Hudson Technologies, Inc. HDSN

5.16 (0.07) (1.34%) as of 25 Sep
Market cap
$220.1M
P/E
24.8×
Insider Buys alert about insiders buying in the last 12 month

Insider Decisions

Total buys 6.18
Total sells 3.59
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — 1 — — — — — 9 1 3 2 3
Sell — — 1 — — — — — — — — —
Insider Ownership 13.81%

Capital & Financial Ratios

Market Cap 220.12
Revenue 256.92
Net Income 9.02
Free Cash Flow (34.51)
Net Debt (25.60)
Current Ratio 3.23
Debt/Equity 0.00
P/E ratio 24.83
P/S ratio 0.85
P/B ratio 0.89
Past 5Y EPS Growth 53.33%
This Y EPS Growth (50.00%)
Next Y EPS Growth 79.73%
Next 5Y EPS Growth 8.30%
in millions of $

Dividends

Payout Ratio 0.00
Annual Dividend Rate —
Annual Dividend Yield —
total individual payouts
2022 Powerpack
2021 Powerpack
2020 Powerpack
2019 Powerpack
2017 Powerpack
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 12 70 39 26
Receivables 31 20 23 50
Inventory 154 96 136 128
Other — — — —
205 196 211 218
2023 2024 2025 Q'26
Payables 23 9 21 22
ST’ Debt — — — —
Other — 2 — 1
59 48 65 68
in millions of $

Compound Annual Growth

10y 5y 3y
Sales 11.96% 10.81% (8.81%)
Cash Flow 0.00% 0.00% 0.00%
Earnings 13.34% 0.00% (45.65%)
Book Value 17.28% 43.06% 11.65%

Revenue

Mar Jun Sep Dec Year
’26 60 78 — — —
’25 55 73 74 44 247
’24 65 75 62 35 237
’23 77 90 76 45 289
’22 84 104 90 47 325
’21 34 61 61 38 193
’20 36 48 41 22 148
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 (13) 7 — — —
’25 14 6 9 (33) (3)
’24 (1) 42 30 21 92
’23 11 11 22 15 59
’22 5 29 26 3 63
’21 (5) (3) 16 (9) (1)
’20 (4) 6 17 (8) 12
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 (14) 6 — — —
’25 13 6 7 (34) (8)
’24 (2) 41 29 19 87
’23 10 10 21 14 55
’22 5 28 25 1 59
’21 (5) (4) 16 (11) (3)
’20 (4) 6 17 (9) 10
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 0.01 0.12 — — —
’25 0.06 0.23 0.27 (0.20) 0.37
’24 0.20 0.20 0.17 (0.06) 0.52
’23 0.33 0.41 0.29 0.08 1.10
’22 0.63 0.84 0.62 0.11 2.20
’21 (0.02) 0.24 0.34 0.13 0.69
’20 (0.07) 0.06 0.00 (0.11) (0.12)
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

2
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
2.64 5.40 0.70 0.30 0.52 1.02 3.11 7.21 5.17 5.11

Analyst estimates 2026–2028

Powerpack
Low Price
8.50 10.40 6.98 2.25 1.77 4.89 12.46 14.14 15.24 10.52
High Price
137 262 243 234 221 217 232 237 238 281
Employees
1 1 1 1 1 1 1 1 1 1
Revenue/Emp
105 140 167 162 148 193 325 289 237 247
Revenue
29.47% 27.06% (4.42%) 10.59% 23.99% 37.18% 50.09% 38.58% 27.71% 25.18%
Gross Margin
17 12 (57) (25) (5) 33 117 70 32 23
EBT
16.37% 8.55% (34.45%) (15.60%) (3.65%) 17.33% 36.03% 24.16% 13.51% 9.20%
EBT Margin
11 11 (56) (26) (5) 32 104 52 24 17
Net Income
2 4 11 10 7 7 7 7 7 6
Depreciation
3.09 3.36 3.92 3.80 3.46 4.40 7.23 6.37 5.23 5.66
Revenue/Sh
0.31 0.27 (1.31) (0.61) (0.12) 0.74 2.31 1.15 0.54 0.38
Earnings/Sh
0.27 0.44 0.86 0.79 0.27 (0.03) 1.40 1.29 2.03 (0.07)
Cash Flow/Sh
(0.05) (0.02) (0.03) (0.02) (0.03) (0.04) (0.08) (0.08) (0.12) (0.12)
Capex/Sh
0.22 0.42 0.83 0.77 0.24 (0.07) 1.31 1.21 1.91 (0.19)
Free CF/Sh
3.28 2.96 1.63 1.06 0.95 1.62 3.89 5.04 5.42 5.58
Book Value/Sh
34 42 42 43 43 44 45 45 45 44
Shares
23.97 22.21 0.00 0.00 0.00 6.00 4.23 12.09 10.53 18.51
PE Ratio
2.56 1.85 0.23 0.26 0.32 1.01 1.35 2.18 1.07 1.21
PS Ratio
2.41 2.10 0.55 0.93 1.15 2.74 2.51 2.76 1.03 1.23
PB Ratio
2.24 3.01 0.99 0.85 0.90 1.47 1.47 2.17 0.81 1.09
EV/Sales
31.11 24.37 4.70 4.21 13.00 (89.60) 8.07 11.44 2.23 (32.69)
EV/FCF
9 18 36 34 12 (1) 63 59 92 (3)
Op' Cash Flow
(2) (1) (1) (1) (1) (2) (4) (4) (5) (5)
Capex
8 17 35 33 10 (3) 59 55 87 (8)
FCF
98 114 63 28 24 56 124 146 148 146
Working Cap'
0 167 130 99 87 93 43 — — —
Total Debt
(34) 162 128 96 86 90 38 (12) (70) (39)
Net Debt
112 123 69 45 41 71 175 229 246 243
Sh' Equity
10.25% 5.03% (20.25%) (12.70%) (3.05%) 17.10% 42.52% 18.36% 8.14% 5.37%
ROA
15.10% 3.31% (13.53%) (6.97%) 2.92% 16.44% 38.62% 22.59% 10.42% 5.69%
ROIC
13.18% 9.48% (57.78%) (45.38%) (12.15%) 57.83% 84.45% 25.89% 10.28% 6.81%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Hudson Technologies, Inc. peers in Specialty Chemicals

Company Market cap P/E Compare
FF FutureFuel Corp. $225.5M 0.0× Compare
CMT Core Molding Technologies Inc $204.4M 27.0× Compare
ALTO Alto Ingredients, Inc. $290.1M 5.5× Compare
OEC Orion S.A. $340.3M 0.0× Compare
Company Market cap P/E Compare
GEVO Gevo, Inc. $348.6M 0.0× Compare
AMTX Aemetis, Inc $129.9M 0.0× Compare
MNTK Montauk Renewables, Inc. $409.9M 47.6× Compare
FEAM 5E Advanced Materials, Inc. $115.4M 0.9× Compare

All 60 Specialty Chemicals stocks →

Hudson Technologies, Inc. (HDSN) key facts

  • Hudson Technologies, Inc. (HDSN) is a Specialty Chemicals company in the Basic Materials sector, listed on Nasdaq.
  • Hudson Technologies, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $246.6 million, up 4.00% from fiscal 2024.
  • Net income was $16.7 million, or $0.38 per share (basic), a net margin of 6.76%.
  • As of September 25, 2026, HDSN traded at $5.16, a market capitalization of $220.1 million.
  • At that price the stock trades at 24.8× trailing-twelve-month earnings and 0.8× sales.
  • Return on equity was 6.81% and debt-to-equity 0.00.

Source: company filings (standardised) and stockrow calculations.

Hudson Technologies, Inc. (HDSN) Latest News

News by impact score

Fine-tune

22 Sep

3

Hudson Technologies signed a joint development agreement with Icorium to commercialize extractive distillation technology that aims to recover more usable refrigerant from complex mixtures. The deal grants access to separation IP, dedicated engineering resources, and exclusivity during initial commercialization, targeting improved processing economics and higher yields. Hudson posted Q2 revenue of $78.3 million, up 8% year over year, but gross margin declined to 26% from 31%, highlighting potential margin support if yields demonstrably improve economics. Upside includes more revenue per pound from difficult blends, spreading acquisition costs across a larger saleable volume, and faster inventory turnover. Risks include unquantified recovery yields and costs, no project budget or launch timeline, and the possibility that exclusivity advantages fade. Ongoing refrigerant pricing pressure and energy costs add near-term uncertainty, making pilot results and disciplined deployment critical to any sustained benefit. Upside depends on future, unquantified pilot yields and costs, creating a notable but not assured potential impact.

17 Sep

4

Hudson Technologies signed a joint development agreement with Icorium to commercialize and scale its patented extractive distillation technology. Joint agreement advances commercialization of core technology with potential to expand operations and market position.

13 Aug

3

Hudson Technologies addressed top analyst questions from its Q2 earnings call, covering performance metrics, operational challenges, demand trends, and forward guidance. Q2 earnings call insights can influence near-term investor views on operations and outlook without major strategic shifts.

12 Aug

4 transcript

Hudson Technologies (HDSN) released its Q2 2026 earnings call transcript covering financial results, operational updates and management commentary on performance and outlook. Earnings call transcript discloses quarterly results, guidance and strategic comments that directly influence investor views and stock movement.

3

Hudson Technologies Q2 earnings reviewed within specialty equipment distributors sector, highlighting company-specific financial results and peer comparisons. Q2 earnings provide moderate insight into financial performance without indicating major strategic shifts or market-altering events.

6 Aug

3 transcript

Hudson Technologies Inc (HDSN) reported strategic wins in Q2 2026 earnings call amid market conditions. Strategic wins from earnings call point to moderate effects on operations and market position.

5 Aug

3 transcript

Hudson Technologies Q2 earnings call highlighted financial results, operational updates and forward guidance for the company. Q2 earnings call details typically offer moderate insight into near-term performance without signaling major strategic shifts.

3

Hudson Technologies, Inc. (HDSN) has been re-awarded a Defense Logistics Agency contract. Re-award of defense contract supports ongoing revenue without fundamentally altering company trajectory.

3

Hudson Technologies missed Q2 earnings estimates. Q2 earnings miss can pressure near-term stock price and investor views on financial results.

3

Hudson Technologies (NASDAQ:HDSN) reported Q2 CY2026 sales that exceeded expectations. Q2 CY2026 sales beat may lift near-term stock sentiment and financial outlook.

3

Hudson Technologies reported second quarter 2026 financial results. Quarterly results disclose financial metrics that can shift near-term stock valuation and sentiment.

25 Jun

3

Hudson Technologies posted Q1 earnings that are compared with peer specialty equipment distributors on metrics including revenue, margins and growth. Q1 earnings figures can shift near-term sentiment and valuation for Hudson Technologies versus sector peers.

3 Jun

3

Hudson Technologies (HDSN) sees narrative shift after analysts trim price targets while volumes stay solid. Trimmed targets may pressure near-term sentiment but solid volumes limit downside to operations.

28 May

3

Hudson Technologies, Inc. receives extension of contract with the United States Defense Logistics Agency. Contract extension adds government revenue without altering core operations or market position.

16 May

3

Hudson Technologies's Q1 earnings call drew analyst questions on refrigerant pricing trends, demand outlook, supply constraints and margin drivers that could affect near-term results. Earnings-call questions provide moderate insight into operational pressures and guidance that may shift short-term investor views on Hudson Technologies.

13 May

4

A fund invested $10.8 million in Hudson Technologies (HDSN), a chemical stock up 87%, betting on its refrigerant reclamation business amid rising demand from environmental regulations. $10.8 million fund investment signals strong institutional confidence in HDSN's growth trajectory, likely driving sustained investor interest and stock momentum.

3

Hudson Technologies (NASDAQ:HDSN) reported weak earnings, but this may only reveal part of the whole picture. Weak earnings moderately affect financial performance and investor sentiment, though other factors may limit the overall impact.

7 May

4

Hudson Technologies, Inc. (HDSN) released Q1 2026 earnings call summary detailing financial results, operational updates, and future outlook. Q1 2026 earnings call summary discloses key financial metrics and guidance directly influencing HDSN's stock performance and strategic trajectory.

6 May

4

Hudson Technologies (NASDAQ:HDSN) reported Q1 CY2026 sales beating estimates, signaling strong performance amid refrigerant services demand. Beating Q1 CY2026 sales estimates indicates robust financial health and positive momentum for future growth and stock performance.

3

Hudson Technologies released Q1 earnings call highlights, covering financial results, operational updates, and forward guidance. Q1 earnings highlights moderately affect financial performance and investor sentiment without fundamentally altering long-term trajectory.

3

Hudson Technologies (HDSN) reported Q1 earnings below analyst estimates. Lagging Q1 earnings highlights weaker financial performance with moderate potential to impact stock sentiment and near-term trajectory.

3

Hudson Technologies, Inc. (HDSN) reported first quarter 2026 financial results, detailing revenue, net income, EPS, and operational highlights amid refrigerant market dynamics. Quarterly earnings directly affect HDSN's financial performance and stock price trajectory.

24 Apr

4

Hudson Technologies (HDSN) investment narrative shifts positively with analysts issuing new higher price targets amid accelerating refrigerant reclamation momentum, highlighting stronger growth prospects in core operations. New analyst targets and reclamation momentum represent major positive shifts in market sentiment and core business strength for HDSN.

7 Apr

3

Analysts are reworking valuation assumptions for Hudson Technologies (HDSN), shifting the company's investment story amid evolving market dynamics. Analyst revisions to valuation assumptions moderately influence HDSN's financial outlook and investor sentiment without fundamentally transforming operations.

2 Apr

3

Canaccord Genuity reduced its price target for Hudson Technologies (HDSN) amid the company's evolving business strategy. Analyst price target reduction tied to strategic evolution signals moderate impact on investor sentiment and financial outlook.

30 Mar

4

Hudson Technologies, Inc. (HDSN) expands its refrigerant portfolio through a new licensing agreement with Solstice, gaining access to advanced, low-GWP products to meet growing demand for sustainable solutions. Licensing deal enables entry into high-demand low-GWP refrigerants, strengthening market position and revenue potential.

27 Mar

4

Hudson Technologies, Inc. (HDSN) signed a licensing agreement with Solstice Advanced Materials for the reclamation and resale of patented HFO refrigerants. Licensing patented HFO refrigerants expands Hudson's reclamation business into next-generation low-GWP markets, driving significant revenue growth and competitive positioning.

24 Mar

4

Hudson Technologies (HDSN) investment story shifts positively as targets ease and refrigerant reclamation volumes grow, improving market dynamics and growth prospects. Easing targets combined with growing volumes represent a significant positive shift in HDSN's investment narrative and operational trajectory.

18 Mar

3

Hudson Technologies, Inc. (HDSN) announces management appointments to strengthen operations, extend market reach, and accelerate growth. Management appointments target operational strengthening, market expansion, and growth acceleration, offering moderate positive influence on performance.

13 Mar

4

Hudson Technologies (HDSN), labeled a shipping giant, experiences 80% stock surge amid $14 million sell-off signaling key investor concerns. 80% stock surge paired with $14 million sell-off represents major volatility poised to alter investor sentiment and company trajectory.

stockrow.com/HDSN · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com