Hudson Technologies (NASDAQ:HDSN) Releases Earnings Results

Hudson Technologies (NASDAQ:HDSN) posted its quarterly earnings results on Wednesday. The industrial products company reported ($0.13) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.09) by ($0.04), Zacks reports. The firm had revenue of $44.41 million during the quarter, compared to the consensus estimate of $38.12 million. Hudson Technologies had a return on equity of 7.78% and a net margin of 6.76%.

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• The renewal award for the DLA contract was rescinded after a competitor’s bid protest and is under review, creating uncertainty around a contract that generated about $38M of 2025 revenue despite management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 Price Performance

Shares of Hudson Technologies stock traded up $0.11 during trading hours on Friday, reaching $6.46. The company’s stock had a trading volume of 83,580 shares, compared to its average volume of 245,636. The firm has a 50 day moving average price of $7.20 and a 200-day moving average price of $8.13. The stock has a market cap of $277.78 million, a P/E ratio of 17.94 and a beta of 0.92. Hudson Technologies has a one year low of $5.11 and a one year high of $10.52.

Analyst Upgrades and Downgrades

HDSN has been the subject of several recent analyst reports. Weiss Ratings downgraded shares of Hudson Technologies from a “hold (c-)” rating to a “sell (d+)” rating in a report on Monday. Craig Hallum lowered Hudson Technologies from a “buy” rating to a “hold” rating and set a $9.00 price objective for the company. in a research note on Thursday, November 6th. B. Riley Financial decreased their target price on Hudson Technologies from $10.50 to $9.50 and set a “buy” rating on the stock in a research note on Thursday. Wall Street Zen raised Hudson Technologies from a “hold” rating to a “buy” rating in a report on Sunday, November 16th. Finally, Canaccord Genuity Group cut their price objective on shares of Hudson Technologies from $10.50 to $10.00 and set a “buy” rating for the company in a report on Monday, November 10th. Two investment analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $9.50.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the company. Westerly Capital Management LLC lifted its holdings in shares of Hudson Technologies by 63.3% in the 2nd quarter. Westerly Capital Management LLC now owns 2,000,000 shares of the industrial products company’s stock worth $16,240,000 after buying an additional 775,000 shares during the period. Marshall Wace LLP raised its holdings in shares of Hudson Technologies by 270.4% in the fourth quarter. Marshall Wace LLP now owns 465,130 shares of the industrial products company’s stock valued at $3,186,000 after acquiring an additional 339,543 shares in the last quarter. Segall Bryant & Hamill LLC purchased a new stake in Hudson Technologies in the fourth quarter worth about $1,235,000. Lazard Asset Management LLC lifted its stake in Hudson Technologies by 222.7% in the third quarter. Lazard Asset Management LLC now owns 260,805 shares of the industrial products company’s stock worth $2,590,000 after acquiring an additional 179,994 shares during the period. Finally, First Trust Advisors LP grew its holdings in Hudson Technologies by 765.1% during the 3rd quarter. First Trust Advisors LP now owns 137,807 shares of the industrial products company’s stock worth $1,368,000 after acquiring an additional 121,878 shares in the last quarter. 71.34% of the stock is owned by hedge funds and other institutional investors.

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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