Cadre Holdings Inc

CDRE remains in an early, fragile Stage 1 consolidation following a mid-July Bullish Pivot Point. Short EMAs have repaired and price is tracking above the 9/21 EMAs without exhaustion, indicating failed downside control and the emergence of upward mean reversion. With medium-term directional permission for bullish mean reversion and supportive EMA interaction, initiating exposure on pullbacks into the pivot zone and EMAs is timely.

• ↑Net sales rose 19% YoY to $155.4M; backlog hit $355M for 2026 conversion.
• ↑2026 adjusted EBITDA outlook of $136M–$141M tied to pricing power and productivity.
• ↓Earnings yield weakness raises valuation concerns at current prices.