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NAPCO Security (NSSC) investor relations material
NAPCO Security Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary25 Aug, 2025
Executive summary
Fiscal 2025 was marked by resilience amid macroeconomic uncertainty and tariff pressures, with a focus on long-term strategy, operational discipline, and sustainable growth.
Recurring revenue model provided significant profitability and stability, with meaningful growth and strong Q4 hardware sales performance.
Equipment sales fell 5–5.5% year-over-year in Q4 but increased 27% sequentially from Q3; full-year equipment sales dropped 15.7–16%.
Diluted EPS decreased to $0.33 in Q4 and $1.19 for the year, down from $0.36 and $1.34, respectively.
Board declared a $0.14 per share quarterly dividend, payable October 3, 2025.
Financial highlights
Q4 net sales increased 0.8–1% year-over-year to $50.7M; full-year net sales decreased 3.8–4% to $181.6M.
Recurring monthly service revenue grew 10% in Q4 to $22.4M and 14% for the year to $86.3M, with a 91% gross margin.
Q4 net income was $11.6M (23% of net sales), down 14% year-over-year; full-year net income was $43.4M (24% of net sales), down 13%.
Adjusted EBITDA for the year was $52.1M (28.7% margin), down 11.6% year-over-year.
Cash flow from operations for the year was $53.5M, up 18% year-over-year.
Outlook and guidance
Entering fiscal 2026 with strong momentum, clear focus, and confidence in execution.
Expectation of continued recurring revenue growth, with potential for further sequential increases.
Double-digit equipment sales growth anticipated in fiscal 2026 due to recent price increases and easier comps.
RSR run rate projected at $94M annually, up $5M from Q3.
Tariff and market conditions remain dynamic, but pricing actions and supply chain strategies are in place to protect margins.
Drivers for FY26 equipment sales growth
MVP Access platform revenue contribution timeline?
Future capital allocation priorities?
Can $5M sequential RSR growth continue?
Equipment sales double-digit growth in FY26?
MVP platform channel uptake and long-term impact?
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Next NAPCO Security earnings date
Q1 20263 Nov, 2025
Next NAPCO Security earnings date
Q1 20263 Nov, 2025
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Frequently asked questions
Napco Security Technologies, Inc. engages in the development, manufacture, and sale of electronic security products to the professional market. Products include intrusion and fire alarm systems; access control and door-locking systems; digital video security equipment and technology; radio frequency identification readers; and various peripheral devices. The company sells its products primarily to installers and integrators through direct sales force and security dealers, as well as sells through major distributors and national accounts.
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