secwatch.observer — SEC 8-K summary
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Issuer:     Cadre Holdings, Inc. (CDRE)
CIK:        0001860543
Form:       8-K
Filed at:   2026-05-11T20:15:19+00:00
Accession:  0001104659-26-058660
Event type: earnings
Sentiment:  neutral
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1860543/000110465926058660/0001104659-26-058660-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1860543/000110465926058660/cdre-20260511x8k.htm
  HTML page:      https://secwatch.observer/filing/0001104659-26-058660

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer