CDRE Overview

Contract Award: Cadre Holdings' subsidiary, Med-Eng, has secured a 5-year contract worth up to $50 million from the U.S. Department of War to provide a Blast Exposure Monitoring (BEMO) system aimed at enhancing warfighter safety during training operations.

Technological Innovation: The BEMO system will utilize advanced sensor hardware and software to monitor and record blast overpressure exposures, contributing to the DoW's Brain Health program and enabling real-time updates for military personnel.

Future Deliveries: The first deliveries under this contract are expected to begin in 2026, following a competitive development program focused on improving identification methods for blast overpressure exposures in combat and training environments.

Company Background: Cadre Holdings, based in Jacksonville, Florida, specializes in safety equipment for various sectors, including law enforcement and military, with a commitment to innovation and user safety through its products.

Validea's Small-Cap Growth Investor Model: The model, based on Motley Fool's strategy, identifies small-cap growth stocks with strong fundamentals and price performance, highlighting Westwood Holdings Group Inc (WHG) and Cadre Holdings Inc (CDRE) as stocks with improved ratings of 76%.

Westwood Holdings Group Inc (WHG): This investment services company has seen its rating rise from 49% to 76%, indicating solid fundamentals and valuation, with a focus on providing investment advisory and trust services.

Cadre Holdings Inc (CDRE): Engaged in manufacturing safety products, Cadre's rating improved from 63% to 76%, reflecting strong fundamentals and valuation, with a product range that includes body armor and other safety equipment.

Imperial Petroleum Inc (IMPP): This oil and gas operations company experienced a rating increase from 59% to 72%, indicating a positive shift in its fundamentals and valuation, specializing in the transportation of petroleum and petrochemical products.

Quarterly Revenue Growth: Cadre Holdings, Inc. reported $155.87 million in revenue for Q3 2025, a 42.5% increase year-over-year, although it fell short of the Zacks Consensus Estimate of $159.64 million.

Earnings Per Share (EPS): The company achieved an EPS of $0.27, up from $0.09 a year ago, surpassing the consensus estimate of $0.26 by 3.85%.

Investor Insights: Investors are closely monitoring revenue and earnings changes to gauge the company's financial health and stock price performance, comparing these metrics to previous years and analyst expectations.

Additional Resources: Zacks Investment Research offers insights and recommendations, including a report on the "7 Best Stocks for the Next 30 Days."

Earnings Announcement: Aerospace and defense company Cadre (NYSE:CDRE) will announce its earnings results this Tuesday, with analysts expecting a revenue growth of 46.5% year on year to $160.2 million and adjusted earnings of $0.28 per share.

Recent Performance: Cadre previously exceeded revenue expectations by 3.3% last quarter, but missed adjusted operating income estimates and full-year EBITDA guidance. The company has only missed Wall Street's revenue estimates once in the past two years.

Industry Context: Peers in the aerospace and defense sector, such as Byrna and RTX, have reported positive Q3 results, with Byrna achieving 35.1% revenue growth and RTX 11.9%, indicating a generally favorable environment for the industry.

Investor Sentiment: Cadre's stock has increased by 13.8% over the past month, with an average analyst price target of $43, slightly above its current share price of $42.70, suggesting cautious optimism among investors heading into the earnings report.

Upcoming Ex-Dividend Dates: On 10/31/25, Northwest Natural Holding Co (NWN), Cadre Holdings Inc (CDRE), and Zoetis Inc (ZTS) will trade ex-dividend, with respective dividends of $0.4925, $0.095, and $0.50 scheduled for payment on 11/14/25 and 12/2/25.

Expected Price Adjustments: Following the ex-dividend date, NWN shares are expected to open 1.04% lower, CDRE by 0.22%, and ZTS by 0.34%, based on their recent stock prices.

Dividend Yield Estimates: The estimated annualized yields for the companies are 4.18% for NWN, 0.88% for CDRE, and 1.38% for ZTS, reflecting their historical dividend stability.

Current Trading Performance: As of Wednesday trading, NWN shares are down 0.8%, CDRE shares are up 0.7%, and ZTS shares are down 1.4%.