Build an Inve Case for NSSC → Read the full call → US$ mn · quarterly
Napco Security Technologies (NSSC) earnings
Napco Security Technologies earnings: last reported Mon, 24 Aug 2026, for the quarter ended Jun 2026.
Napco Security Technologies earnings callsNapco Security Technologies earnings calls (NSSC)
Latest concall · Q2 2026 · call held call held 24 Aug 2026
Napco Security Technologies Q4 FY26 — Record Sales and Strong Profitability Driven by Recurring Revenue Growth
What went well
- Net sales increased 10% to a record $55.8 million in Q4 FY26.
- Recurring service revenue grew almost 13% to $25.3 million in Q4 FY26, with a 90.1% gross margin.
- Annualized recurring revenue run rate reached approximately $103 million based on July recurring revenues.
What to watch
- Equipment margins were partially offset by Section 122 tariff costs and increased technical service costs related to AI investments in Q4 FY26.
- Supply chain challenges are emerging, putting pressure on the cost of electronic component parts.
Performance −16.2% 1Y
1Y: $42.49 on 29 Sept 2025 → $35.62. High $47.23 (25 Feb 2026), low $34.96 (5 Jun 2026).
Quarterly results
Q2 FY26: revenue up 10.0%, net profit up 52.7% against the same quarter last year.
| Line item | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 44 | 43 | 44 | 51 | 49 +12% | 48 +12% | 49 +12% | 56 +10% |
| EBITDA | 12 | 11 | 11 | 12 | 14 +15% | 15 +32% | -1 −111% | 18 +52% |
| Net profit | 11 | 10 | 10 | 12 | 12 +9% | 14 +29% | -0 −104% | 18 +53% |
How to read this
US$ million, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.
Balance sheet
| Year ending | Jun 2021 | Jun 2022 | Jun 2023 | Jun 2024 | Jun 2025 | Jun 2026 |
|---|---|---|---|---|---|---|
| Equity capital | $396.0K | $396.0K | $397.0K | $398.0K | $398.0K | $399.0K |
| Reserves | $93.31M | $112.91M | $137.74M | $174.30M | $199.08M | $221.40M |
| Total liabilities | $30.16M | $34.78M | $26.48M | $28.86M | $29.54M | $47.67M |
| Fixed assets | $7.84M | $7.94M | $9.31M | $9.08M | $9.23M | $9.24M |
| Investments | $5.41M | $5.07M | $5.14M | $5.40M | $16.09M | $10.64M |
| Total assets | $122.55M | $148.58M | $166.65M | $207.75M | $198.14M | $238.67M |
How to read this
As filed on each reporting date, including interim balance sheets. A line the company does not report — deposits for a non-lender, for instance — is left out rather than shown as a row of dashes.
Insider filings
24 filings between Nov 17, 2025 and Aug 27, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$33.66M
8 sales by 3 insiders
Compensation
not trading decisions- 11
- Option exercise — converted options into shares
- 5
- Tax withheld — shares kept back by the company to cover tax
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| SOLOWAY RICHARD | — | $31.16M | Aug 27, 2026 |
| Soloway Donna Anne | — | $1.73M | Aug 27, 2026 |
| Spinelli Stephen M | — | $764.8K | Nov 17, 2025 |
Latest filings (32)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 27, 2026 | Soloway Donna Anne Director | Sale | 20,962 | $725.7K |
| Aug 27, 2026 | SOLOWAY RICHARD Founder and Executive Chairman | Sale | 379,529 | $13.09M |
| Aug 26, 2026 | Soloway Donna Anne Director | Sale | 28,000 | $1.01M |
| Aug 26, 2026 | SOLOWAY RICHARD Founder and Executive Chairman | Sale | 95,471 | $3.43M |
| May 18, 2026 | Soloway Donna Anne Director | Option exercise | 10,000 | $229.3K |
| May 18, 2026 | Soloway Donna Anne Director | Option exercise | 4,000 | $107.8K |
| May 18, 2026 | Soloway Donna Anne Director | Option exercise | 3,600 | $15.7K |
| May 18, 2026 | Soloway Donna Anne Director | Option exercise | 8,000 | $64.8K |
| May 18, 2026 | Soloway Donna Anne Director | Option exercise | 8,000 | $122.2K |
| May 18, 2026 | Soloway Donna Anne Director | Option exercise | 7,500 | $87.6K |
| Mar 17, 2026 | Spinelli Stephen M Senior Vice President of Sales | Option exercise | 13,972 | $140.0K |
| Mar 17, 2026 | Spinelli Stephen M Senior Vice President of Sales | Tax withheld | 3,212 | $140.0K |
| Mar 3, 2026 | SOLOWAY RICHARD CEO, Chairman of Board, Secy | Sale | 55,318 | $2.39M |
| Mar 2, 2026 | SOLOWAY RICHARD CEO, Chairman of Board, Secy | Sale | 129,682 | $5.83M |
| Feb 26, 2026 | CARRIERI MICHAEL Executive VP of Engineering | Option exercise | 10,000 | $224.9K |
| Feb 26, 2026 | CARRIERI MICHAEL Executive VP of Engineering | Tax withheld | 6,651 | $314.1K |
| Feb 19, 2026 | BUCHEL KEVIN S President & COO | Option exercise | 50,000 | $1.12M |
| Feb 19, 2026 | BUCHEL KEVIN S President & COO | Tax withheld | 33,560 | $1.51M |
| Feb 10, 2026 | SOLOWAY RICHARD CEO, Chairman of Board, Secy | Option exercise | 8,000 | $215.5K |
| Feb 10, 2026 | SOLOWAY RICHARD CEO, Chairman of Board, Secy | Tax withheld | 7,174 | $305.8K |
| Feb 10, 2026 | SOLOWAY RICHARD CEO, Chairman of Board, Secy | Tax withheld | 74,878 | $3.19M |
| Feb 10, 2026 | SOLOWAY RICHARD CEO, Chairman of Board, Secy | Option exercise | 100,000 | $2.25M |
| Feb 5, 2026 | SOLOWAY RICHARD CEO, Chairman of Board, Secy | Sale | 150,000 | $6.41M |
| Nov 17, 2025 | Spinelli Stephen M Senior Vice president of Sales | Sale | 19,000 | $764.8K |
| Sep 17, 2025 | CARRIERI MICHAEL Executive VP of Engineering | Option exercise | 2,000 | $53.9K |
| Sep 17, 2025 | CARRIERI MICHAEL Executive VP of Engineering | Tax withheld | 1,271 | $53.9K |
| Sep 17, 2025 | CARRIERI MICHAEL Executive VP of Engineering | Option exercise | 10,000 | $224.9K |
| Sep 17, 2025 | CARRIERI MICHAEL Executive VP of Engineering | Tax withheld | 5,305 | $224.9K |
| Jun 6, 2025 | Spinelli Stephen M Senior Vice President of Sales | Sale | 5,000 | $145.8K |
| Sep 12, 2024 | BEEBER PAUL STEPHEN Director | Option exercise | 3,000 | $80.8K |
| Sep 12, 2024 | BEEBER PAUL STEPHEN Director | Tax withheld | 2,151 | $80.8K |
| Sep 12, 2024 | BEEBER PAUL STEPHEN Director | Sale | 708 | $26.3K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.