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    Will Cadre Holdings (CDRE) Benefit From Steady Defense Demand Amid Global Instability?

    Simply Wall St·11/22/2025 16:26:43
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    • Earlier this month, Cadre Holdings was highlighted as one of the best small-cap defense stocks following positive third-quarter earnings and renewed analyst attention.
    • Management’s focus on global safety threats and ongoing national defense initiatives underscores expectations for resilient demand in the company’s core markets.
    • We’ll explore how management’s emphasis on steady demand for protective equipment amid global instability could influence Cadre Holdings’ investment narrative.

    Find companies with promising cash flow potential yet trading below their fair value.

    Cadre Holdings Investment Narrative Recap

    To be a shareholder in Cadre Holdings, you likely believe that sustained global instability and public safety concerns will drive steady ongoing demand for specialized protective equipment. The recent news highlighting Cadre’s third-quarter earnings and analyst attention reinforces the catalyst of recurring contracts, but does not materially change the most immediate risk: timing uncertainty and potential delays in large contract awards, which could impact short-term revenue growth if they persist.

    Among the company’s recent announcements, the November 2025 third-quarter earnings results stand out as particularly relevant. These results showed meaningful year-over-year growth in both sales and net income, offering investors tangible evidence of Cadre’s momentum as it benefits from robust demand and helps address concerns about dependency on government spending cycles as a potential catalyst for further performance.

    However, investors should also be aware that, despite revenue momentum, the risk of contract timing delays could still impact results in ways that aren’t yet fully reflected in recent headlines…

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

    Cadre Holdings' narrative projects $787.2 million revenue and $74.8 million earnings by 2028. This requires 11.2% yearly revenue growth and a $36.7 million earnings increase from $38.1 million today.

    Uncover how Cadre Holdings' forecasts yield a $48.50 fair value, a 20% upside to its current price.

    Exploring Other Perspectives

    CDRE Community Fair Values as at Nov 2025
    CDRE Community Fair Values as at Nov 2025

    Simply Wall St Community members provided two fair value estimates for Cadre Holdings, ranging from US$48.50 to US$68.97 per share. While contract wins are a catalyst for optimism, the risk of large contract delays remains a key watchpoint that could shape different performance outlooks among market participants.

    Explore 2 other fair value estimates on Cadre Holdings - why the stock might be worth just $48.50!

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    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.