Cadre Holdings Boosts Q2 Revenue by 32% on Strong Demand for Safety Gear
Event summary
- Cadre Holdings reported Q2 2026 net sales of $207.1M, up 32% YoY, driven by acquisitions and demand for nuclear safety, armor, and duty gear products.
- Adjusted EBITDA margin improved to 20.3%, a 310 basis point increase year-over-year.
- The company raised its full-year guidance, now expecting net sales between $749M and $769M and adjusted EBITDA between $139M and $144M.
- Cadre completed the acquisition of Alien Gear Holsters in April 2026 for an undisclosed sum.
The big picture
Cadre Holdings' strong Q2 performance reflects the ongoing need for mission-critical safety equipment in law enforcement, military, and nuclear markets. The company's strategic focus on acquisitions and operational improvements positions it well to capitalize on durable demand trends. However, integration risks and foreign currency fluctuations remain potential headwinds.
What we're watching
- M&A Strategy
- Whether Cadre can sustain its growth trajectory through further bolt-on acquisitions in the safety equipment sector.
- Operational Efficiency
- How the company will manage integration challenges and inventory step-up amortization costs from recent acquisitions.
- Market Demand
- The pace at which demand for nuclear safety, armor, and duty gear products will continue to drive revenue growth.
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