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

Cadeler A/S (NYSE:CDLR) issued its quarterly earnings data on Tuesday. The company reported $0.65 EPS for the quarter, topping 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 Trading Up 1.8%

Shares of NYSE:CDLR opened at $23.17 on Wednesday. The firm has a market cap of $2.03 billion, a price-to-earnings ratio of 6.77 and a beta of 0.13. Cadeler A/S has a 12 month low of $15.37 and a 12 month high of $26.79. The company’s fifty day simple moving average is $24.28 and its 200 day simple moving average is $20.97. The company has a quick ratio of 1.06, a current ratio of 1.07 and a debt-to-equity ratio of 0.82.

Key Headlines Impacting 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

Hedge Funds Weigh In On Cadeler A/S

A number of large investors have recently added to or reduced their stakes in the company. Invesco Ltd. acquired a new stake in Cadeler A/S in the 2nd quarter valued at approximately $4,555,000. Jump Financial LLC acquired a new position in Cadeler A/S during the 4th quarter worth approximately $984,000. Marshall Wace LLP boosted 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 acquiring an additional 20,079 shares during the last quarter. Cetera Investment Advisers bought a new position in shares of Cadeler A/S during the 2nd quarter worth approximately $375,000. Finally, Schonfeld Strategic Advisors LLC bought a new position in shares of Cadeler A/S during the 4th quarter worth approximately $214,000. Institutional investors own 53.03% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts have issued reports on CDLR shares. Weiss Ratings restated a “hold (c)” rating on shares of Cadeler A/S in a report on Wednesday, January 21st. Fearnley Fonds upgraded Cadeler A/S to a “hold” rating in a research report on Monday. Three equities research analysts have rated the stock with a Hold rating, Based on data from MarketBeat, Cadeler A/S has an average 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.