WOODCLIFF LAKE, N.J., March 27, 2026 (GLOBE NEWSWIRE) -- Hudson Technologies, Inc. (NASDAQ: HDSN) (“Hudson”; “the Company”) a leading provider of innovative and sustainable refrigerant products and services to the Heating, Ventilation, Air Conditioning and Refrigeration Industry – and one of the nation’s largest refrigerant reclaimers – announces that it has signed a licensing agreement with Solstice Advanced Materials (NASDAQ: SOLS) for the reclamation and resale of R-448A and R-449A refrigerants. These pa ...

ROB STOODY PROMOTED TO SENIOR VICE PRESIDENT, OPERATIONS KIRK REIMER NAMED VICE PRESIDENT, SALES & MARKETING WOODCLIFF LAKE, N.J., March 18, 2026 (GLOBE NEWSWIRE) -- Hudson Technologies, Inc. (NASDAQ: HDSN) (“Hudson” or “the Company”) a leading provider of innovative and sustainable refrigerant products and services to the Heating, Ventilation, Air Conditioning and Refrigeration Industry – and one of the nation’s largest refrigerant reclaimers – announces several management changes, including the appointme ...

Hudson Technologies, Inc. Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15 (d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____________ to ____________ Commission file number 1-13412 Securities registered pursuant to Section 12(g) of the Act: None (Exact ...

分组1 - The Conservative Income Portfolio focuses on value stocks with high margins of safety and aims to reduce volatility through well-priced options [1][2] - The Enhanced Equity Income Solutions Portfolio targets a yield of 7-9% while minimizing volatility [1] - The investment group Trapping Value, with over 40 years of combined experience, emphasizes capital preservation and income generation through various portfolios, including Covered Calls and Fixed Income [2] 分组2 - The Covered Calls Portfolio is designed for lower volatility income investing, while the Fixed Income Portfolio seeks high income potential securities that are undervalued [2]

Company Overview - Hudson Technologies (HDSN) plays a crucial role in the lifecycle of refrigerant gas by purchasing virgin and recovered HFC and HCFC refrigerants and reclaiming them using its proprietary technology [1] Investment Focus - The company is positioned within a market that emphasizes sustained profitability, characterized by strong margins, stable and expanding free cash flow, and high returns on invested capital, which are seen as more reliable drivers of returns than valuation alone [1] Investment Strategy - The investment strategy focuses on undervalued growth stocks and high-quality dividend growers, indicating a long-term perspective on equity investments in the U.S. and European markets [1]

Core Insights - Hallador Energy Company has appointed Daniel Hudson to its Board of Directors, effective March 6, 2026, expanding the Board to seven members, six of whom are independent [1][3] - Daniel Hudson has over 30 years of experience in the energy sector, having led and advised on more than $35 billion in energy asset transactions [2][3] - Heath Lovell has been promoted to Chief Operating Officer of Hallador Energy Company, effective March 6, 2026, while continuing his roles as President of Hallador Power Company and Sunrise Coal [5][6] Company Strategy and Leadership - Daniel Hudson's expertise in power generation and large-scale M&A aligns with Hallador's strategy to expand its power generation platform and enhance asset value [3][4] - Hudson has held leadership roles in various Fortune 500 companies and has overseen portfolios representing over 10,000 MW of thermal generation capacity [3] - Heath Lovell's promotion reflects Hallador's commitment to strengthening its operational leadership as it pursues long-term growth [5] Company Overview - Hallador Energy Company is a vertically-integrated Independent Power Producer based in Terre Haute, Indiana, with two core businesses: Hallador Power Company, which operates the 1 GW Merom Generating Station, and Sunrise Coal, which supplies fuel [8]

Core Insights - Hudson Technologies, Inc. is a leading provider of sustainable refrigerant products and services in the HVACR industry, recognized as one of the largest refrigerant reclaimers in the U.S. [2] Company Overview - Hudson Technologies has been committed to environmental sustainability for nearly three decades, investing multimillion dollars in advanced separation technology to recover and restore a variety of refrigerants to certified EMERALD Refrigerants™ standards [2] - The company's offerings include refrigerant and industrial gas sales, refrigerant management services, and on-site RefrigerantSide® Services for system decontamination [2] - Hudson Technologies also provides SmartEnergy OPS®, a web-based real-time monitoring service for refrigeration and energy systems, along with predictive and diagnostic services like Chiller Chemistry® and Chill Smart® [2] Upcoming Events - Ken Gaglione, President and CEO, and Brian Bertaux, CFO, will attend the 38th Annual Roth Conference on March 23, 2026, in Laguna Niguel, California, where they will be available for one-on-one meetings [1]

Core Insights - Hudson Technologies has returned to revenue growth in Q4 2025, with sales increasing by 28% year-over-year to $44.4 million, driven primarily by increased sales volume despite facing profitability pressures from inventory costs and severance [4][7][8] Financial Performance - For the full year 2025, Hudson reported revenue of $246.6 million, a 4% increase from 2024, attributed to a 6% rise in sales volume, although slightly offset by lower pricing [10] - The company recorded an operating loss of $11.2 million in Q4 2025, compared to a loss of $3.2 million in the same quarter of the previous year, with a net loss of $8.6 million or $0.20 per diluted share [9][12] - SG&A expenses rose to $40.2 million in 2025 from $33.0 million, with non-GAAP adjusted SG&A at $36.2 million, reflecting increased staffing [11] Strategic Initiatives - Management is focusing on infrastructure, inventory, and a new ERP system, which went live in February 2026, while investing in separation technology and service capabilities for next-generation HFO/A2L blends [6][3] - The company has emphasized the importance of refrigerant recovery, achieving an 18% increase in reclamation volumes for the second consecutive year, supported by acquisitions and pilot programs [14] Market Positioning - Hudson's management anticipates balanced supply and demand in the refrigerant market, with slight price appreciation expected as the cooling season approaches [15] - The company is preparing for increased aftermarket demand for HFOs, although significant demand is not expected until early 2027 [17] Government Contracts - Hudson recorded $38 million in DLA revenue in 2025, but faced a competitor protest that rescinded a contract renewal award, while continuing to support the DLA under existing agreements [5][18] Future Outlook - The company expects first-quarter 2026 revenue to increase by a low- to mid-single-digit percentage compared to the first quarter of 2025, despite ERP-related inefficiencies [19]

Hudson Technologies (NasdaqCM:HDSN) Q4 2025 Earnings call March 04, 2026 05:00 PM ET Company ParticipantsBrian Bertaux - CFOJennifer Belodeau - Lead Professional of Investor RelationsKate Houghton - SVP of Sales and MarketingKenneth Gaglione - President and CEOConference Call ParticipantsAustin Moeller - Senior Equity Research AnalystGerry Sweeney - Managing Director and Senior Research AnalystMatthew Moss - Senior Equity Research AnalystMatthew Robb - Research AnalystOperatorGreetings. Welcome to the Hudso ...

Financial Data and Key Metrics Changes - In Q4 2025, the company recorded revenue of $44.4 million, an increase of 28% compared to Q4 2024, primarily driven by increased sales volume [23] - For the full year 2025, total revenue was $246.6 million, a 4% increase from 2024, with a 6% increase in sales volume [26] - Gross margin for 2025 was 25.2%, down from 27.7% in 2024, reflecting lower refrigerant market prices and higher freight costs [26] - The company reported a net loss of $8.6 million or $0.20 per diluted share in Q4 2025, compared to a net loss of $2.6 million or $0.06 per diluted share in Q4 2024 [25] Business Line Data and Key Metrics Changes - The core business of refrigerant reclamation, sales, and associated services remains the focus of the company's organic growth strategy [6] - The company achieved an 18% increase in reclamation volume for the second consecutive year, attributed to contractor-level activities [12] - Revenue from the Defense Logistics Agency (DLA) contract was $38 million in 2025, with expectations to maintain this run rate through 2026 [26][63] Market Data and Key Metrics Changes - The average price of HFCs at the end of 2025 was slightly below $6 per pound, with a slight increase observed in early 2026 [16] - The market is currently balanced in terms of supply and demand, with signs of small price appreciation for refrigerants [49] Company Strategy and Development Direction - The company is focused on investing in infrastructure, inventory, and ERP systems to enhance operational efficiency and customer service [7] - Plans include expanding service capabilities in the commercial market and pursuing accretive acquisitions to strengthen geographical presence [10] - The company aims to diversify revenue streams to reduce seasonality and dependence on a few dominant refrigerants [10] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about growth opportunities in 2026, emphasizing a strong foundation and commitment to sustainable refrigerant lifecycle management [30] - The company is determined to maintain its position as a valued partner to the DLA while navigating the bid protest situation [14] Other Important Information - The company repurchased $20 million in stock during 2025 and plans to continue opportunistic buybacks in 2026 [10][28] - A new ERP system was implemented in February 2026, expected to improve operational connectivity and efficiency [8][28] Q&A Session Summary Question: Discussion on service opportunities and HVAC optimization - Management highlighted the focus on proactive services for chiller operations and the potential for expanding service offerings beyond traditional refrigerant distribution [35][41] Question: Aspirational revenue targets outside direct refrigerant distribution - Management indicated that while specific targets are being developed, the key focus is on reducing dependency on certain refrigerants [42][44] Question: Update on HFC pricing trends and expectations for 2026 - Management noted that HFC pricing is currently stable with slight appreciation expected, and the market is balanced in terms of supply and demand [49][50] Question: Inventory build and gross margin expectations for 2026 - Management stated that gross margins for 2026 are expected to be comparable to 2025 if pricing remains stable [62] Question: Update on the DLA bid process timeline - Management expressed optimism about maintaining the current contract run rate of $38 million through 2026, despite the ongoing bid protest [63]