Cadeler A/S (NYSE:CDLR) Posts Quarterly Earnings Results, Beats Estimates By $0.23 EPS

Key Points

• Cadeler reported Q4 EPS of $0.65, beating estimates by $0.23, and posted strong 2025 results — EUR 620m revenue, EBITDA EUR 425m, net profit EUR 280m and a EUR 2.8 billion backlog (80% FID), giving multi‑year earnings visibility.
• Management guided 2026 revenue of EUR 854–944m and EBITDA of EUR 420–510m but called 2026 a transitional year as newbuild deliveries without contract revenue and higher finance costs shift into the P&L, creating near‑term timing and execution risk (notably on Hornsea 3).
• Fleet and services expansion support recurring revenue potential — newbuild Wind Ace is 94% complete (Wind Apex 34%) and Nexra’s O&M now represents ~20% of revenue after acquiring Wind Keeper.

Cadeler A/S (NYSE:CDLR - Get Free Report) posted its quarterly earnings results on Tuesday. The company reported $0.65 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.42 by $0.23, Zacks reports. Cadeler A/S had a return on equity of 20.80% and a net margin of 50.46%.

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

• Cadeler reported a strong 2025 with EUR 620m revenue, EBITDA EUR 425m, net profit EUR 280m and a EUR 2.8 billion backlog (80% FID), giving clear multi-year earnings visibility.
• Management guided 2026 revenue of EUR 854–944m and EBITDA of EUR 420–510m but described 2026 as a transitional year with some newbuilds delivered without contract revenue and higher finance costs shifting into the P&L.
• Newbuilds and fleet strength: Wind Ace is 94% complete (naming 15 April) and Wind Apex is 34% with potential early delivery for turbine work, supporting Cadeler’s position as a large, young and versatile fleet (avg age ~5 years).
• The full-scope T&I work on the Hornsea 3 project is complex and timing has shifted revenue into later years (more value overall), creating execution and near-term timing risk despite current progress.
• Nexra aftermarket/O&M expansion is progressing—acquisition of Wind Keeper, a long up-to-5.5-year contract, and O&M now ~20% of revenue, with management expecting Nexra to scale materially over time.

Cadeler A/S Stock Up 1.8%

Shares of Cadeler A/S stock opened at $23.17 on Wednesday. The business has a fifty day simple moving average of $24.28 and a 200 day simple moving average of $20.97. The stock has a market cap of $2.03 billion, a PE ratio of 6.77 and a beta of 0.13. The company has a quick ratio of 1.06, a current ratio of 1.07 and a debt-to-equity ratio of 0.82. Cadeler A/S has a 12 month low of $15.37 and a 12 month high of $26.79.

Analyst Ratings Changes

A number of research analysts have issued reports on CDLR shares. Fearnley Fonds upgraded shares of Cadeler A/S to a "hold" rating in a research report on Monday. Weiss Ratings reiterated a "hold (c)" rating on shares of Cadeler A/S in a research report on Wednesday, January 21st. Three equities research analysts have rated the stock with a Hold rating, According to data from MarketBeat, the company currently has a consensus rating of "Hold".

Hedge Funds Weigh In On Cadeler A/S

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Raymond James Financial Inc. bought a new stake in shares of Cadeler A/S in the 2nd quarter valued at about $34,000. Rhumbline Advisers grew its holdings in Cadeler A/S by 45.2% during the first quarter. Rhumbline Advisers now owns 2,167 shares of the company's stock valued at $43,000 after purchasing an additional 675 shares during the period. Bank of America Corp DE increased its stake in Cadeler A/S by 10,418.8% in the second quarter. Bank of America Corp DE now owns 3,366 shares of the company's stock valued at $67,000 after purchasing an additional 3,334 shares in the last quarter. Barclays PLC acquired a new stake in Cadeler A/S in the fourth quarter worth $119,000. Finally, Jane Street Group LLC acquired a new stake in Cadeler A/S in the fourth quarter worth $206,000. Institutional investors own 53.03% of the company's stock.

Trending Headlines about Cadeler A/S

Here are the key news stories impacting Cadeler A/S this week:

• Positive Sentiment: Cadeler published its Annual Report 2025 reporting "strong financial results" and that it doubled operational fleet capacity after taking delivery of five vessels, while maintaining high utilization and launching Nexra (its offshore-wind service platform) — news that supports revenue growth and fleet-driven earnings potential. Annual Report 2025: Cadeler Delivers Strong Financial Results While Doubling Fleet Capacity
• Positive Sentiment: Cadeler’s Nexra secured a new 2026 offshore wind operations & maintenance (O&M) contract in Taiwan, adding recurring-service revenue potential and helping monetize the expanded fleet and service platform. Cadeler’s Nexra Secures New 2026 Offshore Wind O&M Contract in Taiwan
• Positive Sentiment: Q4 2025 results and the earnings call/transcript were released (earnings snapshot available), giving investors fresh visibility into recent performance and management commentary — supporting the bullish reaction to the annual results and fleet growth. Cadeler A/S (CDLR) Q4 2025 Earnings Call Transcript Cadeler: Q4 Earnings Snapshot
• Neutral Sentiment: Cadeler filed its 2025 annual investor presentation with U.S. regulators, improving transparency and giving investors more detail on strategy and fleet/contract outlook. Cadeler Files 2025 Annual Investor Presentation With U.S. Regulators
• Neutral Sentiment: Cadeler convened its Annual General Meeting for April 21, 2026 to renew board mandates and capital authorisations — a routine corporate governance step that could, if capital authorisations are used, lead to future financing or share actions. Cadeler Convenes April 21, 2026 AGM to Renew Board Mandates and Capital Authorisations
• Neutral Sentiment: An analyst action upgraded Cadeler to "hold" (Fearnley Fonds), which is not a strong buy signal but removes some downside from prior neutral coverage; broader analyst conviction remains limited. Cadeler A/S was upgraded by Fearnley Fonds to "hold"
• Negative Sentiment: Potential near-term risks remain: the AGM’s capital authorisations could lead to dilution if exercised, and analyst coverage so far shows limited upgrade momentum (a "hold" rather than a buy). Investors should watch orderbook conversion for the new vessels and any capital measures announced at the AGM. Cadeler Convenes April 21, 2026 AGM to Renew Board Mandates and Capital Authorisations

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.

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