earnings
confidence high
sentiment positive
materiality 0.85
Cadre Q2 net sales up 32% to $207.1M; raises FY26 guidance
Cadre Holdings, Inc.
2026-Q2 EPS
reported $0.31
vs consensus $0.22
▲ beat
(+38.1%)
- Q2 net sales $207.1M (+32% YoY); gross profit $87.1M, margin 42.1% (up 120 bps).
- Q2 adjusted EBITDA $42.0M (margin 20.3%, +310 bps YoY); net income $11.4M ($0.26 diluted EPS).
- Record orders backlog of $368M, second consecutive quarterly record; raises FY26 net sales guidance to $749-769M and adjusted EBITDA to $139-144M.
- Completed Alien Gear Holsters acquisition April 7, 2026; Safariland selected for FBI $61M IDIQ contract as ballistic panel provider.
- Declared $0.10/share quarterly dividend (payable Aug 14, 2026); net debt $320.3M as of June 30, 2026.