NSSC at a glance
NAPCO SECURITY TECHNOLOGIES, INC (NSSC, SEC CIK 69633) filed its latest 10-K annual report on August 24, 2026, a 10-Q quarterly report on May 5, 2026, an 8-K current report on August 24, 2026 and Form 4 insider filings as recently as October 1, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended June 30, 2026 (FY2026), NAPCO SECURITY TECHNOLOGIES, INC (NSSC) reported revenue of $202.3 million (up 11.4% from FY2025) and net income of $43.0 million. Diluted EPS was $1.20.
- As of June 30, 2026, 28 institutional investment managers tracked by SignalX reported holding NAPCO SECURITY TECHNOLOGIES, INC (NSSC) shares worth $583.0 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Soloway Donna Anne on August 27, 2026 of 20,962 shares at $34.62 per share.
- In the last 90 days, NSSC insiders reported 0 open-market purchases ($0) and 4 open-market sales ($18.3M) on Form 4, a net sale of $18.3M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $202.3M
- +11.4% vs prior year
- Insiders · 90 days
- 0 buys · 4 sells
- Net −$18.3M
- 13F holders
- 28 funds
- $583.0M · −2 vs prior quarter
- Latest 8-K
- Aug 24, 2026
- Item 7.01 · Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Jun 30, 2026
Business Overview
- Core business: Manufacturer of integrated electronic security products and recurring cellular communication services for intrusion, fire alarms, and school safety
- Emphasis on expanding recurring cellular communication services driving 13% revenue growth to $202.3M, with 48% of total revenue and gross margin ~90.3% in 2026
- Strategic focus shift towards mandatory, non-elective security systems and IoT-driven connectivity amid copper landline phase-out trends
- Employee count steady at 1,049 with 756 in Dominican Republic manufacturing facility, leveraging low-cost vertical integration for margins
- Noteworthy litigation settlement charge of $16 million impacting 2026 net income, which was $43.0 million despite revenue growth
Management Discussion & Analysis
- Revenue $202.3M, up 11.4% YoY from $181.6M; Equipment revenue $104.8M (+10.0%), Service revenue $97.5M (+13.0%)
- Gross margin 59.2% vs 55.6% YoY; Equipment gross margin 30.3% vs 23.6%, Service gross margin 90.3% vs 91.0%
- Best segment: Service revenue gross profit at $88.0M with 90.3% margin; Worst: Access alarm products revenue down 11.0% to $7.6M
- Operating income $45.6M, down 1.3% YoY; Net income $43.0M, down 0.9% after $16M litigation settlement charge
- Operating cash flow $61.1M (+14%), dividends paid $20.3M (+49% YoY), capex $1.9M, no buybacks in 2026 vs $36.8M prior year
- Management notes AI-driven component shortages as risk; expects tariff refund uncertainty; projects cash sufficiency for next 12 months
Risk Factors
- Regulatory risk from uncertain U.S. trade policies and tariffs including IEEPA, Section 122, and Section 301 impact costs and supply chain stability
- Geopolitical risk from global AI-driven semiconductor demand causing supply shortages and lead time extensions for critical electronic components
- Operational risk concentrating manufacturing in Dominican Republic with no alternative facility, vulnerable to workforce shortages and natural disasters
- Competitive risk from about 12 larger rivals investing more in R&D, risking loss of market share and pricing pressure
- Financial risk from reliance on senior management aged 73 and 80, whose loss could materially disrupt business strategy and operations
AI summary of the NSSC 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Mar 31, 2026
Management Discussion & Analysis
- Revenue $49.2M, up 11.8% YoY from $44.0M
- Gross margin 60.0% vs 57.2% YoY
- Best line services $24.9M, up 15.4%; weakest intrusion/access $8.5M, up 5.0%
- Cash and investments $125.0M; operating cash flow $43.5M; dividends drove $16.5M financing outflow
- Near-term headwinds tariffs, freight costs, inflation, and supply-chain disruptions; no material impact expected near term
Risk Factors
- No material changes to previously disclosed risk factors in the fiscal 2025 Form 10-K and Form 424(b)(7) Prospectus
- Regulatory and compliance risk unchanged from prior filings, with no newly identified matters
- Capital-allocation risk: 359,741 shares remaining under repurchase authorization
- Financial-market risk: common-stock repurchases subject to market conditions and share price
AI summary of the NSSC 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Quarterly cash dividend of $0.17 per share declared
- October 2, 2026 payment date for shareholders of record September 11, 2026
Item 2.02: Results of Operations and Financial Condition
- Fiscal-year and fourth-quarter results for periods ended June 30, 2026
- Earnings details furnished in Exhibit 99.1, the company’s August 20, 2026 press release
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Leadership transition: Soloway becomes Founder and Executive Chairman; Buchel appointed Chief Executive Officer
- Soloway compensation: $800,000 base salary, 50% target bonus, and 50% target annual equity award
Item EX-99.1: Item EX-99.1
- CEO succession effective July 8, 2026: Kevin Buchel becomes CEO and President
- Founder Richard Soloway transitions to Executive Chairman while retaining Board Chairman role
Item 2.02: Results of Operations and Financial Condition
- Fiscal Q3 and nine-month results for periods ended March 31, 2026
- Press release issued May 4, 2026 and furnished as Exhibit 99.1
Item 7.01: Regulation FD Disclosure
- Quarterly cash dividend declared at $0.15 per share
- Payment scheduled for July 3, 2026
Item EX-99.1: Item EX-99.1
- Fiscal Q3 revenue $49.2M, up 11.8%, led by recurring service revenue growth of 15.4% to $24.9M
- Recurring service revenue reached approximately $101M annual run rate with 90.4% gross margin, supporting revenue visibility
AI summaries of NSSC 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for NSSC
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- Fund moves. Which tracked funds opened, added or cut NSSC, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| SOLOWAY RICHARD | A | Sep 29, 2026 | 11,665 | $37.90 |
| BUCHEL KEVIN S | A | Sep 29, 2026 | 13,120 | $37.90 |
| Soloway Donna Anne | Sell | Aug 27, 2026 | 20,962 | $34.62 |
| SOLOWAY RICHARD | Sell | Aug 27, 2026 | 379,529 | $34.50 |
| Soloway Donna Anne | Sell | Aug 26, 2026 | 28,000 | $35.98 |
| SOLOWAY RICHARD | Sell | Aug 26, 2026 | 95,471 | $35.93 |
| Soloway Donna Anne | M | May 18, 2026 | 10,000 | $22.93 |
| Soloway Donna Anne | M | May 18, 2026 | 4,000 | $26.94 |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $181.6M | $202.3M |
| Gross Profit | - | $101.0M | $119.8M |
| Operating Income | - | $46.3M | $45.6M |
| Net Income | - | $43.4M | $43.0M |
| Gross Margin | - | 55.6% | 59.2% |
| Op. Margin | - | 25.5% | 22.6% |
| Net Margin | - | 23.9% | 21.3% |
| Balance Sheet | |||
| Total Assets | $207.8M | $198.1M | $238.7M |
| Equity | - | $168.6M | $191.0M |
| ROE | - | 25.7% | 22.5% |
| Per Share | |||
| EPS | - | $1.19 | $1.20 |
| Cash Flow | |||
| Operating CF | - | $53.5M | $61.1M |
| CapEx | $1.6M | $2.1M | $1.9M |
Source: XBRL data in NAPCO SECURITY TECHNOLOGIES, INC (NSSC)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate NSSC share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 28 | $583.0M |
| Q1 2026 | 30 | $594.4M |
| Q4 2025 | 26 | $449.5M |
| Q3 2025 | 25 | $465.9M |
| Q2 2025 | 26 | $355.3M |
| Q1 2025 | 21 | $232.2M |
| Q4 2024 | 19 | $316.8M |
| Q3 2024 | 16 | $153.1M |
- Morgan Stanley+494.9K (+106%)
- JPMorgan Chase & Co+112.3K (+110%)
- Two Sigma Investments+86.5K (+100%)
- State Street Corp+73.3K (+5%)
- Invesco Ltd+66.5K (+53%)
- Prudential Financial−475.2K (-63%)
- Bank of America Corp−63.3K (-29%)
- BlackRock−49.1K (-1%)
- Goldman Sachs Group−34.0K (-8%)
- Renaissance Technologies LLC−30.6K (-7%)
- Citadel Advisors LLC−69.7K
- Millennium Management−14.6K
Source: 13F-HR filings on SEC EDGAR (aggregated from 191 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
NSSC filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Aug 28, 2026 | - | - | - |
| 4 | Aug 28, 2026 | - | - | - |
| 8-K | Aug 24, 2026 | - | Analysis | - |
| 10-K | Aug 24, 2026 | Jun 30, 2026 | Analysis | |
| SC 13G | Aug 4, 2026 | - | - | |
| SC 13G | Jul 31, 2026 | - | - | |
| 8-K | Jul 8, 2026 | - | Analysis | - |
| 4 | May 20, 2026 | - | - | |
| SC 13G | May 7, 2026 | - | - | |
| 10-Q | May 5, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 4, 2026 | - | Analysis | - |
| 4 | Mar 19, 2026 | - | - | - |
| 4 | Mar 4, 2026 | - | - | - |
| 4 | Feb 27, 2026 | - | - | - |
| 4 | Feb 20, 2026 | - | - | |
| 4 | Feb 20, 2026 | - | - | |
| 4 | Feb 11, 2026 | - | - | |
| 4 | Feb 6, 2026 | - | - | |
| 10-Q | Feb 2, 2026 | Dec 31, 2025 | Analysis | |
| 8-K | Feb 2, 2026 | - | - | |
| 8-K | Dec 8, 2025 | - | - | |
| 10-Q | Nov 3, 2025 | Sep 30, 2025 | Analysis | |
| 10-K | Aug 25, 2025 | Jun 30, 2025 | Analysis |
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NSSC SEC filings: frequently asked questions
Are NSSC insiders buying or selling?
In the last 90 days, NAPCO SECURITY TECHNOLOGIES, INC (NSSC) officers, directors and 10% owners reported no open-market purchases and 4 open-market sales worth $18.3 million by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold NSSC stock?
As of June 30, 2026, the largest NAPCO SECURITY TECHNOLOGIES, INC (NSSC) holders among the 13F filers tracked by SignalX were BlackRock ($213.9 million), Vanguard Capital Management LLC ($58.0 million), State Street Corp ($57.4 million), Vanguard Portfolio Management LLC ($56.8 million), Morgan Stanley ($36.5 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was NSSC's revenue in fiscal year 2026?
For the fiscal year ended June 30, 2026 (FY2026), NAPCO SECURITY TECHNOLOGIES, INC (NSSC) reported revenue of $202.3 million (up 11.4% from FY2025) and net income of $43.0 million. Diluted EPS was $1.20. The figures come from the XBRL data in the 10-K.
What are the main risks in NSSC's latest 10-K?
In the 10-K filed August 24, 2026, NAPCO SECURITY TECHNOLOGIES, INC (NSSC) flagged: Regulatory risk from uncertain U.S. trade policies and tariffs including IEEPA, Section 122, and Section 301 impact costs and supply chain stability. Geopolitical risk from global AI-driven semiconductor demand causing supply shortages and lead time extensions for critical electronic components. (AI summary of the Risk Factors section.)
What did NSSC report in its latest 8-K?
NAPCO SECURITY TECHNOLOGIES, INC (NSSC) filed an 8-K on August 24, 2026 reporting Item 7.01 (Regulation FD Disclosure) and Item 2.02 (Results of Operations and Financial Condition). Quarterly cash dividend of $0.17 per share declared.
What are the latest NSSC SEC filings?
NAPCO SECURITY TECHNOLOGIES, INC (NSSC) filed its latest 10-K annual report on August 24, 2026, a 10-Q quarterly report on May 5, 2026, an 8-K current report on August 24, 2026 and a Form 4 insider filing on October 1, 2026.
What is NSSC's SEC CIK number?
NAPCO SECURITY TECHNOLOGIES, INC (NSSC)'s SEC Central Index Key (CIK) is 69633. EDGAR lists every NSSC filing under that number.
Ask anything about NSSC
The research agent reads NSSC's filings, financials, insider trades and 13F holders, then answers with sources.