NAPCO Reports Q2 Revenue of $48.2M, Net Income Up 29%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 02 2026
0mins
Should l Buy NSSC?
Reports Q2 revenue $48.2M, consensus $47.82M. Richard Soloway, Chairman and CEO, commented, "NAPCO delivered another strong quarter fueled by our recurring service revenue and its consistent year over year double digit growth, and the continued demand for our door-locking products that drove double digit growth in our equipment revenue and improved equipment gross margins. Our RSR continues to see growth quarter over quarter with sustained gross margins of 90%, and represents approximately 50% of total revenue in Q2, and has a prospective run rate of approximately $99 million based on our January 2026 recurring service revenue. As a result of our revenue growth and margin expansion, net income increased 29% year over year to a Q2 record of $13.5 million and our adjusted EBITDA margin was 31.9% as compared to 28.4% in Q2 of Fiscal 2025."
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Analyst Views on NSSC
Wall Street analysts forecast NSSC stock price to rise
5 Analyst Rating
5 Buy
0 Hold
0 Sell
Strong Buy
Current: 43.490
Low
47.00
Averages
48.60
High
50.00
Current: 43.490
Low
47.00
Averages
48.60
High
50.00
About NSSC
Napco Security Technologies, Inc. is a manufacturer and designer of high-tech electronic security devices, cellular communication services for intrusion and fire alarm systems, as well as a provider of school safety solutions. It offers a diversified array of security products, encompassing access control systems, door-locking products, intrusion and fire alarm systems and video surveillance products. These products are used for commercial, residential, institutional, industrial and governmental applications, and are sold to independent distributors, dealers and installers of security equipment. It manufactures and markets various products for alarm systems, including automatic communicators, cellular communication devices, control panels, combination control panels/digital communicators and digital keypad systems, fire alarm control panel and area detectors. Its video surveillance systems typically consist of one or more video cameras, a control panel and a video monitor or PC.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
NAPCO Security Technologies to Participate in Upcoming Investor Conferences
- Investor Meeting Schedule: NAPCO Security Technologies will participate in the Barclays 43rd Annual Industrial Select Conference on February 17, 2026, and the Citi 2026 Global Industrial Tech & Mobility Conference on February 19, 2026, where management will hold one-on-one meetings with institutional investors to enhance engagement and visibility.
- Market Leadership: As a leading designer and manufacturer of high-tech electronic security devices, NAPCO holds a strong market share in intrusion, fire alarm, access control, and locking systems, and is expected to benefit from the rapidly growing multi-billion dollar market.
- Product Diversity: The company consists of NAPCO and three wholly-owned subsidiaries, providing a diverse range of security solutions that cater to commercial, industrial, institutional, residential, and government sectors, thereby enhancing its competitive edge in the electronic security market.
- Forward-Looking Statements: The company notes in its press release that future performance may be impacted by the COVID-19 pandemic and other unpredictable factors, and while management remains optimistic about future growth, actual results may significantly differ from expectations.
See More
NAPCO Security Technologies to Participate in Investor Meetings
- Investor Meeting Schedule: NAPCO Security Technologies will engage in one-on-one meetings with institutional investors at upcoming conferences, aiming to strengthen investor relations and showcase the company's growth potential.
- Company Overview: NAPCO is a leading manufacturer of high-tech electronic security devices, offering wireless services for intrusion, fire alarms, and access control, with products widely used in commercial, industrial, and government sectors, demonstrating strong market competitiveness.
- Market Outlook: With the rapid expansion of the electronic security market, NAPCO is expected to benefit from growth opportunities in the multi-billion dollar sector, further driving sustainable revenue growth through its innovative and technically excellent products.
- Future Prospects: The company stated that despite challenges posed by the COVID-19 pandemic, it will continue to focus on launching new products and growing service revenue, reflecting confidence in its future development.
See More
Napco Security Technologies Announces Dividend Increase
- Quarterly Dividend Increase: Napco Security Technologies has raised its quarterly dividend from $0.14 to $0.15 per share, marking a 7.1% increase that reflects the company's ongoing improvement in profitability and cash flow management, thereby boosting investor confidence.
- Stable Dividend Yield: The forward yield stands at 1.46%, providing a relatively stable return in the current market environment, which attracts income-seeking investors and further solidifies the company's shareholder base.
- Shareholder Record Dates: The dividend will be payable on April 3, with a record date of March 12 and an ex-dividend date also on March 12, ensuring that shareholders receive their earnings promptly and enhancing the company's credibility among investors.
- Strong Financial Performance: Napco reported a GAAP EPS of $0.38 and revenue of $48.2 million for Q2 2026, indicating that the company is not only experiencing sustained growth but also steadily improving its profitability, which enhances market confidence in its future prospects.
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Wall Street Analysts Adjust ROKU Ratings
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- Market Reaction Monitoring: While specific rating changes were not detailed, analysts' opinions typically have a direct impact on stock prices, prompting investors to closely monitor subsequent market developments.
- Impact of Rating Changes: Upgrades or downgrades from analysts can lead to short-term volatility in ROKU's stock, making it essential for investors to consider these rating changes in their investment strategies.
- Investor Recommendations: When considering the purchase of ROKU stock, investors are advised to reference the latest analyst ratings and market trends to make more informed investment decisions.
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Napco Security Technologies Reports Record Q2 2026 Earnings
- Significant Revenue Growth: Napco Security Technologies reported total revenue of $48.2 million for Q2, marking a 12.2% year-over-year increase and setting a new record, indicating strong market demand and sustained growth potential in the security technology sector.
- Equipment Revenue Continues to Rise: Equipment revenue reached $24.3 million, up 12% year-over-year, reflecting robust performance in door locking and intrusion alarm segments, bolstered by price increases implemented at the end of fiscal 2025.
- Improved Profitability: The company achieved operating income of $14.8 million, a 32% increase year-over-year, with net income rising 29% to $13.5 million, representing 28% of quarterly revenue, showcasing success in enhancing operational efficiency and margins.
- Management Confidence Boosted: The addition of Chief Revenue Officer Joe Paczynski, with over 35 years of business development experience, is expected to further drive revenue growth and strengthen the company's leadership in future market competition.
See More
NAPCO Reports 12.2% Revenue Growth in Q2
- Significant Revenue Growth: NAPCO's revenue for Q2 of fiscal 2026 rose 12.2% year-over-year to $48.2 million, surpassing the market consensus of $47.8 million, indicating strong performance in the market.
- Equipment Revenue Increase: Equipment revenue grew 12.0% year-over-year to $24.3 million, contributing to an overall gross profit increase, with margins rising from 57.0% last year to 58.6%, reflecting successful pricing and cost control strategies.
- Strong Service Revenue: Recurring service revenue surged 12.5% year-over-year to $23.8 million, accounting for approximately 50% of total revenue, with a gross margin of 90.2%, laying a solid foundation for the company's future growth.
- Adjusted EBITDA Growth: Adjusted EBITDA increased by 26% to $15.4 million, with margins expanding from 28.4% to 31.9%, demonstrating ongoing improvements in profitability and further boosting investor confidence.
See More
NAPCO Security Technologies to Participate in Upcoming Investor Conferences
- Investor Meeting Schedule: NAPCO Security Technologies will participate in the Barclays 43rd Annual Industrial Select Conference on February 17, 2026, and the Citi 2026 Global Industrial Tech & Mobility Conference on February 19, 2026, where management will hold one-on-one meetings with institutional investors to enhance engagement and visibility.
- Market Leadership: As a leading designer and manufacturer of high-tech electronic security devices, NAPCO holds a strong market share in intrusion, fire alarm, access control, and locking systems, and is expected to benefit from the rapidly growing multi-billion dollar market.
- Product Diversity: The company consists of NAPCO and three wholly-owned subsidiaries, providing a diverse range of security solutions that cater to commercial, industrial, institutional, residential, and government sectors, thereby enhancing its competitive edge in the electronic security market.
- Forward-Looking Statements: The company notes in its press release that future performance may be impacted by the COVID-19 pandemic and other unpredictable factors, and while management remains optimistic about future growth, actual results may significantly differ from expectations.
See More
NAPCO Security Technologies to Participate in Investor Meetings
- Investor Meeting Schedule: NAPCO Security Technologies will engage in one-on-one meetings with institutional investors at upcoming conferences, aiming to strengthen investor relations and showcase the company's growth potential.
- Company Overview: NAPCO is a leading manufacturer of high-tech electronic security devices, offering wireless services for intrusion, fire alarms, and access control, with products widely used in commercial, industrial, and government sectors, demonstrating strong market competitiveness.
- Market Outlook: With the rapid expansion of the electronic security market, NAPCO is expected to benefit from growth opportunities in the multi-billion dollar sector, further driving sustainable revenue growth through its innovative and technically excellent products.
- Future Prospects: The company stated that despite challenges posed by the COVID-19 pandemic, it will continue to focus on launching new products and growing service revenue, reflecting confidence in its future development.
See More
Napco Security Technologies Announces Dividend Increase
- Quarterly Dividend Increase: Napco Security Technologies has raised its quarterly dividend from $0.14 to $0.15 per share, marking a 7.1% increase that reflects the company's ongoing improvement in profitability and cash flow management, thereby boosting investor confidence.
- Stable Dividend Yield: The forward yield stands at 1.46%, providing a relatively stable return in the current market environment, which attracts income-seeking investors and further solidifies the company's shareholder base.
- Shareholder Record Dates: The dividend will be payable on April 3, with a record date of March 12 and an ex-dividend date also on March 12, ensuring that shareholders receive their earnings promptly and enhancing the company's credibility among investors.
- Strong Financial Performance: Napco reported a GAAP EPS of $0.38 and revenue of $48.2 million for Q2 2026, indicating that the company is not only experiencing sustained growth but also steadily improving its profitability, which enhances market confidence in its future prospects.
See More
Wall Street Analysts Adjust ROKU Ratings
- Analyst Rating Changes: Top Wall Street analysts have adjusted their outlook on ROKU stock, indicating a divergence in market sentiment regarding the company's future prospects, which could influence investor decisions and market mood.
- Market Reaction Monitoring: While specific rating changes were not detailed, analysts' opinions typically have a direct impact on stock prices, prompting investors to closely monitor subsequent market developments.
- Impact of Rating Changes: Upgrades or downgrades from analysts can lead to short-term volatility in ROKU's stock, making it essential for investors to consider these rating changes in their investment strategies.
- Investor Recommendations: When considering the purchase of ROKU stock, investors are advised to reference the latest analyst ratings and market trends to make more informed investment decisions.
See More
Napco Security Technologies Reports Record Q2 2026 Earnings
- Significant Revenue Growth: Napco Security Technologies reported total revenue of $48.2 million for Q2, marking a 12.2% year-over-year increase and setting a new record, indicating strong market demand and sustained growth potential in the security technology sector.
- Equipment Revenue Continues to Rise: Equipment revenue reached $24.3 million, up 12% year-over-year, reflecting robust performance in door locking and intrusion alarm segments, bolstered by price increases implemented at the end of fiscal 2025.
- Improved Profitability: The company achieved operating income of $14.8 million, a 32% increase year-over-year, with net income rising 29% to $13.5 million, representing 28% of quarterly revenue, showcasing success in enhancing operational efficiency and margins.
- Management Confidence Boosted: The addition of Chief Revenue Officer Joe Paczynski, with over 35 years of business development experience, is expected to further drive revenue growth and strengthen the company's leadership in future market competition.
See More
NAPCO Reports 12.2% Revenue Growth in Q2
- Significant Revenue Growth: NAPCO's revenue for Q2 of fiscal 2026 rose 12.2% year-over-year to $48.2 million, surpassing the market consensus of $47.8 million, indicating strong performance in the market.
- Equipment Revenue Increase: Equipment revenue grew 12.0% year-over-year to $24.3 million, contributing to an overall gross profit increase, with margins rising from 57.0% last year to 58.6%, reflecting successful pricing and cost control strategies.
- Strong Service Revenue: Recurring service revenue surged 12.5% year-over-year to $23.8 million, accounting for approximately 50% of total revenue, with a gross margin of 90.2%, laying a solid foundation for the company's future growth.
- Adjusted EBITDA Growth: Adjusted EBITDA increased by 26% to $15.4 million, with margins expanding from 28.4% to 31.9%, demonstrating ongoing improvements in profitability and further boosting investor confidence.
See More
