Cadre Holdings, Inc.

Cadre Holdings, Inc.

CDREยทNYSE

$29.19

-4.7%
IndustrialsAerospace & Defense

Cadre Holdings, Inc. manufactures and distributes safety and survivability equipment that provides protection to users in hazardous or life-threatening situations in the United States and internationally. The company operates in two segments, Products and Distribution. It primarily provides body armor product, such as concealable, corrections, and tactical armor under the Safariland and Protech Tactical brands; survival suits, remotely operated vehicles, specialty tools, blast sensors, accessories, and vehicle blast attenuation seats for bomb safety technicians; bomb suits; duty gear, including belts and accessories; and other protective and law enforcement equipment comprising communications gear, forensic and investigation products, firearms cleaning solutions, and crowd control products. The company also offers third-party products, such as uniforms, optics, boots, firearms, and ammunition. It serves first responders, such as state and local law enforcement, fire and rescue, explosive ordnance disposal technicians, emergency medical technicians, fishing, and wildlife enforcement and departments of corrections, as well as federal agencies including the U.S. Department of State, U.S. Department of Defense, U.S. Department of Interior, U.S. Department of Justice, U.S. Department of Homeland Security, U.S. Department of Corrections, and various foreign government agencies. The company was founded in 1964 and is headquartered in Jacksonville, Florida.

At a Glance

Live Snapshot
Market Cap$1.25B
EPS1.0800
P/E Ratio27.03
Earnings Date08/04/2026
cdre

Cadre Holdings, Inc. Street Expectations Map

CDRE ยท NYSE

Wall Street analysts project that CDRE stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 44.33, with estimates ranging from a low of 40.00 to a high of 53.00.

Lowest Target
40.00
37.03%
Consensus Target
44.33
51.87%
Highest Target
53.00
81.57%

The consensus 1-year price target stands at 44.33, with estimates ranging from a low of 40.00 to a high of 53.00.

Analyst Consensus Analysis

Upside Potential

+51.9%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

29.3% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

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Cadre Holdings, Inc. Forward Estimates of Revenue

CDRE ยท NYSE
Latest Revenue
610.31M
FY 2025
Avg Estimate
677.42M
FY 2026
Estimate Range
661.43M - 693.41M
Analyst Spread

Forward Growth Analysis

Projected Growth+11.0%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Cadre Holdings, Inc. Forward Estimates of Net Income

CDRE ยท NYSE
Latest Net Income
44.14M
FY 2025
Avg Estimate
57.89M
FY 2026
Estimate Range
50.30M - 60.37M
Analyst Spread

Forward Growth Analysis

Projected Growth+31.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread17%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

cdre

Cadre Holdings, Inc. Forward Estimates of EPS

CDRE ยท NYSE
Latest EPS
1.08
FY 2025
Avg Estimate
$1.37
FY 2026
Estimate Range
$1.25 - $1.50
Analyst Spread

Forward Growth Analysis

Projected Growth+27.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread18%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Cadre Holdings, Inc. Forward Estimates of EBIT

CDRE ยท NYSE
Latest EBIT
75.05M
FY 2025
Avg Estimate
64.34M
FY 2026
Estimate Range
62.83M - 65.86M
Analyst Spread

Forward Growth Analysis

Projected Growth-14.3%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

cdre

Cadre Holdings, Inc. Forward Estimates of EBITDA

CDRE ยท NYSE
Latest EBITDA
94.00M
FY 2025
Avg Estimate
86.60M
FY 2026
Estimate Range
84.55M - 88.64M
Analyst Spread

Forward Growth Analysis

Projected Growth-7.9%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

cdre

Cadre Holdings, Inc. Forward Estimates of SG&A Expense

CDRE ยท NYSE
Latest SG&A Expense
165.28M
FY 2025
Avg Estimate
194.72M
FY 2026
Estimate Range
190.12M - 199.31M
Analyst Spread

Forward Growth Analysis

Projected Growth+17.8%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

cdre

Cadre Holdings, Inc. Insider Positioning

CDRE ยท NYSE

During the last 12 months, insiders have sold $18.36M worth of CDRE shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

200.0K

6.33M

Net Activity

-6.3M

-$6.33M

3-6 Months

Bought

0

0.00

Sold

44.4K

1.93M

Net Activity

-1.9M

-$1.93M

6-9 Months

Bought

0

0.00

Sold

126.7K

5.08M

Net Activity

-5.1M

-$5.08M

9-12 Months

Bought

0

0.00

Sold

150.0K

5.02M

Net Activity

-5.0M

-$5.02M

Top Buyers

No buying activity

Top Sellers

1
KWB

Kanders Warren B

Director, 10 Percent Owner, Officer: Ceo And Chairman

436.9K sharesโ€ข7 transactions

$14.74M

2
WB

Williams Brad

Officer: President

63.8K sharesโ€ข5 transactions

$2.72M

3
BB

Browers Blaine

Officer: Chief Financial Officer

20.4K sharesโ€ข1 transactions

$895K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $18.36M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$6.33M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

3 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.