Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
HDSN
SellFallen FavouriteHudson Technologies, Inc. · Basic Materials · United States · $229M · Avg Vol: $3M/d
COMPANY DESCRIPTION
Hudson Technologies, Inc. is a leading provider of sustainable refrigerant reclamation services and products for the heating, ventilation, air conditioning, and refrigeration (HVACR) industry. The company's competitive moat is driven by its proprietary reclamation technology and its position as the largest EPA-certified reclaimer in the United States, benefiting directly from regulatory phase-downs of virgin hydrofluorocarbons (HFCs). It operates as a niche specialty chemicals player uniquely positioned to capitalize on circular economy mandates and climate regulations.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 325.2M | 289.0M | 237.1M | 246.6M | -8.8% | 256.9M | 261.9M | 271.8M | 5.0% |
| EPS | 2.31 | 1.15 | 0.54 | 0.38 | -45.2% | 0.21 | 0.18 | 0.29 | -13.4% |
| Shares | 45.3M | 45.5M | 44.3M | 41.6M | -8.0% | 42.1M | — | — | — |
| Debt | 50.7M | 6.7M | 6.9M | 5.3M | -52.9% | 4.8M | — | — | — |
| Equity | 174.9M | 228.8M | 245.8M | 243.4M | 11.6% | — | — | — | — |
| Op CF | 62.8M | 58.5M | 91.8M | -3.2M | 20.9% | -29.7M | — | — | — |
| Inv CF | -3.7M | -3.6M | -26.0M | -7.3M | — | — | — | — | — |
| Fin CF | -57.4M | -47.8M | -8.2M | -20.2M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of HDSN are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| HDSN | Hudson Technologies, Inc.(you) | $229M | 31 | Sell |
| FF | FutureFuel Corp. | $234M | 34 | Sell |
| ASPN | Aspen Aerogels, Inc. | $409M | 27 | Sell |
| MKR.JO | Montauk Renewables, Inc. | $247M | 46 | Hold |
| AMTX | Aemetis, Inc. | $134M | 22 | Sell |
| NTIC | Northern Technologies International Corporation | $77M | 31 | Sell |
| GEVO | Gevo, Inc. | $413M | 12 | Strong Sell |
| CMT | Core Molding Technologies, Inc. | $221M | 65 | Buy |
| CITR | CitroTech Inc. | $136M | 3 | Strong Sell |
| LWLG | Lightwave Logic, Inc. | $846M | 10 | Strong Sell |
Peer medians: ROE 1.8% · P/E 23.0x · Gross margin 24.4%