Hudson Technologies is expected to report Q2 2026 revenue of approximately $74.2 million and EPS of $0.17, while the stock currently trades around $6.34 with an average analyst price target of $8.83. Investors are primarily focused on the recovery of gross margins and refrigerant pricing trends under the AIM Act’s HFC phase-down mandates.
Recent Q1 results showed 9% revenue growth, but profitability was hampered by significant margin compression stemming from ERP system implementation and an unfavorable sales mix. This report will be critical for assessing if peak-season demand and stabilized HFC prices, which recently averaged around $8 per pound, can restore historical margin levels.