Traders should watch for any negative guidance or commentary on the conference call, particularly regarding tariff impacts and the sustainability of equipment revenue growth, which could trigger profit-taking after the strong run.
Price Chart
Executive Summary
NAPCO Security Technologies reported strong fiscal Q4 2026 results, with record revenue of $55.8M (+10.0% YoY) and record net income of $17.8M (+52.7% YoY), driven by 12.9% growth in high-margin recurring service revenue. The company also announced a 13.3% increase in its quarterly dividend to $0.17 per share.
Key Financial Metrics
Key Facts
- Q4 FY2026 net revenue was a record $55.8M, up 10.0% YoY from $50.7M.
- Q4 FY2026 net income was a record $17.8M, up 52.7% YoY from $11.6M.
- Q4 diluted EPS was $0.50, up 51.5% YoY from $0.33, including a ~$0.09 benefit from net tariff refunds.
- Recurring service revenue (RSR) grew 12.9% to $25.3M in Q4, with gross margins over 90%.
- Full-year FY2026 GAAP net income was $43.0M, down 0.9% YoY, due to a $16M litigation settlement charge.
- Non-GAAP Adjusted EBITDA for Q4 was a record $20.6M, up 44.3% YoY, with a margin of 36.8%.
- The Board declared a quarterly dividend of $0.17 per share, a 13.3% increase from the prior $0.15.
- Full-year operating cash flow was $61.1M, up 14.2% YoY, and free cash flow was $59.2M.
Financial Impact
Q4 net income increased by $6.1M YoY to $17.8M; full-year GAAP net income was flat at $43.0M due to a $16M litigation charge.
Risk Factors
- Full-year GAAP net income was flat due to a $16M litigation settlement, highlighting legal overhang.
- Q4 EPS included a ~$0.09 benefit from tariff refunds, which may not recur.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001104659-26-100077 |
| Document: 0001104659-26-100077-index.html | 0001104659-26-100077 |
| Document: 0001104659-26-100077.txt | 0001104659-26-100077 |
| 8-K Data (Synthetic) | 0001104659-26-100077 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 13, 2026 13d ago | SC 13G | $36.18 | awaiting T+20 | — | $39.24 (+8.46%) |
Aug 28, 2026 8w ago | Insider Cluster | $35.35 $35.06 | ▲ +0.82% | ▲ +1.08% | $39.24 (−11.00%) |
Aug 24, 2026 9w ago | 8-K | $37.59 $35.88 | ▼ −4.55% | ▼ −5.86% | $39.24 (+4.39%) |
May 4, 2026 25w ago | 8-K | $39.61 $35.27 | ▼ −10.96% | ▼ −16.60% | $39.24 (−0.93%) |
US Market Status
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