Hyliion and Mesa Natural Gas Solutions ink demonstration deal

Published 12/05/2025, 13:38
Hyliion and Mesa Natural Gas Solutions ink demonstration deal

AUSTIN, Texas - Hyliion Holdings Corp. (NYSE American: HYLN), a $286 million market cap company known for developing electric power generation technology, has announced a Letter of Intent (LOI) with Mesa Natural Gas Solutions, a top manufacturer of natural gas generators. According to InvestingPro data, the company maintains a strong financial position with more cash than debt on its balance sheet, though analysts note it’s currently in a rapid cash-burn phase. The LOI, revealed today, sets the stage for a demonstration of Hyliion’s KARNO™ Power Module across various energy sectors, starting with a 200 kW unit.

The partnership begins with Mesa purchasing one 200 kW KARNO Power Module, with options to acquire more units, potentially reaching a total capacity of 2.4 MW, given successful performance validation. This development comes as InvestingPro analysts project sales growth for the current year, despite the company’s stock experiencing significant volatility, trading at $1.63, well below its 52-week high of $4.09. Initial deployment is planned for a commercial site for stationary power generation using natural gas, with subsequent testing at an oil and gas location utilizing wellhead or flare gas.

Hyliion’s CEO, Thomas Healy, expressed enthusiasm for demonstrating the KARNO Power Module’s efficiency, fuel flexibility, and scalability, emphasizing its potential to enhance Mesa’s delivery of reliable and lower-emission power solutions. Mesa’s CEO, Scott Gromer, also highlighted the alignment of Hyliion’s technology with Mesa’s vision of providing clean, on-site power.

Hyliion’s commitment to creating environmentally conscious and adaptable electricity production solutions is evident in its focus on modular power plant technology that can utilize various fuel sources. The company is initially targeting the commercial and waste management industries with its KARNO Power Module, which can serve as a primary power source and offer energy arbitrage opportunities.

Mesa Solutions is recognized for its innovative and dependable power generation solutions catering to a diverse clientele. The company’s dedication to quality and customer satisfaction is at the core of its operations.

This collaboration is based on the LOI, which remains non-binding. The forward-looking statements included in the press release are subject to numerous risks and uncertainties, and actual events or results may differ materially from those projected. The information in this article is based on a press release statement. Based on InvestingPro’s Fair Value analysis, Hyliion appears undervalued at current levels, though investors should note the company’s negative EBITDA of -$58.15 million in the last twelve months. For deeper insights into Hyliion’s financial health and growth prospects, including 14 additional ProTips and comprehensive valuation metrics, explore the full Pro Research Report available on InvestingPro.

In other recent news, Hyliion Holdings Corp reported its fourth-quarter 2024 earnings, showing a revenue of $1.5 million, primarily from research and development services. The company’s earnings per share (EPS) came in at -$0.08, slightly missing the forecast of -$0.07. Despite this minor miss, the company has seen optimism about its future outlook, focusing on product innovation and market expansion. Hyliion has launched its first early adopter Carnot generator unit, with the U.S. Navy as a client, and there is strong market interest in sectors like EV charging, waste gas, oil and gas, and data centers. The company projects its 2025 revenue to be between $10 million and $15 million, with plans to commercialize its products in the second half of 2025. Hyliion’s financial position remains robust, with a full-year cash position of $219.7 million and plans for international expansion in regions like the Middle East and Hong Kong. The company has secured customer contracts and letters of intent for over 100 Carnot units, indicating a strong foundation for future growth.

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