CDRE News & Events

Stock futures are modestly lower in choppy pre-market trading as traders weigh shifting oil prices and a key inflation report. Markets are trading cautiously with volatile energy prices and ongoing geopolitical tensions in the Middle East.The dominant macro driver remains the energy market. Oil prices, which spiked above $100 and briefly approached $120 earlier in the week amid fears of disruptions to shipping through the Strait of Hormuz, have retreated significantly and are now trading below $90 after talk of a coordinated release of emergency reserves. The International Energy Agency is considering recommending a record release of roughly 400M barrels from global strategic stockpiles in an effort to stabilize energy markets following the conflict-driven supply shock, reports indicate.Despite the pullback in crude, markets remain sensitive to geopolitical developments. Reports of attacks on commercial vessels near the Strait of Hormuz have reinforced the fragility of global energy supply routes and kept risk sentiment unstable.Investors are also weighing inflation data that showed consumer prices rising in February. The consumer price index was up 0.3% on a month-over-month basis and up 2.4% compared to last year, both of which matched consensus.In pre-market trading, S&P 500 futures fell 0.23%, Nasdaq futures fell 0.20% and Dow futures fell 0.37%.Check out this morning's top movers from around Wall Street, compiled by The Fly.HIGHER -Nebiusup 10% after announcing $2B investment from Nvidiain strategic partnership to develop and deploy the next generation of hyperscale cloud for the AI marketUniFirstup 7% after entering into a definitive agreement under which Cintaswill acquire the company for $310.00 per share in cash and stockCarMaxup 6% after Starboard Value established a $350M stake in the companyUpstartup 2% after reporting its plan to submit an application to the Office of the Comptroller of the Currency and the Federal Deposit Insurance Corporation to establish an insured national bankUP AFTER EARNINGS -Target Hospitalityup 11%Oracleup 9%Sprinklrup 8%DOWN AFTER EARNINGS -AeroVironmentdown 11%Groupondown 11%Campbell'sdown 5%Cadredown 5%

Reports Q4 revenue $167.2M, consensus $182.94M. "2025 marked another year of strong financial and strategic progress for Cadre, underscoring the resilience of our businesses, the market leadership of our brands, and the consistency of our teams' execution," said Warren Kanders, CEO and Chairman. "We continued to see strong and recurring demand throughout the year for our suite of leading safety products across our law enforcement, first responder, military and nuclear categories. We delivered higher net sales and profit in 2025, as well as record adjusted EBITDA, while expanding full year gross margin 140 basis points year-over-year. The Cadre operating model drives improvement every day, and we are excited about the potential to unlock further efficiencies and profitability moving forward."

Sees FY26 adjusted EBITDA $136M-$141M. Sees FY26 CapEx $10M-$14M.