Cadre Holdings Inc (NYSE:CDRE)

Q1 2026 Cadre Holdings Inc Earnings Call Transcript

May 12, 2026 / 02:00 PM GMT

Release Date Price: $28.38 (-9.50%)

Transcript 10-Q8-K

Key Points

Positve

Cadre Holdings Inc (CDRE) reported a 19% year-over-year increase in net sales for Q1 2026, driven by strong demand across its core markets.
The company achieved a record orders backlog of $355 million, indicating strong future demand.
Cadre Holdings Inc (CDRE) completed two strategic acquisitions in 2026, Pure Tactical and Alien Gear Holsters, enhancing its product portfolio.
The company maintains a strong balance sheet and robust acquisition pipeline, supporting both organic and inorganic growth opportunities.
Cadre Holdings Inc (CDRE) has a consistent track record of stable growth, with expectations for 20%+ growth in net sales and adjusted EBITDA for 2026.

Negative

There is observed softness in demand for discretionary items within the company-owned distribution segment.
The company faces headwinds in product mix for Armor and Nuclear segments, impacting margins.
Budget challenges in various cities could potentially lead to cuts in state and local law enforcement budgets, affecting future sales.
The non-NNSA funding in the DOE's 2027 budget is down 11%, which could impact certain segments of Cadre Holdings Inc (CDRE)'s business.
The company is experiencing a temporary lull in demand for plutonium down blending due to an executive order, affecting its nuclear segment.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

CDRE.N - Cadre Holdings Inc
Q1 2026 Cadre Holdings Inc Earnings Call
May 12, 2026 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning, and welcome to Cadre Holdings' First Quarter 2026 Conference Call. Today's call is being recorded. All lines have been placed on mute. If you would like to ask a question at the end of the prepared remarks, please press the star key, then the number one on your touchtone phone. At this time, I would like to turn the conference over to Matt Berkowitz of the IGB Group for introductions and the reading of the Safe Harbor Statement. Please go ahead, sir.

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Unidentified_2 [2]
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Thank you, and welcome to today's conference call to discuss CADRE's first

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