Capital investment and capacitymixed · 5 filings
“The Net cash provided by investing activities was partially offset by net cash used for capital expenditures and purchase of marketable securities.”10-K · Aug 24, 2026 ↗
Napco Security Technologies, Inc.
NSSC
Market read
Napco Security Technologies, Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 5 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.
Company+2.0% todayVolume comparison unavailable
Market group0 of 5 activeDiversified Financials & Services · unavailable
Disclosed network0 of 2 confirmingNo filing-linked name is confirming now
What would change this read
Watch this read- Intrusion-product growth included a 10.4% price increase, alongside 3.9% volume growth and higher fire-radio-communicator sales.
- Personnel costs, hiring, commissions, and other administrative expenses increased during fiscal 2026, adding pressure below gross profit.
Invalidation: The isolated read changes if NSSC's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 5 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.
Evidence that supports
No thresholded supportive filing evidence is available yet.
Evidence that challenges
No thresholded adverse filing evidence is available yet.
What would clarify the read
- Intrusion-product growth included a 10.4% price increase, alongside 3.9% volume growth and higher fire-radio-communicator sales.
- Personnel costs, hiring, commissions, and other administrative expenses increased during fiscal 2026, adding pressure below gross profit.
Company research
Understand the business, not just the ticker
Business model and earnings drivers
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Key research questions
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
Annual periods9
Price observations320
Usable filing statements90
Verified relationships3
Evidence supporting the case
- Latest annual revenue changed +11.4% year over year.
- Operating cash flow covered net income at 1.42x in the latest annual period.
Evidence challenging the case
- Operating margin changed -2.9 percentage points in the latest annual period.
- Net margin changed -2.6 percentage points in the latest annual period.
- Tariffs and trade policy has repeated adverse evidence across 4 filings.
Questions before a position
- P/E is 49% above the available filing-peer median; determine whether growth and quality justify the difference.
- EV/sales is 141% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context
Price as of Sep 11, 2026
36.186m-19.0%12m-5.6%24m—
Annual trajectory
Reported annual revenue and per-share history. This is accounting history, not a forecast.
PeriodRevenueYoYDiluted EPSShare change
2022-06-30$143.6M+25.9%$0.53+0.2%
2023-06-30$170.0M+18.4%$0.73+0.4%
2024-06-30$188.8M+11.1%$1.34+0.2%
2025-06-30$181.6M-3.8%$1.19-1.5%
2026-06-30$202.3M+11.4%$1.20-1.7%
What management says matters
Persistent and emerging business drivers
Legal and regulatory exposurenegative · 4 filings
“Litigation settlement costs Litigation settlement costs, net of any insurance reimbursements of $16,000,000 was recognized in fiscal 2026 as a result of the settlement described in Note 14.”10-K · Aug 24, 2026 ↗
Tariffs and trade policynegative · 4 filings
“We continue to monitor, evaluate, and manage our operating plans, forecasts, and liquidity considering the most recent developments driven by macroeconomic conditions, such as supply chain challenges, inflation, rising interest rates, tariffs, bans, or other…”10-Q · May 5, 2026 ↗
Macroeconomic conditionsmixed · 3 filings
“We continue to monitor, evaluate, and manage our operating plans, forecasts, and liquidity considering the most recent developments driven by macroeconomic conditions, such as supply chain challenges, inflation, rising interest rates, tariffs, bans, or other…”10-Q · May 5, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 6.4× · EV/sales 5.8×. Comparisons use only industry-matched filing peers.
Scenario scaffold
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
36.18+2.0% today
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for NSSC. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for NSSC. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind NSSC
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depended on by
OOMAOoma, Inc.competitorJun 5, 2026 ▾
“Additionally, in connection with our AirDial product offering, we face competition in the POTS replacement market from a range of other companies, such as Verizon Communications Inc., Granite Telecommunications LLC, MetTel Inc., AT&T Inc.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 1 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
NSSC is currently a Leader in the organic co-movement group Diversified Financials & Services. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.