NSSC

Napco Security Technologies, Inc. ( NSSC ) Q1 2027 Earnings Call November 2, 2026 11:00 AM EST Company Participants Francis Okoniewski - Vice President of Investor Relations Richard Soloway - Founder, Executive Chairman & Secretary Kevin Buchel - CEO, President & Director Andrew Vuono - Senior VP of Finance, CFO & CAO Conference Call Participants Matt Summerville - D.A. Davidson & Co., Research Division James Ricchiuti - Needham & Company, LLC, Research Division Jaeson Schmidt - Lake Street Capital Markets, LLC, Research Division Jeremy Hamblin - Craig-Hallum Capital Group LLC, Research Division Andrew Sherman - TD Cowen, Research Division Ryan Gilchrist - Mizuho Securities USA LLC, Research Division Presentation Operator Good morning, ladies and gentlemen, and welcome to the NAPCO Security Technologies Fiscal Q1 2027 Earnings Conference Call.

NAPCO Security Technologies NASDAQ: NSSC reported record fiscal first-quarter revenue, net income and adjusted EBITDA for fiscal 2027, as recurring service revenue growth and expanding margins offset a decline in equipment sales tied largely to distributor purchasing patterns.

Recurring service revenue grew 11.5% with margins above 90%, and that mix shift, not hardware, drove the higher gross margin. Excluding the litigation credit, operating income fell about 4% and EPS was flat at $0.34.

AMITYVILLE, N.Y., Nov. 2, 2026 /PRNewswire/ -- NAPCO Security Technologies, Inc. (NASDAQ: NSSC), one of the leading manufacturers and designers of high-tech electronic security equipment, wireless communication devices for intrusion and fire alarm systems and the related recurring service revenues as well as a provider of school safety solutions, today announced financial results for its first quarter of fiscal year 2027.

After reaching an important support level, Napco (NSSC) could be a good stock pick from a technical perspective. NSSC surpassed resistance at the 200-day moving average, suggesting a long-term bullish trend.

--New MVP® Access Security Features, Integrated Video Capabilities, StarLink® Communicators and FireLink Panels Highlight NAPCO's Growing Portfolio of Hardware and Recurring Service Solutions-- AMITYVILLE, N.Y., Oct. 21, 2026 /PRNewswire/ -- NAPCO Security Technologies, Inc. (NASDAQ: NSSC), a leading manufacturer of electronic security and life-safety technologies, wireless communication solutions and recurring subscription-based services, today announced that it will showcase its latest innovations at the International Security Conference & Exposition (ISC East 2026), November 4–5, at New York City's Jacob Javits Center, Booth 903, prominently located opposite the main entrance.

The mean of analysts' price targets for Napco (NSSC) points to a 41.1% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

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FMNB, MGEE and NSSC are highlighted as dividend stocks amid market volatility, inflation and rate-hike fears.

NAPCO Security Technologies NASDAQ: NSSC reported record fiscal fourth-quarter and full-year revenue for fiscal 2026, supported by growth in recurring service revenue, intrusion products and radio sales. The company also outlined a leadership transition in which longtime executive Kevin Buchel became Chief Executive Officer and President, while founder Dick Soloway moved into the role of Founder and Executive Chairman.