earnings
confidence high
sentiment positive
materiality 0.75
NAPCO Q4 revenue up 10% to $55.8M, EPS $0.50, dividend raised 13.3%
NAPCO SECURITY TECHNOLOGIES, INC
- Q4 net revenue $55.8M (+10% YoY); net income $17.8M (+52.7%); diluted EPS $0.50.
- Recurring service revenue $25.3M (+12.9%) with >90% gross margin; run rate ~$103M based on July 2026.
- FY26 revenue $202.3M (+11.4%); net income $43.0M (-0.9% due to $16M litigation settlement); non-GAAP EPS $1.60 (+34.5%).
- Q4 gross margin 61.3% (incl. ~600bps tariff refund benefit) vs 52.8% prior year.
- Quarterly dividend raised 13.3% to $0.17/share, payable Oct 2, 2026 to holders of record Sep 11, 2026.