Contract RenewalThe $210M DLA contract renewal supports revenue base, as Hudson will serve as the prime contractor to supply the US military and other Federal government agencies with refrigerants and related items.
Refrigerant PricingRefrigerant pricing tailwinds due to restricted supply of virgin HFC production and tariff-related price increases should prove favorable to Hudson’s reclamation and distribution revenues.
Revenue StabilityAnalyst believes Hudson is likely to maintain its longstanding partnership with the DLA beyond the five-year contract extension period, providing stability to the company's sales.