<p>Cadre Holdings, Inc. ((CDRE)) 最近召开了第三季度财报电话会议。以下是会议的主要亮点。</p>
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<p>Cadre Holdings, Inc. 最近召开了财报电话会议，展示了强劲的财务表现和战略进展。会议期间的情绪总体积极，公司强调了其增长轨迹和战略举措，尽管对核能行业的订单时机和政府关门可能带来的影响存在一些担忧。</p>
<h2>强劲的财务表现</h2>
<p>Cadre 报告称，第三季度净销售额同比增长了惊人的 42%，达到 1.559 亿美元。这一令人印象深刻的增长伴随着毛利率的显著改善，与去年相比提高了 610 个基点，突显了公司的强大运营效率。</p>
<h2>战略收购 TYR Tactical</h2>
<p>为了增强市场领导地位，Cadre 宣布收购 TYR Tactical。这一收购预计将增强 Cadre 的关键任务产品组合，这些产品以高利润率和强现金流而闻名，进一步巩固其在行业中的地位。</p>
<h2>美国国防部合同</h2>
<p>Cadre 的 Med-Eng 业务获得了美国国防部价值 5000 万美元的 IDIQ 合同，用于爆炸暴露监测系统。该合同突显了 Cadre 与军事客户之间的良好关系及其提供关键安全解决方案的能力。</p>
<h2>有机积压订单增加</h2>
<p>公司报告称，其有机积压订单环比增加了 2000 万美元。这一增长反映了 Cadre 在利用之前延迟的机会方面的进展，为公司持续成功奠定了基础。</p>
<h2>积极的行业顺风</h2>
<p>Cadre 正在受益于安全威胁的上升和核能需求的增加，这为执法和核能行业带来了长期增长机会。这些行业顺风预计将支持公司的扩张努力。</p>
<h2>核能业务的订单时机</h2>
<p>尽管整体前景积极，Cadre 在核能业务的订单时机上面临问题，这影响了季度表现。这一挑战突显了在核能行业运营的复杂性。</p>
<h2>政府关门的潜在影响</h2>
<p>人们对由于持续的政府关门可能导致的发货和签署延迟表示担忧。这种情况可能会影响 Cadre 的运营，尽管公司对应对这些挑战仍持乐观态度。</p>
<h2>前瞻性指导</h2>
<p>展望未来，Cadre 提供的指导反映了其强劲的财务表现和战略进展。收购 TYR Tactical 预计将开启新的增长机会，特别是在北欧军事客户的高价值终端市场。Cadre 重申了其 2025 年的指导，预计净销售额在 6.24 亿至 6.3 亿美元之间，调整后的 EBITDA 在 1.12 亿至 1.16 亿美元之间。公司的强劲自由现金流继续支持股息支付和潜在的并购机会。</p>
<p>总之，Cadre Holdings, Inc. 在财报电话会议中展现了积极的前景，强调了强劲的财务结果和战略举措。尽管在核能行业面临一些挑战以及政府关门可能带来的影响，但公司对收购和行业顺风的关注使其在未来增长中处于良好位置。</p>

CDRE

<p>Cadre Holdings, Inc. 在其财报电话会议中报告了第三季度净销售额同比增长 42%，达到 1.559 亿美元。该公司宣布收购 TYR Tactical，以增强其产品组合，并获得了来自美国国防部的 5000 万美元合同。尽管在核能领域的订单时机面临挑战，以及对政府关门的担忧，Cadre 依然保持乐观，预计 2025 年净销售额将在 6.24 亿至 6.3 亿美元之间。该公司强调了其强劲的财务表现和未来增长的战略举措</p>

<p>Cadre Holdings, Inc. ((CDRE)) has held its Q3 earnings call. Read on for the main highlights of the call.</p>
<div class="lb-trans"><p>Cadre Holdings, Inc. ((CDRE)) 最近召开了第三季度财报电话会议。以下是会议的主要亮点。</p>
</div><h3>Meet Your ETF AI Analyst</h3>
<div class="lb-trans"><h3>认识您的 ETF AI 分析师</h3>
</div><ul>
<li>Discover how TipRanks' <em>ETF</em> AI Analyst can help you make smarter investment decisions</li>
<li>Explore ETFs TipRanks' users love and see what insights the <strong><em>ETF</em> AI Analyst</strong> reveals about the ones you follow.</li>
</ul>
<div class="lb-trans"><ul>
<li>了解 TipRanks 的 <em>ETF</em> AI 分析师如何帮助您做出更明智的投资决策</li>
<li>探索 TipRanks 用户喜爱的 ETF，并查看 <strong><em>ETF</em> AI 分析师</strong> 对您关注的 ETF 的见解。</li>
</ul>
</div><p>Cadre Holdings, Inc. recently held its earnings call, showcasing a robust financial performance and strategic advancements. The sentiment throughout the call was largely positive, with the company emphasizing its growth trajectory and strategic initiatives, despite some concerns regarding order timing in the nuclear sector and potential impacts from a government shutdown.</p>
<div class="lb-trans"><p>Cadre Holdings, Inc. 最近召开了财报电话会议，展示了强劲的财务表现和战略进展。会议期间的情绪总体积极，公司强调了其增长轨迹和战略举措，尽管对核能行业的订单时机和政府关门可能带来的影响存在一些担忧。</p>
</div><h2>Strong Financial Performance</h2>
<div class="lb-trans"><h2>强劲的财务表现</h2>
</div><p>Cadre reported a remarkable 42% year-over-year increase in Q3 net sales, reaching $155.9 million. This impressive growth was complemented by a significant improvement in gross margin, which rose by 610 basis points compared to the previous year, highlighting the company’s strong operational efficiency.</p>
<div class="lb-trans"><p>Cadre 报告称，第三季度净销售额同比增长了惊人的 42%，达到 1.559 亿美元。这一令人印象深刻的增长伴随着毛利率的显著改善，与去年相比提高了 610 个基点，突显了公司的强大运营效率。</p>
</div><h2>Strategic Acquisition of TYR Tactical</h2>
<div class="lb-trans"><h2>战略收购 TYR Tactical</h2>
</div><p>In a strategic move to bolster its market leadership, Cadre announced the acquisition of TYR Tactical. This acquisition is expected to enhance Cadre’s portfolio of mission-critical products, known for their high margins and robust cash flows, further solidifying its position in the industry.</p>
<div class="lb-trans"><p>为了增强市场领导地位，Cadre 宣布收购 TYR Tactical。这一收购预计将增强 Cadre 的关键任务产品组合，这些产品以高利润率和强现金流而闻名，进一步巩固其在行业中的地位。</p>
</div><h2>U.S. Department of Defense Contract</h2>
<div class="lb-trans"><h2>美国国防部合同</h2>
</div><p>Cadre’s Med-Eng business secured a substantial $50 million IDIQ contract from the U.S. Department of Defense for the Blast Exposure Monitoring System. This contract underscores Cadre’s strong relationship with military clients and its capability to deliver critical safety solutions.</p>
<div class="lb-trans"><p>Cadre 的 Med-Eng 业务获得了美国国防部价值 5000 万美元的 IDIQ 合同，用于爆炸暴露监测系统。该合同突显了 Cadre 与军事客户之间的良好关系及其提供关键安全解决方案的能力。</p>
</div><h2>Increased Organic Backlog</h2>
<div class="lb-trans"><h2>有机积压订单增加</h2>
</div><p>The company reported a $20 million sequential increase in its organic backlog. This growth reflects Cadre’s progress in capitalizing on previously delayed opportunities, positioning the company for continued success.</p>
<div class="lb-trans"><p>公司报告称，其有机积压订单环比增加了 2000 万美元。这一增长反映了 Cadre 在利用之前延迟的机会方面的进展，为公司持续成功奠定了基础。</p>
</div><h2>Positive Industry Tailwinds</h2>
<div class="lb-trans"><h2>积极的行业顺风</h2>
</div><p>Cadre is benefiting from rising safety threats and increased nuclear demand, which are driving long-term growth opportunities across the law enforcement and nuclear sectors. These industry tailwinds are expected to support the company’s expansion efforts.</p>
<div class="lb-trans"><p>Cadre 正在受益于安全威胁的上升和核能需求的增加，这为执法和核能行业带来了长期增长机会。这些行业顺风预计将支持公司的扩张努力。</p>
</div><h2>Order Timing in Nuclear Business</h2>
<div class="lb-trans"><h2>核能业务的订单时机</h2>
</div><p>Despite the overall positive outlook, Cadre faced timing issues with orders in its nuclear business, which impacted the quarterly performance. This challenge highlights the complexities of operating within the nuclear sector.</p>
<div class="lb-trans"><p>尽管整体前景积极，Cadre 在核能业务的订单时机上面临问题，这影响了季度表现。这一挑战突显了在核能行业运营的复杂性。</p>
</div><h2>Potential Impact of Government Shutdown</h2>
<div class="lb-trans"><h2>政府关门的潜在影响</h2>
</div><p>Concerns were raised about the potential delays in shipments and sign-offs due to the ongoing government shutdown. This situation could affect Cadre’s operations, although the company remains optimistic about navigating these challenges.</p>
<div class="lb-trans"><p>人们对由于持续的政府关门可能导致的发货和签署延迟表示担忧。这种情况可能会影响 Cadre 的运营，尽管公司对应对这些挑战仍持乐观态度。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指导</h2>
</div><p>Looking ahead, Cadre provided guidance that reflects its strong financial performance and strategic progress. The acquisition of TYR Tactical is expected to unlock new growth opportunities, particularly in high-value end markets with military customers in Northern Europe. Cadre reaffirmed its 2025 guidance, projecting net sales between $624 million and $630 million and adjusted EBITDA between $112 million and $116 million. The company’s strong free cash flow continues to support dividend payments and potential M&amp;A opportunities.</p>
<div class="lb-trans"><p>展望未来，Cadre 提供的指导反映了其强劲的财务表现和战略进展。收购 TYR Tactical 预计将开启新的增长机会，特别是在北欧军事客户的高价值终端市场。Cadre 重申了其 2025 年的指导，预计净销售额在 6.24 亿至 6.3 亿美元之间，调整后的 EBITDA 在 1.12 亿至 1.16 亿美元之间。公司的强劲自由现金流继续支持股息支付和潜在的并购机会。</p>
</div><p>In conclusion, Cadre Holdings, Inc. presented a positive outlook during its earnings call, emphasizing strong financial results and strategic initiatives. The company’s focus on acquisitions and industry tailwinds positions it well for future growth, despite some challenges in the nuclear sector and potential impacts from a government shutdown.</p>
<div class="lb-trans"><p>总之，Cadre Holdings, Inc. 在财报电话会议中展现了积极的前景，强调了强劲的财务结果和战略举措。尽管在核能行业面临一些挑战以及政府关门可能带来的影响，但公司对收购和行业顺风的关注使其在未来增长中处于良好位置。</p>
</div>

Cadre Holdings 的财报电话会议重点介绍了公司的增长和战略行动