Cadre Holdings, Inc. (CDRE)

In November 2025, Cadre Holdings reported increased net sales and Adjusted EBITDA for Q3 2025 due to acquisitions and strong demand, and discussed the acquisition of TYR Capital. In January 2026, Cadre Holdings increased its dividend and announced an $86 million contract award to a subsidiary by General Dynamics European Land Systems and a Pentagon contract for up to $50 million. In February 2026, Cadre Holdings completed the acquisition of TYR Tactical. In March 2026, the company reported increased annual net sales but a Q4 sales drop and margin compression due to contract timing and underperformance of the Alpha Safety acquisition, while targeting significant growth for 2026. In late March 2026, Cadre Holdings announced an agreement to acquire assets of Tedder Industries, including Alien Gear Holsters, for $10.3 million. In late March 2026, the Executive Chairman & CEO sold stock, and the stock experienced a significant decline, leading some analysts to upgrade it to a "strong buy".

Based on historical stock price data, July has historically shown the highest probability of positive returns for CDRE stock, suggesting potentially stronger demand or positive market sentiment during that month, while April may not be an ideal month for investment. The company's products cater to government and defense agencies, law enforcement, and first responders, implying a relatively consistent demand driven by ongoing needs for safety and security equipment, rather than strong seasonal consumer trends. Contract timing and budget cycles of these agencies could introduce some fluctuations in demand throughout the year.

Cadre Holdings, Inc., headquartered in Jacksonville, Florida, is a global leader in the manufacturing and distribution of safety and survivability products within the Industrials sector, specifically in the Aerospace & Defense industry. The company provides critical protection to users in hazardous situations through a diversified portfolio of engineered equipment, including body armor, EOD equipment, duty gear, and nuclear safety products. Cadre also acts as a one-stop shop for law enforcement agencies, offering both its manufactured goods and third-party products. Key brands include Safariland and Med-Eng.

Cadre Holdings, Inc. has a significant global presence, with its products utilized in over 100 countries. The company serves federal, state, and local law enforcement, fire and rescue professionals, explosive ordnance disposal teams, and emergency medical technicians worldwide. It has a strong presence in North America and Europe and is actively expanding its international market share.

Cadre Holdings maintains a reputation as a premier global provider of trusted, innovative, high-quality safety and survivability products, emphasizing superior quality and innovation. Its long history, tracing back to Safariland Ltd. in 1964, has established strong brand recognition with key brands like Safariland and Med-Eng. The company's financial performance in Q4 2025, which included a sales drop and margin compression, could indirectly affect investor perception and brand confidence. A cybersecurity incident in 2024 impacted gross profit, which could have had a temporary effect on operational reputation. The company's continued strategic acquisitions and contract awards suggest a generally positive and active brand presence in its target markets.

Cadre Holdings, Inc. is a publicly traded company on the NYSE under the ticker CDRE with a blend of institutional and insider holdings. Warren B. Kanders, the CEO and Executive Chairman, is the majority owner, holding approximately 63.51% of the company's stock. Maui Holdings LLC, an insider, also holds a significant stake. Top institutional holders include BlackRock, Inc., The Vanguard Group, Inc., State Street Global Advisors, Inc., and Fmr LLC.