NAPCO Posts Record Q4 Revenue of $55.8M and Raises Dividend 13.3% to $0.17
NSSC sits 25% above its 52-week low of $30.4.
Summary
NAPCO reported record fiscal Q4 revenue of $55.8M (+10% YoY) and net income of $17.8M (+52.7%), and raised its quarterly dividend 13.3% to $0.17 per share.
Key Events · Earnings and Guidance · NSSC
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Record Q4 Revenue and Net Income
Q4 revenue rose 10.0% to a record $55.8M; net income rose 52.7% to $17.8M; diluted EPS rose 51.5% to $0.50.
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Dividend Increased 13.3%
Board declared a quarterly dividend of $0.17 per share, payable October 2, 2026 to shareholders of record September 11, 2026 — up from $0.15.
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Recurring Service Revenue Momentum
RSR grew 12.9% to $25.3M in Q4 at over 90% gross margin; prospective annual run rate of approximately $103M based on July 2026 revenues.
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Tariff Refund Benefit
Q4 gross margin of 61.3% included about 600 basis points from tariff refunds, adding roughly $0.09 to diluted EPS.
Analysis · NSSC · Manufacturing
NAPCO closed fiscal 2026 with record quarterly revenue of $55.8 million, up 10% year-over-year, and net income of $17.8 million, up 52.7%. The quarter benefited from a roughly 600 basis point gross margin boost from tariff refunds, which added about $0.09 to diluted EPS. Recurring service revenue grew 12.9% to $25.3 million at over 90% gross margin and now represents about 45% of total revenue, with a prospective annual run rate of approximately $103 million. The board also raised the quarterly dividend 13.3% to $0.17 per share, payable October 2, 2026. Full-year results were held back by the previously disclosed $16 million litigation settlement charge taken in Q3, which reduced full-year diluted EPS by about $0.40; excluding that charge, non-GAAP net income rose 32% to $57.3 million.
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At the time of this filing, NSSC was trading at $38.09 on NASDAQ in the Manufacturing sector, with a market capitalization of approximately $1.4B. The 52-week trading range was $30.40 to $48.72. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.