Cadre Holdings: A Risky M&A Strategy Worth Betting On
Cadre Holdings earns a Buy rating after a 45% share price decline, supported by record backlog and strong acquisition performance. CDRE's strategy hinges on disciplined M&A in fragmented, mission-critical safety markets, with manageable goodwill levels and robust free cash flow. My 2028 price target is $39, implying 55% upside, though I question the high dividend payout given capital allocation priorities.
Our Cadre Holdings Stock Pick Hasn't Worked Out. We're Walking Away.
The stock dropped below a key technical support level this week.
Cadre Q2 Earnings Call Highlights
Cadre NYSE: CDRE reported second-quarter results marked by higher sales, profitability and backlog, citing demand across public safety and nuclear safety markets and contributions from recent acquisitions.
Cadre Holdings, Inc. (CDRE) Q2 2026 Earnings Call Transcript
Cadre Holdings, Inc. (CDRE) Q2 2026 Earnings Call Transcript
Cadre Holdings, Inc. (CDRE) Lags Q2 Earnings Estimates
Cadre Holdings, Inc. (CDRE) came out with quarterly earnings of $0.26 per share, missing the Zacks Consensus Estimate of $0.29 per share. This compares to earnings of $0.3 per share a year ago.
Here's What Key Metrics Tell Us About Cadre Holdings, Inc. (CDRE) Q2 Earnings
While the top- and bottom-line numbers for Cadre Holdings, Inc. (CDRE) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Cadre Holdings: Recurring Demand And H2 Potential Margin Inflection
Cadre Holdings earns a buy rating due to strong market position, recurring replacement demand, and anticipated H2 margin inflection. Over 80% of CDRE's product line is tied to replacement cycles, providing visible, sticky demand and competitive advantages from trusted brands Safariland and Med-Eng. Q1 margin weakness is attributed to acquisition-related factors, but H2 2026 is expected to drive margin recovery as shipment volumes and mix improve.
Cadre Holdings, Inc. (CDRE) Q1 2026 Earnings Call Transcript
Cadre Holdings, Inc. (CDRE) Q1 2026 Earnings Call Transcript
Cadre Q1 Earnings Call Highlights
Cadre NYSE: CDRE reported a 19% year-over-year increase in first-quarter 2026 net sales and reaffirmed its full-year outlook, with management pointing to record backlog, recent acquisitions and sustained demand across public safety and nuclear safety markets.
Cadre Holdings, Inc. (CDRE) Matches Q1 Earnings Estimates
Cadre Holdings, Inc. (CDRE) came out with quarterly earnings of $0.09 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.23 per share a year ago.
Compared to Estimates, Cadre Holdings, Inc. (CDRE) Q1 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for Cadre Holdings, Inc. (CDRE) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Cadre Holdings, Inc. (CDRE) Q4 2025 Earnings Call Transcript
Cadre Holdings, Inc. (CDRE) Q4 2025 Earnings Call Transcript
