← BackNAPCO SECURITY TECHNOLOGIES, INC · Communications Equipment, NECNSSC
Low riskNext report: In 5 days (est.)
The short versionA high-quality, profitable business with growing sales. Institutions are adding.
Going well
- Sales up 10% in the latest quarter vs a year ago
- Profitable every year for 10 years
- Brings in more cash than it spends
Money moves
- No insider buying or selling in the last 30 days
- Institutions added 3.6% to their holdings in the quarter ending June 2026 (135 bought, 127 sold)
- Held by Terry Smith (Fundsmith)
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$39.24+1.0% that day
- Company value
- $1.4B
- Share price times all shares
- Price vs profit (P/E)
- 32.4x
- You pay about $32 for each $1 of yearly profit
- Price vs sales
- 6.9x
- Company value is 6.9 times a year of sales
- Dividend yield
- 1.3%
- Yearly dividend as a share of today's price
- Cash vs value
- 9%
- Cash as a share of company value
From NSSC's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
The business over time
Last 12 quarters, from SEC filings
Sales, Jun '26 (worked out from yearly totals)$55.8M+10% vs a year earlier
Sep '23Tap a barJun '26
Last 12 months: $202.3M, up 11% from the 12 months before. Over 5 years, sales grew about 12% a year.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.- PassReturn on equity 15%+Earns a lot on the money owners have in the business.24.2%
- PassDebt under half of equityNot relying on borrowed money.No debt reported
- PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.23.9%
- PassProfitable every yearSteady profits, not one good year.10 of 10 years
- PassFree cash flow positiveBrings in more cash than it spends to run and grow.$51.4M
- PassShare count not growingNot diluting owners. Falling means buybacks.-1.0% in 3 years
- PassGross margin 40%+Pricing power: sells for well above what it costs to make.55.6%
- Revenue
- $181.6M
- -3.8% vs prior year
- 5-year growth
- +12.4%/yr
- revenue, per year
- Total debt
- None
- 0.00x equity
- Current ratio
- 7.99x
- short-term assets / bills due
From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Jun 30, 2026- Revenue
- $55.8M
- +10.0% YoY
- EPS
- $0.50
- vs $0.33
- Op. margin
- 33.0%
- +9.2 pts
- Gross margin
- 61.3%
- +8.5 pts
- Free cash flow
- $17.2M
- Share count
- +0.3%
- vs a year ago
Some values are worked out from year-to-date totals in the annual report.
Insider rating
Last 90 days
No open-market insider buys or sells in the last 90 days.
Weekly insider trendNo trades to chart yet.
Filing buzz
Last 7 days vs normal
0/ 100
- This week
- 0
- Normal week
- 1.0
- vs normal
- 0.0x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
▲Accumulating+3.6%Institutions added 3.6% to their holdings. 135 bought, 127 sold. 2 quarters of net buying in a row.
Shares held by institutions36.2M
Sep '24Jun '26
Share count growthYearly rate, last 3 years
-0.9%Cash runwayAt last year's cash burn
Cash flow positiveDebt to equityLatest balance sheet: debt compared with what owners have
No debt reportedShares outstandingLatest reported
36MNext reportIn 5 days (est.)Estimated from the same quarter last year
- Results filedAug 24
- Results filedMay 4
- Results filedFeb 2
- Results filedNov 3, 2025
- Results filedAug 25, 2025
Insider trades
Open-market buys and sells, last 90 days
No open-market buys or sells in 90 days. Grants and option exercises are left out.
"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.
Latest filings
Straight from SEC EDGAR
Stock awardRichard SolowayFounder and Executive Chairman, Director
11,665 shares at $37.90 · $442K
- Now owns 11,665 shares
- Exercise price $37.90
- Employee Stock Option (Right to Buy)
- Filed 2 days after trade
Stock awardKevin S BuchelCEO and President, Director
13,120 shares at $37.90 · $497K
- Now owns 13,120 shares
- Exercise price $37.90
- Employee Stock Option (Right to Buy)
- Filed 2 days after trade
SoldDonna Anne SolowayDirector
48,962 shares at $35.40 avg ($34.62 to $35.98) · $1.7M
- -100% of holdings
- Owns no shares after
- Not a pre-planned sale
- 2 transactions
- Filed 1 day after trade
SoldRichard SolowayFounder and Executive Chairman, Director
475,000 shares at $34.79 avg ($34.50 to $35.93) · $16.5M
- -43% of holdings
- Now owns 621,958 shares
- Not a pre-planned sale
- 2 transactions
- Filed 1 day after trade