Hudson Technologies Q4 revenue beats estimates on higher sales volume

Hudson Technologies

04/03/2026 21:15

Overview

Refrigerant provider's Q4 revenue grew 28%, beating analyst expectations

Q4 loss came below analyst expectations

Company completed acquisition of Refrigerants Inc. and announced $20 mln share repurchase in Q4

Outlook

Company anticipates low-to-mid single digit revenue growth in Q1 2026

Hudson expects ERP startup inefficiencies to not persist into Q2 2026

Result Drivers

REVENUE GROWTH - 28% increase in Q4 revenue attributed to stronger sales volume

REFRIGERANT RECLAMATION - Second consecutive year of 18% growth in reclamation volume, aiding lower cost feedstock

INVENTORY COSTS - Q4 gross margin impacted by $4.2 mln inventory-related costs

Company press release: ID:nGNX6cxRW7

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$44.41 mln
$38.12 mln (4 Analysts)
Q4 EPS
Miss
-$0.20
-$0.08 (4 Analysts)
Q4 Net Income
-$8.63 mln
Q4 Gross Margin
8.00%
Q4 Basic EPS
-$0.20
Q4 Operating Income
-$11.21 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 $9.50, about 33.1% above its March 3 closing price of $7.14

The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 15 three months ago

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.)