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

Cadeler A/S (NYSE:CDLR) issued its quarterly earnings results on Tuesday. The company reported $1.16 EPS for the quarter, topping the consensus estimate of $0.99 by $0.17, Zacks reports. Cadeler A/S had a return on equity of 18.00% and a net margin of 39.61%.The company had revenue of $322.76 million for the quarter, compared to the consensus estimate of $299.22 million.

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 Trading Up 8.8%

Shares of CDLR opened at $26.07 on Wednesday. The stock’s 50-day moving average price is $22.72 and its 200 day moving average price is $24.47. The company has a quick ratio of 1.29, a current ratio of 1.31 and a debt-to-equity ratio of 0.87. The firm has a market capitalization of $2.52 billion, a price-to-earnings ratio of 7.51 and a beta of 0.66. Cadeler A/S has a 12-month low of $15.37 and a 12-month high of $30.01.

Wall Street Analyst Weigh In

Several equities research analysts have recently issued reports on the stock. Weiss Ratings restated a “hold (c)” rating on shares of Cadeler A/S in a research note on Tuesday, August 18th. Wall Street Zen cut shares of Cadeler A/S from a “hold” rating to a “sell” rating in a research note on Sunday, July 5th. Three equities research analysts have rated the stock with a Hold rating, Based on data from MarketBeat.com, the company presently has an average rating of “Hold”.

Institutional Trading of Cadeler A/S

Several institutional investors have recently modified their holdings of CDLR. Invesco Ltd. boosted its stake in Cadeler A/S by 50.0% in the fourth quarter. Invesco Ltd. now owns 644,239 shares of the company’s stock worth $11,976,000 after purchasing an additional 214,683 shares in the last quarter. Valueworks LLC lifted its position in Cadeler A/S by 0.3% during the 4th quarter. Valueworks LLC now owns 529,584 shares of the company’s stock worth $9,845,000 after buying an additional 1,791 shares in the last quarter. Marshall Wace LLP lifted its position in Cadeler A/S by 30.7% during the 2nd quarter. Marshall Wace LLP now owns 85,440 shares of the company’s stock worth $1,698,000 after buying an additional 20,079 shares in the last quarter. JPMorgan Chase & Co. grew its holdings in Cadeler A/S by 1.4% during the 3rd quarter. JPMorgan Chase & Co. now owns 72,547 shares of the company’s stock worth $1,498,000 after acquiring an additional 985 shares during the last quarter. Finally, Jump Financial LLC acquired a new stake in Cadeler A/S in the 4th quarter valued at about $984,000. Institutional investors and hedge funds own 53.03% of the company’s stock.

Cadeler A/S Company Profile

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.