NYSE$CDRE

Cadre Holdings Inc · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

Cadre Holdings reported Q1 2026 net sales of $155.4M (+19% YoY) with net income of $2.0M ($0.05 per share).

Cadre (body armor and safety equipment) grew net sales 19% to $155.4 million with net income of $2.0 million ($0.05 per share) versus $9.2 million prior year on margin pressure and higher opex.

  • Net sales $155.4M (+19% YoY); net income $2.0M ($0.05 per share).
  • Prior-year net income $9.2M — margin compression YoY.
  • Body armor and tactical safety equipment demand.
  • Defense and law enforcement end markets.
  • Acquisition integration and input costs in MD&A.

Headline financials

Total Revenue

$155M

Previous: $130M+19.5%
EPS (adj)

$0.05

Previous: $0.23-78.3%
Capital Expenditures

-$2.68M

Previous: -$1.31M-104.7%
Net Income

$1.98M

Previous: $9.25M-78.6%
Operating Income

$7.49M

Previous: $13.6M-44.7%
Gross Profit

$60.2M

Previous: $56.1M+7.2%

Revenue & EPS history

Cadre Holdings · Revenue · Quarterly

$155M

Q1 2026+19.5%vs Q1 2025
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

Cadre Holdings · $24.2M total across 1 segment · Q3 2023

  • Distribution
    $24.2M-67.2%

Forward guidance

Cadre discusses defense budget and order backlog; no detailed quarterly EPS guide in 10-Q.

Tailwinds

  • Revenue growth and positive net income.
  • Defense and public safety demand tailwinds.

Headwinds

  • Earnings down sharply YoY on margins and opex.
  • Government contract timing.
  • Supply chain and input cost pressure.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+0.7%

Avg return

Earnings day

+0.2%

Avg return

5 days after

+2.1%

Avg return

30 days after

64%

14 / 22 earnings

Positive

+20.3%

Q1 2025

Best reaction

-13.3%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+4.3%-1.0%-1.1%
Q4 2025-13.3%-19.2%-19.8%
Q3 2025-3.6%-3.3%-5.0%
Q1 2025+20.3%+20.8%+16.5%
Q4 2024+5.1%-3.3%-8.2%
Q3 2024-3.8%-1.5%+0.5%
Q2 2024-0.6%-0.7%-1.0%
Q1 2024-12.2%-9.5%-6.8%
Q4 2023+0.2%+3.9%-2.9%
Q3 2023+6.3%+12.0%+11.6%
Q2 2023+8.5%+7.5%+10.1%
Q1 2023+2.7%+2.7%-3.6%
Q4 2022-7.3%-7.9%+9.3%
Q3 2022+4.1%-11.4%-18.5%
Q2 2022-4.1%+1.2%+3.9%
Q1 2021+0.6%+0.5%-20.2%
Q1 2022+3.1%+3.8%-7.7%
Q2 2021+4.7%+6.6%+3.9%
Q4 2021-2.8%+7.9%+3.9%
Q4 2020+1.1%-1.3%+27.0%
Q3 2020+1.1%-1.3%+27.0%
Q3 2021+1.1%-1.3%+27.0%
Q2 2020
Q1 2020

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