Core Viewpoint - Hudson Technologies, Inc. will host a conference call on March 4, 2026, to discuss its fourth quarter and full year 2025 results [1] Company Overview - Hudson Technologies, Inc. is a leading provider of innovative and sustainable refrigerant products and services in the Heating, Ventilation, Air Conditioning, and Refrigeration industry [3] - The company has been a significant player in refrigerant reclamation for nearly three decades, investing multimillion dollars in advanced separation technology to recover various refrigerants [3] - Hudson Technologies offers a range of services including refrigerant and industrial gas sales, refrigerant management services, and on-site RefrigerantSide® Services for system decontamination [3] - The company 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® [3] - Additionally, Hudson Technologies generates carbon offset projects as part of its product and service offerings [3]

Core Viewpoint - Hudson Technologies, Inc. is facing a bid protest regarding its recently awarded contract with the U.S. Defense Logistics Agency, which has led to a review and potential rescindment of the contract award [2][3] Company Overview - Hudson Technologies 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. [4] - The company has invested significantly in advanced separation technology to recover and restore a variety of refrigerants to industry standards for reuse [4] - Hudson's offerings include refrigerant and industrial gas sales, refrigerant management services, and web-based monitoring services for refrigeration systems [4] Contractual Developments - The 2025 DLA Contract was awarded to Hudson Technologies in October 2025 and is set to commence in July 2026, following a competitive review process [1] - A competitor has filed a bid protest challenging the DLA's evaluation of proposals, leading to a review of the contract award and the potential rescindment of the contract [2] - Despite the ongoing protest, Hudson will continue to provide logistics support under its existing contract until July 2026 [2] Leadership Commentary - The CEO of Hudson Technologies expressed confidence in the company's long-standing relationship with the DLA and the expectation of ultimately receiving the contract despite the current challenges [3]

Core Insights - Hudson Technologies has been selected as one of two reclamation providers for the California Air Resources Board's REFRESH pilot program aimed at increasing the recovery of HFC refrigerants in residential settings [1][3] Group 1: Program Details - The REFRESH pilot program will collaborate with refrigerant contractors involved in the California Energy Commission's Equitable Building Decarbonization Statewide Direct Install program to purchase recovered HFCs and HCFCs for reclamation [2] - The program is funded through CARB's F-gas Reduction Incentive Program, with up to $5 million available to support the buyback of recovered refrigerants and cover administrative and labor costs [2] Group 2: Company Background - Hudson Technologies is a leading provider of sustainable refrigerant products and services, recognized as one of the largest refrigerant reclaimers in the U.S. [4] - The company has invested significantly in advanced separation technology to recover a variety of refrigerants, restoring them to standards for reuse as certified EMERALD Refrigerants™ [4] - Hudson's services include refrigerant management, reclamation, and various predictive and diagnostic service offerings [4]

Core Viewpoint - Hudson Technologies, Inc. has increased its share repurchase authorization to $20 million for 2025, up from the previously authorized $10 million, and has also authorized an additional $20 million for 2026, reflecting confidence in its capital generation and business strength [1][3]. Share Repurchase Program - The share repurchase program allows Hudson to buy back shares on a discretionary basis through open market repurchases or other means, including Rule 10b5-1 trading plans, during open windows when the company does not possess material non-public information [2]. - The timing and number of shares repurchased will depend on various factors such as stock price, trading volume, market conditions, and corporate requirements [2]. Company Overview - Hudson Technologies is a leading provider of sustainable refrigerant products and services in the HVAC and refrigeration industry, with nearly three decades of experience [4]. - The company is recognized as one of the largest refrigerant reclaimers in the U.S., investing significantly in advanced separation technology to recover and restore refrigerants for reuse [4]. - Hudson's offerings include refrigerant sales, management services, and various diagnostic and monitoring services, contributing to its commitment to environmental sustainability [4].

Core Viewpoint - Hudson Technologies, Inc. will host a conference call on November 5, 2025, to discuss its third quarter 2025 results [1] Company Overview - Hudson Technologies, Inc. is a leading provider of innovative and sustainable refrigerant products and services in the Heating Ventilation Air Conditioning and Refrigeration industry [3] - The company has been a significant player in refrigerant reclamation for nearly three decades, investing multimillion dollars in advanced separation technology [3] - Hudson Technologies offers a range of services including refrigerant and industrial gas sales, refrigerant management services, and system decontamination [3] - The company also provides SmartEnergy OPS®, a web-based real-time monitoring service, along with predictive and diagnostic services like Chiller Chemistry® and Chill Smart® [3] - Additionally, Hudson Technologies generates carbon offset projects as part of its service offerings [3]

Company Overview - Hudson Technologies, Inc. is a leading provider of innovative and sustainable refrigerant products and services in the Heating, Ventilation, Air Conditioning, and Refrigeration industry [3] - The company is one of the largest refrigerant reclaimers in the United States, having made multimillion dollar investments in advanced separation technology for refrigerant recovery [3] - Hudson Technologies offers a range of services including refrigerant and industrial gas sales, refrigerant management services, and on-site system decontamination [3] Upcoming Event - Brian Bertaux, Chief Financial Officer, and Kate Houghton, Senior Vice President of Sales and Marketing, will attend the 45th Annual Canaccord Genuity Growth Conference on August 12, 2025 [1] - A presentation will be made at 2:00 PM ET, with opportunities for one-on-one meetings throughout the day [2]

Company Overview - Hudson Technologies, Inc. is a leading provider of innovative and sustainable refrigerant products and services in the Heating Ventilation Air Conditioning and Refrigeration industry [3] - The company has been a pioneer in refrigerant reclamation in the U.S., investing multimillion dollars in advanced separation technology to recover and restore refrigerants to industry standards [3] - Hudson Technologies offers a range of services including refrigerant and industrial gas sales, refrigerant management services, and predictive diagnostic services [3] Upcoming Events - Hudson Technologies will host a conference call and webcast on July 30, 2025, at 5:00 p.m. Eastern Time to discuss its second quarter 2025 results [1] - A replay of the teleconference will be available until August 29, 2025, accessible by dialing specific numbers with a conference ID [2]

Core Insights - Hudson Technologies, Inc. reported a revenue of $55.3 million for Q1 2025, a decrease of 15% compared to $65.3 million in Q1 2024, primarily due to lower refrigerant prices despite a slight increase in sales volume [9][16] - The gross margin for Q1 2025 was 22%, down from 33% in the same period last year, largely driven by price compression in the refrigerant market [9][16] - The company has a strong balance sheet with $81 million in cash and no debt as of March 31, 2025, and has repurchased $4.5 million of common stock in 2025 [4][8] Financial Performance - Revenues for Q1 2025 were $55.3 million, down 15% from $65.3 million in Q1 2024 [9][16] - Gross profit decreased to $12.1 million in Q1 2025 from $21.4 million in Q1 2024, reflecting the decline in gross margin [9][16] - Operating income fell to $3.1 million in Q1 2025 from $12.8 million in the prior year [9][16] - Net income for Q1 2025 was $2.8 million, or $0.06 per share, compared to $9.6 million, or $0.21 per share, in Q1 2024 [9][16] Market and Strategic Insights - The company anticipates continued growth in its reclamation business due to the phase-down of HFC refrigerants under the AIM Act, which is expected to reduce the supply of virgin HFCs [3] - Several states are implementing requirements for the use of reclaimed refrigerants in municipal buildings, creating additional demand opportunities [3] - Hudson Technologies is focused on responsible refrigerant management and has strengthened its capabilities through the acquisition of USA Refrigerants [2][3] Cash Flow and Capital Allocation - Cash provided by operating activities was $14.2 million in Q1 2025, compared to a cash used of $0.9 million in the same period last year [19] - The company invested $1.4 million in property, plant, and equipment during the quarter [20] - Hudson Technologies continues to pursue a capital allocation strategy that includes organic growth investments, acquisitions, and stock repurchases [4][8]

Company Overview - Hudson Technologies, Inc. is a leading provider of innovative and sustainable refrigerant products and services in the Heating Ventilation Air Conditioning and Refrigeration industry [3] - The company has been a pioneer in refrigerant reclamation in the United States, investing multimillion dollars in advanced separation technology to recover and restore refrigerants to industry standards [3] - Hudson Technologies offers a range of services including refrigerant and industrial gas sales, refrigerant management services, and on-site system decontamination [3] Upcoming Events - The company will host a conference call and webcast on May 7, 2025, at 5:00 p.m. Eastern Time to discuss its first quarter 2025 results [1] - A replay of the teleconference will be available until June 6, 2025, accessible by dialing specific numbers provided [2]

Company Overview - Hudson Technologies, Inc. is a leading provider of innovative and sustainable refrigerant products and services in the Heating Ventilation Air Conditioning and Refrigeration industry [3] - The company has been a pioneer in refrigerant reclamation in the United States, investing multimillion dollars in advanced separation technology to recover a variety of refrigerants [3] - Hudson Technologies offers a range of services including refrigerant and industrial gas sales, refrigerant management services, and on-site RefrigerantSide® Services for system decontamination [3] Upcoming Events - Hudson Technologies will host a conference call and webcast on May 7, 2025, at 5:00 p.m. Eastern Time to discuss its first quarter 2025 results [1] - A replay of the teleconference will be available until June 6, 2025, accessible by dialing (877) 481-4010 for domestic callers and (919) 882-2331 for international callers [2]