Hudson Technologies (NASDAQ:HDSN) Posts Quarterly Earnings Results, Misses Estimates By $0.04 EPS

Hudson Technologies (NASDAQ:HDSN) issued its quarterly earnings data on Wednesday. The industrial products company reported ($0.13) EPS for the quarter, missing the consensus estimate 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 company had revenue of $44.41 million during the quarter, compared to analyst estimates 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• The renewal award for the DLA contract was rescinded after a competitor’s bid protest and is under review, creating uncertainty around a contract that generated about $38M of 2025 revenue despite management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 Price Performance

Shares of HDSN stock traded down $0.52 during trading hours on Thursday, reaching $6.58. 391,159 shares of the stock were exchanged, compared to its average volume of 238,577. The business’s fifty day moving average is $7.22 and its two-hundred day moving average is $8.15. The firm has a market capitalization of $282.94 million, a P/E ratio of 13.16 and a beta of 0.92. Hudson Technologies has a 12-month low of $5.11 and a 12-month high of $10.52.

Institutional Investors Weigh In On Hudson Technologies

A number of large investors have recently modified their holdings of the company. Quarry LP boosted its stake in Hudson Technologies by 51.9% during the 3rd quarter. Quarry LP now owns 5,281 shares of the industrial products company’s stock worth $52,000 after purchasing an additional 1,805 shares during the period. BNP Paribas Financial Markets raised its holdings in shares of Hudson Technologies by 88.3% in the third quarter. BNP Paribas Financial Markets now owns 7,530 shares of the industrial products company’s stock valued at $75,000 after buying an additional 3,532 shares during the last quarter. Tower Research Capital LLC TRC boosted its stake in shares of Hudson Technologies by 177.6% during the second quarter. Tower Research Capital LLC TRC now owns 8,715 shares of the industrial products company’s stock worth $71,000 after buying an additional 5,576 shares during the period. Kemnay Advisory Services Inc. purchased a new position in shares of Hudson Technologies during the fourth quarter worth about $62,000. Finally, Mercer Global Advisors Inc. ADV purchased a new position in shares of Hudson Technologies during the third quarter worth about $132,000. 71.34% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several research analysts have recently commented on the company. Wall Street Zen upgraded Hudson Technologies from a “hold” rating to a “buy” rating in a research report on Sunday, November 16th. Weiss Ratings cut Hudson Technologies from a “hold (c-)” rating to a “sell (d+)” rating in a report on Monday. Craig Hallum downgraded Hudson Technologies from a “buy” rating to a “hold” rating and set a $9.00 target price for the company. in a research report on Thursday, November 6th. Finally, Canaccord Genuity Group reduced their price target on shares of Hudson Technologies from $10.50 to $10.00 and set a “buy” rating on the stock in a research report on Monday, November 10th. Two equities research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus 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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