{"schema_version":"secwatch.filing_event.v1","accession":"0001104659-26-058660","form_type":"8-K","ticker":"CDRE","cik":"0001860543","company_name":"Cadre Holdings, Inc.","filed_at":"2026-05-11T20:15:19+00:00","discovered_at":"2026-05-11T20:17:00.290379+00:00","generated_at":"2026-05-11T22:10:35.990686+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Cadre Holdings Q1 2026: Net sales up 19% to $155.4M; backlog record $355M; net income drops to $2.0M","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-058660","json":"https://secwatch.observer/filing/0001104659-26-058660.json","markdown":"https://secwatch.observer/filing/0001104659-26-058660.md","text":"https://secwatch.observer/filing/0001104659-26-058660.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1860543/000110465926058660/0001104659-26-058660-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1860543/000110465926058660/cdre-20260511x8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-11T22:10:35.990686+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"23cf36942a78855f2911b7bd82463cac9e6d2ffa","claim":"Cadre Holdings, Inc. reported the quarter ended March 31, 2026 results: revenue $155.4 million, net income $2.0 million, EPS $0.05 per diluted share. Guidance reaffirmed.","evidence_excerpt":"law enforcement, first responder, military and nuclear markets, announced today its consolidated operating results for the three months ended March 31, 2026. ​ ● Net sales of $155.4 million for the first quarter ● Gross profit margin of 38.7% for the first quarter ● Net income of $2.0 million, or $0.05 per diluted share, for the first quarter ● Adjusted EBITDA of","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1860543/000110465926058660/0001104659-26-058660-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the quarter ended March 31, 2026"},{"label":"Revenue","value":"$155.4 million"},{"label":"Net income","value":"$2.0 million"},{"label":"EPS","value":"$0.05 per diluted share"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}