Cadre Holdings Reports Decline in Q4 Earnings
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 10 2026
0mins
Should l Buy CDRE?
Source: NASDAQ.COM
- Earnings Decline: Cadre Holdings reported a net income of $11.73 million for Q4, translating to an EPS of $0.27, which is a decrease from last year's $12.98 million and $0.32 per share, indicating a weakening in the company's profitability.
- Revenue Drop: The company's revenue for the fourth quarter was $167.22 million, down 5% from $175.98 million last year, reflecting weakened market demand and increased competition impacting sales.
- Performance Comparison: The decline in both earnings and revenue compared to last year suggests that Cadre Holdings is facing challenges in the current economic environment, potentially necessitating strategic adjustments to regain growth.
- Future Outlook: Despite the current underperformance, the company may need to implement measures to enhance market share and profitability, especially in a highly competitive market landscape.
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Analyst Views on CDRE
Wall Street analysts forecast CDRE stock price to rise
3 Analyst Rating
3 Buy
0 Hold
0 Sell
Strong Buy
Current: 29.960
Low
50.00
Averages
52.67
High
55.00
Current: 29.960
Low
50.00
Averages
52.67
High
55.00
About CDRE
Cadre Holdings, Inc. is engaged in the manufacturing and distribution of safety products. The Company's equipment provides protection to allow users to safely perform their duties and protect those around them in hazardous or life-threatening situations. Its core products include body armor, explosive ordnance disposal equipment, duty gear and nuclear safety products. Its principal body armor product offerings include concealable, corrections and tactical armor, which provide varying levels of protection against ballistic or sharp instrument threats. It offers an engineered portfolio of critical operator survival suits, blast sensors, accessories and vehicle blast attenuation seats for bomb safety technicians, among others. Its engineered products are utilized in over 100 countries by federal, state and local law enforcement, fire and rescue professionals, explosive ordnance disposal teams, and emergency medical technicians. Its key brands include Safariland and Med-Eng, among others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Brand Value Enhancement: Alien Gear, established in 2014, is a recognized holster manufacturer with a direct-to-consumer sales channel, and this acquisition will enhance Cadre's brand portfolio while leveraging Alien Gear's innovative capabilities to elevate product standards.
- Business Synergies: Cadre President Brad Williams noted that this transaction will create significant business synergies, as Alien Gear's customer-first philosophy aligns with Cadre's operational model, potentially driving continuous improvement and reinforcing market leadership.
- Market Outlook: This acquisition not only provides Cadre with an entry into the consumer market but also enhances its competitiveness in the global safety equipment industry through Alien Gear's experienced team and innovation-driven products.
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- Investor Attention: Analysts suggest that CDRE's oversold condition could present potential buying opportunities for investors, especially as market sentiment shifts, potentially drawing more capital inflows.
See More
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See More
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- Brand Value Enhancement: Alien Gear, established in 2014, is a recognized holster manufacturer with a direct-to-consumer sales channel, and this acquisition will enhance Cadre's brand portfolio while leveraging Alien Gear's innovative capabilities to elevate product standards.
- Business Synergies: Cadre President Brad Williams noted that this transaction will create significant business synergies, as Alien Gear's customer-first philosophy aligns with Cadre's operational model, potentially driving continuous improvement and reinforcing market leadership.
- Market Outlook: This acquisition not only provides Cadre with an entry into the consumer market but also enhances its competitiveness in the global safety equipment industry through Alien Gear's experienced team and innovation-driven products.
See More
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Acquisition Announcement: Cadr Holdings Inc. has announced its intention to acquire Alien Gear Holsters' assets for $10.3 million.
Strategic Move: This acquisition is part of Cadr Holdings' strategy to expand its portfolio in the firearm accessories market.
See More
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Company Announcement: Cadre Holdings (CDRE.US) plans to sell 200,000 shares of its common stock.
Market Value: The total market value of the shares being sold is approximately $6.28 million.
See More
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- Revenue Shortfall: Cadre's Q4 CY2025 revenue of $167.2 million fell 5% year-on-year and missed analyst expectations of $184.3 million, resulting in a negative market reaction that impacted stock performance.
- Profitability Decline: The company's adjusted EPS of $0.29 was 37.4% below the expected $0.47, indicating significant pressure on profitability that may affect investor confidence moving forward.
- Growing Order Backlog: Despite challenges, Cadre's order backlog increased nearly 50% year-on-year, driven by significant contracts including a $50 million monitoring system and an $86 million military seat contract, which are expected to provide revenue visibility in the coming years.
- Nuclear Market Headwinds: The nuclear segment faces short-term pressure due to federal policy changes slowing plutonium blending, but management anticipates growth will resume as commercial nuclear opportunities arise, necessitating close monitoring of policy developments.
See More
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- Oversold Signal: Cadre Holdings Inc (CDRE) saw its RSI drop to 27.5 during Wednesday's trading, indicating the stock has entered oversold territory, suggesting that the recent heavy selling may be exhausting, prompting investors to consider buying opportunities.
- Price Fluctuation: CDRE shares hit a low of $34.16, with the current trading price at $35.21, showing a significant recovery from the 52-week low of $27.0743, yet still far below the 52-week high of $48.7599, reflecting market uncertainty.
- Market Comparison: Compared to the S&P 500 ETF (SPY) with an RSI of 42.4, CDRE's low RSI may attract investors looking for a rebound, indicating a divergence in market sentiment.
- Investor Attention: Analysts suggest that CDRE's oversold condition could present potential buying opportunities for investors, especially as market sentiment shifts, potentially drawing more capital inflows.
See More
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- Increased Backlog: The company reported a nearly 50% increase in backlog compared to last year, including a $50 million IDIQ contract, demonstrating sustained demand for its mission-critical safety products and enhancing visibility for future revenues.
- Acquisition Strategy: Cadre's acquisition of Carr's Engineering and TYR Tactical further solidifies its position in the critical safety solutions market, with TYR expected to contribute approximately $100 million in revenue, showcasing the company's proactive measures to expand its market reach.
- Future Outlook: For 2026, net sales are projected to be between $736 million and $758 million, with adjusted EBITDA expected between $136 million and $141 million, reflecting the company's expectations for organic growth in public safety and nuclear businesses, despite facing some near-term challenges.
See More
