ahead.

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Unidentified_2 [2]
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Thank you, and good morning, everyone. Welcome to Hyliion Holdings' second

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