Hudson Technologies (NASDAQ:HDSN) Announces Quarterly Earnings Results

Hudson Technologies (NASDAQ:HDSN) announced its quarterly earnings data on Wednesday. The industrial products company reported ($0.13) EPS for the quarter, missing analysts’ consensus estimates of ($0.09) by ($0.04), Zacks reports. Hudson Technologies had a return on equity of 8.97% and a net margin of 9.60%.The firm had revenue of $44.41 million for the quarter, compared to analysts’ expectations of $38.12 million.

Here are the key takeaways from Hudson Technologies’ conference call:

• Management is prioritizing targeted investments in infrastructure, inventory, and a new ERP, pursuing service expansions and accretive acquisitions, and plans opportunistic share repurchases (repurchased $20M in 2025) to drive organic growth and shareholder returns.
• Operational momentum included Q4 revenue up 28% (Q4 revenue $44.4M) and full-year revenue of $246.6M, with reclamation volume rising 18% for the second consecutive year—signaling stronger demand and improved recovery supply.
• Q4 results were impacted by an $8.2M inventory-related charge and $4M of executive severance, contributing to an $11.2M operating loss and an $8.6M net loss, and the recent ERP go‑live caused startup inefficiencies that could pressure near-term results (Q1 2026 headwinds).
• The renewal award for the DLA contract was rescinded after a competitor’s bid protest and is under review, creating uncertainty around a contract that generated about $38M of 2025 revenue despite management expecting service under the existing contract through 2026.
• Hudson is expanding its recovery footprint and policy positioning through acquisitions (e.g., Refrigerants, Inc., USA Refrigerants) and pilot programs with DCSEU and CARB

Hudson Technologies Stock Down 5.2%

NASDAQ HDSN traded down $0.37 during mid-day trading on Thursday, hitting $6.73. The stock had a trading volume of 306,968 shares, compared to its average volume of 236,667. The company has a 50 day simple moving average of $7.22 and a 200 day simple moving average of $8.15. The company has a market cap of $289.39 million, a price-to-earnings ratio of 13.46 and a beta of 0.92. Hudson Technologies has a 52-week low of $5.11 and a 52-week high of $10.52.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the company. AQR Capital Management LLC boosted its position in shares of Hudson Technologies by 7.2% in the 1st quarter. AQR Capital Management LLC now owns 591,645 shares of the industrial products company’s stock worth $3,650,000 after buying an additional 39,654 shares in the last quarter. Dynamic Technology Lab Private Ltd acquired a new position in Hudson Technologies during the first quarter worth about $97,000. Goldman Sachs Group Inc. lifted its holdings in shares of Hudson Technologies by 49.1% in the first quarter. Goldman Sachs Group Inc. now owns 245,760 shares of the industrial products company’s stock valued at $1,516,000 after purchasing an additional 80,973 shares in the last quarter. Invesco Ltd. grew its position in shares of Hudson Technologies by 21.5% in the second quarter. Invesco Ltd. now owns 71,748 shares of the industrial products company’s stock valued at $583,000 after purchasing an additional 12,683 shares during the last quarter. Finally, Quantinno Capital Management LP grew its position in shares of Hudson Technologies by 87.7% in the second quarter. Quantinno Capital Management LP now owns 45,416 shares of the industrial products company’s stock valued at $369,000 after purchasing an additional 21,220 shares during the last quarter. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Analysts Set New Price Targets

HDSN has been the subject of several analyst reports. Wall Street Zen raised shares of Hudson Technologies from a “hold” rating to a “buy” rating in a report on Sunday, November 16th. Weiss Ratings downgraded Hudson Technologies from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Monday. Canaccord Genuity Group reduced their price target on Hudson Technologies from $10.50 to $10.00 and set a “buy” rating for the company in a report on Monday, November 10th. Finally, Craig Hallum lowered Hudson Technologies from a “buy” rating to a “hold” rating and set a $9.00 price objective on the stock. in a report on Thursday, November 6th. Two research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, Hudson Technologies presently has an average rating of “Hold” and an average price target of $9.33.

Hudson Technologies Company Profile

Hudson Technologies, Inc is a U.S.-based provider of refrigerant management and sustainability solutions, specializing in the recovery, reclamation and recycling of refrigerant gases. The company’s core business centers on collecting used refrigerants—such as CFCs, HCFCs and HFCs—from industrial, commercial and institutional customers, processing them in certified reclamation facilities and returning material that meets industry purity standards.

Headquartered in Purchase, New York, Hudson Technologies operates a network of reclamation centers across the continental United States.

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