earnings
confidence high
sentiment positive
materiality 0.75
Napco Security Q2 FY2026 revenue $48.2M (+12.2% YoY); EPS $0.38 vs $0.28; dividend +7% to $0.15
NAPCO SECURITY TECHNOLOGIES, INC
2026-Q2 EPS reported
$0.72
revenue$97,340,000
- Record Q2 net revenue $48.2M, +12.2% YoY; equipment $24.3M (+12.0%), RSR $23.8M (+12.5%) with 90.2% gross margin.
- Diluted EPS $0.38 vs $0.28 (+35.7%); net income $13.5M (+29.0%); adjusted EBITDA margin 31.9% vs 28.4%.
- RSR annual run rate ~$99M based on January 2026; gross profit margin 58.6% vs 57.0%.
- Board declared $0.15 quarterly dividend (+7% from prior), payable April 3, record March 12.
- Joseph Pipczynski appointed Chief Revenue Officer effective Jan 29, reporting to President/COO Kevin Buchel.