What Happened?
Shares of aerospace and defense company Cadre (NYSE: CDRE) fell 13% in the afternoon session after it reported fourth-quarter 2025 results that fell short of analyst expectations for both earnings and revenue.
Cadre reported earnings of $0.27 per share, which missed the consensus estimate of $0.40. Revenue for the quarter was $167.2 million, also below the forecast of $184.3 million. This revenue figure represented a 5% decrease compared to the same period in the previous year. Although the company provided a sales forecast for 2026 that was above expectations, the disappointing quarterly performance overshadowed the optimistic guidance, prompting a negative investor reaction.
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What Is The Market Telling Us
Cadre’s shares are somewhat volatile and have had 14 moves greater than 5% over the last year. But moves this big are rare even for Cadre and indicate this news significantly impacted the market’s perception of the business.
The biggest move we wrote about over the last year was 10 months ago when the stock gained 19.9% on the news that the company reported a "beat and raise" quarter. First quarter results beat analysts' revenue, EPS, and EBITDA expectations and included a lift in full-year revenue and EBITDA guidance. Sales were down 6%, mostly because of timing on some big defense orders, but they made up for it with demand in other areas and help from new acquisitions. Zooming out, we think this print featured some important positives.
Cadre is down 14.3% since the beginning of the year, and at $35.23 per share, it is trading 23.5% below its 52-week high of $46.07 from March 2026. Investors who bought $1,000 worth of Cadre’s shares at the IPO in November 2021 would now be looking at an investment worth $2,304.
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