Napco Earnings Surprise: Analysts Rethink Forecasts

Napco, a security systems manufacturer, is preparing to report its latest earnings on Monday, August 28th, 2025. The company had a strong performance in the previous quarter, beating analysts' revenue expectations by 1.9% and reporting revenues of $43.96 million, though this was a 10.8% decline year-over-year.

As Napco heads into the current earnings report, analysts are expecting a reversal in the company's fortunes. They predict a 11.7% year-over-year decline in revenue to $44.45 million, a significant change from the 12.7% increase recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.26 per share.

Interestingly, Napco's peers in the specialized technology segment have seen mixed results in their recent Q2 reports. Mirion, for instance, delivered year-on-year revenue growth of 7.6%, beating analysts' expectations, while Arlo Technologies reported a 1.5% revenue increase, also topping estimates. However, the market reaction has been varied, with Mirion's stock trading down 11.1% following its results, while Arlo Technologies saw a 1.6% uptick.

As investors in the specialized tech space await Napco's earnings, the company's share price has been relatively flat over the past month, up 2.9%. The average analyst price target for Napco currently stands at $30.08, slightly below the current share price of $31.30.