Cadeler Lifts FY2026 Revenue and EBITDA Guidance Following Menck Acquisition
CDLR sits 68% above its 52-week low of $15.37.
Summary
Cadeler raised FY2026 revenue guidance to EUR 910M–1,000M and EBITDA guidance to EUR 435M–525M, reflecting the Menck acquisition and an expected December hammer sale.
Key Events · Earnings and Guidance · CDLR
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FY2026 Guidance Raised
Revenue guidance increased to EUR 910M–1,000M from EUR 854M–944M; EBITDA guidance increased to EUR 435M–525M from EUR 420M–510M, excluding Menck acquisition and integration costs.
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Menck Acquisition Impact
The revised outlook reflects management's assessment of the Menck acquisition from its 11 August 2026 completion date, following the EUR 501M deal announced earlier that month.
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December Hammer Sale Included
The revenue range includes an anticipated hammer sale scheduled to complete in December 2026, adding a discrete revenue event to the fourth quarter.
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H1 Momentum Continues
The raise follows H1 2026 results reported on 25 August 2026, when revenue of EUR 408M and EBITDA of EUR 208M both more than doubled year-over-year.
Analysis · CDLR · Energy & Transportation
Full-year 2026 revenue is now guided to EUR 910M–1,000M, with EBITDA at EUR 435M–525M excluding Menck integration costs. The upward revision follows the EUR 501M Menck acquisition completed in August and includes an anticipated hammer sale closing in December. While the midpoint increase is modest, it underscores management's confidence in integrating Menck and sustaining momentum after H1 revenue and EBITDA more than doubled year-over-year.
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In the 30 days to Sep 10, 2026, 30.2% of the 2009 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.11%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, CDLR was trading at $25.79 on NYSE in the Energy & Transportation sector, with a market capitalization of approximately $2.5B. The 52-week trading range was $15.37 to $30.01. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.