Cadeler A/S (NYSE:CDLR) Issues Quarterly Earnings Results

Cadeler A/S (NYSE:CDLR) issued its earnings results on Tuesday. The company reported $1.16 EPS for the quarter, topping analysts’ consensus estimates of $0.95 by $0.21, Zacks reports. The business had revenue of $322.76 million for the quarter, compared to the consensus estimate of $280.45 million. Cadeler A/S had a net margin of 27.45% and a return on equity of 13.06%.

Here are the key takeaways from Cadeler A/S’s conference call:

• Positive Sentiment: H1 revenue and EBITDA more than doubled year over year when adjusted for the prior-year EUR 111 million termination fee; Q2 revenue reached EUR 282.8 million, EBITDA EUR 160.6 million, and utilization nearly 91% on an adjusted basis.
• Positive Sentiment: Cadeler maintained its 2026 standalone outlook of EUR 854–944 million in revenue and EUR 420–510 million in EBITDA, while reporting a EUR 2.5 billion backlog with 77% at final investment decision.
• Positive Sentiment: The company acquired Menck for approximately EUR 500 million and signed orders for two T-class vessels scheduled for delivery in 2030 and 2031, expanding its foundation-installation offering and expected access to scarce hammer equipment.
• Positive Sentiment: Management said vessel utilization should remain strong through the rest of 2026, with Hornsea 3 progressing on schedule and further efficiency gains being pursued in monopile, secondary-steel, logistics, and future turbine-installation work.
• Negative Sentiment: The expansion plan carries substantial funding requirements, including remaining A-class commitments, EUR 805 million of T-class vessels, and the Menck bridge facility; management expects to refinance the bridge debt and said no capital increase is currently needed, but the plan increases execution and financing risk.

Cadeler A/S Stock Down 3.0%

Cadeler A/S stock opened at $25.25 on Thursday. Cadeler A/S has a twelve month low of $15.37 and a twelve month high of $30.01. The business has a fifty day moving average of $22.79 and a two-hundred day moving average of $24.48. The firm has a market cap of $2.44 billion, a P/E ratio of 10.06 and a beta of 0.66. The company has a quick ratio of 1.29, a current ratio of 1.31 and a debt-to-equity ratio of 0.87.

Hedge Funds Weigh In On Cadeler A/S

Several institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Invesco Ltd. lifted its position in shares of Cadeler A/S by 50.0% during the fourth quarter. Invesco Ltd. now owns 644,239 shares of the company’s stock valued at $11,976,000 after buying an additional 214,683 shares during the last quarter. Schonfeld Strategic Advisors LLC bought a new position in shares of Cadeler A/S during the 4th quarter worth approximately $214,000. Cetera Investment Advisers lifted its position in Cadeler A/S by 19.0% during the fourth quarter. Cetera Investment Advisers now owns 26,509 shares of the company’s stock valued at $493,000 after acquiring an additional 4,228 shares during the last quarter. Jump Financial LLC purchased a new stake in Cadeler A/S during the fourth quarter valued at approximately $984,000. Finally, Barclays PLC acquired a new stake in Cadeler A/S in the fourth quarter valued at approximately $119,000. Hedge funds and other institutional investors own 53.03% of the company’s stock.

Wall Street Analyst Weigh In

CDLR has been the subject of a number of research reports. Wall Street Zen lowered Cadeler A/S from a “hold” rating to a “sell” rating in a report on Sunday, July 5th. Weiss Ratings reissued a “hold (c)” rating on shares of Cadeler A/S in a research note on Tuesday, August 18th. Three analysts have rated the stock with a Hold rating, According to data from MarketBeat.com, Cadeler A/S currently has a consensus rating of “Hold”.

About Cadeler A/S

Cadeler A/S is a Denmark-based specialist in offshore wind turbine installation and related services. The company operates a fleet of dynamically positioned (DP3) self-propelled jack-up vessels designed for the transportation, installation and commissioning of foundation structures, turbine towers, nacelles and blades. Cadeler’s capabilities encompass project planning, logistics coordination and offshore operations, enabling wind farm developers to deploy large-scale turbines in challenging marine environments.

The company’s two flagship vessels, Wind Orca and Wind Osprey, are equipped to work in water depths of up to 70 meters and to handle the installation of next-generation turbines.