HIGHBuilt-in & outside partyCustomer
ONR contracts
“10-K Item 1A: 'We currently receive all of our revenue from fees and costs payable by ONR pursuant to such contracts, making us substantially dependent on funding from ONR.'”
HYLN · Concentration risk · 10-K extracted
Hyliion Holdings (HYLN) concentration risks
Updated
The most significant concentration Hyliion Holdings discloses is ONR contracts, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: Hyliion Holdings’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 3 disclosed concentrations
HIGH3
MEDIUM0
LOW0
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
HIGHOutside partySupplier
Colibrium Additive
“10-K Item 1A: 'We currently purchase all of our additive printing machines from Colibrium Additive (formerly GE Additive).'”
HIGHOutside partySupplier
single-source suppliers
“10-K Item 1A: 'We rely on third-party suppliers, many of whom are single-source suppliers, for the provision and development of many of the key components and materials used in our products'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-07-06Hyliion's disclosed concentration risks center on three dependency relationships rather than customer or geographic mix. The company draws essentially all of its revenue from funding tied to ONR, making it substantially dependent on that counterparty for its top-line. On the supply side, it sources all of its additive printing machines from a single vendor, Colibrium Additive (formerly GE Additive), and relies more broadly on third-party suppliers — many of them single-source — for key components and materials used in its products. Together these exposures point to a business whose revenue and production are each gated by a small number of counterparties. The ONR dependency is a demand-side concentration: any disruption to that funding relationship would directly hit revenue. The manufacturing-equipment and component dependencies are supply-side: a single-source disruption at Colibrium Additive or among the broader supplier base could constrain production capacity independent of demand. None of the filings disclose a percentage share for these relationships, but all three are framed as structural dependencies rather than one-off events, meaning they are ongoing features of how the business operates rather than transient risks.
For the engine’s reasoning on HYLN’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Auto Parts
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| ALSN | Allison Transmission Holdings, | 3 | 0 | 1 | 4 |
| HYLN● | Hyliion Holdings Corp. | 3 | 0 | 0 | 3 |
| APTV | Aptiv PLC | 1 | 2 | 1 | 4 |
| ALV | Autoliv, Inc. | 1 | 2 | 0 | 3 |
| ADNT | Adient plc | 0 | 1 | 0 | 1 |
| AAP | Advance Auto Parts Inc. | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.