Cadre Holdings Q4 Revenue Drops 5% to $167.2M, EPS Misses by 34%
Cadre Holdings reported Q4 revenue of $167.22 million, down 5% year-over-year and missing the $182.55 million consensus by 8.4%. EPS was $0.27, a 34% shortfall versus the $0.41 estimate, while distribution sales fell to $25.05 million versus a $31.79 million forecast.
1. Q4 Financial Results
For the quarter ended December 2025, Cadre Holdings generated $167.22 million in revenue, down 5% from a year earlier and 8.4% below the $182.55 million consensus. Net income translated to earnings per share of $0.27, underperforming the $0.41 estimate by 34% and marking a decline from $0.32 in the prior year period.
2. Breakdown of Segment Performance
Product net sales totaled $152.05 million, missing the $159.66 million analyst projection, while distribution revenue came in at $25.05 million versus a $31.79 million estimate. Reconciling items were negative $9.88 million, slightly worse than the $8.9 million anticipated.
3. Stock Reaction and Outlook
Shares have gained 3.7% over the past month despite the quarterly shortfalls, reflecting market expectations of stabilization. The company holds a mid-range analyst ranking, suggesting results were mixed and may lead to modest adjustments in full-year forecasts.