Napco Security Technologies

NSSC

Market cap $1.53B

Here is how Napco (NSSC) and Lincoln Electric Holdings (LECO) have performed compared to their sector so far this year.

Here is how Napco (NSSC) and ADT (ADT) have performed compared to their sector so far this year.

Napco (NSSC) is well positioned to outperform the market, as it exhibits above-average growth in financials.

NAPCO's stock is down ~40% in a year due to tariff fears, distributor destocking, and a lawsuit, but recent Q4 results show sales recovery and improving investor sentiment. Q4 revenues beat estimates at $50.7M, up 1% YoY and 27% QoQ, with recurring revenue growing 10% and equipment sales rebounding as channel inventories normalize. Margins fell to 52.8% due to a higher mix of hardware and tariff costs, but recurring revenue at 91% margins and new price hikes support profitability going forward.

Napco Security Technologies' recurring service revenue is compounding at double digits with 91% gross margins, now nearly half of sales, supporting long-term durability. Hardware sales showed sequential recovery in Q4, with tariff-driven price hikes expected to further boost FY26 results and earnings trajectory. The new MVP cloud platform expands recurring revenue opportunities, while a cash-rich, debt-free balance sheet enables buybacks and dividends.

Napco Security Technologies, Inc. (NASDAQ:NSSC ) Q4 2025 Earnings Conference Call August 25, 2025 11:00 AM ET Company Participants Andrew J. Vuono - Chief Financial Officer & CAO Francis J.

Fiscal 2025 Highlights Net sales of $50.7 million for Q4 increased 1% YoY, while net sales for full year of $181.6 million decreased 4% YoY Recurring service revenue ("RSR") increased 10% and 14% to $22.4 million and $86.3 million for Q4 and the full year respectively, with a 91% gross margin for both periods RSR had a prospective annual run rate of approximately $94 million based on July 2025 recurring service revenues. Equipment sales for Q4 were $28.3 million, a 5% YoY decrease, but up 27% sequentially from Q3, and equipment sales for the full year were $95.3, a 16% YoY decrease  Gross profit margin for Q4 of 52.8% vs 55.3% in prior fiscal year quarter, and gross profit margin for the full year of 55.6% vs 53.9% in prior fiscal year Diluted EPS decreased YoY to $0.33 vs $0.36 and $1.19 vs $1.34 for Q4 and the full year respectively The Board declared a quarterly dividend of $0.14 per share, payable on October 3, 2025 to shareholders of record on September 12, 2025.

Napco Security Technologies, Inc. NSSC will release financial results for the fourth quarter before the opening bell on Monday, Aug. 25.

AMITYVILLE, N.Y. , Aug. 20, 2025 /PRNewswire/ -- NAPCO Security Technologies, Inc. (NASDAQ: NSSC), one of the leading designers and manufacturers of high-tech electronic security devices, wireless recurring communication services for intrusion, fire alarm, access control and locking systems as well as a leading provider of school safety solutions will release financial results for its Fiscal Fourth Quarter 2025, which ended June 30, 2025, on Monday August 25, 2025 before the market open followed by a conference call for analysts and investors at 11 A.M.

AMITYVILLE, N.Y. , July 29, 2025 /PRNewswire/ -- NAPCO Security Technologies, Inc. (NASDAQ: NSSC), one of the leading designers and manufacturers of high-tech electronic security devices, wireless recurring communication services for intrusion, fire alarm, access control and locking systems as well as a leading provider of school safety solutions today announced that its CEO and Founder, Richard "Dick" Soloway, has been named a 2025 Security Innovator by Security Business magazine.