Earnings summaries and quarterly performance for NORTHERN TECHNOLOGIES INTERNATIONAL.
Research analysts who have asked questions during NORTHERN TECHNOLOGIES INTERNATIONAL earnings calls.
GR
Gus Richard
Northland Capital Markets
3 questions for NTIC
Also covers: AIP, AMBA, CAMT +8 more
ZL
Zach Liggett
Desmond Liggett Wealth Advisors
2 questions for NTIC
AR
Auguste Richard
Northland Capital Markets
1 question for NTIC
Also covers: AIP, AMBA, BURU +12 more
GW
Gregory Weaver
Invicta Capital Management
1 question for NTIC
Also covers: TRX
Joe Vidich
Manalapan Oracle Capital Management LLC
1 question for NTIC
Also covers: TGEN
Joseph Vidich
Manalapan Oracle Capital Management
1 question for NTIC
Tim Clarkson
Van Clemens
1 question for NTIC
Also covers: FSI
Timothy Clarkson
Van Clemens Capital
1 question for NTIC
Also covers: FSI
Recent press releases and 8-K filings for NTIC.
NTIC Outlines Growth Drivers and Financial Objectives
NTIC
Revenue Acceleration/Inflection
New Projects/Investments
Dividends
- Northern Technologies International Corporation (NTIC) operates through three main business segments: traditional Zerust Excor industrial packaging, Zerust Oil & Gas, and Natur-Tec Bioplastics, with the Oil & Gas and Natur-Tec segments identified as the fastest-growing areas.
- The company's strategic objective is to achieve 15% top-line revenue growth while keeping operating expense growth below 10%.
- NTIC's global network includes 15 international joint ventures, which are significant contributors to profit, with NTIC typically receiving 10%-11% of every joint venture dollar sold as after-tax profit.
- The Zerust Oil & Gas segment boasts significantly higher gross margins, typically 60-plus%, compared to the traditional industrial business, though its revenues can be project-based and volatile. A recent $13 million three-year contract was signed with an FPSO operator in Brazil.
- Significant investments in new businesses over the past few years led to a recent dividend reduction, with management now focused on driving gross margin dollars to the bottom line and achieving return on investment.
Jan 21, 2026, 5:15 PM
NTIC Discusses Business Strategy and Growth Drivers at Investor Conference
NTIC
New Projects/Investments
Revenue Acceleration/Inflection
Dividends
- NTIC operates in three main business segments: traditional Zerust Excor industrial products, Zerust Oil & Gas, and Natur-Tec Bioplastics, with Oil & Gas and Natur-Tec identified as the fastest-growing areas.
- The company's top-line strategic objective is to achieve 15% revenue growth while maintaining operating expense growth below 10%.
- Joint ventures are a significant contributor to profitability, with 15 international JVs generating substantial cash flow and contributing 10%-11% of every JV dollar sold as after-tax profit to NTIC.
- Gross margins for the Zerust Oil & Gas segment are significantly higher, typically in the 60-plus% range, compared to traditional industrial products, and Natur-Tec gross margins have been growing due to decreasing raw material costs.
- NTIC has made significant investments in its new businesses (Oil & Gas and Natur-Tec) and a new building, which led to a recent lowering of the quarterly cash dividend.
Jan 21, 2026, 5:15 PM
NTIC Outlines Growth Strategy and Profitability Drivers
NTIC
Guidance Update
New Projects/Investments
Dividends
- Northern Technologies International Corporation (NTIC) is focusing on two fast-growing business segments, Zerust Oil & Gas and Natur-Tec Bioplastics, in addition to its traditional industrial packaging business.
- The company's strategic objective is to achieve 15% top-line revenue growth while limiting operating expense growth to less than 10%.
- Profitability is enhanced by high gross margins in the Oil & Gas segment (typically 60-plus%) and growing margins in Natur-Tec. Additionally, 15 international joint ventures contribute significantly to overall profit, with NTIC typically receiving 10%-11% of JV sales as after-tax profit.
- Recent investments in these growth areas include a $13 million three-year contract with an FPSO operator in Brazil for the Oil & Gas business, which is expected to provide more consistent revenue.
Jan 21, 2026, 5:15 PM
NTIC Reports Record Q1 2026 Consolidated Net Sales and Provides Business Update
NTIC
Earnings
Revenue Acceleration/Inflection
New Projects/Investments
- NTIC reported record consolidated net sales of $23.3 million for the first quarter of fiscal 2026, a 9.2% increase year-over-year, driven by strong growth in Zerust Oil & Gas, NTIC China, and North American Natur-Tec sales.
- Net income for Q1 2026 was $238,000, or $0.03 per diluted share, compared to $561,000, or $0.06 per diluted share in the prior fiscal year period. Non-GAAP adjusted income was $344,000, or $0.04 per diluted share.
- Gross profit as a percentage of net sales was 36%, down from 38.3% in the prior year, primarily due to a temporary supplier lead time issue, but is expected to improve sequentially during fiscal 2026.
- Zerust Oil & Gas sales increased 58.1% to a record $2.4 million, and its Brazil subsidiary secured a three-year offshore project contract valued at approximately $13 million.
- Management anticipates higher year-over-year sales and profitability for fiscal 2026, expecting sales to grow faster than operating expenses, particularly in the third and fourth quarters.
Jan 8, 2026, 2:00 PM
NTIC Reports Record Q1 2026 Net Sales Amidst Profitability Decline
NTIC
Earnings
Revenue Acceleration/Inflection
New Projects/Investments
- NTIC reported record consolidated net sales of $23.3 million for Q1 fiscal 2026, an increase of 9.2% year-over-year, driven by strong performance in Zerust Oil & Gas, NTIC China, and North American Natur-Tec sales.
- Zerust Oil & Gas sales surged 58.1% to a record $2.4 million, benefiting from a three-year, $13 million contract in Brazil for an offshore project. NTIC China's net sales also increased 23.5% to $4.9 million.
- Despite record sales, net income decreased to $238,000 or $0.03 per diluted share in Q1 2026, down from $561,000 or $0.06 per diluted share in Q1 2025, primarily due to a lower gross profit margin of 36% caused by a temporary supplier lead time issue.
- The company expects gross margin to improve sequentially and anticipates higher year-over-year sales and profitability as fiscal 2026 progresses, with a strategic focus on flattening operating expenses and reducing debt.
Jan 8, 2026, 2:00 PM
NTIC Reports Record Q1 Fiscal 2026 Net Sales Amidst Profitability Decline
NTIC
Earnings
Revenue Acceleration/Inflection
Guidance Update
- NTIC achieved record consolidated net sales of $23.3 million for the first quarter of fiscal 2026 (ended November 30, 2025), marking a 9.2% increase year-over-year, with significant contributions from Zerust Oil & Gas sales which grew 58.1% to a record $2.4 million.
- The company's net income for Q1 fiscal 2026 was $238,000, or $0.03 per diluted share, a decrease from the prior year's $561,000 or $0.06 per diluted share, primarily due to a lower gross profit margin of 36% (compared to 38.3%) attributed to a temporary supplier lead time issue.
- NTIC's joint venture sales increased 2.9% to $24.5 million, though joint venture operating income decreased 5.1% due to higher operating expenses.
- Management anticipates sequential improvement in gross margin and expects higher year-over-year sales coupled with controlled operating expense growth to enhance profitability throughout fiscal 2026, with significant growth projected for the third and fourth quarters.
Jan 8, 2026, 2:00 PM
NTIC Reports Record Q1 FY26 Net Sales and Strong Segment Growth
NTIC
Earnings
Revenue Acceleration/Inflection
New Projects/Investments
- NTIC achieved record consolidated net sales during Q1 FY26, marking its strongest year-over-year growth rate since FY24.
- Key product segments demonstrated significant growth, with ZERUST® oil and gas net sales increasing 58.1% to $2.4 million, ZERUST® industrial net sales rising 6.9% to $14.9 million, and NTIC China net sales growing 23.5% to $4.9 million.
- Operating expenses as a percentage of Q1 FY26 sales improved for the third consecutive quarter, reaching 41.8%, while the Q1 FY26 gross profit margin was 36.0%, with expectations for sequential improvement throughout FY26.
- As of November 30, 2025, NTIC's combined revolving line of credit and term loan balance totaled $12.0 million, against $6.4 million in cash and cash equivalents, plus an additional $15.6 million of cash held at its joint ventures.
- In November 2025, Zerust Brazil secured a new three-year offshore project valued at approximately $13 million.
Jan 8, 2026, 2:00 PM
Northern Technologies International Corporation Reports Record Q1 Fiscal 2026 Sales
NTIC
Earnings
Revenue Acceleration/Inflection
Guidance Update
- Northern Technologies International Corporation (NTIC) reported record consolidated net sales of $23,309,000 for the first quarter of fiscal 2026, representing a 9.2% increase year-over-year.
- Despite the record sales, net income attributable to NTIC decreased to $238,000, or $0.03 per diluted share, compared to $561,000, or $0.06 per diluted share, in the prior year period.
- The company's gross profit, as a percentage of net sales, decreased 230 basis points to 36.0%, and operating income decreased 15.6% to $934,000.
- Management noted that sales growth was driven by ZERUST® oil and gas, NTIC China, and North American Natur-Tec sales, and anticipates gross margin to improve sequentially during fiscal 2026.
Jan 8, 2026, 1:00 PM
Northern Technologies International Reports First Quarter Fiscal 2026 Financial Results
NTIC
Earnings
Revenue Acceleration/Inflection
Guidance Update
- Northern Technologies International Corporation (NTIC) reported record consolidated net sales of $23,309,000 for the first quarter of fiscal 2026, an increase of 9.2% year-over-year. This growth was primarily driven by record sales in ZERUST® oil and gas, which increased 58.1% to $2,394,000, and ZERUST® industrial, which rose 6.9% to $14,923,000.
- Despite the sales growth, gross profit as a percentage of net sales decreased by 230 basis points to 36.0%, and operating income declined 15.6% to $934,000 for the three months ended November 30, 2025.
- Net income attributable to NTIC for the first quarter of fiscal 2026 was $238,000, or $0.03 per diluted share, compared to $561,000, or $0.06 per diluted share, in the prior year. The effective income tax rate increased to 34.4% from 21.5% in the same period last fiscal year.
Jan 8, 2026, 1:00 PM
NTIC Reports Q4 and Full-Year Fiscal 2025 Results with Mixed Segment Performance and Optimistic Fiscal 2026 Outlook
NTIC
Earnings
Guidance Update
New Projects/Investments
- NTIC reported a 4.4% decrease in consolidated net sales to $22.3 million for Q4 2025 and a 1.0% decrease for the full fiscal year 2025, resulting in a net loss of $1.1 million ($0.11 per diluted share) for Q4 2025 and net income of $18,000 ($0.00 per diluted share) for the full fiscal year.
- Performance varied across segments, with Zerust oil and gas net sales decreasing 29.4% in Q4 2025 and NatureTech net sales decreasing 10%, while Zerust industrial net sales increased 5.8% and NTIC China sales increased 12%. Joint venture sales increased 4.7% in Q4 2025 to $24.4 million.
- The company secured a three-year contract for a major offshore project in Brazil for its Zerust oil and gas business, valued at approximately BRL 70 million (or $13 million), which is expected to ramp up in fiscal 2026 and continue through calendar 2028.
- NTIC anticipates re-accelerated growth and improved profitability in fiscal 2026, driven by strategic investments, expected significant growth in Zerust oil and gas and NatureTech, and a focus on maintaining operating expenses at fiscal 2025 levels.
- The company also aims to pay down its $9.3 million outstanding debt under its revolving line of credit in fiscal 2026, as capital expenditures in North America are expected to be minimal.
Nov 18, 2025, 2:00 PM
Quarterly earnings call transcripts for NORTHERN TECHNOLOGIES INTERNATIONAL.
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