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NAPCO Security Technologies (NSSC) investor relations material
NAPCO Security Technologies Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary2 Feb, 2026
Executive summary
Achieved record Q2 revenue of $48.2 million, up 12.2% year-over-year, driven by double-digit growth in both equipment and recurring service revenues.
Net income rose 29% to $13.5 million for the quarter, with diluted EPS increasing to $0.38 from $0.28.
Recurring service revenue grew 12.5% year-over-year to $23.8 million, maintaining a 90.2% gross margin and representing about 50% of total revenue.
Appointed Joseph Paczynski (also referenced as Pipczynski) as Chief Revenue Officer to accelerate revenue growth and strengthen go-to-market execution.
Board declared a quarterly dividend of $0.15 per share, a 7% increase, payable April 3, 2026.
Financial highlights
Equipment revenue for Q2 was $24.3 million, up 12% year-over-year, driven by strong performance in door locking and intrusion/access products.
Gross profit margin improved to 58.6% for the quarter, up from 57% in the prior year.
Adjusted EBITDA for Q2 was $15.35 million (margin 31.9%), up from 28.4% last year.
Free cash flow for Q2 was $14.5 million, with a margin of 30.1%.
Cash and cash equivalents increased to $104.9 million as of December 31, 2025; no debt.
Outlook and guidance
Confident in sustaining momentum through fiscal 2026, with expectations for continued growth in recurring and equipment revenue.
MVP cloud-based access control platform expected to contribute more meaningfully to recurring revenue in the second half of calendar 2026 and into fiscal 2027.
No further broad-based price increases planned for the remainder of the year; current pricing fully reflected in Q3 and Q4.
Management expects sufficient cash flow and liquidity to meet operational and capital needs for the next twelve months.
No material impact from tariffs or macroeconomic conditions is expected in the near term, but ongoing monitoring continues.
What specific initiatives drive RSR platform expansion
CRO's impact on sales strategy and growth
MVP Access platform: expected market impact
MVP platform's expected revenue contribution timeline?
Drivers for equipment gross margin to reach 30%?
Strategy to boost ADI locking product sales?
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Next NAPCO Security Technologies earnings date
Q3 20264 May, 2026
NAPCO Security Technologies
Next NAPCO Security Technologies earnings date
Q3 20264 May, 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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