Cadeler A/S (NYSE:CDLR) Posts Earnings Results, Beats Expectations By $0.17 EPS

Cadeler A/S (NYSE:CDLR) posted its quarterly earnings results on Tuesday. The company reported $1.16 earnings per share (EPS) for the quarter, beating 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 business had revenue of $322.76 million for the quarter, compared to analyst estimates 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 Stock Up 8.8%

Shares of Cadeler A/S stock opened at $26.07 on Wednesday. The stock 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 twelve month low of $15.37 and a twelve month high of $30.01. The company has a current ratio of 1.31, a quick ratio of 1.29 and a debt-to-equity ratio of 0.87. The business’s 50 day simple moving average is $22.72 and its 200-day simple moving average is $24.47.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in the stock. Invesco Ltd. acquired a new stake in shares of Cadeler A/S in the 2nd quarter worth about $4,555,000. Jump Financial LLC acquired a new position in Cadeler A/S during the 4th quarter valued at about $984,000. Marshall Wace LLP grew its position in Cadeler A/S by 30.7% in the 2nd quarter. Marshall Wace LLP now owns 85,440 shares of the company’s stock worth $1,698,000 after purchasing an additional 20,079 shares during the last quarter. Cetera Investment Advisers bought a new position in Cadeler A/S in the 2nd quarter worth about $375,000. Finally, Schonfeld Strategic Advisors LLC bought a new position in Cadeler A/S in the 4th quarter worth about $214,000. 53.03% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

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