Hudson Technologies Inc (NAS:HDSN)

Q2 2026 Hudson Technologies Inc Earnings Call Transcript

Aug 5, 2026 / 09:00 PM GMT

Release Date Price: $6.22 (-1.58%)

Transcript 10-Q8-K

Key Points

Positve

Hudson Technologies Inc (HDSN) reported an 8% increase in sales revenue, driven by a strong 12% growth in sales volume during the second quarter.
The company successfully secured a bridge contract for the DLA, keeping terms intact through November 2026 with extension options, and the five-year contract was re-awarded, resolving a seven-month dispute.
Hudson Technologies Inc (HDSN) is investing in innovative technologies, including a partnership with Icorium to scale extractive distillation, which will enhance its ability to separate complex refrigerant blends and create a sustainable competitive advantage.
The company's small recovery truck (SRT) pilot in New York City was successful and is revenue positive, with plans to expand to other major metropolitan areas, expanding its access to recovered refrigerant feedstock.
Hudson Technologies Inc (HDSN) maintains a strong, unlevered balance sheet, ending the quarter with $26 million in cash and no debt, providing financial flexibility for strategic growth initiatives.

Negative

Hudson Technologies Inc (HDSN) experienced a 6% decline in average refrigerant sales price, driven by softer-than-expected HFC market prices due to factors like illegal imports and excess channel inventory.
Gross margin decreased to 26% from 31% in the prior year quarter, impacted by lower pricing and higher operating expenses, including increased fuel and freight costs due to the Middle East conflict.
Net income fell to $4.9 million, or $0.12 per diluted share, down from $10.2 million, or $0.23 per diluted share, reflecting the trough in HFC pricing and increased SG&A costs.
SG&A expenses rose by $3.1 million due to ERP system optimization costs, legal expenses related to the DLA contract dispute, and increased staffing and consulting resources for long-term initiatives.
The company's Illinois facility was temporarily idled for approximately three weeks after a tornado caused extensive structural damage, disrupting operations and impacting sales execution in June.

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

HDSN.OQ - Hudson Technologies Inc
Q2 2026 Hudson Technologies Inc Earnings Call
Aug 05, 2026 / 09:00PM GMT

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Presentation
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Unidentified_1 [1]
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Greetings. Welcome to the Hudson Technologies second quarter 2026 earnings call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press *0 on your telephone keypad. Please note, this conference is being recorded.

I will now turn the conference over to your host, John Nesbitt of IMS Investor Relations. You may begin.

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Unidentified_2 [2]
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Thank you. Good evening and welcome to our conference

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