Hudson Technologies Q2 revenue beats estimates on strong volume

Hudson Technologies

05/08/2026 21:14

Overview
U.S. refrigerant solutions provider's Q2 revenue grew 8%, beating analyst expectations
Adjusted EPS for Q2 missed analyst expectations
Company fully restored tornado-impacted facility and announced Icorium partnership

Outlook
Company revises 2026 gross margin target to low-to-mid-twenty percent range
Hudson Technologies expects subdued refrigerant market pricing and inflationary pressures through year-end
Company to focus on revenue growth and improving operating margins in second half

Result Drivers
SALES VOLUME - Q2 revenue growth was driven by a 12% increase in sales volume, per company statement
LOWER PRICING - Refrigerant market prices declined 6%, partially offsetting volume gains, per company statement
INFLATIONARY PRESSURE - Increased operating costs, mainly fuel, contributed to lower gross margin, per company statement

Company press release: ID:nGNX75kn5v

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$78.35 mln
$74.33 mln (4 Analysts)
Q2 EPS
Miss
$0.12
$0.18 (4 Analysts)
Q2 Net Income
 
$4.95 mln
 
Q2 Gross Margin
 
26.00%
 
Q2 Basic EPS
 
$0.12
 
Q2 Operating Income
 
$7.40 mln
 

Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the electrical components & equipment peer group is "buy"
Wall Street's median 12-month price target for Hudson Technologies Inc is $8.50, about 34.5% above its August 4 closing price of $6.32
The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 14 three months ago

Reuters Recommended Reads
Aug 4 - Chemours Q2 sales flat as lower volumes weigh on results
Aug 3 - Tetra Technologies Q2 revenue beats on strength in Completion Fluids & Products segment
Aug 4 - BrightView Q3 profit misses estimates as higher fuel prices drag margin

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)