Geopolitics Alpha

Hudson Technologies (HDSN): government contracts, filings & geopolitical news

Hudson Technologies (HDSN) and its matched subsidiaries received $45.4M in federal contract obligations in the last 12 months and $168.1M over the last five years, according to USAspending.gov. The Department of Defense accounted for 100% of the five-year total, followed by the National Aeronautics and Space Administration (0%). Annual obligations rose from $36.0M in fiscal 2025 to $47.6M in fiscal 2026 (+32%). Its largest contract with activity in that period is SPE4A726F3966 from the Defense Logistics Agency for 8511971754!heptafluoropropane, with $9.4M obligated over the life of the award.

Hudson Technologies government contracts

$45.4Mobligated, last 12 months
$168.1Mobligated, last 5 years
3awarding agencies
0DoD announcements, past year
FY2022: $18.1M (partial)$18.1MFY22*FY2023: $32.4M$32.4MFY23FY2024: $33.9M$33.9MFY24FY2025: $36.0M$36.0MFY25FY2026: $47.6M$47.6MFY26FY2027: $0 (partial)$0FY27*
Hudson Technologies federal contract obligations by fiscal year. Federal fiscal years (October to September); * = partial year.

Obligations by agency

AgencyLast 12 monthsLast 5 yearsShare of 5 years
Department of Defense$45.5M$167.6M100%
National Aeronautics and Space Administration$0$396K0%
Department of Justice$30K$30K0%

Top contracting offices (5 years): Defense Logistics Agency $166.2M; Department of the Navy $1.4M; National Aeronautics and Space Administration $396K; Federal Prison System / Bureau of Prisons $30K; Defense Contract Management Agency $0.

Largest contracts

Largest HDSN prime contracts with activity in the last five years, by total obligated
AwardDescription · recipientAgencyObligated (award total)StartEnd
SPE4A726F39668511971754!heptafluoropropane HUDSON TECHNOLOGIES COMPANYDepartment of Defense Defense Logistics Agency$9.4MMar 11, 2026Dec 7, 2026
SPE4A725F97098511675008!r227ea refrigerant HUDSON TECHNOLOGIES COMPANYDepartment of Defense Defense Logistics Agency$7.6MSep 29, 2025Jun 26, 2026
SPE4A726F38488511962692!heptafluoropropane HUDSON TECHNOLOGIES COMPANYDepartment of Defense Defense Logistics Agency$7.0MMar 6, 2026Dec 1, 2026
SPE4A623FANBY4560322426!cylinder,compressed HUDSON TECHNOLOGIES COMPANYDepartment of Defense Defense Logistics Agency$5.4MMar 21, 2023Jun 20, 2023
SPE4A726F39798511974363!hexafluoropropane r HUDSON TECHNOLOGIES COMPANYDepartment of Defense Defense Logistics Agency$1.6MMar 12, 2026Jan 6, 2027
SPE4A624FZL444564747726!cylinder,compressed HUDSON TECHNOLOGIES COMPANYDepartment of Defense Defense Logistics Agency$1.5MMay 30, 2024Aug 28, 2024
SPE4A624FZV154565082797!cylinder,compressed HUDSON TECHNOLOGIES COMPANYDepartment of Defense Defense Logistics Agency$1.5MJul 8, 2024Oct 7, 2024
SPE4A624FZV164565082798!cylinder,compressed HUDSON TECHNOLOGIES COMPANYDepartment of Defense Defense Logistics Agency$1.2MJul 8, 2024Oct 7, 2024
SPE4A624FBTN44564581912!hexafluoropropane HUDSON TECHNOLOGIES COMPANYDepartment of Defense Defense Logistics Agency$1.1MMay 13, 2024Aug 12, 2024
SP470322C0012Halon 1211 & 1301 reclamation HUDSON TECHNOLOGIES COMPANYDepartment of Defense Defense Logistics Agency$1.1MSep 22, 2022Sep 20, 2026

Newest contracts

Most recently started HDSN prime contracts, last 12 months
AwardDescription · recipientAgencyObligated (award total)StartEnd
15B30226P00000335Fy26 p3 hudson usp2 refrigerant for chiller aug HUDSON TECHNOLOGIES COMPANYDepartment of Justice Federal Prison System / Bureau of Prisons$30KAug 13, 2026Sep 30, 2026
SPE4A626FCZHA4572469613!nitrogen HUDSON TECHNOLOGIES COMPANYDepartment of Defense Defense Logistics Agency$20Jul 23, 2026Aug 11, 2026
SPE4A626FCZGX4572469305!refrigerant gas mixture HUDSON TECHNOLOGIES COMPANYDepartment of Defense Defense Logistics Agency$15KJul 23, 2026Aug 3, 2026
SPE4A626FCZGW4572469303!tetrafluoroethane HUDSON TECHNOLOGIES COMPANYDepartment of Defense Defense Logistics Agency$112KJul 23, 2026Aug 3, 2026
SPE4A626FCZGK4572468780!cylinder,compressed gas,nitrogen HUDSON TECHNOLOGIES COMPANYDepartment of Defense Defense Logistics Agency$859Jul 23, 2026Aug 3, 2026
SPE4A626FCZEY4572468567!oxygen,aviator's breathing HUDSON TECHNOLOGIES COMPANYDepartment of Defense Defense Logistics Agency$642Jul 23, 2026Aug 11, 2026
SPE4A626FCZEX4572468565!nitrogen HUDSON TECHNOLOGIES COMPANYDepartment of Defense Defense Logistics Agency$2KJul 23, 2026Aug 11, 2026
SPE4A626FCZEW4572468454!nitrogen HUDSON TECHNOLOGIES COMPANYDepartment of Defense Defense Logistics Agency$79Jul 23, 2026Aug 3, 2026

Matched USAspending recipients: HUDSON TECHNOLOGIES COMPANY (UEI H1K6JDP3K2K8, parent with subsidiaries).

Contract data: USAspending.gov (federal prime contract obligations, award types A-D, by action date) and the Department of Defense daily contract announcements (awards of $7.5 million or more). Both are public-domain U.S. government data. Company matching uses legal names and parent/child recipient records and is deliberately conservative, so some subsidiaries may be missing. Obligations are not revenue. Not investment advice.

HDSN share price, last 12 months

Close $5.78 on Jun 12, 2026, -39.2% since Oct 24, 2025 (range $4.84 to $9.51, daily closes).

Company facts

Ticker
HDSN (NasdaqCM)
Sector
Consumer
Industry (SEC SIC code)
Wholesale-Machinery, Equipment & Supplies (5080)
Headquarters (USAspending)
Woodcliff Lake, Nj

Industry from the SEC Standard Industrial Classification code on the company's EDGAR filings.

What changed for Hudson Technologies (HDSN)

Latest SEC filings

None on record yet.

Latest fund & insider buys and sales

None on record yet.

Latest geopolitical & market news

None on record yet.

Peers: Wholesale-Machinery, Equipment & Supplies

CompanyTickerFederal contracts, 12 months
Applied Industrial TechnologiesAIT–
Distribution Solutions GroupDSGR–
AerSaleASLE$35.0M

Biggest government contractors in Consumer: McKesson ($12.33B), Amentum Holdings ($6.84B), Cencora ($4.69B), Accenture ($3.76B), Reliance ($2.02B), The GEO Group ($1.41B), Tutor Perini ($1.35B), Oshkosh ($931.3M).

Congressional trades in HDSN

Trades in HDSN that members of Congress have publicly reported, newest filing first.

No congressional trades are stored for this view yet.

All congressional stock trades →

Geopolitical news for HDSN

Everything on HDSN, newest first

No original notes are listed on this page yet.

Frequently asked questions

How much does the U.S. government spend with Hudson Technologies?

USAspending.gov shows $45.4M in federal contract obligations to Hudson Technologies (HDSN) and its matched subsidiaries in the last 12 months and $168.1M over the last five years (as of Oct 28, 2026).

Which agencies award contracts to Hudson Technologies?

Over five years: Department of Defense $167.6M; National Aeronautics and Space Administration $396K; Department of Justice $30K.

Where does the contract data come from?

USAspending.gov (the official source of U.S. federal spending data) and the Department of Defense's daily contract announcements. Both are public domain and refreshed daily here.

What geopolitical news affects HDSN?

This page lists every Geopolitics Alpha note that names HDSN as exposed to an event, with the reason it is exposed.

Has Congress traded HDSN?

The table above lists trades in HDSN that members of Congress have publicly reported, with a link to each official filing.

Is this investment advice?

No. We show news, exposure and past price moves. Nothing here is a recommendation.