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What were the key takeaways from Hudson Technologies’s earnings call?

- **20% Revenue Growth**: Driven by 18% volume and 2% price increase, with 32% gross margin (up 630 bps YoY).
- **$210M DLA Contract Renewal**: Solidifies military refrigerant supply partnership since 2016.
- **EPA Data Insights**: 2024 HFC inventory down 18%, but supply-demand imbalance until 2029 due to AIM Act phase-down.
- **M&A Focus**: Seeking service businesses to diversify revenue and reduce seasonality.
- **Cash Position**: $90 million cash on hand for strategic initiatives.

**【Lead Director Remarks】**
- Brian Coleman stepped down as CEO, with the board in final stages of CEO search for candidate with alternative skill sets (e.g., M&A expertise, organic growth strategies).
- Interim CEO Brian Bertolini will lead until new CEO is appointed.

**【Interim CEO/CFO Financial Summary】**
- Q3 2025 revenue: $74 million (+20% YoY), driven by 18% volume growth and 2% price increase.
- Gross margin: 32% (up 630 bps YoY), reflecting higher HFC pricing and cost control.
- Net income: $12.4 million (+59% YoY), with $90 million cash on hand.
- Renewed $210 million DLA contract for refrigerant supply to U.S. military, extending partnership since 2016.

**【Sales & Marketing Highlights】**
- Q3 sales volume growth offset slow start to 2025 season; reclamation activity grew in line with industry (+19% YoY).
- EPA data shows 2024 HFC inventory decline of 18%, but supply-demand imbalance expected until 2029 due to AIM Act phase-down.
- A2L refrigerants (R-32, R-454B) saw successful rollout in 2025, with strong supply chain execution.

**【Q&A Key Highlights】**
- **CEO Skill Set**: New CEO should have M&A experience and ability to diversify into adjacent services (e.g., HVAC field services) to reduce seasonal revenue volatility.
- **HFC Pricing Outlook**: 2026 average HFC prices expected to remain consistent with 2025 levels, despite near-term volatility from HFO supply chain issues.
- **M&A Strategy**: Prioritizing acquisitions of service businesses to expand customer touchpoints and reduce reliance on seasonal refrigerant sales.
- **DLA Impact**: Government shutdown caused minor Q4 2025 revenue delay, but contract remains stable at $30-35 million annual contribution.
- **A2L Growth**: A2Ls will become core business as new HVAC systems adopt lower-GWP refrigerants, complementing long-term R-410A demand.


Hudson Technologies, Inc. (HDSN) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

HDSN

HDSN fundamentals

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