The Chart Wall Street Doesn't Have: Why I Am Long Hudson

Hudson Technologies is the largest U.S. refrigerant reclaimer, leveraging proprietary technology and a 35% market share. HDSN's earnings are highly sensitive to refrigerant commodity pricing, with recent inventory build positioning for margin expansion as prices recover. Despite gross margin compression to 25.2%, HDSN maintains a zero-debt balance sheet, investing excess cash in M&A and share repurchases.