Hudson Technologies, Inc. (HDSN)

Over the past six months, Hudson Technologies' stock price has decreased by approximately 33.39%. In late March 2026, Hudson Technologies announced a licensing agreement with Solstice Advanced Materials and new management appointments. For the full year 2025, revenue increased by 4% but net income declined due to lower refrigerant pricing, higher freight costs, and a severance charge. Inventory levels rose, increasing the company's exposure to refrigerant price swings. In 2025, Hudson Technologies repurchased shares and completed the acquisition of Refrigerants Inc. A new long-term DLA contract was rescinded following a bid protest and is currently under review. The second quarter of 2025 saw increased gross margins and net income. Slower regulatory progress from the EPA has been noted as a potential challenge.

The demand for Hudson Technologies' products and services is seasonal, with peak sales of refrigerants typically occurring during certain periods. The company's operating results are also influenced by weather conditions, with demand for HFC refrigerants remaining strong in the second quarter of 2025. The company anticipates its "selling season" to pick up strength, suggesting a cyclical nature to its business.

Hudson Technologies, Inc. is a refrigerant services company focused on environmentally sustainable solutions within the refrigeration industry. The company operates in the Industrials sector, specifically within the Wholesale Distributors or Specialty Chemicals industry, with a core business in refrigerant management, including the sale of reclaimed and virgin refrigerants, and refrigerant management services. Hudson Technologies is the largest refrigerant reclaimer in the U.S., holding approximately a 35% market share. Its major products and services include refrigerant sales, refrigerant management services, on-site services, predictive and diagnostic services, responsible end-of-life refrigerant disposal, and carbon trading offsets.

Hudson Technologies, Inc. is headquartered in Woodcliff Lake, New Jersey, and is primarily a U.S.-based company, with the majority of its revenue generated from within the United States. The company maintains five operational sites, including a network of R-Side® rapid-response depots strategically located across the U.S.

Hudson Technologies has a strong reputation for environmental stewardship and regulatory expertise. The company is committed to reducing greenhouse gas emissions, enhancing energy efficiency, and promoting sustainability. Its position as the largest refrigerant reclaimer in the U.S. underscores its leadership in environmentally friendly practices. Business challenges, such as the DLA contract uncertainty and profitability decline, could indirectly influence public perception.

Hudson Technologies' ownership structure is primarily composed of institutional shareholders (77.65%) and company insiders (76.00%), with retail investors holding 0.00%. Major institutional owners include BlackRock, Inc., Westerly Capital Management, LLC, and Vanguard Group Inc. Key individual shareholders include Stephen P. Mandracchia, Kevin J. Zugibe, and Brian Coleman.