Strong Q3 Results Could Be a Game Changer for Cadre Holdings (CDRE)

• Cadre Holdings reported strong third quarter 2025 results last week, with sales rising to US$155.87 million and net income reaching US$10.94 million, both up substantially from a year earlier.
• The company’s earnings per share nearly tripled compared to the same quarter in 2024, highlighting meaningful operational improvement and earnings growth.
• We will examine how this surge in both revenue and profit could shape Cadre Holdings' investment narrative and near-term outlook.

Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals. Beat the pack to uncover the 36 best rare earth metal stocks of the very few that mine this essential strategic resource.

Cadre Holdings Investment Narrative Recap

To hold Cadre Holdings, investors need confidence that the company will sustain and expand its recurring demand for protective equipment, especially as government and public safety spending trends persist. While the third quarter’s strong earnings and revenue growth reinforce the short-term catalyst of accelerated contract fulfillment, risks related to contract timing delays or pushouts of large orders remain, and the latest results do not fully eliminate these concerns.

This quarter’s surge in profits aligns closely with previous guidance updates reaffirming expectations for full-year 2025 sales, suggesting execution is on track with management’s forecasts. However, the company’s continued emphasis on large government and law enforcement contracts means any unexpected delays or changes in procurement cycles could still materially affect near-term results.

In contrast, what’s less visible to investors is the ongoing risk of extended timing uncertainty on major contract opportunities…

Read the full narrative on Cadre Holdings (it's free!)

Cadre Holdings' outlook anticipates $787.2 million in revenue and $74.8 million in earnings by 2028. This projection assumes an annual revenue growth rate of 11.2% and an $36.7 million increase in earnings from the current $38.1 million.

Uncover how Cadre Holdings' forecasts yield a $41.17 fair value, a 5% downside to its current price.

Exploring Other Perspectives

The Simply Wall St Community shared two fair value estimates for Cadre ranging from US$41.17 to US$55.91 per share. Many are watching how consistent government contract demand could impact revenue momentum and influence where Cadre’s valuation ultimately settles, exploring more viewpoints may offer useful perspective.

Explore 2 other fair value estimates on Cadre Holdings - why the stock might be worth as much as 29% more than the current price!

Build Your Own Cadre Holdings Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Cadre Holdings research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Cadre Holdings research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Cadre Holdings' overall financial health at a glance.

Contemplating Other Strategies?

Our top stock finds are flying under the radar-for now. Get in early:

• Trump has pledged to "unleash" American oil and gas and these 22 US stocks have developments that are poised to benefit.
• AI is about to change healthcare. These 32 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.
• This technology could replace computers: discover 28 stocks that are working to make quantum computing a reality.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com