Cadre Holdings Q1 2026: Net sales up 19% to $155.4M; backlog record $355M; net income drops to $2.0M

Cadre Holdings, Inc.

2026-Q1 EPS reported $0.05 vs consensus $0.09 ▼ miss (-41.7%)

Q1 net sales $155.4M (+19% YoY); net income $2.0M ($0.05 diluted EPS) vs $9.2M YoY.
Adjusted EBITDA $21.1M (13.6% margin) vs $20.5M (15.8% margin) prior year.
Orders backlog record $355M, up $166M from start of 2026, driven by blast seat contract and TYR acquisition.
Completed acquisitions: TYR Tactical (Jan 30) and Alien Gear Holsters (Apr 7); GDELS contract $86.4M for blast seats.
Reaffirmed FY 2026 guidance: net sales $736M-$758M, adjusted EBITDA $136M-$141M; dividend $0.10/share.

item 2.02item 9.01

Source: SEC EDGAR

accession 0001104659-26-058660

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