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Hudson Technologies (HDSN)
NASDAQ:HDSN
Earnings Data
Report Date
May 06, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.06Last Year’s EPS
0.06Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call conveyed a balanced message: operational and strategic positives (meaningful Q4 revenue growth, full-year volume gains, consecutive 18% reclamation growth, strategic acquisitions, pilot programs, inventory rebuild and buybacks) demonstrate strong market positioning and long-term opportunity. However, near-term financial headwinds — particularly Q4 inventory-related charges, a material Q4 operating and net loss, compressed full-year margins, higher SG&A (including severance), ERP implementation inefficiencies and uncertainty around a rescinded DLA award — temper the outlook. Management presented initiatives to address these issues and expects ERP issues to abate, but near-term execution and margin recovery remain key risks.Company Guidance
Strong Q4 Revenue Growth
Q4 2025 revenue of $44.4 million, up 28% year-over-year, driven primarily by increased sales volume and stronger execution in the back half of 2025.
Full-Year Revenue and Volume Gains
Full-year 2025 revenue of $246.6 million, a 4% increase versus 2024, driven by a 6% increase in sales volume.
Significant Reclamation Volume Increase
Reclamation volume increased 18% for the second consecutive year, strengthening the company's reclaimed refrigerant supply and aligning with long-term demand dynamics (e.g., upcoming EPA consumption reductions).
Strategic Acquisitions and Geographic Expansion
Completed accretive acquisition of Refrigerants Inc. (enhanced Western U.S. presence) and earlier acquisition of USA Refrigerants, expanding recovery capabilities and geographic reach in the recovered refrigerant supply chain.
Capital Return and Strong Liquidity
Repurchased $20 million of common stock in 2025 (including $14 million in Q4) and maintain a $20 million buyback authorization for 2026. Year-end cash of $39.5 million and an unlevered balance sheet provide financial flexibility.
Market Positioning, Pilot Programs and Customer Initiatives
Launched innovative reclamation pilots (DCSEU and California CARB REFRESH) with early positive outcomes (e.g., participating contractors avoided 600,000 pounds CO2e), and continued contractor engagement to grow recovery/reclamation share.
Inventory Restock and Operational Investments
Management corrected prior-year light inventory position, rebuilt inventory to historical norms (~6 months days on hand) to ensure service reliability for the 2026 selling season, and invested in infrastructure and separation technology to address new HFO/HFO-blend complexity.
ERP Go-Live to Improve Long-Term Efficiency
New ERP went live in February 2026 to add connectivity and operational efficiency; management expects ERP inefficiencies to be temporary and not persist beyond Q2 2026.
Non-GAAP Profitability (Full Year)
Non-GAAP adjusted net income of $19.7 million, or $0.44 per diluted share for 2025, demonstrating underlying profitability after adjustments.
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 |
|---|---|---|---|
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% |
May 07, 2025 | $6.71 | $7.80 | +16.24% |
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 May 06, 2026, TBA (Confirmed).
What is Hudson Technologies (HDSN) earnings time?
Hudson Technologies (HDSN) earnings time is at May 06, 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 (Q1) is 0.06.