Northern Technologies International Corporation (NTIC) Earnings Call Transcripts
Northern Technologies International Corporation's Latest Earnings Call - Q2 FY2026
Northern Technologies International Corporation (NTIC) reported its second quarter fiscal 2026 results, showing a 15.3% increase in consolidated net sales to $22 million, driven by strong performance in ZERUST Oil & Gas and Natur-Tec segments. Despite the revenue growth, the company reported a net loss of $35,000 or $0.00 per share, compared to a net income of $434,000 or $0.04 per share in the prior year. Management maintained guidance for continued sales growth and improved profitability in the second half of fiscal 2026, supported by stable trends in North America and strength in NTIC China.
Reported metrics
| Metric | Value |
|---|---|
| Consolidated Net Sales | $22 million (beat) |
| Net Income | $35,000 loss (miss) |
| ZERUST Oil & Gas Sales | $2.7 million (beat) |
| Natur-Tec Sales | $5.4 million (inline) |
| Gross Margin | 35.7% (inline) |
| Operating Expenses | $9.5 million (miss) |
Guidance from management
Management expects continued sales growth and improved profitability in the second half of fiscal 2026, supported by stable trends in North America and strength in NTIC China, ZERUST Oil & Gas, and Natur-Tec.
What management said
Yes. China has done well, I'd say surprisingly well. They're transitioning. If I look back at kind of where we were selling in China when we established the subsidiary in 2014, '15, '16 compared to where we are now, there's been, I'd say, a little bit of a transition between supplying the, let's say, the U.S.-based or European-based automotive companies to now focusing on supplying for domestic consumption, which is ...
What analysts pressed on
Analysts expressed concerns about the company's ability to translate revenue growth into earnings, particularly given the net loss reported. Questions were raised about the impact of recent investments and the potential for operating leverage to improve profitability.
Main topics on the call
- ZERUST Oil & Gas Growth — ZERUST Oil & Gas net sales increased by 72.1%, reaching a record $2.7 million for the quarter. This growth was attributed to investments in global sales infrastructure and a significant contract with a major offshore pro...
- Natur-Tec Performance — Natur-Tec sales grew by 8.1% to $5.4 million. Management highlighted ongoing opportunities in North America and India, particularly in compostable food packaging solutions, which are expected to drive future growth.
- NTIC China Expansion — NTIC China reported an 18.5% increase in net sales to $4.4 million, driven by strong domestic demand. Management emphasized limited exposure to U.S. tariffs and expects continued growth in this market.
- Joint Venture Sales — Joint venture sales increased by 18.6% to $23.5 million, reflecting improved demand. Management anticipates positive impacts from economic stimulus in Europe, particularly in Germany.
Read the full Northern Technologies International Corporation transcript (Q2 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Northern Technologies International Corporation
Northern Technologies International Corporation (NTIC) is a publicly listed company in the Chemicals industry, within the Materials sector. It trades on NasdaqGM and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 27 calls on record spanning January 7, 2020 to July 9, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 27 Northern Technologies International Corporation earnings call transcripts on record, spanning January 7, 2020 to July 9, 2026. Based on this history, Northern Technologies International Corporation reports quarterly. The most recent call on file is dated July 9, 2026. The full list is below — each row opens the complete, free-to-read transcript.