Roth Capital Weighs in on Cadre’s Q2 Earnings (NYSE:CDRE)

Cadre Holdings, Inc. (NYSE:CDRE) – Research analysts at Roth Capital cut their Q2 2025 earnings estimates for Cadre in a note issued to investors on Monday, May 12th. Roth Capital analyst M. Koranda now expects that the company will post earnings per share of $0.24 for the quarter, down from their previous estimate of $0.40. The consensus estimate for Cadre’s current full-year earnings is $1.05 per share. Roth Capital also issued estimates for Cadre’s Q3 2025 earnings at $0.31 EPS, FY2025 earnings at $1.27 EPS, Q1 2026 earnings at $0.26 EPS and Q2 2026 earnings at $0.30 EPS.

Cadre (NYSE:CDRE) last posted its earnings results on Tuesday, May 6th. The company reported $0.23 earnings per share for the quarter, beating the consensus estimate of $0.13 by $0.10. The company had revenue of $130.11 million during the quarter, compared to analysts’ expectations of $121.53 million. Cadre had a net margin of 6.34% and a return on equity of 12.88%. Cadre’s quarterly revenue was down 5.6% on a year-over-year basis. During the same period last year, the company posted $0.18 earnings per share.

Cadre Stock Performance

CDRE opened at $36.20 on Wednesday. The stock has a market capitalization of $1.47 billion, a price-to-earnings ratio of 43.61, a PEG ratio of 1.58 and a beta of 1.34. The company has a fifty day moving average of $31.22 and a 200 day moving average of $33.53. Cadre has a fifty-two week low of $27.07 and a fifty-two week high of $40.28. The company has a debt-to-equity ratio of 0.65, a quick ratio of 1.96 and a current ratio of 3.01.

Hedge Funds Weigh In On Cadre

A number of institutional investors and hedge funds have recently made changes to their positions in the business. Northern Trust Corp grew its stake in shares of Cadre by 14.9% in the 1st quarter. Northern Trust Corp now owns 344,693 shares of the company’s stock worth $10,206,000 after buying an additional 44,588 shares in the last quarter. American Century Companies Inc. grew its stake in shares of Cadre by 12.6% in the 1st quarter. American Century Companies Inc. now owns 46,136 shares of the company’s stock worth $1,366,000 after buying an additional 5,179 shares in the last quarter. Liontrust Investment Partners LLP purchased a new position in shares of Cadre in the 1st quarter worth $607,000. Oak Ridge Investments LLC grew its stake in shares of Cadre by 2.2% in the 1st quarter. Oak Ridge Investments LLC now owns 94,354 shares of the company’s stock worth $2,794,000 after buying an additional 2,029 shares in the last quarter. Finally, Nuveen LLC purchased a new position in shares of Cadre in the 1st quarter worth $1,648,000. 43.95% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Cadre news, CEO Warren B. Kanders sold 50,000 shares of Cadre stock in a transaction on Thursday, March 20th. The shares were sold at an average price of $31.88, for a total value of $1,594,000.00. Following the completion of the transaction, the chief executive officer now directly owns 10,866,192 shares of the company’s stock, valued at $346,414,200.96. This trade represents a 0.46% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Corporate insiders own 37.00% of the company’s stock.

Cadre Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, May 16th. Shareholders of record on Friday, May 2nd will be paid a $0.095 dividend. The ex-dividend date is Friday, May 2nd. This represents a $0.38 dividend on an annualized basis and a dividend yield of 1.05%. Cadre’s payout ratio is currently 40.00%.

About Cadre

Cadre Holdings, Inc manufactures and distributes safety that provides protection to users in hazardous or life-threatening situations in the United States and internationally. The company operates in two segments, Products and Distribution. It offers body armor product, such as concealable, corrections, and tactical armor under the Safariland and Protech Tactical brand names; survival suits, remotely operated vehicles, specialty tools, blast sensors, accessories, and vehicle blast attenuation seats for bomb safety technicians; bomb suits; duty gear, including belts and accessories; and other protective equipment comprising communications gear, forensic and investigation products, firearms cleaning solutions, and crowd control products.