Cadre Holdings, Inc. (CDRE)

Over the past six months, Cadre Holdings experienced several stock events. In November 2025, the company reported strong Q3 results and declared a dividend. In January 2026, the dividend increased, and TYR Tactical was acquired. March 2026 saw annual revenue growth but Q4 earnings missed expectations, causing a stock drop. The acquisition of Tedder Industries was announced, and dilution concerns arose from a shelf registration filing. The CEO sold shares, and an $86 million contract was secured. In April 2026, a dividend was declared, and the stock hit a 52-week low before rallying due to defense spending and anticipation of strong Q1 earnings. As of May 4, 2026, the stock price was $29.24.

Demand for Cadre Holdings, Inc.’s products and services is characterized by recurring demand driven by mandatory refresh cycles, which account for over 60% of its product sales. The company experiences strong and consistent demand for law enforcement and military safety products, nuclear safety solutions, and crowd control products. This demand is further supported by the sale of consumables and a broad customer base.

Cadre Holdings, Inc. designs and manufactures critical safety and survivability equipment, including body armor, EOD equipment, bomb suits, and duty gear. The company also provides nuclear safety products, communications solutions, forensic and investigation products, firearms cleaning solutions, and crowd control products. Its operations are divided into Products, which manufactures and sells products, and Distribution, which sells both Cadre's manufactured goods and third-party products.

Cadre Holdings, Inc. has a global reach, with its engineered products utilized in over 100 countries. The company's corporate offices are located in Jacksonville, Florida, United States.

Cadre Holdings' brands, such as Safariland and Med-Eng, are recognized for innovation, quality, and product performance. The company's mission is "Together, We Save Lives®." The acquisition of TYR Tactical enhanced the portfolio with a company known for advanced protective equipment. The company generally maintains a positive image through its focus on critical safety equipment for first responders and military personnel.

Cadre Holdings, Inc.'s ownership includes institutional investors holding approximately 64.58% of the shares, individuals holding around 28.82%, and other entities accounting for 6.76%. Major institutional shareholders include Fmr Llc, Greenhouse Funds LLLP, BlackRock, Inc., Capital International Investors, Reinhart Partners, Inc., Vanguard Group Inc, State Street Corp, Wynnefield Capital Inc, Capital Research Global Investors, and GW&K Investment Management, LLC. Warren B. Kanders, the Chairman and CEO, and his affiliated entities, hold a substantial majority stake, reported at approximately 67.52% as of January 2025.