CADRE HOLDINGS INC

Cadre Holdings confirms organic growth for 2026 in the target range of 3–5% and reported that the second quarter was at the upper end of that range. Adjusted EBITDA margins were above 20% in the quarter; management is targeting organic margins in the mid-20% range through price adjustments, productivity measures and operating leverage. Since the IPO seven acquisitions have been made, including TYR Tactical and Alien Gear, and the company has about $120 million of available funds for further purchases. Growing segments include nuclear security and international expansion, while products such as blast sensors and blast-mitigating seats are seen as potential sources of growth, though their timing remains uncertain. » More on de.investing.com

Cadre Holdings’ Safariland subsidiary received a $61 million FBI contract to supply the SX HP ballistic protection plate, which is integrated into Predictive Ballistics’ Overt Armor Kit (OAK). The OAK system is part of a five-year IDIQ framework contract and is also available to the United States Marshals Service, DEA and other justice agencies. Launched in 2025, the SX HP beat 11 competitors, strengthens Cadre’s pipeline with U.S. federal agencies and is likely to generate recurring demand across modernization cycles. » More on de.investing.com

Cadre Holdings reported Q1 2026 earnings per share of $0.05 versus $0.10 expected and revenue of $155.4 million versus $156.66 million expected. The stock fell about 4.9% in after-hours trading. Despite the disappointment, net revenues rose 19% year over year, and management reaffirmed the full-year guidance (net revenues $736–758 million; adjusted EBITDA $136–141 million). Strategic acquisitions such as TYR Tactical and Alien Gear Holsters are intended to support growth, but there are margin-pressure and integration risks. » More on de.investing.com