Northern Technologies International Corporation (NTIC)

Over the past six months, Northern Technologies International Corp.'s stock price has experienced fluctuations, with a decline of approximately 0.17%. As of December 19, 2025, the share price had declined by 43.35% over the preceding year. NTIC reported a Q4 loss and missed revenue estimates, triggering a pre-market stock decline of 4.03% to $7.63. NTIC reported record consolidated net sales of $23.3 million, a 9.2% increase year-over-year, driven by higher demand for ZERUST® and Natur-Tec® products. However, net income for Q1 fell to $238,000 from $561,000 in the prior year, and the gross profit margin decreased to 36% due to a temporary supplier lead-time issue. Despite missing analyst EPS estimates for Q1 2026, the company anticipates higher year-over-year sales and profitability as fiscal 2026 progresses, with expected sequential gross margin improvement.

Demand for Northern Technologies International Corp.'s products and services can exhibit some seasonality and volatility. Sales of ZERUST® products and services into the oil and gas industry are anticipated to continue experiencing volatility due to the typical size of individual orders. Increased demand for ZERUST® oil and gas products, particularly from a significant contract secured in Brazil, is expected to ramp up during fiscal 2026 and run through calendar 2028. NTIC expects sales growth to increase in fiscal 2026 for its Natur-Tec® products, driven by a new preferred supplier agreement with a leading distributor in the foodservice and industrial packaging sector.

Northern Technologies International Corp. (NTIC) is a Minnesota-based specialty chemical company focused on environmentally beneficial products and services for industrial and consumer applications. The company operates in the Materials sector, specifically in Specialty Chemicals and Packaging & Containers Manufacturing. NTIC's business is divided into two core product families: ZERUST®, which focuses on rust and corrosion inhibiting products and services, and Natur-Tec®, which provides bio-based and certified compostable polymer resin compounds and finished products. NTIC's business model emphasizes commercializing clean and green technologies in niche markets.

Northern Technologies International Corp. has a global presence, marketing its products and services in over 65 countries through subsidiaries, joint ventures, distributors, and agents. Key regions include China, Brazil, India, and the United States. The company maintains regional sales offices and production facilities across North America, Europe, and Asia.

Northern Technologies International Corp. positions itself on "environmentally beneficial materials science" and "clean and green technologies." The company's ZERUST® products are focused on corrosion prevention, and its Natur-Tec® line offers bio-based and compostable plastics, aligning with environmental responsibility. Its emphasis on sustainable solutions generally contributes to a positive brand image.

Northern Technologies International Corp. is owned by a mix of institutional shareholders and insiders. Institutional shareholders hold 33.35% of the company, while insiders own 125.39%. G. Patrick Lynch is the largest individual shareholder, owning 9.12 million shares, representing 96.22% of the company. Other major individual owners include Alia Holding Co Inter, Philip M. Lynch, and Matthew C. Wolsfeld. Major institutional owners include Needham Investment Management LLC, The Vanguard Group Inc., and Dimensional Fund Advisors LP.