Cadre Holdings' (NYSE:CDRE) Soft Earnings Are Actually Better Than They Appear
Cadre Holdings' recent soft earnings might not be as concerning as they seem due to underlying positive factors. Although dilution from issuing new shares has impacted earnings per share, the company's profitability also suffered from one-off unusual items. If these exceptional expenses don't recur, Cadre Holdings' profit could improve, making its underlying profitability better than the headline numbers suggest.
Cadre Holdings' (NYSE:CDRE) Soft Earnings Are Actually Better Than They Appear
Despite soft headline earnings, Cadre Holdings' stock did not significantly displease shareholders, suggesting underlying positive factors. The company's EPS growth has been impacted by dilution due to new share issuance and also by unusual one-off expenses. If these unusual expenses do not recur and EPS growth resumes, the company's financial performance may improve.
UBS Group AG Reduces Stock Holdings in Cadre Holdings, Inc. $CDRE
UBS Group AG significantly reduced its stake in Cadre Holdings, Inc. (CDRE) by 46% in the fourth quarter, selling 193,738 shares. This comes as Cadre reported weaker-than-expected quarterly results, missing both EPS and revenue consensus estimates. Despite this, the company continues to pay a quarterly dividend and holds a mixed "Hold" rating from analysts with an average price target of $39.75.
What Cadre Holdings (CDRE)'s Record Backlog and M&A‑Driven 2026 Outlook Means For Shareholders
Cadre Holdings (CDRE) reported strong Q1 2026 results including US$155.43 million in net sales and a record US$355.4 million order backlog, reaffirming its 2026 guidance of US$736 million to US$758 million. The company's strategy relies on mergers and acquisitions, such as recent deals for TYR Tactical and Alien Gear Holsters, to drive growth, though analysts note potential margin pressure and integration risks. Despite some cautionary sentiment regarding reliance on government contracts, the company's narrative projects significant revenue and earnings growth by 2028, suggesting a substantial upside to its current price according to Simply Wall St's fair value estimate.
What Cadre Holdings (CDRE)'s Record Backlog and M&A‑Driven 2026 Outlook Means For Shareholders
Cadre Holdings reported strong Q1 2026 results including US$155.43 million in net sales and a record US$355.4 million order backlog, driven by strategic acquisitions. The company reaffirmed its 2026 guidance of US$736 million to US$758 million, emphasizing M&A as a core strategy for growth in public safety and nuclear markets. While the backlog supports their investment thesis, investors are cautioned about potential margin pressure and integration risks from acquisitions.
5 Undervalued Aerospace and Defense Stocks to Buy
This article identifies five undervalued aerospace and defense stocks, focusing on Cadre Holdings, Inc. (NYSE:CDRE) as a key example. Cadre Holdings recently reported strong Q1 2026 results with a record backlog and increased net sales, driven by acquisitions and demand for mission-critical safety products. Despite a drop in net income due to higher expenses, the company projects solid full-year net sales and adjusted EBITDA.
Earnings call transcript: Cadre Holdings Q1 2026 EPS Misses, Stock Slides
Cadre Holdings (CDRE) reported Q1 2026 earnings with an EPS of $0.05, missing the forecasted $0.10, and revenue of $155.4 million, slightly below the anticipated $156.66 million. The stock subsequently fell by nearly 5% in after-hours trading due to these misses. Despite the financial shortfall, the company announced a 19% year-over-year increase in net sales and reaffirmed its full-year 2026 guidance, citing strategic acquisitions and strong demand for its safety products.
Earnings call transcript: Cadre Holdings Q1 2026 EPS Misses, Stock Slides
Cadre Holdings (CDRE) reported disappointing Q1 2026 earnings with an EPS of $0.05, missing the forecasted $0.10, and revenue slightly below expectations at $155.4 million. Despite a 19% year-over-year increase in net sales, the stock fell significantly in after-hours trading. The company, however, reaffirmed its full-year 2026 guidance, driven by strategic acquisitions and a record orders backlog.
Capital International Investors holds 1.26M shares of Cadre Holdings (CDRE)
Capital International Investors has disclosed a 3.0% passive stake in Cadre Holdings (CDRE), holding 1,260,806 shares out of 42,726,564 outstanding shares. The filing, an Amendment No. 1 to a Schedule 13G/A, indicates that Capital International Investors has sole voting and dispositive power over these shares. This disclosure provides insight into institutional ownership and potential influence within Cadre Holdings.
Cadre Holdings, Inc. 2026 Q1 - Results - Earnings Call Presentation (NYSE:CDRE) 2026-05-12
Cadre Holdings, Inc. (NYSE:CDRE) reported strong Q1 2026 results, with an EPS of $0.18, beating estimates by $0.09, and revenue of $155.43 million, exceeding expectations by $105.40K. The company published a slide deck in conjunction with its earnings call.
Cadre Holdings Sees 2026 Sales $736M-$758M >CDRE
Cadre Holdings projects its 2026 sales to be in the range of $736 million to $758 million. This outlook provides investors with an expectation for the company's future revenue performance.
Cadre Holdings Inc. (CDRE) Releases Q1 2026 Earnings: Revenue Up but EPS Miss, Net Income Down Sharply
Cadre Holdings Inc. (CDRE) reported Q1 2026 earnings with a 19.46% year-over-year revenue increase to $155.4 million, though this was slightly below consensus estimates. Despite top-line growth, the company experienced significant margin pressure, with net income plummeting by 78.64% to $2.0 million and diluted EPS missing estimates at $0.05. Insider trading activity primarily involved sales, while institutional investors showed mixed movements in their holdings.
Record $355M safety gear backlog at Cadre after defense deals
Cadre Holdings (NYSE: CDRE) announced robust Q1 2026 results, with net sales up 19% year-over-year to $155.4 million and a record orders backlog of $355 million. The company reaffirmed its full-year 2026 guidance, driven by strong demand for safety products, recent acquisitions like TYR Tactical and Alien Gear Holsters, and significant defense contracts. This performance is fueled by increased geopolitical tensions and rising defense spending, with Cadre deploying over $400 million in M&A since January 2024.
Cadre Holdings, Inc. 1Q 2026: Revenue $155.43M, EPS $0.05— 10-Q Summary
Cadre Holdings, Inc. reported its first-quarter 2026 results, showing a revenue increase to $155.43M, driven primarily by recent acquisitions. Despite the revenue growth, net income and diluted EPS declined compared to the prior year, attributed to acquisition-related impacts and shifts in product and distribution channels. The company's backlog grew significantly to $355.4M, with gross profit improving but product gross margin compressing.
Cadre Holdings (NYSE: CDRE) grows Q1 sales, builds record $355M backlog
Cadre Holdings reported mixed Q1 2026 results with net sales up 19% year-over-year to $155.4 million, but net income declined sharply to $2.0 million due to higher expenses. The company achieved a record orders backlog of $355 million, driven by recent acquisitions and a significant blast attenuation seat contract. Cadre reaffirmed its full-year 2026 guidance for net sales and adjusted EBITDA, indicating confidence in future growth despite current margin pressures.
Cadre Holdings set to report earnings amid profitability test
Cadre Holdings is preparing to release its first-quarter results, with analysts anticipating a significant drop in profitability due to integration costs from the TYR Tactical acquisition despite solid revenue growth. Investors will be closely watching margin trajectory, the progress of the TYR Tactical integration, and the company's guidance for the rest of 2026. The company faces scrutiny after missing EPS and revenue estimates in the previous quarter, with its stock trading near a 52-week low.
Earnings Flash (CDRE) Cadre Holdings, Inc. Reports Q1 Revenue $155.4M, vs. FactSet Est of $155.3M
Cadre Holdings, Inc. (CDRE) reported Q1 revenue of $155.4 million, slightly surpassing the FactSet estimate of $155.3 million. This financial update indicates a marginal beat on revenue expectations for the company.
Cadre Holdings Inc expected to post earnings of 8 cents a share - Earnings Preview
Cadre Holdings Inc (CDRE) is anticipated to report earnings of 8 cents per share, according to this earnings preview. The Refinitiv report provides a brief outlook on the company's upcoming financial results.
Can Firms Be Bulletproof? Inside the Acquisition of TYR Tactical by Cadre Holdings
TYR Tactical, founded by Peoria Mayor Jason Beck, was recently acquired by Cadre Holdings Inc. via its subsidiary Safariland LLC. The $175 million acquisition has raised local concerns about potential job loss and the balance between the founder's mayoral duties and business growth, despite TYR's significant economic contributions to Peoria. The article highlights the delicate balance between national business objectives and local community commitments within the body armor industry.
Cadre (NYSE:CDRE) Lowered to "Strong Sell" Rating by Zacks Research
Zacks Research has downgraded Cadre (NYSE:CDRE) from a "hold" to a "strong sell" rating, though other analysts' ratings vary, resulting in an average "Hold" rating and a $43 target price. The downgrade follows Cadre missing quarterly earnings estimates, with EPS of $0.27 against a $0.47 consensus and revenue of $167.2M, a 4.9% year-over-year decline. The company's CEO also recently sold a significant number of shares.
FMR LLC reports 3.32M shares in Cadre Holdings (NASDAQ: CDRE)
FMR LLC has filed an amended Schedule 13G/A, disclosing beneficial ownership of 3,319,196.11 shares, representing a 7.8% stake in Cadre Holdings (NASDAQ: CDRE) as of March 31, 2026. The filing indicates a passive investment with Abigail P. Johnson having sole dispositive power. This ownership disclosure is a regulatory update rather than an active acquisition statement, with further details regarding subsidiary allocations provided in Exhibit 99 of the filing.
Cadre posts Q1 results May 11, executives take investor call May 12
Cadre Holdings, Inc. (NYSE: CDRE) announced its plans to release first-quarter 2026 financial results on Monday, May 11, 2026, after market close. The company will subsequently host a conference call on Tuesday, May 12, 2026, at 10:00 a.m. ET to discuss these results, featuring remarks from CEO Warren Kanders, President Brad Williams, and CFO Blaine Browers. The call will be accessible via dial-in and a live listen-only webcast through Cadre's Investor Relations website.
Cadre Holdings, Inc. (CDRE) Q4 earnings: How key metrics compare to Wall Street estimates
This article provides an analysis of Cadre Holdings, Inc.'s (CDRE) key financial metrics for Q4, comparing them against Wall Street analyst estimates. It outlines how the company's performance in revenue, EPS, and other significant indicators stacked up against market expectations.
Cadre (NYSE:CDRE) Reaches New 52-Week Low - Time to Sell?
Cadre (NYSE:CDRE) shares dropped to a new 52-week low of $28.12, trading below its moving averages, despite analysts maintaining a "Moderate Buy" consensus rating with an average target of $43.00. The company missed Q1 EPS and revenue estimates, reporting $0.27 EPS against an estimated $0.47, and revenue of $167.2M against $182.9M. Insider activity shows CEO Warren Kanders sold 100,000 shares in March, though insiders still hold 31.5% and institutions 43.9% of the stock.
Cadre Holdings stock hits 52-week low at $28.17 By Investing.com
Cadre Holdings Inc. (CDRE) stock recently hit a 52-week low, closing at $28.17, reflecting a challenging period with a 1-year change of -2.88%. Despite the downturn, InvestingPro analysis suggests the stock is undervalued, with analyst price targets ranging from $45 to $62. The company is actively pursuing strategic initiatives like acquiring Alien Gear Holsters and declared a quarterly cash dividend to stabilize its market position.
Cadre Holdings stock hits 52-week low at $28.17
Cadre Holdings Inc. (CDRE) stock recently hit a 52-week low of $28.17, reflecting a challenging period with a 1-year change of -2.88% and a nearly 31% decline over the past six months. Despite this downturn, InvestingPro analysis suggests the stock is undervalued, with analyst price targets ranging from $45 to $62. The company also announced a disappointing Q4 2025 earnings report, a new acquisition, and declared a quarterly cash dividend.
Cadre Holdings to Acquire Alien Gear Holsters for 10.3 Million Dollars
Cadre Holdings, Inc. announced an agreement to acquire Alien Gear Holsters for $10.3 million through a court-supervised bankruptcy auction. This acquisition, expected to close in Q2 2026, aims to integrate a brand with a strong direct-to-consumer presence into Cadre's safety equipment portfolio, diversifying revenue and creating operational synergies. Despite a recent analyst downgrade and missed earnings expectations, the company believes the purchase will contribute to long-term growth.
Is It Worth Considering Cadre Holdings, Inc. (NYSE:CDRE) For Its Upcoming Dividend?
Cadre Holdings, Inc. (NYSE:CDRE) is about to trade ex-dividend for a US$0.10 per share payment, resulting in a 1.4% trailing yield. While the dividend is well-covered by both earnings and cash flow with payout ratios of 35% and 27% respectively, the company has experienced a 5.9% annual decline in earnings per share over the last five years. Despite the falling earnings, the dividend has grown by 5.7% annually over the past four years, but investors should consider the overall mixed signals before investing for dividends alone.
Cadre Holdings (CDRE) Price Target Increased by 17.34% to 49.47
Cadre Holdings (CDRE) has seen its price target increased by 17.34% to reach $49.47. This upward revision suggests a positive outlook from analysts regarding the company's future stock performance.
Cadre Holdings, Inc. SEC Filing
Cadre Holdings, Inc. (CDRE) has filed an ARS document with the SEC. The filing, dated April 24, 2026, at 08:33 AM, is available as a PDF, indicating low impact and neutral sentiment. This announcement also includes links to recent news and other SEC filings related to Cadre Holdings.
Cadre Holdings (NYSE: CDRE) details 2026 virtual meeting and executive pay
Cadre Holdings will host a virtual annual stockholder meeting on May 29, 2026, where investors will vote on the election of five directors and the ratification of KPMG LLP as the independent auditor for 2026. The proxy statement also details the compensation of executive officers for 2025, with CEO Warren B. Kanders receiving a total compensation of $6,789,841, including a significant cash bonus related to strong operating results and strategic acquisitions. Insider ownership is substantial, with CEO Kanders holding 27.1% of shares outstanding.
Cadre Holdings (CDRE) Price Target Increased by 17.34% to 49.47
Cadre Holdings (CDRE) has seen its price target increased by 17.34% to $49.47. This adjustment reflects analyst sentiment regarding the company's future stock performance. Investors will be monitoring how this revised target influences market activity for CDRE.
Cadre Holdings declares $0.10 quarterly dividend
Cadre Holdings, Inc. (NYSE:CDRE) declared a quarterly cash dividend of $0.10 per share, which translates to an annualized dividend of $0.40 per share and a yield of 1.31%. The dividend will be paid on May 15, 2026, to shareholders of record as of May 1, 2026. This announcement comes as the company's shares are trading near their 52-week low, and follows a recent earnings miss and an acquisition of Alien Gear Holsters.
Cadre Holdings declares $0.10 dividend
Cadre Holdings (CDRE) has declared a quarterly dividend of $0.10 per share. The dividend is payable on May 15, 2026, to shareholders of record as of May 1, 2026.
Cadre Holdings declares $0.10 quarterly dividend By Investing.com
Cadre Holdings, Inc. (NYSE:CDRE) has announced a quarterly cash dividend of $0.10 per share, payable on May 15, 2026, to shareholders of record as of May 1, 2026. This translates to an annualized dividend of $0.40 per share, yielding 1.31%. The company, a manufacturer of safety equipment, has also recently acquired Alien Gear Holsters for $10.3 million and reported a fourth-quarter 2025 earnings miss.
Press Release: Cadre Holdings Declares Quarterly Dividend of $0.10 Per Share
Cadre Holdings, Inc. (NYSE: CDRE) announced that its Board of Directors has declared a quarterly cash dividend of $0.10 per share of common stock. The dividend is payable on May 15, 2026, to stockholders of record as of the close of business on April 30, 2026.
Cadre Holdings Keeps Quarterly Dividend at $0.10 a Share, Payable May 15 to Holders of Record May 1
Cadre Holdings (CDRE) announced that it will maintain its quarterly dividend at $0.10 per share. The dividend is payable on May 15, 2026, to shareholders of record as of May 1, 2026. This news reinforces the company's commitment to returning value to its shareholders.
Cadre investors to receive 10-cent dividend on May 15 per share
Cadre Holdings Inc. announced a quarterly cash dividend of $0.10 per share, totaling $0.40 per share on an annualized basis. The dividend will be paid on May 15, 2026, to shareholders of record as of May 1, 2026. The company is a global leader in manufacturing and distributing safety equipment for law enforcement, first responders, military, and nuclear markets.
Cadre Holdings Declares Quarterly Dividend of $0.10 Per Share
Cadre Holdings, Inc. announced that its Board of Directors has declared a quarterly cash dividend of $0.10 per share, totaling $0.40 per share on an annualized basis. The dividend will be paid on May 15, 2026, to shareholders of record as of May 1, 2026. Cadre Holdings is a global leader in manufacturing and distributing safety equipment for law enforcement, first responders, military, and nuclear markets.
Cadre Holdings Inc stock (US1273901004): Why Google Discover changes matter more now
The article discusses how Google's 2026 Discover Core Update significantly changes how investors receive news and insights on companies like Cadre Holdings Inc. This update prioritizes personalized, proactive mobile feeds over traditional search, delivering tailored information on public safety and defense directly to users. For investors in Cadre Holdings, this means faster access to critical updates on contracts, product innovation, and market expansion, leveraging their behavioral data to surface relevant industry trends and company-specific news.
Cadre Holdings Inc stock (US1273901004): Why Google Discover changes matter more now for safety gear
Google's Discover feed is increasingly influencing how investors track stocks like Cadre Holdings Inc by proactively delivering tailored content based on user interests in public safety and defense markets. This mobile-first shift, amplified by the 2026 Discover Core Update, means faster access to updates on body armor and tactical gear, bypassing traditional search methods. The article emphasizes that investors can leverage Discover's algorithm to stay informed about Cadre Holdings' performance and market catalysts in the non-discretionary safety and survivability equipment sector.
Cadre Holdings Inc stock (US1273901004): Why Google Discover changes matter more now for safety gear
Google Discover's proactive delivery of content, rather than search-based results, is significantly impacting how investors track stocks like Cadre Holdings Inc (US1273901004). This mobile-first shift, fueled by the 2026 Discover Core Update, provides faster access to updates on public safety and defense markets directly to investors' mobile feeds, influencing sentiment and investment decisions more rapidly. Cadre Holdings, a provider of safety and survivability products, benefits from this as its niche market and consistent demand aligns well with Discover's algorithm, allowing for real-time insights into market catalysts and company news.
Cadre (NYSE:CDRE) Stock Price Down 4.6% - What's Next?
Cadre (NYSE:CDRE) shares dropped 4.6% to $31.58 on Thursday, trading on unusually low volume after missing quarterly earnings and revenue expectations. Despite the miss, analysts maintain a "Moderate Buy" consensus with an average target price of $43.00. CEO Warren B. Kanders recently sold 100,000 shares for $3.19 million, reducing his stake by 1.0%.
Top Growth Companies With Strong Insider Ownership In April 2026
This article identifies top growth companies in the United States with strong insider ownership, which suggests confidence from those most familiar with their operations. It highlights companies like Microvast Holdings, Xometry, and Cadre Holdings, detailing their financial performance, growth forecasts, and insider ownership percentages. The US market has seen significant growth, with earnings projected to increase annually, making these companies particularly appealing.
Does Cadre’s New Universal Shelf Filing Reshape the Bull Case for Cadre Holdings (CDRE)?
Cadre Holdings (CDRE) recently filed a universal shelf registration, providing financial flexibility for future initiatives but also raising concerns about potential dilution. While this allows for acquisitions and growth, the company's performance remains tied to large government contracts and successful M&A integration. Investors should weigh the benefits of this flexibility against potential dilution and the existing reliance on government budgets, especially in light of Cadre's 2026 net sales guidance.
Rep. Gilbert Ray Cisneros, Jr. Purchases Shares of Cadre Holdings, Inc. (NYSE:CDRE)
Representative Gilbert Ray Cisneros, Jr. (Democratic-California) recently purchased between $1,001 and $15,000 in shares of Cadre Holdings, Inc. (NYSE:CDRE) on March 16. This transaction comes as Cadre reported a quarterly EPS miss but saw its stock trade up, and the company also increased its quarterly dividend. Analyst sentiment for Cadre is a "Moderate Buy" with an average target price of $43.00, despite a recent insider sale by CEO Warren B. Kanders.
Precision Trading with Cadre Holdings Inc. (CDRE) Risk Zones
This article provides a detailed AI-driven analysis for Cadre Holdings Inc. (CDRE), identifying near-term strong sentiment transitioning to mid-term neutrality and long-term positive bias. It presents three distinct trading strategies—Position, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis, focusing on entry zones, targets, stop losses, and support/resistance levels to optimize trading and manage risk.
CDRE PE Ratio & Valuation, Is CDRE Overvalued
Cadre Holdings Inc (CDRE) is currently in the "Fair zone" according to its forward PE ratio of 25.00, compared to its five-year average of 31.29. The fair price for CDRE is estimated between $20.63 and $53.85 using a relative valuation method. While the company's P/S ratio of 1.76 is significantly higher than the industry average, its negative revenue growth suggests this premium may not be sustainable.
Cadre Holdings (CDRE) president granted RSUs and options with 2027–2029 vesting
Cadre Holdings, Inc. president Brad Williams received new equity awards включающими 18,399 restricted stock units (RSUs) and stock options for 59,597 shares. These awards, granted under the company's 2021 Stock Incentive Plan, vest in equal installments between March 2027 and March 2029. The stock options have an exercise price of $29.39 per share and expire on March 30, 2036, aligning his incentives with long-term company performance.
Cadre Holdings (CDRE) CFO receives new RSU and stock option awards
Cadre Holdings, Inc. (CDRE) granted its Chief Financial Officer, Blaine Browers, new equity awards, including 15,333 restricted stock units and stock options for 49,664 shares. These awards, part of the company's 2021 Stock Incentive Plan, are compensation and not open-market transactions. The RSUs and stock options will vest in three equal installments on March 30, 2027, 2028, and 2029.
