earnings
confidence high
sentiment positive
materiality 0.70
Napco Security reports record Q1 revenue $49.2M (+11.7% YoY); EPS $0.34 vs $0.30
NAPCO SECURITY TECHNOLOGIES, INC
2025-Q1 EPS reported
$0.34
revenue$49,168,000
- Equipment revenue rose 12.3% to $25.7M; recurring service revenue up 11.1% to $23.4M at 90% gross margin.
- Gross profit margin improved to 56.6% from 55.9%; net income of $12.2M (+8.8% YoY).
- Adjusted EBITDA increased 21.1% to $14.9M; margin expanded to 30.4% from 28.0%.
- RSR annualized run rate ~$95M based on October 2025 recurring revenues.
- Board declared $0.14 quarterly dividend payable Jan 2, 2026 to holders of record Dec 12, 2025.