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NAPCO Security Technologies Inc

Napco Security Technologies, Inc. develops, manufactures, and sells electronic security systems for commercial, residential, institutional, industrial, and governmental applications in the United States and internationally. Its access control systems include identification readers, control panels, PC-based computers, and electronically activated door-locking devices. Its intrusion and fire alarm systems consist of detectors, control panels, digital keypads, and signaling equipment, while its door locking devices include microprocessor-based electronic door locks with push button, card reader, and bio-metric operation, as well as door alarms, mechanical door locks, and simple dead bolt locks. The company also offers video surveillance systems, school security products, and resells peripheral equipment, marketing its products to independent distributors, dealers, and installers of security equipment. Napco Security Technologies, Inc. was founded in 1969 and is headquartered in Amityville, New York.

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United States
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Specialized Tech Stocks Beat Q2 Estimates; Cognex Lags

Specialized technology stocks delivered a strong Q2, with the eight tracked companies collectively beating revenue estimates by 1.4% and guiding next quarter's revenue 6% above consensus. Cognex reported revenues of $291.3 million, up 16.9% year on year, but fell short of analysts' expectations by 0.7%, and its stock is down 15.1% since reporting. The best performer was Napco, which reported revenues of $55.81 million, up 10% year on year, outperforming analysts' expectations by 6.2%. The weakest was OSI Systems, with revenues of $484.1 million, down 4.1% year on year, missing expectations by 8.5%. PAR Technology, Zebra, and others also reported strong results, with shares moving accordingly.
CGNX ▼NSSC ▲OSIS ▼PAR ▲ZBRA ▲
CGNX · Capital · Negative Cognex Q2 revenue of $291.3M missed analyst estimates by 0.7%, and shares are down 15.1% since reporting.
NSSC · Capital · Positive Napco reported Q2 revenue of $55.81M, up 10% YoY and beating estimates by 6.2%, the best performer of the group.
OSIS · Capital · Negative OSI Systems posted Q2 revenue of $484.1M, down 4.1% YoY and missing expectations by 8.5%, the weakest performer.
PAR · Capital · Positive PAR Technology is cited among the specialized tech names reporting strong Q2 results.
ZBRA · Capital · Positive Zebra Technologies is cited among the specialized tech names reporting strong Q2 results.
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United States
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Napco's Record Quarter Marred by $16M Litigation Charge

Napco Security Technologies reported a record fiscal fourth quarter 2026, with net revenue hitting $55.8 million and full-year revenue crossing $200 million for the first time, but the results include a $16 million litigation charge. Recurring service revenue rose 12.9% to $25.3 million with a 90.1% gross margin, and the annualized recurring revenue run rate is around $103 million. Adjusted EBITDA grew 44.3% to $20.6 million, and the company raised its dividend by 13.3% to $0.17 per share, payable Oct. 2, 2026, while holding $138 million in cash and no debt. However, the litigation settlement pulled full-year operating income down 1.3% to $45.6 million, and about 600 basis points of the quarter's gross margin expansion came from tariff refunds tied to the American Infrastructure and Industrial Power Act. Access control product sales fell 13.8% in the quarter, and founder Richard L. Soloway stepped back to become executive chairman, with CEO Kevin S. Buchel taking over.
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NSSC · Capital · Negative Record quarter but $16M litigation charge and lower operating income weigh on results.
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Insider Monkey·33dRead more →
United States
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Napco signals $103M recurring revenue run rate, raises dividend

Napco Security Technologies reported record fourth-quarter net sales of $55.8 million, up 10% year over year, and said its annualized recurring revenue run rate has reached approximately $103 million based on July recurring revenues. The company also announced a 13.3% increase in its quarterly dividend to $0.17 per share. For the full fiscal year, non-GAAP net income rose 32% to a record $57.3 million, or $1.60 per diluted share, while GAAP net income increased 0.9% to $43 million, or $1.20 per diluted share. Recurring service revenue grew almost 13% to $25.3 million in the quarter with a 90.1% gross margin, and the company ended the year with $137.6 million in cash, cash equivalents and marketable securities and no debt. Kevin Buchel has assumed the role of Chief Executive Officer and President, succeeding founder Richard Soloway, who becomes Founder and Executive Chairman.
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NSSC · Capital · Positive Record Q4 sales, recurring revenue run rate, dividend increase, and strong earnings.
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United States
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Napco Security Technologies jumps after fourth-quarter results beat estimates

Napco Security Technologies shares surged nearly 15% on Monday after the company reported fourth-quarter results above Wall Street estimates. Net revenue rose 10% to a quarterly record $55.8 million, beating consensus by $3.25 million, while adjusted earnings per share came in at $0.50, exceeding expectations by $0.12. Equipment revenue increased 7.7% to $30.5 million, driven by strong demand for door-locking products and a 36% growth in intrusion product sales, primarily from StarLink fire communicators. CEO Kevin Buchel noted a rebound in equipment sales, which grew 10% for the year. The stock was trading at $43.70 in morning trading.
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NSSC · Capital · Positive Fourth-quarter results beat estimates with record revenue and EPS above consensus.
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Napco Security Technologies Highlighted as Cash-Heavy Stock to Buy, While Marqeta and ePlus Face Headwinds

StockStory identifies Napco Security Technologies as a cash-heavy stock worth buying, while flagging Marqeta and ePlus as companies that may struggle. Napco holds a net cash position of $119.7 million, representing 9.2% of its market cap, and has posted 14.2% annual revenue growth over the last five years. In contrast, Marqeta has a net cash position of $707.3 million, or 44.1% of its market cap, but its revenue grew only 6.3% annually over the past two years and its operating margin declined by 5.3 percentage points. ePlus has a net cash position of $285.7 million, or 13.2% of its market cap, yet its annual revenue growth of 4.8% over two years and shrinking free cash flow margin raise concerns.
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MQ · Capital · Negative Revenue growth of only 6.3% annually over two years and declining operating margin raise concerns.
NSSC · Capital · Positive Highlighted as cash-heavy stock with $119.7M net cash (9.2% of market cap) and 14.2% annual revenue growth over five years.
PLUS · Capital · Negative Annual revenue growth of only 4.8% over two years and shrinking free cash flow margin raise concerns.
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