Hudson Technologies, Inc. (HDSN)
NASDAQMaterialsChemicals - SpecialtySnapshot 2026-11-05
$4.09-7.26%
Close 2026-11-05 · 1-day change
NASDAQMaterialsChemicals - SpecialtySnapshot 2026-11-05
QuarterlyIQ Insights · HDSN
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
In this market landscape, we prioritized profitable sales and cost containment, enabling us to achieve gross margin of 25%, roughly consistent with gross margin in the second quarter of 2026.
Stated in 3 of 3 supplied quarters. Management reported: “Strong 9% sales volume growth substantially offset a 9% decline in selling prices relative to the prior-year period, which benefited from broad refrigerant price increases amid the supply chain constraints described above.” ““ We are encouraged by our progress in the areas we can control , including driving trailing-twelve-month double digit sales volume growth , generating cash, and executing our long-term growth and diversification strategy.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Materials names rated neutral grew net income 46% of the time over the next year (vs 56% for the rest of the cohort, n=2600).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“In this market landscape, we prioritized profitable sales and cost containment, enabling us to achieve gross margin of 25%, roughly consistent with gross margin in the second quarter of 2026.”
““ We are encouraged by our progress in the areas we can control , including driving trailing-twelve-month double digit sales volume growth , generating cash, and executing our long-term growth and di…”
““First quarter revenue growth of 9% was driven by increased sales volume and slightly higher HFC pricing.”
Full Year Gross Margin Guidance The Company continues to expect full-year 2026 gross margin in the low-to-mid-twenty percent range, consistent with its previously announced target.
Stated in 2 of 3 supplied quarters. Management reported: “Full Year Gross Margin Guidance The Company continues to expect full-year 2026 gross margin in the low-to-mid-twenty percent range, consistent with its previously announced target.” “Full Year Gross Margin Guidance With its visibility today, and the expectation of continued subdued refrigerant market pricing and inflationary pressures through the close of 2026, the Company is revising its previously announced full year 2026 gross margin target from mid-twenty percent to low-to-mid-twenty percent.”
“Full Year Gross Margin Guidance The Company continues to expect full-year 2026 gross margin in the low-to-mid-twenty percent range, consistent with its previously announced target.”
“Full Year Gross Margin Guidance With its visibility today, and the expectation of continued subdued refrigerant market pricing and inflationary pressures through the close of 2026, the Company is rev…”
During the quarter, we entered into a joint development agreement with Icorium for advanced next-generation separation technology that has the potential to enable the more efficient separation of com…
Stated in 2 of 3 supplied quarters. Management reported: “During the quarter, we entered into a joint development agreement with Icorium for advanced next-generation separation technology that has the potential to enable the more efficient separation of complex, mixed refrigerants, enhancing our existing distillation technology.” ““Following the close of the quarter, we announced our intention to partner with Icorium, an advanced separation technology company based in Kansas, to commercialize and scale their patented extractive distillation technology as an important component of Hudson’s operational excellence strategy.”
“During the quarter, we entered into a joint development agreement with Icorium for advanced next-generation separation technology that has the potential to enable the more efficient separation of com…”
““Following the close of the quarter, we announced our intention to partner with Icorium, an advanced separation technology company based in Kansas, to commercialize and scale their patented extractiv…”
Ken Gaglione, President and Chief Executive Officer of Hudson Technologies, commented, “We appreciate the DLA’s continued business and view this contract extension as a strong endorsement of the valu…
Stated in a supplied disclosure. Management reported: “Ken Gaglione, President and Chief Executive Officer of Hudson Technologies, commented, “We appreciate the DLA’s continued business and view this contract extension as a strong endorsement of the value Hudson has delivered throughout our more than 10-year relationship.” “During this period, Hudson Technologies will continue providing uninterrupted service to the DLA under the existing contract until the review of the 2025 award process and rebid is finalized.”
Focus on increasing sales volume, revenue growth, and improving operating margins through operational excellence and strategic investments.
Over the trailing year it converted 0.93x of net income into operating cash flow. Historically, Materials names rated neutral grew net income 50% of the time over the next year (vs 51% for the rest of the cohort, n=1899).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
14 material management or governance events in the past 24 months, led by executive changes. Historically, Materials names rated neutral grew net income 50% of the time over the next year (vs 55% for the rest of the cohort, n=2453).
Not investment advice. As of 2026-11-05.