Feed / CDRE

Cadre Holdings, Inc.

CDRE

Industrials · 28.68 -1.5% today

Isolated · not yet confirmedMarket checked 10 Sept, 15:55 GMT-4

Market read

Cadre Holdings, Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 33 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.

Company-1.5% todayVolume comparison unavailable
Market group0 of 33 activeIndustrial Financials · unavailable
Disclosed network0 of 2 confirmingNo filing-linked name is confirming now
What would change this read
  • CDRE's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if CDRE's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Industrials · Aerospace & Defense

No new filing conclusion is available. 0 of 33 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • CDRE's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods6
Price observations319
Usable filing statements93
Verified relationships0
Evidence supporting the case
  • Latest annual revenue changed +7.5% year over year.
  • Operating cash flow covered net income at 1.44x in the latest annual period.
  • Credit and interest rates has repeated favorable evidence across 4 filings.
  • Demand and volume has repeated favorable evidence across 4 filings.
  • Foreign exchange has repeated favorable evidence across 4 filings.
  • Macroeconomic conditions has repeated favorable evidence across 4 filings.
  • Pricing and mix has repeated favorable evidence across 4 filings.
  • Restructuring and cost reductions has repeated favorable evidence across 4 filings.
Evidence challenging the case
  • Diluted shares increased 7.7% in the latest annual period.
Questions before a position
  • P/E is 20% below the available filing-peer median; determine whether growth and quality justify the difference.
  • EV/sales is 28% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 10, 2026

28.68
6m-35.4%12m-7.5%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$427.3M+5.6%$0.44+4.1%
2022-12-31$457.8M+7.1%$0.16+26.3%
2023-12-31$482.5M+5.4%$1.02+5.0%
2024-12-31$567.6M+17.6%$0.90+6.4%
2025-12-31$610.3M+7.5%$1.02+7.7%

What management says matters

Persistent and emerging business drivers

Credit and interest ratespositive · 4 filings
Interest expense, net increased by $2.0 million for the three months ended March 31, 2026 as compared to the three months ended March 31, 2025, primarily due to the debt assumed as part of recent acquisitions.
10-Q · May 11, 2026
Demand and volumemixed · 4 filings
Distribution segment net sales decreased by $7.6 million, or 27.2%, from $27.9 million to $20.3 million for the three months ended March 31, 2026 as compared to the three months ended March 31, 2025, primarily due to lower demand for hard goods.
10-Q · May 11, 2026
Foreign exchangepositive · 4 filings
Other (expense), net was $0.4 million for the three months ended March 31, 2026 as compared to Other income, net of $1.3 million for the three months ended March 31, 2025, primarily due to changes in foreign currency exchange rates.
10-Q · May 11, 2026
Macroeconomic conditionspositive · 4 filings
Product segment gross profit as a percentage of net sales decreased by 451 basis points to 39.9% for the three months ended March 31, 2026 from 44.4% for the three months ended March 31, 2025, mainly driven by an increase in inventory step-up amortization and…
10-Q · May 11, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 2.0× · EV/sales 2.3×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

28.68-1.5% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for CDRE. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for CDRE. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind CDRE

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 2 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

CDRE is currently a Follower in the organic co-movement group Industrial Financials. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.

This group is retained as the last observed read for CDRE; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.