Hudson Technologies reported strong financial results and secured a significant contract renewal, indicating robust performance and strategic positioning. However, challenges such as leadership transition, potential regulatory delays, market imbalance concerns, and near-term impacts from the U.S. government shutdown present areas of uncertainty and risk.
Company Guidance
During Hudson Technologies' third-quarter 2025 earnings call, the company reported robust financial performance, with a 20% increase in revenue, driven by both higher sales volume and increased average sales prices of refrigerants. The gross margin reached 32%, and net income surged by 59% to $12.4 million. The company also highlighted the renewal of a significant contract with the U.S. Defense Logistics Agency valued at $210 million, which further solidified its market position. Despite a late start to the selling season, Hudson effectively maintained its market presence, with HFC pricing averaging around $8 per pound, particularly for 410A, which constitutes about 70% of the aftermarket demand. The company also emphasized its strategic focus on expanding its supply chain for aftermarket refrigerants and its commitment to environmental initiatives, including refrigerant reclamation and collaboration with state-level regulations promoting lower GWP refrigerants. Hudson ended the quarter with $90 million in cash, continuing to prioritize organic and strategic growth, alongside opportunistic share repurchases totaling $5.8 million year-to-date.
Strong Third Quarter Financial Performance
Hudson Technologies reported 20% revenue growth, 32% gross margin, and a 59% increase in net income to $12.4 million for the third quarter of 2025.
Renewal of U.S. Military Contract
Awarded a $210 million contract renewal with the U.S. Defense Logistics Agency for a 5-year base period and a 5-year renewal option.
Increase in Refrigerant Reclamation
Hudson's refrigerant reclamation grew by 19%, in line with industry growth as reported by the EPA for 2024.
Strong Balance Sheet
Hudson ended the quarter with $90 million in cash and no debt, highlighting financial stability and capacity for strategic growth.
Hudson Tech (HDSN) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
HDSN Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 05, 2025
$8.63
$6.70
-22.36%
Jul 30, 2025
$8.32
$9.39
+12.86%
May 07, 2025
$6.71
$7.80
+16.24%
Mar 06, 2025
$5.61
$5.80
+3.39%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Hudson Technologies (HDSN) report earnings?
Hudson Technologies (HDSN) is schdueled to report earning on Mar 11, 2026, TBA (Confirmed).
What is Hudson Technologies (HDSN) earnings time?
Hudson Technologies (HDSN) earnings time is at Mar 11, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.