)
Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Cadre
Cadre (CDRE) investor relations material
Cadre CJS Securities 26th Annual "New Ideas for the New Year” Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.CJS Securities 26th Annual "New Ideas for the New Year” Investor Conference summary14 Jan, 2026
Company overview and strategy
Focuses on highly engineered safety equipment for professionals in public safety, military, and nuclear markets, with a heritage dating back to 1964.
Achieved over 55% revenue growth and 97% Adjusted EBITDA growth since IPO in 2020, with significant margin expansion.
Completed five acquisitions since IPO, operating with a decentralized structure and a proprietary operating model to drive productivity and innovation.
Operating model emphasizes continuous improvement, associate development, and strategic execution.
Vision includes continued diversification, targeting 3%-5% annual organic growth plus $100M in acquired revenue, aiming for mid-20s Adjusted EBITDA margins.
Market dynamics and growth drivers
Public safety market benefits from resilient, consistent budgets and recurring product refresh cycles, with products prioritized in agency spending.
Nuclear market strategy targets environmental remediation, national defense, and commercial nuclear energy, supporting long-term growth.
Nuclear segment expected to grow 4%-6% annually, with some lumpiness due to project timing.
Recent acquisitions have expanded presence in nuclear and international markets, especially through Alpha Safety, Carrs, and TYR Tactical.
AI initiatives focus on practical applications in IT security and business processes, with each business unit identifying AI opportunities.
Competitive positioning and product leadership
Holds dominant U.S. market share in holsters (90%) and bomb suits (87%-90%), with significant share in body armor (high 30%-low 40%).
International growth is selective, focusing on high-margin opportunities and leveraging acquisitions like TYR Tactical for expanded reach.
TYR Tactical acquisition brings advanced hard armor capabilities and strong international and federal presence, complementing existing brands.
Product innovation and refresh cycles (e.g., holsters every 5-7 years, body armor every 5 years) drive recurring revenue.
Blast sensor technology secured a $50M IDIQ with the U.S. Department of Defense, with initial orders to be shipped in 2026.
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Cadre earnings date
Q4 20256 Mar, 2026
Cadre
Next Cadre earnings date
Q4 20256 Mar, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Cadre Holdings Inc. is a provider of safety and survivability equipment for first responders, law enforcement, military personnel, and emergency services. The company designs, manufactures, and distributes protective gear, including body armor, duty gear, holsters, and safety equipment. Its product portfolio also includes explosive ordnance disposal tools and crowd control solutions. The company is headquartered in Jacksonville, Florida, and its shares are listed on the NYSE.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage