Hudson Technologies Q4 revenue beats estimates on higher sales volume

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

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

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