NAPCO Security Technologies Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
6analysts covering
FY EPS (est.)
$1.49next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Fiscal 2027 Q1 Earnings Release | 2 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Recurring Monthly Service Revenue (RSR) Prospective Annual Run Rate Quarterly101MTarget: Continued double-digit growth to expand high-margin recurring revenue mix
Recurring Service Revenue Gross Margin Quarterly9,030.0%Target: Sustain above 90%
Equipment Sales Revenue Growth Quarterly840.0%Target: Accelerating growth driven by next-generation cloud and 5G solutions
Watch Items
- Litigation Settlement ImpactTrigger: Any additional legal charges or cash outflows beyond the $16.0 million settlement recorded in Q3 2026Action: Re-evaluate GAAP profitability forecasts and free cash flow allocation priorities
- Tariff and Supply Chain PressuresTrigger: Imposition of new universal baseline tariffs or supply chain disruptions affecting equipment gross marginsAction: Monitor equipment gross margin (currently ~25.7%) and assess pricing adjustments or sourcing diversification
Research as of 20 Jun 2026