Hudson Technologies, Inc. (HDSN)

Over the past six months, Hudson Technologies' stock price has declined by approximately 16.08%. Key events include the Q1 2026 earnings report where revenue increased by 9% but EPS missed expectations, the acquisition of Refrigerants Inc. to expand capabilities, licensing agreements for next-generation refrigerants, share repurchases of $2.5 million in Q1 2026, and management and board changes in Q1 2026.

Demand for Hudson Technologies' products and services exhibits seasonality, with the first quarter typically being a slow period. Q1 2026 saw stronger-than-expected demand due to solid sales execution, warm weather, and supply chain uncertainty. The company anticipates continued volume improvement throughout the selling season, with gross margins expected to improve from Q1 levels into the second and third quarters. The 'nine-month refrigerant season' suggests that demand generally picks up during warmer months.

Hudson Technologies, Inc. is a refrigerant services company providing environmentally sustainable solutions to the refrigeration industry, primarily in the United States. The company operates within the Basic Materials sector, focusing on refrigerant and industrial gas sales, refrigerant management services, reclamation, laboratory testing, and banking storage. Hudson Technologies also offers system decontamination, diagnostic services, and web-based monitoring for energy efficiency, serving commercial, industrial, and governmental entities, as well as refrigerant wholesalers, distributors, contractors, and refrigeration equipment manufacturers.

Hudson Technologies' operations are primarily concentrated in the United States. The company is headquartered in Woodcliff Lake, New Jersey, and has five operational sites, including a network of R-Side® rapid-response depots strategically located across the U.S.

Hudson Technologies has maintained a reputation as a company committed to environmentally sustainable solutions. Its focus on refrigerant recovery, reclamation, and reuse aligns with environmental regulations, positioning the company as a key player in the circular economy of refrigerants. The successful launch of a new ERP system and management restructuring in Q1 2026 demonstrate efforts to strengthen operations and leadership.

Hudson Technologies is a publicly traded company, with institutional investors holding over 71% of its shares. As of early May 2026, the company has 168 institutional owners and shareholders. Major institutional owners include BlackRock, Inc., Westerly Capital Management, Llc, and Vanguard Group Inc. Stephen P. Mandracchia is the largest individual shareholder, owning 48.50% of the company's shares, and the Estate of Kevin J. Zugibe and CEO Brian Coleman are also direct shareholders.