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NAPCO Security Technologies (NSSC) investor relations material
NAPCO Security Technologies Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary3 Nov, 2025
Executive summary
Achieved record Q1 revenue of $49.2 million, up 11.7% year-over-year, with double-digit growth in both equipment and recurring service revenue.
Net income reached $12.2 million, an 8.8% increase year-over-year, with diluted EPS rising to $0.34 from $0.30.
Recurring revenue grew 11% year-over-year, now representing 48% of total sales and maintaining a gross margin above 90%.
Equipment sales, especially in locking products, were robust, with locking accounting for 66% of equipment sales.
Strong cash position with $106 million and no debt, supporting ongoing dividend payments and potential M&A.
Financial highlights
Equipment revenue reached $25.7 million, driven by strong door locking device sales and price increases.
Recurring monthly service revenue up 11.6% to $23.5 million, with a 90% gross margin.
Gross profit grew 13.1% to $27.8 million, with a gross margin of 56.6%.
Adjusted EBITDA increased 21.1% to $14.9 million, with a margin of 30.4%.
Cash and cash equivalents increased to $105.8 million, with no outstanding debt.
Outlook and guidance
Management expects continued growth in net income, Adjusted EBITDA, and cash flow for fiscal 2026.
Expect greater benefit from recent price increases in upcoming quarters as full impact is realized.
MVP cloud-based access control platform expected to drive meaningful recurring revenue growth by fiscal 2027.
Ongoing monitoring of macroeconomic factors, tariffs, and supply chain disruptions is emphasized.
Sufficient cash flow and liquidity expected to meet operational and capital needs for the next twelve months.
MVP Access platform RSR contribution?
Reason for nonrecurring legal expense swing?
What specific door-locking products drive growth?
What caused the recurring revenue margin decline?
MVP cloud platform adoption timeline?
Cash utilization strategy for $106M balance?
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Next NAPCO Security Technologies earnings date
Q2 20262 Feb, 2026
Next NAPCO Security Technologies earnings date
Q2 20262 Feb, 2026
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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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