What happened with FSI today?
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Flexible Solutions International’s main business is built around biodegradable polymers called TPAs, made by its NanoChem Solutions subsidiary and sold directly to users or through distributors. Industrial customers use them to prevent corrosion and mineral buildup in water pipes, including in oil and gas operations. Farmers use them to help crops take up fertilizer nutrients. Agricultural brands include EX-10 and Amisorb; the company also sells SUN 27 and N Savr 30 to slow nitrogen loss from fields. The division that sells these products generates most of the company’s revenue and also makes and sells food-grade products.
A much smaller business sells HEATSAVR for pools and spas and WATERSAVR for reservoirs and other water-storage or conveyance systems. These products form a surface layer that slows evaporation; in pools, this also helps retain heat. WATERSAVR has approval for drinking-water use in the United States from the National Sanitation Foundation, but individual uses may still require state or county approval.
Sales depend heavily on a small group of large customers, so losing any one could substantially reduce revenue. Demand also depends on oil and gas activity and agricultural conditions. TPA production uses an ingredient imported from China whose cost is exposed to crude-oil prices and tariffs.
The risk section is the longest, dullest part of the filing. This keeps only what can really hurt you: where it hits, how hard, when it plays out.
Every company claims an edge. Each one is checked against hard numbers like margins and returns: which hold, and which line gives way first.
FSI’s results hinge on demand for its polymers and agricultural nitrogen-conservation products: watch named direct TPA competitor Lanxess AG and the three unnamed customers that accounted for half of 2025 sales.
Flotek Industries, Inc. and FSI both depend on oilfield chemical demand: Flotek supplies chemicals for well operations, while FSI sells oil and gas companies polymers that prevent corrosion and scale in water piping. Demand for Flotek’s oilfield chemistry offers a read on the market serving FSI’s polymers.
Flotek Industries, Inc. earningsFTK
Flotek Industries’ report will show how demand for oilfield chemicals is changing, offering a read on the market for Flexible Solutions International’s corrosion- and scale-preventing polymers sold to oil and gas companies.
Read demand and sales in Flotek’s oilfield-chemistry business. Stronger demand would suggest a firmer market for oil and gas customers’ well operations, which could support FSI’s sales of corrosion- and scale-preventing polymers to them; weaker demand would mean less support for those customers and a tougher backdrop for FSI’s related products, but Flotek’s results do not establish FSI’s own sales.
Flexible Solutions International, Inc. earningsThis company
Flexible Solutions International’s report will show whether sales of its polymers and nitrogen-conservation products support profit in its main business, and whether its pool-products business can stop losing money.
Read the BCPA and EWCP segments separately: did BCPA hold product sales and net operating income, and did EWCP improve product sales and narrow its net operating loss? BCPA supplies nearly all sales and operating income, so weakness in both would be hard for an EWCP recovery to offset; steady BCPA results alongside a narrower EWCP loss would show support in the core business and improvement in the smaller pool-products business.
