earnings
confidence high
sentiment positive
materiality 0.85
Cadre Q2 net sales $207.1M (+32% YoY), Adj. EBITDA $42.0M (+56% YoY); raises FY guidance
Cadre Holdings, Inc.
- Net sales $207.1M (+32% YoY); gross profit $87.1M (+36% YoY); gross margin 42.1% vs 40.9%.
- Adjusted EBITDA $42.0M (+56% YoY); margin 20.3% vs 17.2%; net income $11.4M ($0.26 diluted EPS).
- Orders backlog record $368M; raised FY2026 guidance: net sales $749-769M, Adj. EBITDA $139-144M.
- Completed acquisition of Alien Gear Holsters on April 7, 2026; declared $0.10 quarterly dividend.
- FBI awarded Safariland subsidiary a five-year $61M IDIQ contract for ballistic panels.