HUDSON TECHNOLOGIES INC /NY — Form 8-K
Filed August 5, 2026 · analyzed by the 8-K Agent
8-K
▼ Likely negative
significance 48/100
What the filing says
Hudson Technologies reported Q2 2026 revenue of $78.3M (+8% YoY), driven by 12% volume growth offset by 6% pricing decline. Net income fell 51% to $4.9M ($0.12 EPS) from $10.2M ($0.23 EPS) in Q2 2025, due to lower refrigerant market pricing and fuel cost inflation. The company revised full-year 2026 gross margin guidance downward from mid-twenty percent to low-to-mid-twenty percent and announced a preliminary partnership with Icorium to commercialize advanced separation technology. Cash position: $25.6M with unlevered balance sheet; all tornado damage costs covered by insurance.
Why this rating
Volume growth is positive; profit collapse (51% YoY decline, margin compression 4-5 points) and guidance cut are material headwinds. Event is ~6% of market cap in margin degradation impact, meaningful but not restructuring-level.
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