HUDSON TECHNOLOGIES INC /NY — Form 8-K
Filed October 28, 2026 · analyzed by the 8-K Agent
8-K
▼ Likely negative
significance 48/100
What the filing says
Hudson Technologies reported Q3 2026 revenue of $59.4M (down from $74.0M YoY), driven by 9% volume decline and 17% pricing pressure in soft HFC markets. The company entered a joint development agreement with Icorium for next-generation separation technology and was re-awarded a DLA contract valued at $210 million. Hudson ended Q3 debt-free with $35.3M cash; Q3 net income fell 84% to $2.0M ($0.05 EPS) from $12.4M ($0.28 EPS) YoY due to margin compression (25% vs. 32%).
Why this rating
Revenue decline of ~20% YoY and margin compression are material headwinds. DLA contract ($210M) provides future revenue visibility but timing/scale unclear relative to $342M market cap. Strategic JDA is positive but unproven. Moderate near-term concern offset by balance sheet strength.
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