Cadre Holdings Shares Drops 12% As Q4 Earnings Fall Short Of Analyst Estimates

Aditya Raghunath4 minute read
Reviewed by: Thomas Richmond
Last updated Mar 11, 2026

Key Stats for Cadre Holdings Stock

  • Pre-market price change for Cadre Holdings stock: -11%
  • $CDRE Share Price as of Mar. 10: $41
  • 52-Week High: $49
  • $CDRE Stock Price Target: $54

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What Happened?

Cadre Holdings (CDRE) stock fell 12% in early-market trading after the safety equipment maker missed analyst expectations on both earnings and revenue in Q4 2025.

  • The company reported earnings of $0.27 per share, well below the $0.40 consensus estimate.
  • Revenue came in at $167 million, missing by about 8%. That’s a notable shortfall, and the stock reacted accordingly.

Part of the miss was timing-related. A year ago, Cadre benefited from unusually high shipments after a cyber incident accelerated orders.

So, the Q4 comparison was always going to be tough to match.

For the full year, the picture looked better.

  • Annual revenue grew to $610 million, up from $568 million in 2024.
  • Full-year adjusted EBITDA hit a record $111.7 million.
CDRE Stock Q4 Earnings vs. Estimates in Million USD (TIKR)

The company also completed its acquisition of TYR Tactical in January 2026, a tactical gear maker serving military and law enforcement customers.

Management called it immediately accretive to earnings. On top of that, Cadre raised its quarterly dividend by 5.3%.

Looking ahead, Cadre Holdings’ 2026 guidance calls for $736 million to $758 million in revenue. That would represent roughly 20% growth over 2025.

See analysts’ growth forecasts and price targets for Cadre Holdings stock (It’s free) >>>

What the Market Is Telling Us About Cadre Holdings Stock

The Q4 miss was sharp, but Cadre Holdings stock has still gained about 30% in last 6 months, performing very well. That suggests investors are looking past the near-term noise.

The core business is growing. Demand for law enforcement and military safety products remains strong. And the acquisition pipeline looks active.

CDRE Stock Valuation Model (TIKR)

Cadre Holdings stock is one to watch as analysts update their estimates following this report.

The current consensus sits at $1.33 in EPS on $688 million in revenue for the full year 2026.

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Disclaimer:

Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!

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