Cadre Holdings, Inc. (CDRE)

Cadre Holdings' stock has been impacted by several key events. The company completed the acquisition of TYR Tactical in February 2026, following the acquisition of Carr's Engineering Ltd. and Carr's Engineering US Inc. in January 2025, and Alpha Safety in March 2024. The company increased its quarterly dividend by 5% to $0.10 per share in January 2026. Cadre Holdings reported its Q3 2025 earnings on November 5, 2025, posting an EPS of $0.27, meeting analyst expectations. Analysts have maintained a generally positive outlook, with an average rating of "Moderate Buy" and an average target price of $43.00 as of February 2026. There has been significant insider selling activity. In March 2024, Cadre Holdings announced the pricing of an underwritten public offering of common stock.

Cadre Holdings experiences consistent and strong demand for its mission-critical safety products across its law enforcement, first responder, military, and nuclear categories. The company has noted "positive demand trends" and "secular trends driving demand" for its products. Large order shipment timing for explosive ordnance disposal (“EOD”) and armor products can impact quarterly sales, suggesting some lumpiness in demand rather than a smooth seasonal cycle.

Cadre Holdings, Inc. is a global leader in manufacturing and distributing safety and survivability equipment for first responders, federal agencies, and the outdoor/personal protection markets. The company specializes in critical protection equipment, including body armor, explosive ordnance disposal (EOD) equipment, duty gear, and nuclear safety products. Cadre also provides third-party products and services equipment for the nuclear, defense, and oil and gas industries. Key brands include Safariland and Med-Eng.

Cadre Holdings' 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. The company serves federal agencies such as the U.S. Department of State, U.S. Department of Defense, U.S. Department of Homeland Security, and the Department of Energy, as well as various foreign government agencies.

Cadre Holdings maintains a strong brand reputation built on providing trusted, innovative, high-quality safety and survivability products, encapsulated by its creed "Together, We Save Lives®". Analyst ratings generally reflect a positive sentiment, with a consensus of "Buy" and an "Outperform" status from brokerage firms. The company's strategic acquisitions and consistent delivery of mission-critical equipment contribute to its positive standing.

Warren B. Kanders, the Executive Chairman and CEO, is the majority owner, holding approximately 67.52% of the company's stock as of January 2025. Institutional investors hold a significant portion of the stock, with 43.95% of shares held by institutions. Major institutional shareholders include Fmr Llc, Greenhouse Funds LLLP, BlackRock, Inc., Capital International Investors, Reinhart Partners, Inc., and The Vanguard Group Inc.