Cadre Holdings stock: 30% Q3 sales growth, $100 million buyback

Published on 11/12/2026 at 01:04 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Cadre Holdings stock enters the next quarter with higher annual guidance. The company also set a dividend payment for November 13.

Cadre raises outlook after strong quarter

Third-quarter sales rose 30 percent year over year, while net income increased 46 percent.
Full-year sales guidance now stands at 756 million to 769 million US dollars.
The board authorized a share repurchase program of up to 100 million US dollars.

CDRE, US12763L1052, Illustration mit AI erstellt.

Cadre Holdings reported stronger third-quarter results on Wednesday, November 4, 2026, and raised its full-year outlook for the second consecutive quarter. In its company release, the Jacksonville-based manufacturer said third-quarter sales reached 202.9 million US dollars, up from 155.9 million US dollars a year earlier.

Growth lifts quarterly profitability

Net income rose to 16.0 million US dollars from 10.9 million US dollars. Adjusted EBITDA increased to 41.1 million US dollars from 29.8 million US dollars, while the adjusted EBITDA margin expanded to 20.2 percent from 19.1 percent. Cadre attributed the sales increase primarily to acquisitions and stronger demand for explosive ordnance disposal products.

For the first nine months, sales reached 565.4 million US dollars, compared with 443.1 million US dollars in the prior-year period. The company said growth also reflected higher demand for crowd-control and chemiluminescent products. Reported adjusted EBITDA for the nine-month period was 104.2 million US dollars.

Higher guidance and buyback

Cadre now expects 2026 sales of 756 million to 769 million US dollars and adjusted EBITDA of 140 million to 144 million US dollars. The company expects capital expenditures of 11 million to 14 million US dollars. Management said customer demand remains supported by public-safety requirements, geopolitical uncertainty and investment in nuclear infrastructure.

The board also authorized a share repurchase program of up to 100 million US dollars on November 4. The authorization allows open-market purchases, block trades, privately negotiated transactions and Rule 10b5-1 plans, subject to market conditions and other restrictions. Separately, Cadre declared a quarterly cash dividend of 0.10 US dollars per share, scheduled for payment on November 13 to shareholders of record as of October 30.

Business spans safety markets

Cadre Holdings manufactures and distributes safety and survivability products for first responders, federal agencies, outdoor recreation and personal-protection markets. Its portfolio includes body armor, holsters, duty gear, explosive ordnance disposal equipment, communications products and nuclear-safety solutions, sold in more than 100 countries through brands including Safariland and Med-Eng. The company is headquartered in Jacksonville, Florida, and operates across specialized public-safety, defense and protective-equipment niches alongside larger diversified industrial suppliers and specialist armor and tactical-gear providers.