analyzeportfolio
Nasdaq · Communication Services

NAPCO SECURITY TECHNOLOGIES, INC (NSSC)

As-reported financials and SEC filings for NAPCO SECURITY TECHNOLOGIES, INC. The latest annual period is FY2026. The latest reported quarter is Q4 FY2026. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

Snapshot

Revenue
$202.3M
Revenue growth (YoY)
11.4%
Net income
$43.0M
Diluted EPS
$1.20
Gross margin
59.2%
Operating margin
22.6%
Net margin
21.3%
FCF margin
29.3%
ROE
22.5%
net income / fiscal-year-end equity
P/E
29.4×
trailing when available, otherwise FY EPS
Market cap
$1.26B
Long-term debt / equity
non-current term debt only

Fundamentals are from SEC filings for FY2026, the latest annual period (ended June 30, 2026). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at Napco Security Technologies

  • Revenue grew 11.4% to $202M in FY2026, after a 3.8% decline the year before.
  • Operating margin is 22.6% in FY2026, +9.9 pp against 12.7% in FY2022.
  • Most recent quarter Q4 FY2026: revenue $56M, up 10.0% from Q4 FY2025.
  • Free cash flow was $59M in FY2026, 29.3% of revenue.
  • Net income fell 0.9% to $43M in FY2026.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Napco Security Technologies’s fundamentals sit among the 216 Communication Services companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Gross margin59.2%
73rd percentile of 105
Operating margin22.6%
92nd percentile of 185
Net margin21.3%
95th percentile of 191
FCF margin29.3%
96th percentile of 164
Revenue growth (YoY)+11.4%
68th percentile of 209
ROE22.5%
88th percentile of 165
P/E29.4×
56th percentile of 95
Short interest11.43d
94th percentile of 216

Napco Security Technologies’s FCF margin of 29.3% ranks in the 96th percentile of the 164 Communication Services companies reporting it. Napco Security Technologies’s net margin of 21.3% ranks in the 95th percentile of the 191 Communication Services companies reporting it. Napco Security Technologies’s operating margin of 22.6% ranks in the 92nd percentile of the 185 Communication Services companies reporting it.

No reported insider purchases (code P) in the last 90 days; 4 insider sales totaling $18.3M. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among sector peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 1 of the superinvestors we track (plus 4 quant / multi-strat books), based on each investor’s most recent 13F; periods vary by investor (newest: Q2 2026).

Conviction investors
1
+4 quant / multi-strat
Initiated / added
2
0 new, 2 added
Reduced / exited
5
3 trimmed, 2 exited
Combined position
$49.1M
reported long value
InvestorAs ofPosition valueSharesChange
Renaissance TechnologiesquantQ2 2026$15.4M406.2KReduced
Point72 Asset ManagementquantQ2 2026$14.4M379.7KReduced
AQR Capital ManagementquantQ2 2026$11.2M295.9KAdded
Two Sigma InvestmentsquantQ2 2026$6.6M172.7KAdded
Gotham Asset ManagementQ2 2026$1.5M39.4KReduced

No longer held by: Citadel Advisors (as of Q2 2026), Millennium Management (as of Q2 2026)

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4.

Buys (90d)
0
code P
Bought (90d)
code P value
Sells (90d)
4
$18.3M
Reported activity
Net selling
by $ value, 90d
Trade dateInsiderTypeSharesPriceValue
2026-08-27
filed 2026-08-28
SOLOWAY RICHARDFounder and Executive ChairmanSell379.5K$34.50$13.1M
2026-08-27
filed 2026-08-28
Soloway Donna AnneDirectorSell21.0K$34.62$726K
2026-08-26
filed 2026-08-28
SOLOWAY RICHARDFounder and Executive ChairmanSell95.5K$35.93$3.4M
2026-08-26
filed 2026-08-28
Soloway Donna AnneDirectorSell28.0K$35.98$1.0M

Reported non-derivative purchases and sales (codes P/S) — which may be open-market or private; excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
2.7M
settled 2026-08-14
Change vs prior
-9.4%
vs previous settlement
Days to cover
11.43
at avg daily volume
Avg daily volume
240.3K
FINRA reported
SettlementShares shortChangeDays to cover
2026-08-142.7M-9.4%11.43
2026-07-313.0M-11.5%11.66
2026-07-153.4M+3.3%10.25
2026-06-303.3M+16.2%5.42
2026-06-152.9M+6.3%6.62
2026-05-292.7M-5.1%6.17
2026-05-152.8M-11.4%5.94
2026-04-303.2M-2.1%12.07

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2026FY2025FY2024FY2023FY2022
Revenue$202.3M$181.6M$188.8M$170.0M$143.6M
Gross profit$119.8M$101.0M$101.8M$73.2M$59.2M
Operating income$45.6M$46.3M$53.8M$30.3M$18.2M
Net income$43.0M$43.4M$49.8M$27.1M$19.6M
Diluted EPS$1.20$1.19$1.34$0.73$0.53

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Balance sheet (as reported)

 FY2026FY2025FY2024FY2023FY2022
Cash and equivalents$126.9M$83.1M$65.3M$36.0M$41.7M
Current assets$208.0M$162.4M$168.8M$131.4M$119.6M
Total assets$238.7M$198.1M$207.8M$166.7M$148.6M
Current liabilities$42.5M$24.1M$22.2M$19.7M$26.5M
Long-term debt
Total liabilities$47.7M$29.5M$28.9M$26.5M$34.8M
Total equity$191.0M$168.6M$178.9M$140.2M$113.8M

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2026FY2025FY2024FY2023FY2022
Operating cash flow$61.1M$53.5M$45.4M$24.7M$8.3M
Capital expenditure$1.9M$2.1M$1.6M$3.0M$1.5M
Free cash flow$59.2M$51.4M$43.8M$21.7M$6.8M

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Quarterly trend (as reported)

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q4 FY2026$55.8M10.0%$17.8M$0.50
Q3 FY2026$49.2M11.8%$-408,000$-0.01
Q2 FY2026$48.2M12.2%$13.5M$0.38
Q1 FY2026$49.2M11.7%$12.2M$0.34
Q4 FY2025$50.7M0.8%$11.6M$0.33
Q3 FY2025$44.0M-10.8%$10.1M$0.28
Q2 FY2025$42.9M-9.7%$10.5M$0.28
Q1 FY2025$44.0M5.6%$11.2M$0.30

Latest 8 reported quarters, from company XBRL filings on SEC EDGAR.

Company facts

ExchangeNasdaq
SectorCommunication Services
SIC industryCommunications Equipment, NEC
Latest annual periodFY2026 (ended June 30, 2026)
Latest reported quarterQ4 FY2026 (ended June 30, 2026)
Oldest indexed filing1994
SEC CIK69633

Selected SEC filings

10-K2026-08-24
View on EDGAR →
10-K2025-08-25
View on EDGAR →
10-Q2026-05-05
View on EDGAR →
10-Q2026-02-02
View on EDGAR →
10-Q2025-11-03
View on EDGAR →
10-Q2025-05-05
View on EDGAR →
8-K2026-08-24
View on EDGAR →
8-K2026-07-08
View on EDGAR →

Largest Communication Services peers

All Communication Services companies →

Monitor NSSC

Get an alert when Napco Security Technologies files something material, see which superinvestors own it, and ask its filings a question with cited answers.

Monitor NSSC free

Includes one free filing-grounded research answer. Or check your whole portfolio, no account needed.

Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.