Founded in 1991, Hudson Technologies specializes in refrigerant services and solutions, and addresses the need for responsible refrigerant management, including reclamation and recycling, to comply with regulatory standards and environmental safety. In Q3 2025, the company reported revenue of $74.01 million, up 19.5% year-on-year, beating analyst expectations.
Cyborg Score Rationale
Hudson Technologies beat Q3 2025 revenue expectations with 19.5% year-on-year growth and GAAP profit of $0.27 per share, 40.3% above consensus. Operating margin improved to 18.9% in Q3, up 7.6 percentage points year-on-year. However, revenue declined at an annualized rate of 9.9% over the last two years, presenting execution risks.
Top Insights
December 2025: Announced accretive acquisition of Refrigerants Inc. to expand service capabilities
January 2026: Provided update on Defense Logistics Agency contract status, indicating government sector expansion
Faces competition from larger diversified players including Chemours, Arkema, and Honeywell
Regulatory environment increasingly favorable for refrigerant reclamation and environmental compliance services
Named Competitors
Refrigerant Management Solutions — Large diversified chemical company with refrigerant product portfolio
Advanced Refrigerant Solutions — Diversified technology conglomerate with HVAC/refrigeration segment
Specialty Refrigerants — Specialty chemicals company with refrigerant alternatives division
Recent Developments
(January 2026) Provided update on Defense Logistics Agency contract
(December 2025) Announced accretive acquisition of Refrigerants Inc.
(December 2025) Selected to support California Air Resources Board's Refresh Pilot Program for refrigerant recovery and reclamation
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