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CDCDRE

Cadre Holdings, Inc.

$CDRE·$1.4B·Aerospace & Defense·Industrials
$29.66-3.5%YTD-24.4%1Y-4.0%
Mentions · last 7 days
2026-08-22: 0 posts2026-08-23: 0 posts2026-08-24: 0 posts10%
Price updated 5h ago·X counts updated 7d ago
CDCDRE
$CDRECadre Holdings, Inc.
$29.66-3.51%1 posts0%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $CDRE, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-20

The move is getting stronger, with heavier trading behind it.

Body-armor and duty-gear supplier Cadre Holdings — Q2 EPS beat 18% and Congressman Cisneros disclosed a $2.5M+ buy.

Cadre Holdings makes body armor, holsters, and specialty duty gear for law enforcement, military, and first-responder customers — Safariland (holsters), Point Blank (body armor), Med-Eng (bomb suits), and TYR Tactical (military). The company is a leader in specialty protective equipment where quality-and-certification matter for procurement.

  • Revenue growth is reaccelerating: Q1 revenue grew 19.5% year-on-year to $155M after 42.5% in Q3 and mixed prior — this is the law-enforcement and DoD procurement cycle picking up plus specific product-launch benefits.
  • The Q2 EPS beat was solid: EPS of $0.26 beat consensus by 18% after a -44% Q1 miss — the beat cadence is choppy, but the FY26 consensus of $1.14 EPS puts the forward multiple at 30x, which requires continued execution.
  • The Rep. Cisneros disclosed buy is a specific insider signal: House Armed Services Committee member Rep. Gil Cisneros disclosed a $2.5M+ purchase within Cadre-related trades — Congressional buying with defense-committee alignment is a real signal in the defense-supplier space.

Trajectory is accelerating at 37% of the 52-week range on the beat cadence; the Nov 3 Q3 print needs continued double-digit revenue growth plus consistent margin execution — a soft law-enforcement procurement commentary or a DoD contract delay breaks the setup back toward $28.

Agrees with X sentimentX's bullish framing on Rep. Cisneros's disclosed buy (House Armed Services Committee member) plus the DoD contract alignment is on the correct fundamental signal — Congressional-committee-buy patterns often correlate with procurement-cycle turns. The 4.4% pop on the disclosure is consistent with this signal being picked up broadly.

What to watch: Nov 3 Q3 earnings — continued double-digit revenue growth plus consistent margin execution sustains the setup; a soft law-enforcement procurement commentary or a DoD contract delay breaks the setup back toward $28.

On the calendar: 2026-11-03 — Q3 2026 earnings

congressional disclosure signal

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-07-10

Cadre Holdings gets an insider buy from Rep. Gil Cisneros (House Armed Services Committee member) disclosed within $2.5M in new trades, and the stock is up 4.4% following the flag. The body armor maker holds active DoD contracts. Sentiment is decisively bullish on Congressional buying and defense contract alignment.

Read the AI verdict + X sentiment for $CDRE

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
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What it does

Plain-English summary of the business — what they sell and how they make money.

Manufactures body armor, helmets, and survivability equipment for law enforcement and military personnel.

Industry overviewAI analysisGenerated by AI from underlying data

Where Aerospace & Defense sits in its cycle right now — and what that implies for $CDRE.

Aerospace & Defense · Industrials

Defense budget tailwinds — NATO spending commitments and Pentagon procurement acceleration — support backlogs at prime contractors. Commercial space is a separate driver: launch cadence and satellite constellations are pulling RKLB and LUNR on their own momentum, independent of traditional defense spending.

What this means for $CDRE

Partial — software subscription economics provide some insulation from macro cycles; AI integration is the growth catalyst for this segment; Cadre Holdings, Inc.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
+16.3%YTD
+15.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
34.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
6.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
11.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
4.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
11.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
40.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$0.26$0.22+18.2%
Q1 2026May 11, 2026$0.05$0.09-44.4%
Q4 2025Mar 10, 2026$0.27$0.40-32.5%
Q3 2025Nov 4, 2025$0.27$0.26+3.8%
Next earningsTue, Nov 3·consensus EPS $0.33

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$155.4M+19.5%37.7%6.0%$0.05$19.8M
Q4 FY25$167.2M-5.0%40.9%13.1%$0.28$18.0M
Q3 FY25$155.9M+42.5%41.9%13.4%$0.27$21.6M
Q2 FY25$157.1M+8.9%40.1%11.5%$0.30$1.2M

Forward consensus

3-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$737.3M$736.6M – $738.8M$1.14$1.04 – $1.245
FY27$788.5M$769.4M – $814.5M$1.44$1.25 – $1.695
FY28$858.2M$808.9M – $916.9M$1.72$1.56 – $1.993

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.17%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-3.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-16.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 28.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.325-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 25Warren B KandersCEO100.0K sh$3.2MSellAug 24Warren B KandersCEO100.0K sh$3.3MSellAug 17Brad WilliamsPresident88.7K sh$2.9MSellJun 22Warren B KandersCEO50.0K sh$1.4MSellJun 18Warren B KandersCEO25.0K sh$697KSellJun 17Warren B KandersCEO25.0K sh$717KSellJun 16Warren B KandersCEO100.0K sh$2.8MSellJun 15Warren B KandersCEO100.0K sh$3.0MSellMar 23Warren B KandersCEO100.0K sh$3.2MSellMar 20Warren B KandersCEO100.0K sh$3.1M
+ 23 other (10 awards · 7 exempts · 6 inkinds) in window

See when $CDRE insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementJul 298-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

Cadre Holdings, Inc.'s Canadian subsidiaries — Med-Eng Holdings ULC, Pacific Safety Products Inc., ICOR Technology Inc., and TYR Tactical Canada ULC — closed a revolving line of credit with PNC Bank Canada Branch on July 23, 2026, reported under Item 1.01 of Form 8-K. The facility is structured as an Amended and Restated Revolving Line of Credit Note for CDN$20 million, maturing in 2029, with Safariland, LLC serving as the Canadian guarantor. This Canadian credit line provides dedicated local liquidity for Cadre's body armor, bomb disposal, and protective equipment operations in Canada, reducing reliance on U.S. facilities for cross-border working capital. The terms of the Canadian Loan Agreement and Note are attached as exhibits to the filing.

SC 13D/AActivist amendmentJun 18SC 13D/A
AI summary

Warren B. Kanders filed Amendment No. 2 on a Schedule 13D for Cadre Holdings (CDRE), disclosing total beneficial ownership of 11,392,928 shares (approximately 26.4% of the class). The position includes 22,888 shares held directly, 1,305,650 in a Roth IRA, 9,692,039 shares through Kanders SAF LLC, and options covering 348,901 additional shares. No new transactions were disclosed; the amendment appears to reflect updated ownership mechanics for this controlling-size stake.

8-KOfficer or director changeJun 38-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

CDRE (CDRE) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on ratification of the independent auditor. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

3New insider — initial holdingsJun 23
AI summary

Cadre Holdings (CDRE) — Mary E. Kissel filed an initial Form 3 upon becoming a reporting person, disclosing no securities beneficially owned. Routine new insider Form 3.

3New insider — initial holdingsJun 23
AI summary

Cadre Holdings insider filed Form 3 disclosing 40,347 direct shares plus 317,567 via ST Investors Fund LLC, 224,000 via a second indirect vehicle, and 69,231 via a third; aggregate beneficial ownership approximately 651,145 shares. Routine Form 3; ST Investors Fund LLC affiliation suggests institutional backing.

S-3ASRAuto-shelf registrationMar 31S-3ASR
AI summary

CDRE filed a S-3ASR (automatic shelf) shelf registration statement dated 2026-03-31. This is primarily a resale shelf for existing stockholders — not new share issuance — limiting direct dilution to public investors. No immediate capital raise is triggered; watch for prospectus supplements disclosing actual transactions.

+ 17 other (4 earnings 8-Ks · 3 13Gs · 2 10-Qs · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Cadre Holdings Announces Participation at Upcoming Investor Conferencesbusinesswire.com·5d agoIs Cadre Holdings Inc (CDRE) a Bargain After 5.1% Drop? GF Value Says Undervaluedgurufocus.com·6d agoCadre Q2 Earnings Call Highlightsmarketbeat.com·24d agoCadre Holdings, Inc. (CDRE) Q2 2026 Earnings Call Transcriptseekingalpha.com·24d agoCadre Holdings, Inc. (CDRE) Lags Q2 Earnings Estimateszacks.com·26d ago

In themes

Explore the broader themes this ticker is being talked about under.

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Voices on X · last 7 days

No standout posts about $CDRE on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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