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CDRE

Cadre Holdings, Inc.

CDRE

NYSE·Industrials·Aerospace & Defense·Mkt cap $1.3B

$29.76

-0.40%

P/E

34.60

Mkt Cap

$1.3B

52-Wk Range

$25.73–$48.76

52-Week Range

$25.73 - $48.76

P/E

34.60

Fwd P/E

29.71

Beta

1.32

Div Yield

1.33%

Avg Vol

397.5K

Shares Out

42.7M

Mkt Cap

$1.3B

Price action

Price chart

Down 6.6% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

5 reasons

  • Established brand heritage with 60+ year history and trusted reputation among first responders and military
  • Proprietary product portfolio with Safariland and Protech Tactical brands commanding premium positioning in body armor and protective equipment
  • Integrated distribution network providing one-stop-shop convenience for law enforcement and government agencies
  • Long-standing relationships with federal agencies including DoD, DHS, State Department, and Department of Justice
  • Specialized expertise in mission-critical safety equipment where quality and reliability are non-negotiable

Bear Case

1 risk

  • Average volatility.

Growth

Moderate growth ahead

Steady revenue growth (8% YoY)

Value

Fairly valued vs Defense Prime Contractors peers

Momentum

Stable

-0.8% over 3m

Quality

Strong

Strong fundamentals

Dividend

Modest

1.33% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Nov 3, 2026

Q3 26 RECAP

AUG 5, 2026

Reported EPS of $0.26 vs $0.22 consensus (+18.2% surprise). Revenue of $207.1M vs $178.3M expected (+16.2%). Beat on both top and bottom lines.

EPS beat +18.2%
Rev beat +16.2%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+18.2%

Revenue trend · last 8Q

+41%

-6%

+9%

+42%

-5%

+19%

+32%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$109.4M

$176.0M

$130.1M

$157.1M

$155.9M

$167.2M

$155.4M

$207.1M

Margins · last 8Q

Gross

42.1%

Operating

10.8%

Profit

5.5%

Wall Street consensus

1 analyst · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

1

100%

Hold

0%

Sell

0%

Median Price Target

Latest: Jefferies · Aug 9, 2026

vs Industry

How CDRE stacks vs Aerospace & Defense

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.