Cadre

Q2 FY2026 EarningsQ2 FY2026 results significantly beat consensus across all major metrics: revenue of $207.1M exceeded the expected $178.3M by 16.17%, while gross margin reached 42.1% vs. 40.25% expected. GAAP EPS of $0.26 surpassed the $0.22 mean estimate, driven by robust demand in armor, duty gear, and nuclear safety products. Management raised full-year FY2026 revenue guidance to $749M–$769M and Adjusted EBITDA to $139M–$144M, both exceeding current market expectations.