$NSSC

NAPCO SECURITY TECHNOLOGIES, INC

alphai earnings readFiscal Q4 and Full Year 2026 · AUG 24NAPCO Security Technologies, Inc. Reports Fiscal Q4 and Full Year 2026 ResultsVerdict: strong

Reads like this one publish minutes after the filing lands on EDGAR. Get them as JSON over the API or inside your AI agent over MCP.

13
1
0
$18.3M
Soloway Donna Anne
0%
See all $NSSC insider activity →
Med

SOLOWAY RICHARD sold $16.5M of NSSC

SOLOWAY RICHARD (Founder and Executive Chairman) sold 475,000 shares of NAPCO SECURITY TECHNOLOGIES, INC (NSSC) at an average of $34.79 ($34.50–$35.93, $16.52M total) across 2 trades over 2026-08-26 to 2026-08-27.

Soloway Donna Anne sold $1.7M of NSSC

Soloway Donna Anne sold 48,962 shares of NAPCO SECURITY TECHNOLOGIES, INC (NSSC) at an average of $35.40 ($34.62–$35.98, $1.73M total) across 2 trades over 2026-08-26 to 2026-08-27.

Napco (NSSC) Reported a 61.3% Gross Margin. How Much Was Temporary?

Napco Security Technologies (NSSC) reported Q4 revenue of $55.8M, up 10% YoY, with GAAP net income rising 52.7% to $17.8M. The gross margin was 61.3%, including a 600-basis-point tariff-refund benefit. Adjusted figures show 55.3% gross margin and $0.41 EPS, still up 24% YoY. Recurring revenue grew 12.9% to $25.3M, 45% of total revenue, with a 90%+ gross margin. The company ended June with $126.9M in cash and increased its dividend by 13.3%.

NSSC sentiment & insider activity

Over the past 7 days, alphai's AI scored 14 news stories mentioning NSSC (NAPCO SECURITY TECHNOLOGIES, INC). Coverage has skewed bullish: 13 bullish, 1 neutral, and 0 bearish.

Recent NSSC coverage spans earnings and insider activity.

In the last 30 days, NSSC insiders filed 4 SEC Form 4 transactions — no purchases and 4 sales ($18.3M). The most active reporter was Soloway Donna Anne with 2 filings.

What's driving NSSC

  • Large insider sale may signal reduced confidence and could pressure the stock lower.

    SEC EDGAR · Aug 28, 2026

  • Insider sell-off may signal lack of confidence, likely putting short-term pressure on the stock.

    SEC EDGAR · Aug 28, 2026

  • Earnings beat on margin but tariff refunds mask underlying profitability; equipment margin pressure could limit upside.

    insidermonkey.com · Aug 27, 2026

  • Strong earnings beat and dividend raise may support short-term upside.

    valuethemarkets.com · Aug 27, 2026

  • Napco Security Technologies reported record annual revenue exceeding $200 million, driven by the shift from copper to cellular fire communications. Recurring service revenue reached $103 million with gross margins above 90%. Equipment sales grew 8% in Q4, led by a 40% increase in radio unit sales. Adjusted EBITDA margins were 33% for the year and nearly 40% in Q4. Management expects continued growth from building conversions and the launch of the MVP cloud-based access control platform. Risks in

    yahoo.com · Aug 26, 2026

alphai scores every news story that mentions NSSC with an AI model for sentiment and relevance, and aggregates insider trades from NAPCO SECURITY TECHNOLOGIES, INC's SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $NSSC

Score

Napco (NSSC) Reported a 61.3% Gross Margin. How Much Was Temporary?

Napco Security Technologies (NSSC) reported Q4 revenue of $55.8M, up 10% YoY, with GAAP net income rising 52.7% to $17.8M. The gross margin was 61.3%, including a 600-basis-point tariff-refund benefit. Adjusted figures show 55.3% gross margin and $0.41 EPS, still up 24% YoY. Recurring revenue grew 12.9% to $25.3M, 45% of total revenue, with a 90%+ gross margin. The company ended June with $126.9M in cash and increased its dividend by 13.3%.

NAPCO Q4 Revenue Hits Record $55.8M, Net Income Jumps

NAPCO Security Technologies (NSSC) reported Q4 2026 revenue of $55.8M, up 10% YoY, and full-year revenue of $202.3M, up 11.4%. Net income rose 52.7% to $17.8M in Q4. Recurring service revenue increased 12.9% to $25.3M, with a 90% gross margin. The company raised its quarterly dividend to $0.17 per share.

MedAI 8/10

Napco Security Technologies, Inc. Q4 2026 Earnings Call Summary

Napco Security Technologies reported record annual revenue exceeding $200 million, driven by the shift from copper to cellular fire communications. Recurring service revenue reached $103 million with gross margins above 90%. Equipment sales grew 8% in Q4, led by a 40% increase in radio unit sales. Adjusted EBITDA margins were 33% for the year and nearly 40% in Q4. Management expects continued growth from building conversions and the launch of the MVP cloud-based access control platform. Risks in

What Does Napco Security Technologies (NSSC) Dividend Raise Say After Record Results?

Napco Security Technologies (NSSC) reported record Q4 and full-year 2026 results, exceeding market expectations. Revenue and operating margins hit all-time highs, with recurring service revenue growing profitably. The company raised its dividend to $0.17 per share, signaling confidence in its financial outlook. NSSC has a market cap of approximately $1.3 billion and serves diverse end markets. Full-year net income was $43.03 million, consistent with the prior year.

$NSSCMedAI 8/10

NSSC Q2 Deep Dive: Recurring Revenue and Leadership Transition Drive Margin Expansion

Napco (NSSC) reported Q2 CY2026 revenue of $55.81M, up 10% YoY, beating estimates. Adjusted EPS was $0.50, 31.6% above consensus. Gross margin expanded to 36.8%. Management cited recurring service revenue growth and StarLink radio sales as key drivers. CEO Kevin Buchel and founder Richard Soloway transitioned roles. The company expects recurring revenue to drive future growth, with the MVP platform launch anticipated by late 2026.

Related tickers