Hudson Technologies Inc (NAS:HDSN)

Q2 2025 Hudson Technologies Inc Earnings Call Transcript

Jul 30, 2025 / 09:00 PM GMT

Release Date Price: $8.32 (-3.03%)

Transcript 10-Q8-K

Key Points

Positve

Hudson Technologies Inc (HDSN) reported solid second quarter results with revenues of $72.8 million and a gross margin of 31%.
The company saw a lift in nearly all refrigerant pricing, contributing positively to their gross margin performance.
Hudson Technologies Inc (HDSN) has a strong unlevered balance sheet with $84.3 million in cash and no debt.
The company is well-positioned to benefit from the federally mandated phase down of HFCs, which represents a significant long-term growth opportunity.
Hudson Technologies Inc (HDSN) has a robust customer network and national footprint, enabling them to drive sales growth for new refrigerants and support recovery and reclamation activities.

Negative

Refrigerant sales volume was slightly lower than last year due to a late start to the summer weather in the Northeast and Midwest.
The company experienced slightly lower sales volume compared to the second quarter of last year.
Hudson Technologies Inc (HDSN) is maintaining its full-year 2025 gross margin target of mid-20% due to slight moderation in pricing levels.
The DLA contract was no longer constructed as a small business set aside, which could increase competition.
There is uncertainty regarding the impact of tariffs on imported refrigerants and steel, which could affect pricing stability.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

HDSN.OQ - Hudson Technologies Inc
Q2 2025 Hudson Technologies Inc Earnings Call
Jul 30, 2025 / 09:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day everyone, and welcome to the Hudson Technologies 2nd quarter 2025 earnings call.

At this time, all participants are on a listen-only mode, and we'll open the floor for your questions and comments after the presentation.

It is not my pleasure to turn the floor over to your host, Jennifer Beladeau of IMS Investor Relations, ma'am, the floor is yours.

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Unidentified_2 [2]
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Thank you. Good evening and welcome to our conference call to discuss Hudson Technologies' financial results for the 2nd quarter of 2025. On the call

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