
NAPCO delivers Q4 revenue of $55.8 million
- NAPCO Security Technologies reported fiscal Q4 2026 revenue of $55.8 million, up 10% year-over-year.
- Net income increased 52.7% to $17.8 million, while adjusted EBITDA rose 44.3% to $20.6 million.
- NAPCO increased its quarterly dividend by 13.3% to $0.17 per share after reporting record fiscal 2026 revenue.
NAPCO Security Technologies (NASDAQ:NSSC) reported fiscal Q4 2026 revenue of $55.8 million, up 10% year-over-year, driven by growth in recurring service and equipment revenue.
Recurring service revenue increased 12.9% to $25.3 million, while equipment revenue rose 7.7% to $30.5 million during the quarter.
Q4 gross margin reached 61.3%, supported by approximately 600 basis points of tariff refunds, while net income increased 52.7% to $17.8 million and diluted EPS reached $0.50.
NAPCO Security Technologies reported record fiscal 2026 revenue of $202.3 million.
For fiscal 2026, recurring service revenue increased 13% to $97.5 million, with the company estimating an annual recurring service revenue run rate of about $103 million.
NAPCO reported free cash flow of $59.2 million and cash and equivalents of $126.9 million, while the board increased the quarterly dividend by 13.3% to $0.17 per share payable October 2, 2026.

