Northern Technologies International (NTIC)
NASDAQ:NTIC
Earnings Data
Report Date
Jul 09, 2026Before Open (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
0.04Last Year’s EPS
0.02Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted strong top-line momentum across multiple segments—most notably a record quarter for ZERUST Oil & Gas (+72.1%), robust JV and China sales (+18.6% and +18.5%), and improvement in non‑GAAP results—supported by strategic investments and a sizable multi-year contract. However, near-term profitability and cash generation remain constrained by a small GAAP loss, Natur‑Tec margin volatility, supplier/input‑price inflation, recent capital spending, and lower historical JV cash contributions. Management expects operating leverage, improved gross margins, and debt reduction to drive improved profitability in H2 FY2026.Company Guidance
Consolidated Sales Growth
Total consolidated net sales increased 15.3% year-over-year to $22.0 million for Q2 FY2026, the strongest YoY growth rate since fiscal 2022.
Record ZERUST Oil & Gas Performance
ZERUST Oil & Gas net sales were a Q2 record of $2.7 million, up 72.1% year-over-year, driven by global sales infrastructure investments and a large three-year offshore contract with an estimated total value of ~$13.0 million.
Broad-Based Business Unit Growth
Business unit growth included ZERUST Industrial net sales up 11.2% and Natur‑Tec net sales up 8.1% (Natur‑Tec sales $5.4 million). Joint venture net sales rose 18.6% to $23.5 million.
Strong China Performance
Northern Technologies China net sales increased 18.5% year-over-year to $4.4 million, with the majority of sales for domestic Chinese consumption, reducing exposure to U.S. tariffs.
Improving Joint Venture Earnings
Joint venture operating income increased 19.8% year-over-year in Q2, reflecting higher JV sales across multiple geographies.
Operational Leverage and Expense Discipline
Total operating expenses rose 7.7% to $9.5 million, while operating expenses as a percentage of sales improved to 43.2% from 46.2%, indicating better leverage on higher sales.
Stabilizing Gross Margin and Non‑GAAP Improvement
Gross profit as a percentage of net sales was stable at 35.7% (vs. 35.6% prior year). Non‑GAAP adjusted net income improved to $70,000 ($0.01 per diluted share) from a non‑GAAP adjusted net loss of $300,000 in the prior-year quarter.
Strategic Investments and Forward Guidance
Company invested in global sales infrastructure (including UAE subsidiary), expanded manufacturing capacity (~$4.0M+ on new facility improvements), implemented SAP, declared a quarterly dividend of $0.01/share, and reiterated expectations for continued sales growth and improving profitability in H2 FY2026.
Northern Technologies International (NTIC) Earnings, Revenues Date & History
NTIC Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
NTIC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 09, 2026 | $8.00 | $8.01 | +0.12% |
Jan 08, 2026 | $8.73 | $8.68 | -0.57% |
Nov 18, 2025 | $7.94 | $7.47 | -5.92% |
Jul 10, 2025 | $8.10 | $8.84 | +9.10% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Northern Technologies International (NTIC) report earnings?
Northern Technologies International (NTIC) is schdueled to report earning on Jul 09, 2026, Before Open (Confirmed).
What is Northern Technologies International (NTIC) earnings time?
Northern Technologies International (NTIC) earnings time is at Jul 09, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is NTIC EPS forecast?
NTIC EPS forecast for the fiscal quarter 2026 (Q3) is 0.04.