Hudson Tech Stock Price, News & Analysis

Hudson Technologies (NASDAQ: HDSN) was selected as one of two reclamation providers for the California Air Resources Board’s REFRESH pilot program to increase residential recovery and reclamation of HFC and HCFC refrigerants. The pilot, administered by NASRC and funded through CARB’s F-gas Reduction Incentive Program, makes up to $5 million available to buy back recovered refrigerant and support administrative and labor costs.

Hudson will partner with CEC EBD Statewide Direct Install contractors, purchase recovered refrigerants for reclamation, and provide technician training. The REFRESH pilot is scheduled to launch in early 2026.

Hudson Technologies (NASDAQ: HDSN) announced its board approved an increase to the company's share repurchase authorization.

The company may now repurchase up to $20 million of common stock in calendar year 2025 (up from a prior $10 million) and is authorized to repurchase up to $20 million in calendar year 2026. Repurchases may occur via open-market transactions, privately negotiated trades or Rule 10b5-1 plans, and will be made only during open windows when the company does not possess material non-public information. The program is discretionary and may be modified, suspended or discontinued at any time.

Hudson Technologies (NASDAQ: HDSN) appointed Kenneth Gaglione as Chairman of the Board, President and Chief Executive Officer, effective November 24, 2025. Mr. Gaglione previously served as Hudson vice president of operations from 2020–2023 and later consulted for the company and a European private equity firm evaluating refrigerant and HVAC opportunities. His background includes roles at Honeywell as Global Marketing Director for fluorine products and earlier positions in specialty chemicals. The Board said Gaglione will emphasize organic HVAC growth and pursue inorganic options, including strategic alliances and partnerships, to expand Hudson’s refrigerant solutions business.

Hudson Technologies (NASDAQ: HDSN) reported Q3 2025 revenue of $74.0M, a 20% increase year‑over‑year, with gross margin improving to 32.0%. Q3 net income rose 59% to $12.4M or $0.27 per diluted share. The company held approximately $89.7M cash and no debt at September 30, 2025, and repurchased $1.3M of stock in Q3 (total $5.8M YTD). For the nine months, revenue was $202.2M (slightly below prior year) and net income was $25.3M. Subsequent to quarter close, Hudson was awarded a $210M five‑year base DLA contract (with a five‑year renewal option) to supply refrigerants, industrial gases and equipment.

Hudson Technologies (NASDAQ: HDSN) announced that Chairman and CEO Brian Coleman has stepped down effective immediately and that CFO Brian Bertaux will assume CEO responsibilities on an interim basis while the Board evaluates candidates.

The company reported preliminary Q3 2025 results: revenue of $74.0M (+20% YoY), gross margin of 32%, and net income of $12.4M (+59% YoY), or $0.27 per diluted share. Full results will be released after market close on November 5, 2025.

Hudson Technologies (NASDAQ: HDSN) was awarded a prime contractor contract with the U.S. Defense Logistics Agency valued at approximately $210 million for the first five-year base period, announced on October 22, 2025. The award is a five-year IDIQ (indefinite delivery, indefinite quantity) with a five-year renewal option to supply refrigerants, compressed gases, cylinders and related items to U.S. military commands and federal civilian agencies.

Hudson has served as DLA prime contractor since 2016 and retained the role after a standard competitive rebidding process; primary users include the Army, Navy, Air Force and Marine Corps.

Hudson Technologies (NASDAQ: HDSN) will host a conference call and webcast on Wednesday, November 5, 2025 at 5:00 p.m. Eastern Time to discuss third quarter 2025 results.

Participants should register at the webcast link at least 5 minutes before the start time to receive dial-in and webcast details. A replay will be available until December 5, 2025 by dialing (877) 481-4010 or international (919) 882-2331 using conference ID 53054.

Hudson Technologies (NASDAQ: HDSN), a leading provider of sustainable refrigerant products and services, will host a panel discussion titled "Reclaiming the Future Together™- Power On the Growth of Refrigerant Reclamation" during Climate Week NYC 2025. The event will take place on September 22, 2025, at 9:30 a.m. ET at NASDAQ MarketSite.

The panel will feature distinguished experts from various organizations including HARDI, DCSEU, Lennox International, and the Rocky Mountain Institute. The discussion will focus on the economic benefits of refrigerant reclamation, stakeholder roles in promoting refrigerant recovery, and environmental impacts of refrigerant reuse.

Hudson Technologies (NASDAQ: HDSN) has partnered with DC Sustainable Energy Utility (DCSEU) to launch the nation's first utility-sponsored Refrigerant Recovery and Reclamation (RR&R) Pilot program in Washington, DC. The innovative initiative aims to reduce greenhouse gas emissions by incentivizing HVAC contractors to properly recover and reclaim refrigerants instead of venting them into the atmosphere.

The program provides contractors with training, storage containers, logistics support, and financial incentives from both Hudson and DCSEU. According to a 2024 RMI report, refrigerant recovery and reuse can result in 70% less emissions compared to using newly manufactured refrigerant. The pilot transforms what was previously an expense for contractors into a revenue stream while contributing to the District's climate action goals.