Cadeler: Norwegian Renewable Installation At A Potential Discount
Cadeler offers unique exposure to offshore wind installation, capturing value as a bottleneck provider with minimal project risk. I see strong near-term earnings visibility, with a €2.5B backlog, robust 1H26 results, and a 2026 revenue guide near €944M and EBITDA over €510M. CDLR trades at a sub-10x P/E on normalized 2026–2028E EPS; my 62 NOK/share price target implies attractive 22–25% potential annualized returns.
Cadeler A/S (CDLR) Q2 2026 Earnings Call Transcript
Cadeler A/S (CDLR) Q2 2026 Earnings Call Transcript
Cadeler A/S H1 Earnings Call Highlights
Cadeler A/S NYSE: CDLR reported sharply higher second-quarter and first-half results, citing increased fleet activity, higher utilization and the addition of vessels to its operating fleet. The offshore wind installation contractor maintained its 2026 standalone outlook while highlighting the July delivery of its second A-class vessel and its acquisition of foundation-installation equipment provider Menck.
Cadeler A/S (CDLR) M&A Call Transcript
Cadeler A/S (CDLR) M&A Call Transcript
Cadeler's New Capacity Points To Significant Growth Ahead
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 Q1 Earnings Call Highlights
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
Cadeler A/S (CDLR) Q4 2025 Earnings Call Transcript
Cadeler A/S (NYSE:CDLR) Shares Gap Up – Here’s Why
Cadeler A/S Sponsored ADR (NYSE: CDLR - Get Free Report)'s stock price gapped up before the market opened on Friday. The stock had previously closed at $23.97, but opened at $25.43. Cadeler A/S shares last traded at $25.1850, with a volume of 38,820 shares trading hands. Analysts Set New Price Targets Several equities research analysts
The Wind Is At Its Back: Why Cadeler Could Re-Rate Sharply By 2028
Cadeler (CDLR) is undervalued due to overlooked supply constraints, a robust moat, and imminent cash flow transformation. CDLR will benefit from a vessel supply crunch post-2026, driving higher utilization and dayrates as offshore wind demand outpaces supply. The company's integrated foundation and turbine installation capability secures margin expansion and market share, exemplified by the Hornsea 3 contract.
Cadeler A/S (CDLR) Q3 2025 Earnings Call Transcript
Cadeler A/S (CDLR) Q3 2025 Earnings Call November 20, 2025 8:00 AM EST Company Participants Mikkel Gleerup - CEO & Member of the Executive Board Peter Hansen - CFO & Member of Executive Board Conference Call Participants Martin Karlsen - DNB Carnegie, Research Division Jamie Franklin - Jefferies LLC, Research Division Daniel Vårdal Haugland - ABG Sundal Collier Holding ASA, Research Division Presentation Operator Good morning, and welcome to Cadeler's Third Quarter 2025 Earnings Presentation. Presenting today are Mikkel Gleerup, Chief Executive Officer; and Peter Brogaard, Chief Financial Officer.
Cadeler Keeps Delivering For Green Growth Investors
Cadeler remains a compelling growth opportunity for green investors, driven by aggressive fleet expansion and high vessel utilization rates. Recent earnings highlight surging revenue, expanding EBITDA, and a robust $2.9 billion contract backlog, supporting my continued Buy rating. Despite increased debt and small-cap volatility, I expect a 48% share price increase over the next year, backed by strong revenue and earnings growth.
All You Need to Know About Cadeler (CDLR) Rating Upgrade to Strong Buy
Cadeler (CDLR) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
