Hudson Technologies (HDSN) Investor presentation summary
Event summary combining transcript, slides, and related documents.
Investor presentation summary
5 Mar, 2026Nationwide presence and operational scale
Serves over 7,000 customers with more than 40 facilities and stocking points across the U.S., including three carbon-neutral reclamation facilities.
Handles over 300,000 cylinders per year and operates one of only six AHRI-certified laboratories nationwide.
Diversified refrigerant solutions and services
Offers a broad portfolio of virgin and reclaimed refrigerants, including legacy CFCs, HCFCs, HFCs, and next-generation HFOs.
Provides on-site and emergency refrigerant services with proprietary portable equipment, restoring systems to peak performance.
Delivers proactive and emergency cooling equipment repairs, focusing on commercial and industrial markets.
Strategic market positioning and partnerships
Maintains a large two-step wholesale distributor network and direct-to-consumer channels, serving contractors, supermarkets, chemical plants, and data centers.
Pursues strategic relationships with OEMs and contractors, including agreements with Lennox, AprilAire, and LG Air Conditioning Technologies USA.
Pays contractors for recovered refrigerant, incentivizing efficient recovery and supporting reclaimed supply.
Latest events from Hudson Technologies
- Q2 2026 revenue up 8% on strong volume, but net income and margins declined on higher costs.HDSN
Q2 2026 - Leading U.S. refrigerant recovery operator with strong growth, innovation, and sustainability focus.HDSN
Investor presentation - Revenue up 9% to $60.2M, but net income fell; Q2 outlook strong with firming HFC prices.HDSN
Q1 2026 - Director elections, executive pay, and auditor ratification headline the June 2026 meeting.HDSN
Proxy filing - Proxy covers director elections, executive pay, auditor ratification, and strong governance.HDSN
Proxy filing - 2025 revenue rose 4% to $246.6M, with Q4 up 28% but margins declined on higher costs.HDSN
Q4 2025 - Revenue and profit fell on lower refrigerant prices, but cash flow and buybacks increased.HDSN
Q3 2024 - Q2 revenue and profit fell on lower prices, but acquisition and buyback support future growth.HDSN
Q2 2024 - Revenue and profit fell on HFC price declines, but reclamation volume and cash surged.HDSN
Q4 2024