Intel is up a lot this year but still well below all-time highs as its turnaround takes hold. SharkNinja is about to be hit by tariffs, but it should be just a one-time reset for this growth company.
Hudson Technologies (HDSN) delivered 20% Q3 revenue growth, driven mainly by volume, but faces delayed tailwinds from the AIM Act and A2L transition. A sudden CEO transition introduces operational risk and signals a strategic pivot, with HDSN aiming to expand beyond refrigerant reclamation into broader HVAC services. HDSN secured a $210 million, 5-year Defense Logistics Agency contract, providing revenue stability and supporting its long-term growth outlook despite near-term pricing headwinds.
Hudson Technologies is a leading player in the reclaimed refrigerant market, uniquely positioned for long-term growth amid the AIM Act HFC phase-down. HDSN reported strong Q3 results with 20% revenue growth and expanding margins, aided by higher volumes, rising prices, and a new $210M DLA contract. Recent stock volatility is driven by near-term supply abundance, CEO resignation, and investor concerns about delayed supply/demand balance until 2029.
| Specialty Retail Industry | Consumer Discretionary Sector | Brian J. Bertaux CEO | NASDAQ (CM) Exchange | 444144109 CUSIP |
| US Country | 238 Employees | - Last Dividend | - Last Split | 1 Nov 1994 IPO Date |
Hudson Technologies, Inc., operates through its subsidiary, Hudson Technologies Company, and is a key player in offering innovative solutions to the refrigeration industry within the United States. With a focus on addressing recurring issues, the company has established itself as a reliable partner for a diverse range of customers across commercial, industrial, and governmental sectors, as well as refrigerant wholesalers, distributors, contractors, and refrigeration equipment manufacturers. Hudson Technologies was incorporated in 1991 and has its headquarters in Woodcliff Lake, New Jersey. Alongside its core operations, the company also engages in the generation of carbon offset projects, advocating for environmental sustainability.
This service focuses on the sale of refrigerants and industrial gases, catering to the operational needs of refrigeration systems used in various industries.
Key offerings include the reclamation of refrigerants, refurbishment of reusable cylinders, and hydrostatic testing services. These services are vital for maintaining the efficiency and environmental compliance of refrigeration systems.
This suite of services is designed to enhance system performance by offering decontamination and recovery services aimed at removing moisture, oils, and other contaminants from refrigeration systems.
A comprehensive service that integrates fluid tests from an operating system with lab results to produce an engineering report. This service is directed at optimizing system performance and detecting potential issues early.
Designed as an abbreviated version of Chiller Chemistry, Fluid Chemistry provides a quick assessment of systems to identify those needing further examination, facilitating efficient maintenance and operations.
A web-based real-time continuous monitoring system focused on the measurement, modification, and improvement of energy systems’ efficiency, including HVAC and refrigeration systems, in various applications.
Combining system optimization with Chiller Chemistry, ChillSmart offers an analysis of a packaged chiller’s operating efficiency and health, enabling better management and maintenance strategies.