earnings
confidence high
sentiment negative
materiality 0.70
Napco Security Q4 EPS $0.33 vs $0.36 YoY; RSR up 10% to $22.4M; declares $0.14 dividend
NAPCO SECURITY TECHNOLOGIES, INC
2025-FY EPS reported
$1.19
revenue$181,621,000
- Net sales Q4 $50.7M (+1% YoY), full year $181.6M (-4% YoY); diluted EPS $0.33 Q4 and $1.19 FY, down 8% and 11%.
- Recurring service revenue Q4 $22.4M (+10%), FY $86.3M (+14%), gross margin 91%; prospective run rate ~$94M.
- Equipment sales Q4 $28.3M (-5% YoY but +27% sequentially); FY $95.3M (-16%). Gross margin 52.8% Q4, 55.6% FY.
- Adjusted EBITDA Q4 $14.2M (28.1% of sales), FY $52.1M (28.7% of sales); cash from operations $53.5M.
- Quarterly dividend $0.14/share, payable Oct 3, 2025 to holders of record Sep 12; FY 2025 stock repurchases of $36.8M.
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