Cadre Holdings (CDRE) Aperçu de l'action
Cadre Holdings, Inc. fabrique et distribue des équipements de sécurité et d'autres produits connexes qui protègent les utilisateurs dans des situations dangereuses ou potentiellement mortelles aux États-Unis et dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 4/6 |
| Croissance future | 3/6 |
| Performances passées | 1/6 |
| Santé financière | 3/6 |
| Dividendes | 2/6 |
Récompenses
Analyse des risques
CDRE Community Fair Values
Create NarrativeSee what 15 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Cadre Holdings, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$30.18 |
| Plus haut sur 52 semaines | US$48.76 |
| Plus bas sur 52 semaines | US$25.73 |
| Bêta | 1.32 |
| Variation sur 1 mois | 4.97% |
| Variation sur 3 mois | -3.64% |
| Variation sur 1 an | -7.34% |
| Variation sur 3 ans | 31.85% |
| Variation sur 5 ans | n/a |
| Évolution depuis l'introduction en bourse | 97.38% |
Nouvelles et mises à jour récentes
Seeking Alpha • Jun 22
Cadre Holdings: Setback Gradually Starts To Offer An Opportunity
Summary Cadre Holdings shares have declined ~30% amid lower earnings and softer organic growth, despite aggressive M&A activity. Cadre trades at ~2x sales and 10x EBITDA, with realistic earnings now estimated at $1.00–$1.25 per share, reflecting compressed valuation multiples. Backlog surged to $355 million, bolstered by a $61 million FBI order and M&A-driven growth, though organic growth remains weak. While current valuation is more attractive, persistent organic softness and lagging nuclear segment performance temper immediate appeal. Read the full article on Seeking Alpha
Mise à jour du récit • Jun 15
CDRE: FBI Armor Win And M&A Pipeline Will Support Future Earnings
Narrative Update The analyst price target for Cadre Holdings has been reduced by $5, from $45 to $40. Analysts are factoring in solid but mixed Q1 results, near term earnings pressure from M&A costs, and a cautious investor mood, despite contributions expected from the TYR acquisition and blast monitoring sensor ramp up later in the year.
Mise à jour du récit • Jun 01
CDRE: M&A Expansion And Blast Monitoring Ramp Will Drive Future Upside
Cadre Holdings' analyst price target has been reduced by $2. Analysts cite a combination of solid Q1 execution, costs associated with recent M&A activity, and a cautious stance toward near-term fundamentals as the primary reasons for this adjustment.Article d’analyse • May 18
Cadre Holdings' (NYSE:CDRE) Soft Earnings Are Actually Better Than They Appear
Soft earnings didn't appear to concern Cadre Holdings, Inc.'s ( NYSE:CDRE ) shareholders over the last week. We think...Recent updates
Seeking Alpha • Jun 22
Cadre Holdings: Setback Gradually Starts To Offer An Opportunity
Summary Cadre Holdings shares have declined ~30% amid lower earnings and softer organic growth, despite aggressive M&A activity. Cadre trades at ~2x sales and 10x EBITDA, with realistic earnings now estimated at $1.00–$1.25 per share, reflecting compressed valuation multiples. Backlog surged to $355 million, bolstered by a $61 million FBI order and M&A-driven growth, though organic growth remains weak. While current valuation is more attractive, persistent organic softness and lagging nuclear segment performance temper immediate appeal. Read the full article on Seeking AlphaMise à jour du récit • Jun 15
CDRE: FBI Armor Win And M&A Pipeline Will Support Future Earnings
Narrative Update The analyst price target for Cadre Holdings has been reduced by $5, from $45 to $40. Analysts are factoring in solid but mixed Q1 results, near term earnings pressure from M&A costs, and a cautious investor mood, despite contributions expected from the TYR acquisition and blast monitoring sensor ramp up later in the year.Mise à jour du récit • Jun 01
CDRE: M&A Expansion And Blast Monitoring Ramp Will Drive Future Upside
Cadre Holdings' analyst price target has been reduced by $2. Analysts cite a combination of solid Q1 execution, costs associated with recent M&A activity, and a cautious stance toward near-term fundamentals as the primary reasons for this adjustment.Article d’analyse • May 18
Cadre Holdings' (NYSE:CDRE) Soft Earnings Are Actually Better Than They Appear
Soft earnings didn't appear to concern Cadre Holdings, Inc.'s ( NYSE:CDRE ) shareholders over the last week. We think...Mise à jour du récit • May 13
CDRE: M&A Pipeline And Backlog Will Support Future Earnings Resilience
Narrative Update on Cadre Holdings The average analyst price target for Cadre Holdings has been reduced by $5 to $40, as analysts factor in recent price target cuts tied to mixed quarterly earnings, acquisition related expenses, a higher discount rate, slightly softer revenue growth assumptions, and a modestly higher profit margin profile. Analyst Commentary Recent research updates on Cadre Holdings highlight a mixed tone, with several bearish analysts trimming price targets and flagging execution questions despite generally constructive longer term views.Mise à jour du récit • Apr 29
CDRE: M&A Pipeline And Nuclear Safety Backlog Will Support Future Upside
Analysts have reset their price target on Cadre Holdings to $45, citing recent target cuts along with modestly higher long term revenue growth and profit margin assumptions, as well as a slightly lower future P/E expectation that together support a steadier outlook for the core business despite recent earnings volatility. Analyst Commentary Recent Street commentary around Cadre has centered on balancing a reset in expectations with continued confidence in the core story.
Mise à jour du récit • Apr 14
CDRE: Dividend Raise And Pullback Will Support Future Upside Potential
Analysts have reduced their blended price target on Cadre Holdings to $45 from $55, citing the recent Q4 earnings miss and weakness in nuclear safety revenue. They also note that the recent 13% pullback could represent a potential entry point for investors who believe the core story remains intact.Mise à jour du récit • Mar 31
CDRE: Higher P/E Assumptions And M&A Pipeline Will Shape Future Upside
Analysts have trimmed their fair value estimate for Cadre Holdings from $50 to $45, citing a higher discount rate, slightly lower profit margin expectations, and a recent Q4 earnings miss in nuclear safety. They still view the recent selloff as consistent with a higher future P/E assumption and believe the core story remains intact.Mise à jour du récit • Mar 17
CDRE: Earnings Reset And M&A Pipeline Will Support Future Upside
Analysts have made a modest upward adjustment to the price target for Cadre Holdings to $48.80. This reflects updated views that balance Jefferies' reduced $45 target after the Q4 miss and nuclear safety weakness with recent target increases from Lake Street and Roth Capital, and incorporates revised assumptions on growth, margins, discount rate and future P/E.Mise à jour du récit • Mar 03
CDRE: Higher P/E Assumptions And Dividend Policy Will Shape Risk Reward Balance
Analysts have lifted their price target on Cadre Holdings to $50.00 from $26.00, citing updated assumptions around lower discount rates, adjusted revenue growth expectations, slightly higher profit margins, and a higher assumed future P/E multiple. Analyst Commentary Recent research updates on Cadre Holdings have centered on refreshed assumptions around discount rates, revenue trajectories, profit margins, and the P/E multiple used in valuation work.Mise à jour du récit • Feb 17
CDRE: Dividend Raise And Refined Assumptions Will Support Future Upside Potential
Narrative Update on Cadre Holdings Analysts have raised their price targets on Cadre Holdings by a combined $5, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E. These changes keep the estimated fair value steady at $62.00 per share.Mise à jour du récit • Feb 02
CDRE: Dividend Increase And Expanded Margin Outlook Will Support Upside Potential
Analysts have raised their price target on Cadre Holdings from US$50 to US$62, citing updated assumptions around fair value, a lower discount rate, slightly revised revenue growth expectations, improved profit margin forecasts, and an increased future P/E multiple. What's in the News Cadre Holdings announced a quarterly cash dividend of US$0.10 per share on its common stock, which equates to US$0.40 per share on an annualized basis.Mise à jour du récit • Jan 19
CDRE: Maintained Conviction In Undervalued Shares Will Support Future Upside
Analysts have maintained their price target for Cadre Holdings at US$48.50, noting only minor adjustments to the discount rate, revenue growth, profit margin, and forward P/E assumptions that do not materially change their overall view of the stock. Valuation Changes Fair Value: Maintained at US$48.50, with no change in the estimated intrinsic value per share.Article d’analyse • Jan 08
Cadre Holdings (NYSE:CDRE) Has A Pretty Healthy Balance Sheet
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Mise à jour du récit • Jan 05
CDRE: Nuclear Group Transparency And AI Energy Themes Will Support Future Upside
Narrative Update on Cadre Holdings The consensus analyst price target for Cadre Holdings has shifted higher, supported by recent investor day takeaways where analysts cited increased confidence in the company's nuclear safety and nuclear group opportunities, with individual firm targets moving from about $35 to $44 and from $41 to $43. Analyst Commentary Analysts who updated their models after the recent investor day are largely focused on how the nuclear safety and Nuclear Group stories flow through to growth, execution, and valuation.Mise à jour du récit • Dec 21
CDRE: Nuclear Safety Platform And AI Power Demand Will Drive Future Upside
Analysts have modestly raised their price target on Cadre Holdings into the mid $40s per share, reflecting increased conviction in the company’s nuclear safety platform and long term growth runway highlighted at its recent investor day. Analyst Commentary Analyst commentary following the investor day has been broadly constructive, centering on improved transparency around the nuclear safety platform and the durability of the company’s core operations.Mise à jour du récit • Dec 07
CDRE: Nuclear Safety Transparency And AI-Driven Energy Demand Will Drive Upside
Analysts raised their price target on Cadre Holdings to $44 from $35, citing increased visibility and confidence in the company’s expanding nuclear safety and energy segments as key drivers of the upward revision. Analyst Commentary Bullish analysts framed the higher price targets as a function of both improved visibility into Cadre Holdings' nuclear safety operations and sustained execution in its legacy businesses, arguing that the company now has a clearer multi year growth narrative that justifies a premium valuation.Mise à jour du récit • Nov 23
CDRE: Greater Transparency In Nuclear Segment Will Fuel Renewed Confidence
Analysts have modestly increased their price targets for Cadre Holdings, raising expectations by $2 to $44 per share. They cite greater transparency and growth potential in the company's expanding nuclear segment.Mise à jour du récit • Nov 08
CDRE: Expanded Nuclear Segment Will Drive New Era of Value Creation
Cadre Holdings' analyst price target was raised significantly, increasing from $41.17 to $48.50 per share. Analysts cite stronger growth prospects in its nuclear segment and greater business transparency following recent investor updates.Article d’analyse • Oct 28
Cadre Holdings (NYSE:CDRE) Has Affirmed Its Dividend Of $0.095
Cadre Holdings, Inc.'s ( NYSE:CDRE ) investors are due to receive a payment of $0.095 per share on 14th of November...Mise à jour du récit • Oct 25
Nuclear Safety Platform Will Drive Long-Term Expansion And Underpin Market Confidence
Cadre Holdings' analyst price target has been raised from $40.60 to $41.17. Analysts cite increased confidence in the company's nuclear safety platform and long-term growth opportunities highlighted at its recent investor day.Mise à jour du récit • Oct 10
Protective Equipment And Nuclear Safety Will Foster Market Resilience
Cadre Holdings’ analyst price target has been raised from $38.50 to $40.60, reflecting analysts’ increased confidence following positive updates on the company’s nuclear safety business and its growth prospects. Analyst Commentary Analysts have issued updated commentary following recent announcements and investor day events at Cadre Holdings, highlighting both the company’s strengths and ongoing areas of scrutiny.Mise à jour du récit • Sep 05
Protective Equipment And Nuclear Safety Will Foster Market Resilience
Consensus revenue growth forecasts for Cadre Holdings have modestly improved while the future P/E multiple has slightly declined, resulting in no change to the analyst price target, which remains at $38.50. What's in the News Cadre Holdings issued full-year 2025 earnings guidance, expecting net sales between $624 million and $630 million.Article d’analyse • Aug 29
Cadre Holdings, Inc.'s (NYSE:CDRE) Popularity With Investors Is Clear
With a price-to-earnings (or "P/E") ratio of 33x Cadre Holdings, Inc. ( NYSE:CDRE ) may be sending very bearish signals...Article d’analyse • Aug 08
Cadre Holdings, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
NYSE:CDRE 1 Year Share Price vs Fair Value Explore Cadre Holdings's Fair Values from the Community and select yours...Article d’analyse • Jul 26
Cadre Holdings (NYSE:CDRE) Has Affirmed Its Dividend Of $0.095
Cadre Holdings, Inc. ( NYSE:CDRE ) will pay a dividend of $0.095 on the 15th of August. This payment means the dividend...Article d’analyse • Jun 24
Cadre Holdings (NYSE:CDRE) Seems To Use Debt Quite Sensibly
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Article d’analyse • May 24
Is There An Opportunity With Cadre Holdings, Inc.'s (NYSE:CDRE) 36% Undervaluation?
Key Insights Cadre Holdings' estimated fair value is US$50.85 based on 2 Stage Free Cash Flow to Equity Cadre Holdings...Article d’analyse • May 09
Cadre Holdings, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
Cadre Holdings, Inc. ( NYSE:CDRE ) just released its latest first-quarter results and things are looking bullish. It...Article d’analyse • May 08
Cadre Holdings, Inc.'s (NYSE:CDRE) 25% Jump Shows Its Popularity With Investors
Those holding Cadre Holdings, Inc. ( NYSE:CDRE ) shares would be relieved that the share price has rebounded 25% in the...Article d’analyse • Apr 28
At US$30.45, Is Cadre Holdings, Inc. (NYSE:CDRE) Worth Looking At Closely?
Cadre Holdings, Inc. ( NYSE:CDRE ), is not the largest company out there, but it saw significant share price movement...Seeking Alpha • Apr 12
Cadre Holdings: Slowing Organic Growth No Longer Justifies Premium Valuation
Summary Cadre Holdings, Inc. saw significant Q4 growth with a 41% revenue increase and an 86% rise in adjusted EBITDA, driven by delayed Q3 revenue. Despite Q4 growth, future guidance shows modest revenue and EBITDA growth, with potential tariff impacts of $18-$22 million on EBITDA. Cadre appears overvalued compared to its peers, and its slowing growth no longer justifies this premium valuation. Given near term headwinds, I suggest that bulls on the company wait until the second half of the year to buy, when things could get better for the company. Read the full article on Seeking AlphaArticle d’analyse • Feb 17
Is Cadre Holdings (NYSE:CDRE) A Risky Investment?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Article d’analyse • Jan 25
Cadre Holdings' (NYSE:CDRE) Upcoming Dividend Will Be Larger Than Last Year's
Cadre Holdings, Inc. ( NYSE:CDRE ) will increase its dividend on the 14th of February to $0.095, which is 8.6% higher...Seeking Alpha • Jan 21
Cadre Holdings: Now A Low Risk New Nuclear Play
Summary I am increasing my position in Cadre Holdings due to its expansion into the nuclear industry, which has significant growth potential. Cadre's unique operating model and strategic acquisitions in mission-critical markets, including law enforcement, military, and now nuclear, drive revenue and margin growth. The recent acquisition of Alpha Safety and Carrs Group's nuclear assets significantly strengthens Cadre's product base and geographical reach in the nuclear sector. My updated model predicts a 100% share price upside, driven by increased margins, accelerated revenue growth, and Cadre's strong position in a growing nuclear market. Read the full article on Seeking AlphaArticle d’analyse • Jan 17
Some Investors May Be Worried About Cadre Holdings' (NYSE:CDRE) Returns On Capital
If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...Article d’analyse • Dec 21
At US$33.95, Is It Time To Put Cadre Holdings, Inc. (NYSE:CDRE) On Your Watch List?
Cadre Holdings, Inc. ( NYSE:CDRE ), might not be a large cap stock, but it saw significant share price movement during...Rendement pour les actionnaires
| CDRE | US Aerospace & Defense | US Marché | |
|---|---|---|---|
| 7D | 2.1% | -3.6% | -0.9% |
| 1Y | -7.3% | 17.2% | 19.1% |
Rendement vs Industrie: CDRE a sous-performé le secteur US Aerospace & Defense qui a rapporté 17.2 % au cours de l'année écoulée.
Rendement vs marché: CDRE a sous-performé le marché US qui a rapporté 19.1 % au cours de l'année écoulée.
Volatilité des prix
| CDRE volatility | |
|---|---|
| CDRE Average Weekly Movement | 7.4% |
| Aerospace & Defense Industry Average Movement | 9.2% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: CDRE n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de CDRE ( 7% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1964 | 2,533 | Warren Kanders | www.cadre-holdings.com |
Cadre Holdings, Inc. fabrique et distribue des équipements de sécurité et d'autres produits connexes qui protègent les utilisateurs dans des situations dangereuses ou potentiellement mortelles aux États-Unis et dans le monde entier. Elle opère à travers deux segments : les produits et la distribution. La société propose des gilets pare-balles, tels que des gilets pare-balles dissimulables, correctifs et tactiques sous les marques Safariland et Protech Tactical ; des combinaisons de survie, des véhicules télécommandés, des outils spécialisés, des détecteurs de souffle, des accessoires et des sièges d'atténuation du souffle des véhicules pour les techniciens de la sécurité anti-bombes ; des combinaisons anti-bombes ; des équipements de service, y compris des ceintures et des accessoires ; et d'autres équipements de protection comprenant des équipements de communication, des produits de médecine légale et d'enquête, des solutions de nettoyage d'armes à feu et des produits de contrôle des foules.
Cadre Holdings, Inc. Résumé des fondamentaux
| CDRE statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$1.23b |
| Bénéfices(TTM) | US$36.87m |
| Recettes(TTM) | US$635.63m |
35.0x
Ratio P/E2.0x
Ratio P/SLe site CDRE est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| CDRE compte de résultat (TTM) | |
|---|---|
| Recettes | US$635.63m |
| Coût des recettes | US$368.11m |
| Marge brute | US$267.52m |
| Autres dépenses | US$230.65m |
| Les revenus | US$36.87m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 0.86 |
| Marge brute | 42.09% |
| Marge bénéficiaire nette | 5.80% |
| Ratio dettes/capitaux propres | 109.1% |
Quelles ont été les performances à long terme de CDRE?
Voir les performances historiques et les comparaisonsDividendes
1.3%
Rendement actuel des dividendes43%
Ratio de distributionAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/16 10:00 |
| Cours de l'action en fin de journée | 2026/07/16 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Cadre Holdings, Inc. est couverte par 9 analystes. 5 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Ronald Epstein | BofA Global Research |
| Jeffrey Van Sinderen | B. Riley Securities, Inc. |
| Lawrence Solow | CJS Securities, Inc. |