Q4 FY2026 EarningsQ4 FY26 beat consensus across all key financial metrics, driven by strong recovery in equipment sales and continued double-digit growth in recurring services. Revenue reached a record $55.8M (+6.2% vs. consensus), while Diluted GAAP EPS of $0.50 significantly outperformed the $0.39 consensus, aided by a ~600bps margin benefit from tariff refunds. Gross margin expanded to 61.3%, comfortably exceeding the 58.1% estimate, supporting a 52.7% YoY surge in net income.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Napco Security(NSSC) the Revenue is 55.81 M (+10.02%), Beat estimate;the EBIT is 18.43 M (+52.49%), Beat estimate;the EPS is 0.5 (+51.52%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.06B10.02%
0.05B3.61%
+0.00B6.41%
EBITExceed expectations
0.02B52.49%
0.02B28.54%
+0.00B23.95%
EPSExceed expectations
0.551.52%
0.386717.17%
+0.113334.35%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf