ClearSign Technologies Reports Surge in Q4 Revenue, Highlights Major Burner Projects

Company sees strong customer demand for its emissions-reducing industrial burner technology amid tightening regulations.

Apr. 16, 2026 at 7:04am

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A highly detailed, photorealistic studio photograph of a polished, chrome-plated industrial burner component, its sleek design and precision engineering highlighted by dramatic studio lighting against a clean, monochromatic background.ClearSign's emissions-reducing burner technology offers a cost-effective alternative to traditional industrial combustion systems.Santa Rosa Today

ClearSign Technologies (NASDAQ:CLIR) reported a sharp year-over-year revenue increase in Q4 2025, driven by a $2.6 million process burner order for a petrochemical plant on the Texas Gulf Coast. The company also discussed progress on multiple large refinery and petrochemical burner projects, emphasizing growing customer engagement, expanded product configurations, and upcoming demonstrations aimed at supporting additional order wins.

Why it matters

ClearSign's burner technology offers a cost-effective alternative to traditional emissions control systems, helping industrial facilities comply with increasingly stringent NOx regulations. As the market for emissions-reducing solutions grows, ClearSign's ability to secure major customer orders and deliver successful reference projects will be crucial to its long-term success.

The details

ClearSign recognized approximately $3.7 million in revenue in Q4 2025, up from $590,000 in the same period of 2024. The company attributed the increase primarily to the $2.6 million process burner order. For the full year 2025, ClearSign reported gross profit of around 27%, down from 31% in 2024, due to a warranty accrual. Net loss increased by $197,000, driven by non-recurring legal fees. ClearSign ended 2025 with $9.2 million in cash and 5.3 million shares outstanding.

  • ClearSign recognized approximately $3.7 million in revenue in Q4 2025, compared with $590,000 in Q4 2024.
  • The 26-burner order that drove Q4 revenue has been completed and delivered, with installation expected in early mid-2026 and startup currently scheduled for October 2026.
  • ClearSign has also announced a 36-burner order for a major Gulf Coast customer and a 32-burner order for another major refiner, with both projects split into multiple phases.
  • An upcoming industry demonstration of a new burner technology developed under a Department of Energy SBIR grant is scheduled for April 23, 2026 at Zeeco's test facility.
  • Key milestones for 2026 include building backlog, securing additional orders, and delivering reference projects, with the October 2026 startup of the 26-burner Texas Gulf Coast installation and the April 23 demonstration as near-term events.

The players

Brent Hinds

Chief Financial Officer of ClearSign Technologies.

Jim Deller

Chief Executive Officer of ClearSign Technologies, an industrial technology company focused on low-emissions industrial burners.

Zeeco

A multi-billion-dollar company with extensive testing and manufacturing infrastructure, which collaborates with ClearSign to manufacture and support testing for its process burner products.

ExxonMobil

A major energy company that conducted a 2019 technology feasibility study with ClearSign, assessing about 15% of its burners as good targets for ClearSign's technology.

Calco

A heater engineering and revamp firm involved in the 26-burner project that drove ClearSign's Q4 2025 revenue.

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What they’re saying

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What’s next

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The takeaway

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