Hudson Technologies, Inc. (HDSN)

Over the past six months, Hudson Technologies' stock price has decreased by 9.28%, and in the past month, it decreased by 3.64%. In Q3 2025, Hudson Technologies reported results that topped market revenue expectations, with sales up 19.5% year-on-year. HDSN secured a $210 million, 5-year Defense Logistics Agency contract. A sudden CEO transition occurred, potentially leading to a strategic pivot. HFC inventory levels declined 18% in 2024, less than expected.

Demand for Hudson Technologies' products and services is seasonal, influenced by the "cooling season." Warmer temperatures, particularly in the third quarter, can positively impact demand and sales volumes. A late arrival of warmer weather can negatively impact demand and volumes.

Hudson Technologies, Inc. is a refrigerant services company providing solutions to the refrigeration industry in the United States, focusing on commercial air conditioning, industrial processing, and refrigeration systems. The company sells refrigerants and industrial gases. It offers refrigerant management services, including reclamation, laboratory testing, and banking storage. Hudson Technologies provides system decontamination services to remove contaminants from refrigeration circuits. The company offers a web-based real-time monitoring service for refrigeration and energy systems, along with predictive and diagnostic services. Hudson Technologies is also involved in carbon offset projects.

Hudson Technologies operates nationally in the United States, with over 40 facilities and stocking points. It has a network of reclamation centers across the continental United States and is headquartered in Woodcliff Lake, New Jersey.

Hudson Technologies has built its reputation on environmental stewardship and regulatory expertise, focusing on sustainable solutions from refrigerant sale to reuse. The company has reclaimed over 72 million pounds of refrigerant since 2000, avoiding 84 million tons of CO2 equivalent emissions. It supports clients in sectors such as HVAC, food and beverage refrigeration, pharmaceuticals, and light manufacturing, helping them comply with environmental regulations.

Hudson Technologies, Inc. has significant institutional ownership, with 362 institutional owners and shareholders holding 76.30% of the company. Insiders own 73.62%. Major institutional owners include Hartree Partners, LP, BlackRock, Inc., and Vanguard Group Inc. Stephen P. Mandracchia is the largest individual shareholder, owning 47.24% of the company.