Slide 1: August 2026 (NSSC:NASDAQ)
August 2026 (NSSC:NASDAQ)
Slide 2: Disclaimer
Disclaimer Special Note on Forward-Looking Statements This presentation contains forward-looking statements that are based on current expectations, estimates, forecasts and projections of future performance based on management's judgment, beliefs, current trends, and anticipated product performance.
Slide 3: Introductions and Management Team
Introductions and Management Team Richard L. Soloway / Executive Chairman & Founder – Founder, 30+ years security, electronics experience. Founded two previous companies, the first of which installed electric garage door openers and the second manufactured guitar amplifiers, buzz boxes and wah wah p
Slide 4: NAPCO Investment Highlights
NAPCO Investment Highlights Security Market Leader with Multiple Secular Tailwinds Driving Growth Integrated Platform Serving Large, Loyal, Professional Market Across All Security Verticals Innovation DNA – 80 engineers, Track Record of Delivering New Products Differentiated Hardware-Enabled Recurri
Slide 5: NAPCO Security At-a-Glance
NAPCO Security At-a-Glance Delivering Advanced Technology and High-Quality Security Solutions to Professional Installers Our Brands $55.8MM ALARMS & CONNECTIVITY 45% (+10.0%) FQ4 2026 Recurring Revenue % of Total LOCKING FQ4 2026 Sales (YoY Growth) ACCESS CONTROL $103MM 12.9% Estimated Revenue by Ma
Slide 6: Multiple Growth Trends Driving Increased Investment in Security and Safety
Multiple Growth Trends Driving Increased Investment in Security and Safety Enhanced Security Building Copper Phone Automation Regulatory Line Obsolescence Mandated Fire Alarm Upgrades IoT-Enhanced Systems Increased Building Retail Theft School Safety Retrofits Key NAPCO Growth Drivers 6
Slide 7: Large and Growing Markets with Significant Whitespace
Large and Growing Markets with Significant Whitespace Multi-Billion Dollar Opportunity for Retrofits and New Installs Across Markets Commercial Security (1) School Security (2) Residential Security (3) U.S. Market Size U.S. Market Size U.S. Market Size $Bn $Bn $Bn CAGR: 6.1% CAGR: 7.5% CAGR 15.6% 23
Slide 8: NAPCO Products Address Full Suite of Building Security and Safety Needs
NAPCO Products Address Full Suite of Building Security and Safety Needs Significant Security Presence in Commercial Settings (Majority Commercial Revenue) Keyless Access Alarms and Connectivity Cell-Based Control Lock Communicators Locking Surveillance Cameras Smoke Detectors Access Control Security
Slide 9: Unique Integrated Platform Across Full Security Spectrum
Unique Integrated Platform Across Full Security Spectrum Professional-Focused Integrated Platform Across all Security Verticals Recurring Revenue Services ACCESS CONTROL: MULTI-PLATFORMS ALARMS & CONNECTIVITY LOCKING: ACCESS & ARCHITECTURAL • Integrated ID Readers / Control Panels / Wireless • Archi
Slide 10: Award-Winning Products
Award-Winning Products 2017 2018 2019 2021 2021 2021 2022 2021 2023 2024 2024 2025 2026 Wins Readers’ 2026 Annual Winner Winner for the Winner SSI Winner for the Wins “SSI Choice Dean’s List for the ESX MVP Award ESX Top 30 Winner for the Awards Award Winner- ESX Wins “SSI Wins Gold for Wins Silver
Slide 11: Diversified Distribution Strategy Focused on the Professional
Diversified Distribution Strategy Focused on the Professional Strong Position with the Professional Channel is Key Strategic Advantage Longstanding partner Family of Companies Robust product portfolio Distributors (1) (~350+ in US) Proven reliability, high quality, ISO certified Independent Integrat
Slide 12: Differentiated Portfolio of High Margin Recurring Services
Differentiated Portfolio of High Margin Recurring Services Large Current Installed Base with Significant White Space for Future Growth &Cloud & Napco Comnet Cell/IP Backend Services Small / Mid Size Business &/Or Residential Commercial Fire Locking and Access Control APP & CLOUD-BASED EXCLUSIVE SOLE
Slide 13: Competitive Landscape
Competitive Landscape NAPCO is the only Company with Products in All Three Security Verticals Alarms & Connectivity Locking Johnson Controls - Wikipedia Access Control 13
Slide 14: MVP Access: Cloud-Based Scalable Enterprise Access Control Platform
MVP Access : Cloud-Based Scalable Enterprise Access Control Platform Combining the Advantages of CA4K Enterprise Management & Ease of AirAccess, in a MultiVariable Platform for Different Target Customers Significant Market Opportunity: Now Recurring Revenue from Access Control & Locking Additional R
Slide 15: New! Marks Interconnected Smart Deadbolts also on MVP Platforms
New! Marks Interconnected Smart Deadbolts also on MVP Platforms Combining RMR & Hardware Designed for Multifamily Residences – 400,000 MDU units built in 2024, with numbers growing – 1st Time Homebuyers/ Downsizing Retirees Another Significant Market Opportunity: Recurring Revenue from Access Contro
Slide 16: Home or Business: Crime is on Everyone's Minds
Home or Property Crimes in US Business: Crime is on Everyone’s Minds: And Property Crimes & Theft Account for Most US Crimes Intrusion Alarm System Demand Will Likely Follow 16
Slide 17: Significant Growth in Recurring Revenue with Highly Attractive Margins
Significant Growth in Recurring Revenue with Highly Attractive Margins Reported Recurring Revenue (1) $MM % of Total 9.1% 13.1% 16.9% 23.7% 29.7% 32.0% 35% 40% ~44% ~47.5% ~48.2% Revenue Gross Margin 75.2% 76.8% 78.2% 82.0% 85.6% 87.0% 89% 90% ~90% ~91% ~90.2% 97.5 86.3 75.7 59.9 46.0 33.9 24.0 17.4
Slide 18: Significant Focus on School and Campus Security Opportunity
Significant Focus on School and Campus Security Opportunity Best-In-Class Solutions Across Full Spectrum of Technology-Driven Products and Services Representative School Security Solutions Top Institutions Trust NAPCO’s School Solutions Total U.S. K-12 Market: ~131,000 Schools LocDown Locking Door A
Slide 19: Financial Overview
NAPCO SECURITY TECHNOLOGIES, INC. Financial Overview
Slide 20: FQ4 2026 Highlights
FQ4 2026 Highlights As of June 30, 2026 FQ4 FQ4 Recurring FQ4 Adj. EBITDA FQ4 FCF $20.6 MM FQ4 $17.8 MM $17.2 MM Recurring Revenue Gross FQ4 Sales Revenue Margin 90.1%, FQ4 Adj. EBITDA FQ4 +52.7% YoY FQ4 FCF Margin +10.0% YoY Total Gross +44.3% YoY 30.9% +12.9% YoY FQ4 EPS to $55.8MM to $25.3MM Marg
Slide 21: Strong Long Term Financial Profile
Strong Long Term Financial Profile Growth and Margin Expansion Reported Revenue (1) Adjusted EBITDA (1)(2) $MM $MM 181.6 202.3 169.9 188.8 66.7 143.6 104.8 58.9 113.0 95.2 52.1 114.0 110.0 5.2% 101.4 97.6 34.3 80.1 77.3 22.6 20.1 97.5 86.3 14.0 75.5 26.3% 59.9 46.0 33.9 24.0 2020 2021 2022 2023 2024
Slide 22: Selected Balance Sheet Highlights
Selected Balance Sheet Highlights As of June 30, 2026 ($MM) NAPCO’S FACILITIES Cash, Marketable Securities and Investments $138 95,000 square foot Working Capital $166 Total Assets $239 Debt $0.0 Total Liabilities $48 Headquarters and factory in Amityville, NY Stockholders’ Equity $191 180,000 squar
Slide 23: NAPCO Investment Highlights
NAPCO Investment Highlights Security Market Integrated Platform Differentiated Highly Visible Growth Leader with Multiple Serving the Hardware-Enabled Innovation DNA and Attractive Secular Tailwinds Professional Across Recurring Services Profitability Driving Growth All Security Verticals Business M
Slide 24: Supplemental Financial Information
APPENDIX Supplemental Financial Information
Slide 25: Select Financial Data
Select Financial Data Fiscal Year Ended June 30 | ($ in thousands, except per share data) Statement of Operations Data: 2022 2023 2024 2025 2026 Equipment revenue $ 97,612 $ 110,062 $ 113,071 $ 95,291 $ 104,788 Service revenue 45,981 59,935 75,749 86,330 97,528 Total Revenue $ 143,593 $ 169,997 $ 18
Slide 26: Non-GAAP Reconciliations
Non-GAAP Reconciliations Fiscal Year Ended June 30 | ($ in thousands, except per share data) Non-GAAP Adjusted EBITDA: 2022 2023 2024 2025 2026 Net income, as reported $ 19,599 $ 27,127 $ 49,818 $ 43,406 $ 43,027 Adjustments: Interest (income) expense, net 283 (903) (2,568) (3,356) (3,587) Provision
Slide 27: Supplemental Financial Data
Supplemental Financial Data Fiscal Year Ended June 30 | ($ in thousands, except per share data) Statement of Operations Data: 2022 2023 2024 2025 2026 Equipment revenue $ 97,612 $ 110,062 $ 113,071 $ 95,291 $ 104,788 Service revenue 45,981 59,935 75,749 86,330 97,528 Total revenue 143,593 169,997 18
Slide 28: NASDAQ: NSSC
NASDAQ: NSSC © NAPCO August 2026