Hudson Technologies INC /ny Stock: price and insider trades · United States · SEC (Form 4)

About Hudson Technologies INC /ny

Hudson Technologies Inc. /NY (NASDAQ: HDSN) is a U.S.-listed company based in the United States, with its headquarters in Woodcliff Lake, New Jersey. The company operates in the HVACR ecosystem—heating, ventilation, air conditioning and refrigeration—and has built a differentiated niche around sustainable refrigerant products and services. Over time, Hudson has become one of the leading refrigerant reclaimers in the United States, combining product sales with environmental services that recover, clean, and reintroduce refrigerants into circulation according to industry standards. Its business model is closely tied to the circular economy and to the industry’s shift toward lower-global-warming-potential refrigerants. Hudson’s core activities include refrigerant and industrial gas sales, refrigerant reclamation, refrigerant management, and on-site technical services through its RefrigerantSide® offering. The company also markets SmartEnergy OPS®, a web-based real-time monitoring service designed to identify inefficiencies in refrigeration and energy systems and help customers reduce energy use and operating costs. This mix of product and service revenue gives Hudson a hybrid profile: part specialty distributor, part environmental services provider, and part technical solutions company. From a competitive standpoint, Hudson occupies a niche position rather than competing as a broad-line industrial distributor. Its strengths lie in its reclamation infrastructure, advanced separation capabilities, installed customer relationships, and ability to support customers facing regulatory pressure to transition away from legacy refrigerants. That creates an important barrier to entry, as reclamation capacity, technical know-how, and industry certifications are not easily replicated. The company serves commercial, industrial, and government customers, as well as wholesalers, contractors, distributors, and equipment manufacturers. Recent developments have been constructive. In March 2026, Hudson reported improved fourth-quarter and full-year 2025 results, including higher revenue in the quarter, stronger refrigerant sales volumes, and a second consecutive year of growth in reclamation volumes. Management also highlighted the successful integration of Refrigerants Inc., an acquisition completed in December 2025 that broadens Hudson’s customer network and geographic footprint across the United States. In addition, the company announced a $20 million share repurchase authorization for 2026, signaling confidence in cash generation and capital discipline. Another important point for investors is Hudson’s exposure to the U.S. Defense Logistics Agency, which has been a meaningful customer and concentration risk. Overall, HDSN offers a focused industrial-environmental investment case centered on refrigerant lifecycle management, energy efficiency, and the secular transition toward more sustainable cooling technologies.