Earnings summaries and quarterly performance for NAPCO SECURITY TECHNOLOGIES.
Executive leadership at NAPCO SECURITY TECHNOLOGIES.
Richard Soloway
Detailed
Chairman and Chief Executive Officer
CEO
AV
Andrew Vuono
Detailed
Chief Financial Officer
KB
Kevin Buchel
Detailed
President, Chief Operating Officer and Treasurer
MC
Michael Carrieri
Detailed
Executive Vice President of Engineering and Chief Technology Officer
SS
Stephen Spinelli
Detailed
Senior Vice President of Sales
Board of directors at NAPCO SECURITY TECHNOLOGIES.
Research analysts who have asked questions during NAPCO SECURITY TECHNOLOGIES earnings calls.
JH
Jeremy Hamblin
Craig-Hallum Capital Group LLC
5 questions for NSSC
Also covers: ARHS, ASPU, AXON +17 more
MS
Matt Summerville
D.A. Davidson & Co.
5 questions for NSSC
Also covers: ALTG, AME, AOS +17 more
JR
James Ricchiuti
Needham & Company, LLC
4 questions for NSSC
Also covers: AEIS, BELFA, BHE +20 more
LV
Lance Vitanza
TD Cowen
4 questions for NSSC
Also covers: CCO, CODI, DLX +6 more
Jaeson Schmidt
Lake Street Capital Markets
3 questions for NSSC
Also covers: AVNW, BHE, BKSY +13 more
RS
Rajiv Sharma
B. Riley Securities
2 questions for NSSC
Also covers: APEI, ASPS, ASPU +6 more
JS
Jason Smith
Lake Street Capital Markets
1 question for NSSC
Also covers: BHE, VTSI
JR
Jim Ricchiuti
Needham & Company
1 question for NSSC
Also covers: CECO, CLH, FARO +1 more
PC
Peter Costa
Mizuho Financial Group
1 question for NSSC
Also covers: AIT, ALLE, HUBB
Recent press releases and 8-K filings for NSSC.
NAPCO Security Technologies, Inc. Reports Fiscal Q1 2026 Results
NSSC
Earnings
Dividends
Revenue Acceleration/Inflection
- NAPCO Security Technologies, Inc. reported record Q1 Net revenues of $49.2 million, an 11.7% year-over-year increase for the first quarter of fiscal 2026.
- Diluted EPS increased to $0.34 from $0.30 in the prior fiscal year quarter, with net income rising 8.8% year-over-year to a Q1 record of $12.2 million.
- Recurring service revenue (RSR) grew 11.1% year-over-year to $23.4 million with a 90% gross margin, and had a prospective annual run rate of approximately $95 million based on October 2025 recurring service revenues.
- The Board of Directors declared a quarterly dividend of $0.14 per share, payable on January 2, 2026, to shareholders of record on December 12, 2025.
Nov 3, 2025, 6:03 PM
NAPCO Security Technologies Announces Record Q1 Fiscal 2026 Results
NSSC
Earnings
Dividends
Revenue Acceleration/Inflection
- NAPCO Security Technologies reported record Q1 Fiscal 2026 revenue of $49.2 million, an 11.7% increase compared to the prior year period.
- Recurring monthly service revenue grew 11.6% to $23.5 million with a gross margin of 90.3%, while equipment revenue increased 11.8% to $25.6 million with a gross margin of 25.7%.
- Net income for the quarter increased 8.8% to $12.2 million, or $0.34 per diluted share, and adjusted EBITDA rose 21.1% to $14.9 million.
- The company ended the quarter with $105.8 million in cash and cash equivalents and no debt as of September 30, 2025, and declared a quarterly dividend of $0.14 per share.
Nov 3, 2025, 4:00 PM
NAPCO Security Technologies, Inc. Reports Record Fiscal Q1 2026 Results
NSSC
Earnings
Dividends
Revenue Acceleration/Inflection
- NAPCO Security Technologies, Inc. reported record Q1 Fiscal 2026 net revenues of $49.2 million, an 11.7% year-over-year increase, with equipment revenue up 12.3% to $25.7 million and recurring service revenue (RSR) up 11.1% to $23.4 million.
- The company achieved a gross profit margin of 56.6% and diluted EPS of $0.34 for the quarter.
- RSR, which constitutes 48% of total revenue, maintained a 90% gross margin and has a prospective annual run rate of approximately $95 million based on October 2025 recurring service revenues.
- Net income increased 8.8% year-over-year to $12.2 million, and Adjusted EBITDA reached $14.9 million, representing a 30.4% margin.
- The Board declared a quarterly dividend of $0.14 per share, payable on January 2, 2026.
Nov 3, 2025, 12:00 PM
NAPCO Security Technologies Reports Q4 and Fiscal Year 2025 Results
NSSC
Earnings
Dividends
Share Buyback
- NAPCO Security Technologies reported a 14% decrease in net income to $11.6 million or $0.33 per diluted share for Q4 2025, and a 13% decrease to $43.4 million or $1.19 per diluted share for fiscal year 2025. Net sales for Q4 2025 increased 0.8% to $50.7 million, while full fiscal year 2025 net sales decreased 3.8% to $181.6 million.
- Recurring monthly service revenue continued strong growth, increasing 10% in Q4 2025 to $22.4 million and 14% for the full fiscal year to $86.3 million, with the run rate reaching $94 million. This segment maintained a strong gross margin of 91%.
- The company implemented two pricing increases totaling 13.5% (an 8.5% increase to offset tariffs and a standard annual 5% increase), with full benefits expected in fiscal Q1 2026, and anticipates double-digit equipment sales growth in fiscal 2026.
- NAPCO maintained a strong financial position with $99.1 million in cash and no debt as of June 2025. During fiscal 2025, the company returned nearly $50 million to shareholders through $13.6 million in dividends and $36.8 million in stock repurchases.
Aug 26, 2025, 1:20 AM
NAPCO Security Technologies Q3 2025: Earnings, Products & Capital Update
NSSC
Earnings
Dividends
Product Launch
Share Buyback
- Q3 net sales declined 10.8% to $44.0 million while recurring service revenue grew 10.6% to $21.6 million (49% of total revenue, with a prospective annual run rate of $89 million)
- Net income fell ~23% to ~$10 M with diluted EPS of $0.28 and adjusted EBITDA reached $13.2 M (30% margin)
- Gross profit margin improved to 57.2% from 53.8% year-over-year
- Shareholder returns totaled $46 M, including a quarterly dividend of $0.14 per share (payable July 3, 2025; record date June 12, 2025) and $18.8 M in stock repurchases
- Equipment sales declined 24.8% to $22.4 million due to inventory reductions and project timing at key distributors
- Ended Q3 debt-free with approximately $90 M in cash, cash equivalents, and investments
- Launched new cloud-based access control platforms (MVP Access, MVP EZ) and next-generation StarLink radio products (FireMax II, BlackMax II) to drive service revenue growth
May 5, 2025, 11:00 AM
Quarterly earnings call transcripts for NAPCO SECURITY TECHNOLOGIES.
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