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
- 2025 revenue rose 4% to $246.6M; Q4 up 28%, strong reclamation growth, but margins fell on higher costs.HDSN
Q4 20255 Mar 2026 - Q2 revenue and profit fell on lower prices, but acquisition and buyback support future growth.HDSN
Q2 20242 Feb 2026 - Revenue and profit fell on lower refrigerant prices, but cash flow and buybacks increased.HDSN
Q3 202416 Jan 2026 - Shelf registration allows up to $100M in flexible offerings, with broad management discretion and notable risks.HDSN
Registration Filing16 Dec 2025 - Revenue and profit fell on HFC price declines, but reclamation and cash surged.HDSN
Q4 20242 Dec 2025 - Proxy covers director elections, executive pay, auditor ratification, and governance practices.HDSN
Proxy Filing1 Dec 2025 - Director elections, say-on-pay, and auditor ratification headline the 2025 annual meeting.HDSN
Proxy Filing1 Dec 2025 - Revenue dropped 15% on lower prices, but cash, reclaim growth, and buybacks remained strong.HDSN
Q1 202525 Nov 2025 - Q2 net income rose to $10.2M on 31% margin, with $84.3M cash and no debt.HDSN
Q2 202516 Nov 2025