Cadeler A/S is rated Strong Buy, with a one-year price target of $38.58, implying 65% upside. Fleet expansion, robust backlog, and aftermarket growth via Nexra position CDLR for strong revenue and EBITDA gains through 2026 and beyond. Current vessel supply-demand imbalance grants CDLR pricing power, supporting long-term profitable growth as new capacity comes online.
Cadeler A/S NYSE: CDLR reported that its first-quarter 2026 performance was in line with internal expectations, as management highlighted a larger operating fleet, a EUR 2.7 billion backlog and continued progress on key offshore wind installation projects.
Cadeler A/S (CDLR) Q4 2025 Earnings Call Transcript
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Point72 Asset Management LP Point72 Asset Management LP | 32,092 | $596,590.31 | $754,964.3 | $158,373.99 | 26.55% |
| YA Yinka Akinsola Blue Trust Inc. | 1,792 | $42,165.76 | $42,156.8 | -$8.96 | -0.02% |
| SC Suzanne Cross JTC Employer Solutions Trustee Ltd | 298 | $5,483.2 | $7,031.31 | $1,548.11 | 28.23% |
Brian Baylis Bell Investment Advisors Inc. | 20 | $470.6 | $473.4 | $2.8 | 0.59% |
Michael Byun SageView Advisory Group LLC | 8 | $149 | $186 | $37 | 24.83% |
| Marine Transportation Industry | Industrials Sector | Mikkel Gleerup CEO | NYSE Exchange | 12738K109 CUSIP |
| DK Country | 1,073 Employees | - Last Dividend | - Last Split | - IPO Date |
Cadeler A/S is a prominent contractor based in Copenhagen, Denmark, specializing in the transportation and installation of offshore wind farms. Since its incorporation in 2008, the company has played a pivotal role in advancing the renewable energy sector by offering a wide range of services tailored to the unique needs of offshore wind projects. These services include not only the initial construction and installation of wind farms but also ongoing maintenance, decommissioning, and various other offshore-related tasks. Leveraging its fleet of state-of-the-art jack-up vessels, Cadeler A/S stands out in the marine and offshore industry for its capability to execute complex projects with efficiency and reliability.