The earnings call presented a mixed picture. While there were positive developments such as increased reclaim volume, strategic acquisitions, and a strong cash position, these were overshadowed by significant revenue and margin declines, supply chain challenges, and a notable drop in net income. The sentiment reflects cautious optimism amidst ongoing challenges.
Company Guidance
During the Hudson Technologies First Quarter 2025 Earnings Call, the company provided guidance indicating a challenging yet optimistic outlook for the fiscal year. They reported a revenue decline to $55.3 million, a 15% decrease compared to the same quarter in 2024, primarily due to a 40% drop in refrigerant pricing compared to the previous year. Despite this, the company experienced a slight improvement in sales volume and increased reclaim volume, attributable to their strategic acquisition of USA refrigerants. Gross margin for the quarter was reported at 22%, with expectations to improve to mid-20s for the year. The company ended the quarter with a robust balance sheet, holding $81 million in cash and no debt. Hudson repurchased $4.5 million of common stock under their buyback plan, reflecting their commitment to capital allocation strategies focused on growth and shareholder value. The ongoing transition to lower-GWP refrigerants presents both challenges and opportunities, with the company anticipating stabilization and potential price increases in refrigerant pricing as inventory levels normalize.
Increased Reclaim Volume
Refrigerant recovery activities showed continued momentum resulting in increased reclaim volume during the first quarter of 2025.
Strategic Acquisition Strengthens Capabilities
The acquisition of USA refrigerants has enhanced Hudson Technologies' capabilities and reach in the purchasing of recovered refrigerant.
Strong Cash Position
Hudson Technologies ended the quarter with $81 million in cash and no debt, further strengthening its unlevered balance sheet.
Stock Buyback Strategy
The company repurchased $4.5 million of common stock in 2025, demonstrating a commitment to returning value to shareholders.
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
May 07, 2025
$6.71
$7.80
+16.24%
Mar 06, 2025
$5.61
$5.80
+3.39%
Nov 04, 2024
$7.59
$5.92
-22.00%
Aug 06, 2024
$7.54
$8.05
+6.76%
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 Jul 30, 2025, TBA Not Confirmed.
What is Hudson Technologies (HDSN) earnings time?
Hudson Technologies (HDSN) earnings time is at Jul 30, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.