Cadre announces Q3 EPS of 27 cents, falling short of consensus estimate of 28 cents.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 04 2025
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Q3 Revenue Performance: Reports Q3 revenue of $155.87M, slightly below the consensus estimate of $158.96M.
CEO's Statement: CEO Warren Kanders highlights strong performance driven by Cadre's leading brands and favorable market trends in law enforcement and military sectors.
Financial Growth: Significant increases in revenue, gross profit, net income, and Adjusted EBITDA, with a notable improvement in Adjusted EBITDA margin by 670 basis points year-over-year.
Backlog Expansion: The company has expanded its backlog significantly, maintaining a track record of consistent growth despite a challenging operating environment.
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Analyst Views on CDRE
Wall Street analysts forecast CDRE stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CDRE is 53.33 USD with a low forecast of 49.00 USD and a high forecast of 62.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Analyst Rating
3 Buy
0 Hold
0 Sell
Strong Buy
Current: 40.010
Low
49.00
Averages
53.33
High
62.00
Current: 40.010
Low
49.00
Averages
53.33
High
62.00
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.
Cadre Holdings Completes Acquisition of TYR Tactical
- Acquisition Details: Cadre Holdings has completed the acquisition of TYR Tactical for a total price of $144 million, which includes $120 million in cash and $24 million in common stock, along with $1 million in restricted stock units, demonstrating the company's commitment to expanding in the tactical gear market.
- Performance Expectations: The acquisition is expected to be immediately accretive to Cadre's earnings and adjusted EBITDA margins, indicating a strategic intent to enhance financial performance and market competitiveness.
- Market Expansion Opportunities: Through this acquisition, Cadre gains access to the European defense market and expands its influence among global law enforcement and military customers, further solidifying its market leadership.
- Future Development Strategy: CEO Warren Kanders stated that Cadre will continue to seek M&A opportunities in the public safety and nuclear markets, reflecting a strong commitment to future growth and strategic planning.
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Cadre Holdings (CDRE) Increases Quarterly Dividend by 5.3% to $0.10 per Share
- Dividend Increase: Cadre Holdings raised its quarterly dividend from $0.095 to $0.10 per share, marking a 5.3% increase that reflects the company's ongoing improvement in cash flow and profitability, which is expected to boost investor confidence.
- Dividend Payment Schedule: The new dividend will be payable on February 13, with a record date of January 30 and an ex-dividend date also on January 30, ensuring that existing shareholders receive timely returns, thereby strengthening the shareholder base.
- Sales Target: Cadre Holdings has set a sales target of $624 million to $630 million for 2025, indicating the company's optimistic outlook for future performance while actively advancing the acquisition of TYR Tactical to achieve this goal.
- Contract Win: A subsidiary of Cadre Holdings secured a $50 million contract with the Department of Defense, which not only provides a significant revenue stream but also enhances the company's market position in the defense sector.
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