Lake Street Reaffirms Their Buy Rating on Cadre Holdings (CDRE)
Analyst Rating and Price Target: Lake Street analyst Mark Smith has maintained a Buy rating on Cadre Holdings (CDRE) with a price target of $41.00, while the stock closed at $33.52. The company has a Moderate Buy consensus with a price target average of $42.50.
Insider Activity and Financial Outlook: Recent insider activity shows negative sentiment as insiders have been selling shares, including CEO Warren Kanders who sold over 12,000 shares. Cadre Holdings reported Q4 earnings below estimates and projects FY25 revenue lower than consensus expectations.
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Cadre Holdings Completes Acquisition of TYR Tactical
- Acquisition Details: Cadre Holdings has completed the acquisition of TYR Tactical for a total price of $144 million, which includes $120 million in cash and $24 million in common stock, along with $1 million in restricted stock units, demonstrating the company's commitment to expanding in the tactical gear market.
- Performance Expectations: The acquisition is expected to be immediately accretive to Cadre's earnings and adjusted EBITDA margins, indicating a strategic intent to enhance financial performance and market competitiveness.
- Market Expansion Opportunities: Through this acquisition, Cadre gains access to the European defense market and expands its influence among global law enforcement and military customers, further solidifying its market leadership.
- Future Development Strategy: CEO Warren Kanders stated that Cadre will continue to seek M&A opportunities in the public safety and nuclear markets, reflecting a strong commitment to future growth and strategic planning.
Cadre Holdings (CDRE) Increases Quarterly Dividend by 5.3% to $0.10 per Share
- Dividend Increase: Cadre Holdings raised its quarterly dividend from $0.095 to $0.10 per share, marking a 5.3% increase that reflects the company's ongoing improvement in cash flow and profitability, which is expected to boost investor confidence.
- Dividend Payment Schedule: The new dividend will be payable on February 13, with a record date of January 30 and an ex-dividend date also on January 30, ensuring that existing shareholders receive timely returns, thereby strengthening the shareholder base.
- Sales Target: Cadre Holdings has set a sales target of $624 million to $630 million for 2025, indicating the company's optimistic outlook for future performance while actively advancing the acquisition of TYR Tactical to achieve this goal.
- Contract Win: A subsidiary of Cadre Holdings secured a $50 million contract with the Department of Defense, which not only provides a significant revenue stream but also enhances the company's market position in the defense sector.
Cadre Holdings Subsidiary Secures $50 Million Contract with the Department of Defense
Contract Award: Cadre Holdings' subsidiary, Med-Eng, has secured a 5-year contract worth up to $50 million from the U.S. Department of War to provide a Blast Exposure Monitoring (BEMO) system aimed at enhancing warfighter safety during training operations.
Technological Innovation: The BEMO system will utilize advanced sensor hardware and software to monitor and record blast overpressure exposures, contributing to the DoW's Brain Health program and enabling real-time updates for military personnel.
Future Deliveries: The first deliveries under this contract are expected to begin in 2026, following a competitive development program focused on improving identification methods for blast overpressure exposures in combat and training environments.
Company Background: Cadre Holdings, based in Jacksonville, Florida, specializes in safety equipment for various sectors, including law enforcement and military, with a commitment to innovation and user safety through its products.
Daily Upgrade Report for Validea Motley Fool Strategy - November 6, 2025
Validea's Small-Cap Growth Investor Model: The model, based on Motley Fool's strategy, identifies small-cap growth stocks with strong fundamentals and price performance, highlighting Westwood Holdings Group Inc (WHG) and Cadre Holdings Inc (CDRE) as stocks with improved ratings of 76%.
Westwood Holdings Group Inc (WHG): This investment services company has seen its rating rise from 49% to 76%, indicating solid fundamentals and valuation, with a focus on providing investment advisory and trust services.
Cadre Holdings Inc (CDRE): Engaged in manufacturing safety products, Cadre's rating improved from 63% to 76%, reflecting strong fundamentals and valuation, with a product range that includes body armor and other safety equipment.
Imperial Petroleum Inc (IMPP): This oil and gas operations company experienced a rating increase from 59% to 72%, indicating a positive shift in its fundamentals and valuation, specializing in the transportation of petroleum and petrochemical products.
Cadre Holdings, Inc. (CDRE) Releases Q3 Earnings: Insights from Key Metrics
Quarterly Revenue Growth: Cadre Holdings, Inc. reported $155.87 million in revenue for Q3 2025, a 42.5% increase year-over-year, although it fell short of the Zacks Consensus Estimate of $159.64 million.
Earnings Per Share (EPS): The company achieved an EPS of $0.27, up from $0.09 a year ago, surpassing the consensus estimate of $0.26 by 3.85%.
Investor Insights: Investors are closely monitoring revenue and earnings changes to gauge the company's financial health and stock price performance, comparing these metrics to previous years and analyst expectations.
Additional Resources: Zacks Investment Research offers insights and recommendations, including a report on the "7 Best Stocks for the Next 30 Days."
Cadre Earnings: Key Insights to Expect from CDRE
Earnings Announcement: Aerospace and defense company Cadre (NYSE:CDRE) will announce its earnings results this Tuesday, with analysts expecting a revenue growth of 46.5% year on year to $160.2 million and adjusted earnings of $0.28 per share.
Recent Performance: Cadre previously exceeded revenue expectations by 3.3% last quarter, but missed adjusted operating income estimates and full-year EBITDA guidance. The company has only missed Wall Street's revenue estimates once in the past two years.
Industry Context: Peers in the aerospace and defense sector, such as Byrna and RTX, have reported positive Q3 results, with Byrna achieving 35.1% revenue growth and RTX 11.9%, indicating a generally favorable environment for the industry.
Investor Sentiment: Cadre's stock has increased by 13.8% over the past month, with an average analyst price target of $43, slightly above its current share price of $42.70, suggesting cautious optimism among investors heading into the earnings report.
Cadre Holdings Completes Acquisition of TYR Tactical
- Acquisition Details: Cadre Holdings has completed the acquisition of TYR Tactical for a total price of $144 million, which includes $120 million in cash and $24 million in common stock, along with $1 million in restricted stock units, demonstrating the company's commitment to expanding in the tactical gear market.
- Performance Expectations: The acquisition is expected to be immediately accretive to Cadre's earnings and adjusted EBITDA margins, indicating a strategic intent to enhance financial performance and market competitiveness.
- Market Expansion Opportunities: Through this acquisition, Cadre gains access to the European defense market and expands its influence among global law enforcement and military customers, further solidifying its market leadership.
- Future Development Strategy: CEO Warren Kanders stated that Cadre will continue to seek M&A opportunities in the public safety and nuclear markets, reflecting a strong commitment to future growth and strategic planning.
Cadre Holdings (CDRE) Increases Quarterly Dividend by 5.3% to $0.10 per Share
- Dividend Increase: Cadre Holdings raised its quarterly dividend from $0.095 to $0.10 per share, marking a 5.3% increase that reflects the company's ongoing improvement in cash flow and profitability, which is expected to boost investor confidence.
- Dividend Payment Schedule: The new dividend will be payable on February 13, with a record date of January 30 and an ex-dividend date also on January 30, ensuring that existing shareholders receive timely returns, thereby strengthening the shareholder base.
- Sales Target: Cadre Holdings has set a sales target of $624 million to $630 million for 2025, indicating the company's optimistic outlook for future performance while actively advancing the acquisition of TYR Tactical to achieve this goal.
- Contract Win: A subsidiary of Cadre Holdings secured a $50 million contract with the Department of Defense, which not only provides a significant revenue stream but also enhances the company's market position in the defense sector.
Cadre Holdings Subsidiary Secures $50 Million Contract with the Department of Defense
Contract Award: Cadre Holdings' subsidiary, Med-Eng, has secured a 5-year contract worth up to $50 million from the U.S. Department of War to provide a Blast Exposure Monitoring (BEMO) system aimed at enhancing warfighter safety during training operations.
Technological Innovation: The BEMO system will utilize advanced sensor hardware and software to monitor and record blast overpressure exposures, contributing to the DoW's Brain Health program and enabling real-time updates for military personnel.
Future Deliveries: The first deliveries under this contract are expected to begin in 2026, following a competitive development program focused on improving identification methods for blast overpressure exposures in combat and training environments.
Company Background: Cadre Holdings, based in Jacksonville, Florida, specializes in safety equipment for various sectors, including law enforcement and military, with a commitment to innovation and user safety through its products.
Daily Upgrade Report for Validea Motley Fool Strategy - November 6, 2025
Validea's Small-Cap Growth Investor Model: The model, based on Motley Fool's strategy, identifies small-cap growth stocks with strong fundamentals and price performance, highlighting Westwood Holdings Group Inc (WHG) and Cadre Holdings Inc (CDRE) as stocks with improved ratings of 76%.
Westwood Holdings Group Inc (WHG): This investment services company has seen its rating rise from 49% to 76%, indicating solid fundamentals and valuation, with a focus on providing investment advisory and trust services.
Cadre Holdings Inc (CDRE): Engaged in manufacturing safety products, Cadre's rating improved from 63% to 76%, reflecting strong fundamentals and valuation, with a product range that includes body armor and other safety equipment.
Imperial Petroleum Inc (IMPP): This oil and gas operations company experienced a rating increase from 59% to 72%, indicating a positive shift in its fundamentals and valuation, specializing in the transportation of petroleum and petrochemical products.
Cadre Holdings, Inc. (CDRE) Releases Q3 Earnings: Insights from Key Metrics
Quarterly Revenue Growth: Cadre Holdings, Inc. reported $155.87 million in revenue for Q3 2025, a 42.5% increase year-over-year, although it fell short of the Zacks Consensus Estimate of $159.64 million.
Earnings Per Share (EPS): The company achieved an EPS of $0.27, up from $0.09 a year ago, surpassing the consensus estimate of $0.26 by 3.85%.
Investor Insights: Investors are closely monitoring revenue and earnings changes to gauge the company's financial health and stock price performance, comparing these metrics to previous years and analyst expectations.
Additional Resources: Zacks Investment Research offers insights and recommendations, including a report on the "7 Best Stocks for the Next 30 Days."
Cadre Earnings: Key Insights to Expect from CDRE
Earnings Announcement: Aerospace and defense company Cadre (NYSE:CDRE) will announce its earnings results this Tuesday, with analysts expecting a revenue growth of 46.5% year on year to $160.2 million and adjusted earnings of $0.28 per share.
Recent Performance: Cadre previously exceeded revenue expectations by 3.3% last quarter, but missed adjusted operating income estimates and full-year EBITDA guidance. The company has only missed Wall Street's revenue estimates once in the past two years.
Industry Context: Peers in the aerospace and defense sector, such as Byrna and RTX, have reported positive Q3 results, with Byrna achieving 35.1% revenue growth and RTX 11.9%, indicating a generally favorable environment for the industry.
Investor Sentiment: Cadre's stock has increased by 13.8% over the past month, with an average analyst price target of $43, slightly above its current share price of $42.70, suggesting cautious optimism among investors heading into the earnings report.
