Hudson Technologies (HDSN)
NASDAQ:HDSN
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Earnings Data
Report Date
Aug 05, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.18Last Year’s EPS
0.23Same Quarter Last Year
Moderate Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call delivered a balanced message: positive operational and strategic progress (9% revenue growth, ERP integration, licensing deals, strengthened leadership and an unlevered $19M cash position) countered by near-term profitability headwinds (gross margin compressed to 20%, net income and operating income materially lower, and higher SG&A tied to ERP optimization). Management reiterated confidence in margin recovery to the mid-20s and expects higher volumes in Q2, but execution risks, early-stage commercialization of new licensing and external uncertainties (DLA outcome, macro/regulatory environment) leave the near-term financial picture mixed.Company Guidance
Revenue Growth
Revenue increased 9% year-over-year to $60.2 million in Q1 2026 (from $55.3 million in Q1 2025), driven by higher sales volume, firming HFC prices and warmer-than-typical weather in parts of the U.S.
ERP Launch and Integration
Successfully launched and integrated a new ERP system that is now functional and delivering faster, single-source data for management decision-making; company expects ongoing optimization through the year but no major disruptions.
Strategic Licensing for Next-Generation Refrigerants
Signed license agreements to reclaim and resell next-generation refrigerants (R-448A and R-449A), positioning the company to serve supermarket/converted-segment demand as reclamation volumes ramp.
Management and Board Strengthening
Promoted Rob Stoody to SVP of Operations, expanded sales/marketing leadership (Kirk Reimer), and added two independent directors (Alan Sheriff and Jeff Feeler) while appointing a new Lead Independent Director—bolstering operational, M&A and capital markets expertise.
Balance Sheet and Capital Allocation
Unlevered balance sheet with $19 million of cash at quarter end and $2.5 million of opportunistic common stock repurchases executed in Q1; management expects Q1 to be the year low for cash and to generate cash flow later in the selling season.
Market Position & Regulatory Tailwind
Reinforced market positioning as a supplier in both wholesale/contractor channels and 24/7 customers (supermarkets/industrial), and highlighted supportive regulatory tailwinds from the AIM Act that favor reclaimed refrigerant demand.
Q2 Volume Expectations and Margin Recovery Outlook
Guidance contemplates higher volumes year-over-year in Q2, and management reiterates expectation that gross margin will improve into Q2/Q3 and reach mid-20s percent for the year.
HDSN Earnings History
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 |
|---|---|---|---|
May 06, 2026 | $6.54 | $5.30 | -18.96% |
Mar 04, 2026 | $7.10 | $6.35 | -10.56% |
Nov 05, 2025 | $8.63 | $6.70 | -22.36% |
Jul 30, 2025 | $8.32 | $9.39 | +12.86% |
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 Aug 05, 2026, TBA (Confirmed).
What is Hudson Technologies (HDSN) earnings time?
Hudson Technologies (HDSN) earnings time is at Aug 05, 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.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is HDSN EPS forecast?
HDSN EPS forecast for the fiscal quarter 2026 (Q2) is 0.18.