earnings
confidence high
sentiment neutral
materiality 0.70
Napco Security Q3 EPS $0.28, net sales down 10.8%; RSR up 10.6%; dividend raised to $0.14
NAPCO SECURITY TECHNOLOGIES, INC
2025-Q3 EPS
reported $0.86
vs consensus $0.31
▲ beat
(+178.9%)
- Net sales $44.0M (-10.8% YoY); diluted EPS $0.28 vs $0.36 (-22.2%).
- Recurring service revenue (RSR) grew 10.6% to $21.6M; annual run rate ~$89M.
- Gross margin improved to 57.2% (from 53.8%); Adjusted EBITDA margin 29.9%.
- Board raised quarterly dividend to $0.14/share (from $0.125), payable July 3, 2025.
- Andrew Vuono appointed CFO effective May 6, 2025; Kevin Buchel remains President & COO.