Napco Security Technologies
Builds locks, alarms, access-control systems, and cellular security services for dealers and installers.
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Profile
Sells physical-security hardware and recurring cellular/cloud communication services through independent distributors, dealers, and installers. One operating segment spans door locks, intrusion and fire alarms, access-control platforms, and StarLink services, with the service model now roughly half of recent revenue.
Designs and manufactures professional physical-security equipment for commercial, residential, institutional, industrial, and government settings. The portfolio spans Napco Security Systems intrusion and fire alarm products, Alarm Lock and Marks USA locking hardware, Napco Access Pro access-control platforms, and StarLink cellular/cloud communication services.
Sells mainly through independent distributors, dealers, and installers rather than a direct consumer channel. US headquarters and Dominican Republic manufacturing support a single operating segment built around equipment sales plus recurring service fees for connected alarm communicators and smart security devices.
Manufacturing under one roof across locks, alarms, access control, connectivity, and locking devices is the stated differentiation. Execution depends on dealer adoption, reliable cellular/cloud connectivity, inventory controls, and the recurring-service platform installers use through the Networx Operations Center.
Company facts
Categories
Key statistics
Year to date −14.5% · Average volume (30d) 389.6K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 25, 2026 | D.A. Davidson | Target | $50 | $52 | ||
| Feb 2, 2026 | Needham | Target | $37 | $49 | ||
| Nov 4, 2025 | TD Cowen | Upgrade | Hold | Buy | ||
| Oct 17, 2025 | Mizuho Securities | Target | $48 | |||
| Oct 10, 2025 | Lake Street | Reiterate | Buy | $39 | $50 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 24, 2026Q4 FY26 | $0.39 | $0.50 | +29.3% | $52.5M | $55.8M | +6.3% | −1.31% |
| May 4, 2026Q3 FY26 | $0.35 | $0.39 | +11.4% | $49.3M | $49.2M | −0.2% | +5.58% |
| Feb 2, 2026Q2 FY26 | $0.33 | $0.38 | +15.2% | $47.8M | $48.2M | +0.8% | +6.63% |
| Nov 3, 2025Q1 FY26 | $0.32 | $0.34 | +6.3% | $47.6M | $49.2M | +3.3% | +1.45% |
Financial highlights
| 12 quarters | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $44.0M | $50.7M | $49.2M | $48.2M | $49.2M | $55.8M | |
| Gross profit | $25.1M | $26.8M | $27.8M | $28.2M | $29.5M | $34.2M | |
| Operating income | $11.1M | $12.1M | $13.6M | $14.8M | −$1.2M | $18.4M | |
| Net income | $10.1M | $11.6M | $12.2M | $13.5M | −$408.0K | $17.8M | |
| Diluted EPS | $0.28 | $0.32 | $0.34 | $0.38 | −$0.01 | $0.49 | |
| Gross margin | 57.2% | 52.8% | 56.6% | 58.6% | 60.0% | 61.3% | |
| Operating margin | 25.4% | 23.8% | 27.7% | 30.6% | -2.4% | 33.0% |
Fiscal years (4-quarter sums)FY22 $143.6M · FY23 $170.0M · FY24 $183.6M · FY25 $181.6M · FY26 $202.3M
Revenue by product · Q4 FY26
Revenue by geography · Q4 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $137.6M · Total debt $5.2M · Total assets $238.7M · Shareholders' equity $191.0M
Dividends
Last raised to $0.15 from $0.14 in Mar 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jun 12, 2026 | Jun 12 | Jul 3 | $0.15 | |
| Mar 12, 2026 | Mar 12 | Apr 3 | $0.15 | raised from $0.14 |
| Dec 12, 2025 | Dec 12 | Jan 2 | $0.14 | |
| Sep 12, 2025 | Sep 12 | Oct 3 | $0.14 | |
| Jun 12, 2025 | Jun 12 | Jul 3 | $0.14 | raised from $0.125 |
| Mar 12, 2025 | Mar 12 | Apr 3 | $0.125 | |
| Dec 12, 2024 | Dec 12 | Jan 3 | $0.125 | |
| Sep 12, 2024 | Sep 12 | Oct 3 | $0.125 | raised from $0.10 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 35.73M · Float 34.38M · 96.2% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 5.63M | 15.77% | 13F | Aug 7, 2026 |
| Copeland Capital Management, LLC | 2.02M | 5.65% | 13G | Aug 4, 2026 |
| Vanguard Capital Management | 1.79M | 5.02% | 13G | Jul 31, 2026 |
| Jupiter Topco LLC | 1.68M | 4.71% | 13F | Aug 14, 2026 |
| State Street Corp | 1.50M | 4.21% | 13F | Aug 7, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 27, 2026 | Richard Soloway | director, officer: Founder and Executive Chairman | −379,529 | $34.50 |
| Aug 26, 2026 | Richard Soloway | director, officer: Founder and Executive Chairman | −95,471 | $35.93 |
| Aug 27, 2026 | Donna Anne Soloway | director | −20,962 | $34.62 |
| Aug 26, 2026 | Donna Anne Soloway | director | −28,000 | $35.98 |
| Mar 3, 2026 | Richard Soloway | director, officer: CEO, Chairman of Board, Secy | −55,318 | $43.22 |
Peers
- Alarm.com
Dealer-delivered cloud security, access, and cellular connectivity
- Allegion
Locks, exit devices, and access-control hardware for institutional doors
- Resideo Technologies
Professional-channel security, safety, and smart-building products
- Johnson Controls
Commercial fire, security, and smart-building systems at enterprise scale
- Honeywell Technologies
Building automation peer with access control, fire products, and LenelS2
- Motorola Solutions
Enterprise physical-security platform in video and access control
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Napco Security Technologies | $35.20 | −0.48% | $1.26B | 29.5 | 21.5 | 6.2 | +10.0% |
| Alarm.com | $57.47 | −0.03% | $2.84B | 25.4 | 19.6 | 2.7 | +9.2% |
| Allegion | $158.87 | +0.86% | $13.39B | 20.7 | 16.8 | 3.1 | +12.7% |
| Resideo Technologies | $19.63 | 0.00% | $4.27B | 8.4 | 11.0 | 0.6 | +2.0% |
| Johnson Controls | $139.59 | +0.01% | $84.56B | 24.3 | 24.2 | 3.4 | +9.3% |
| Honeywell Technologies | $217.85 | +0.18% | $68.91B | 8.4 | 23.7 | 1.9 | −49.9% |
| Motorola Solutions | $461.92 | −4.94% | $80.67B | 38.3 | 26.8 | 6.6 | +13.3% |
| Median | 22.5 | 21.7 | 2.9 | +9.3% |