View ValuationCadeler 将来の成長Future 基準チェック /26Cadeler利益と収益がそれぞれ年間13.5%と7.2%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に13% 10.4%なると予測されています。主要情報13.5%収益成長率10.45%EPS成長率Construction 収益成長10.9%収益成長率7.2%将来の株主資本利益率12.98%アナリストカバレッジGood最終更新日21 May 2026今後の成長に関する最新情報お知らせ • 16hCadeler A/S Maintains Earnings Guidance for 2026Cadeler A/S maintained earnings guidance for 2026. For 2026, the company reiterating expected full-year revenue in the range of EUR 854 million to EUR 944 million.お知らせ • Mar 24Cadeler A/S Provides Earnings Guidance for 2026Cadeler A/S provided earnings guidance for 2026. For 2026, the company expected revenue in the range of EUR 845 million to EUR 944 million.お知らせ • Nov 21Cadeler A/S Reaffirms Earnings Guidance for Full Year 2025Cadeler A/S reaffirmed earnings guidance for full year 2025. For the year, the company expects revenue to be in the range of EUR 588 million – EUR 628 million.お知らせ • Aug 26Cadeler A/S Reaffirms Earnings Guidance for the Full Year 2025Cadeler A/S reaffirmed earnings guidance for the full year 2025. The company reaffirmed that guidance, with full-year revenue expected to range between EUR 588 and 628 million.お知らせ • Jul 02Cadeler A/S Revises Earnings Guidance for the Financial Year Ending December 31, 2025Cadeler A/S revised earnings guidance for the Financial Year Ending December 31, 2025. For the year, the company revenue now expected to be within the range of EUR 588 million and EUR 628 million (previously expected to be within the range of EUR 485 million and EUR 525 million).お知らせ • Mar 25Cadeler A/S Provides Earnings Guidance for the Year 2025Cadeler A/S provided earnings guidance for the year 2025. The company expects its 2025 financial performance to result in revenue in the range of EUR 485 million to EUR 525 million.すべての更新を表示Recent updatesお知らせ • 16hCadeler A/S Maintains Earnings Guidance for 2026Cadeler A/S maintained earnings guidance for 2026. For 2026, the company reiterating expected full-year revenue in the range of EUR 854 million to EUR 944 million.Reported Earnings • 17hFirst quarter 2026 earnings released: €0.02 loss per share (vs €0.01 profit in 1Q 2025)First quarter 2026 results: €0.02 loss per share (down from €0.01 profit in 1Q 2025). Revenue: €124.7m (up 91% from 1Q 2025). Net loss: €7.05m (down 492% from profit in 1Q 2025). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.New Risk • May 20New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 2.1% per year for the foreseeable future. Minor Risk High level of debt (97% net debt to equity).お知らせ • Mar 24Cadeler A/S Provides Earnings Guidance for 2026Cadeler A/S provided earnings guidance for 2026. For 2026, the company expected revenue in the range of EUR 845 million to EUR 944 million.お知らせ • Dec 16Cadeler A/S, Annual General Meeting, Apr 21, 2026Cadeler A/S, Annual General Meeting, Apr 21, 2026.お知らせ • Dec 15+ 3 more updatesCadeler A/S to Report Fiscal Year 2025 Final Results on Mar 24, 2026Cadeler A/S announced that they will report fiscal year 2025 final results at 12:00 PM, Central European Standard Time on Mar 24, 2026お知らせ • Nov 21Cadeler A/S Reaffirms Earnings Guidance for Full Year 2025Cadeler A/S reaffirmed earnings guidance for full year 2025. For the year, the company expects revenue to be in the range of EUR 588 million – EUR 628 million.お知らせ • Aug 26Cadeler A/S Reaffirms Earnings Guidance for the Full Year 2025Cadeler A/S reaffirmed earnings guidance for the full year 2025. The company reaffirmed that guidance, with full-year revenue expected to range between EUR 588 and 628 million.お知らせ • Jul 02Cadeler A/S Revises Earnings Guidance for the Financial Year Ending December 31, 2025Cadeler A/S revised earnings guidance for the Financial Year Ending December 31, 2025. For the year, the company revenue now expected to be within the range of EUR 588 million and EUR 628 million (previously expected to be within the range of EUR 485 million and EUR 525 million).お知らせ • Mar 25Cadeler A/S Provides Earnings Guidance for the Year 2025Cadeler A/S provided earnings guidance for the year 2025. The company expects its 2025 financial performance to result in revenue in the range of EUR 485 million to EUR 525 million.Board Change • Dec 30High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Thomas Andersen was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Dec 02+ 4 more updatesCadeler A/S to Report Fiscal Year 2024 Final Results on Mar 25, 2025Cadeler A/S announced that they will report fiscal year 2024 final results on Mar 25, 2025お知らせ • Nov 26Cadeler A/S Raises Earnings Guidance for the Financial Year Ending 31 December 2024Cadeler A/S raised earnings guidance for the financial year ending 31 December 2024. In the Group’s Annual Report 2023, Cadeler provided guidance for the financial year ending 31 December 2024 indicating that full-year revenue was expected to fall within the range of EUR 225 million to EUR 245 million, while full-year EBITDA was expected to be between EUR 105 million and EUR 125 million. Cadeler has on November 26, 2024 increased its revenue guidance for the financial year 2024, as it now expects full-year revenue to fall within the range of EUR 243 million to EUR 253 million, principally due to clients calling more options under the Group’s existing contracts than was previously assumed, higher vessel utilisation as a result of the Group having secured contracts for the provision of operations and maintenance services between installation projects, and the receipt of termination fees in respect of a vessel reservation agreement.Reported Earnings • Aug 28Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: €63.2m (up 29% from 2Q 2023). Net income: €20.9m (down 24% from 2Q 2023). Profit margin: 33% (down from 57% in 2Q 2023). Revenue is forecast to grow 50% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.お知らせ • Jun 08Institutional investors acquired 3.50% stake in Cadeler A/S (OB:CADLR) from Swire Pacific Limited (SEHK:19) for NOK 790 million.Institutional investors acquired 3.50% stake in Cadeler A/S (OB:CADLR) from Swire Pacific Limited (SEHK:19) for NOK 790 million on June 6, 2024. As part of acquisition, 12,353,125 shares were sold. After transaction, Swire Pacific holds 17,510,330 shares, corresponding to 4.99% stake in Cadeler.Institutional investors completed the acquisition of 3.50% stake in Cadeler A/S (OB:CADLR) from Swire Pacific Limited (SEHK:19) on June 6, 2024.お知らせ • May 29Cadeler A/S Provides Earnings Guidance for the Year 2024Cadeler A/S provided earnings guidance for the year 2024. For the year, the company revenue remains unchanged for 2024: revenue is expected to range between EUR 225 million and EUR 245 million.Reported Earnings • May 29First quarter 2024 earnings released: €0.06 loss per share (vs €0.075 profit in 1Q 2023)First quarter 2024 results: €0.06 loss per share (down from €0.075 profit in 1Q 2023). Revenue: €19.1m (down 44% from 1Q 2023). Net loss: €20.8m (down 240% from profit in 1Q 2023). Revenue is forecast to grow 47% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.New Risk • May 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (78% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (7.3% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (11% net profit margin).Reported Earnings • Mar 26Full year 2023 earnings released: EPS: €0.06 (vs €0.22 in FY 2022)Full year 2023 results: EPS: €0.06 (down from €0.22 in FY 2022). Revenue: €108.6m (up 2.1% from FY 2022). Net income: €11.5m (down 68% from FY 2022). Profit margin: 11% (down from 33% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 44% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 02Cadeler Appoints Alexander Simmonds as Chief Legal Officer and Executive Vice PresidentCadeler announces the appointment of Alexander Simmonds as its Chief Legal Officer and Executive Vice President, adding him as the newest member of Cadeler’s Executive Leadership Team. Alexander is poised to put his extensive M&A and public capital markets experience into play to accelerate the next stage of Cadeler’s ambitious growth journey and its realization of strategic opportunities within the offshore wind industry. Alexander will be responsible for Cadeler’s global legal, compliance, corporate affairs, and investor relations functions, dedicating his focus to enabling the next stage of Cadeler’s growth strategy. He will report directly to Mikkel Gleerup, Chief Executive Officer of Cadeler. Cadeler aims to strengthen its position and presence in the offshore wind farm installation markets globally and to establish itself as a leading provider of marine transport, installation, and maintenance services to the offshore wind industry globally. The addition of Alexander to Cadeler’s Executive Leadership Team comes as Cadeler seeks to take continued advantage of market opportunities within the offshore wind industry following the successful completion of its business combination with Eneti Inc. and listing on the New York Stock Exchange. Alexander joins Cadeler from Davis Polk & Wardwell LLP, where he served as counsel and practiced in both the New York and London offices of the firm. He brings broad experience in advising on significant M&A matters, including public and private mergers, acquisitions, joint ventures, minority investments, and other strategic corporate transactions, as well as on equity and debt capital markets transactions. holds a bachelor’s degree from Columbia University and a Juris Doctor degree from Harvard Law School.お知らせ • Feb 21Cadeler A/S Announces Board AppointmentsCadeler A/S announced the appointment of Emanuele Lauro was elected as member and Vice Chairman of the Board of Directors. James Nish was elected as member of the Board of Directors.お知らせ • Jan 01+ 4 more updatesCadeler A/S to Report Q3, 2024 Results on Nov 26, 2024Cadeler A/S announced that they will report Q3, 2024 results on Nov 26, 2024New Risk • Dec 20New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 58% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks High level of non-cash earnings (27% accrual ratio). Shareholders have been substantially diluted in the past year (58% increase in shares outstanding).Valuation Update With 7 Day Price Move • Dec 19Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €3.64, the stock trades at a forward P/E ratio of 50x. Average forward P/E is 11x in the Construction industry in Europe. Total returns to shareholders of 61% over the past three years.Reported Earnings • Sep 03First half 2023 earnings released: EPS: €0.15 (vs €0.067 in 1H 2022)First half 2023 results: EPS: €0.15 (up from €0.067 in 1H 2022). Revenue: €67.8m (up 57% from 1H 2022). Net income: €29.6m (up 203% from 1H 2022). Profit margin: 44% (up from 23% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 42% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Construction industry in Germany.Reported Earnings • Mar 29Full year 2022 earnings released: EPS: €0.22 (vs €0.057 in FY 2021)Full year 2022 results: EPS: €0.22 (up from €0.057 in FY 2021). Revenue: €106.4m (up 75% from FY 2021). Net income: €35.5m (up 377% from FY 2021). Profit margin: 33% (up from 12% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 36% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Construction industry in Europe.お知らせ • Dec 07+ 2 more updatesCadeler A/S, Annual General Meeting, Apr 25, 2023Cadeler A/S, Annual General Meeting, Apr 25, 2023.お知らせ • Nov 18Cadeler A/S Revises Earnings Guidance for the Year 2022Cadeler A/S revised earnings guidance for the year 2022. The company has updated its financial outlook for the full year 2022 revenue to range between EUR 100 million to EUR 110 million. This new outlook replaces the previous outlook for the full year 2022, which was restated in the company’s interim financial report for the period 1 January to 30 June 2022, and where the company in its guidance for the full year 2022 expected the revenue to be between EUR 96 million to EUR 106 million.Board Change • Nov 16High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. Independent Director Connie Hedegaard is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Nov 04J. Lauritzen A/S acquired unknown minority stake in Cadeler A/S (OB:CADLR).J. Lauritzen A/S acquired unknown minority stake in Cadeler A/S (OB:CADLR) on November 2, 2022.J. Lauritzen A/S completed the acquisition of unknown minority stake in Cadeler A/S (OB:CADLR) on November 2, 2022.Reported Earnings • Aug 24First half 2022 earnings released: EPS: €0.07 (vs €0.04 in 1H 2021)First half 2022 results: EPS: €0.07 (up from €0.04 in 1H 2021). Revenue: €43.0m (up 33% from 1H 2021). Net income: €9.78m (up 99% from 1H 2021). Profit margin: 23% (up from 15% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 36%, compared to a 5.0% growth forecast for the Construction industry in Germany.お知らせ • Aug 24Cadeler A/S Provides Group Revenue Guidance for the Year 2022Cadeler A/S provided group revenue guidance for the year 2022. For the year, the company expects revenue would be between EUR 96 million to EUR 110 million.お知らせ • May 05Cadeler A/S has completed a Follow-on Equity Offering in the amount of NOK 845.993194 million.Cadeler A/S has completed a Follow-on Equity Offering in the amount of NOK 845.993194 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 26,175,532 Price\Range: NOK 32.32 Transaction Features: Regulation S; Subsequent Direct ListingBoard Change • Apr 27High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. Independent Director Connie Hedegaard is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Apr 01Cadeler A/S Appoints Peter Brogaard Hansen as CFO, Effective as of 1 June 2022The Board of Directors of Cadeler A/S announced that it has appointed Peter Brogaard Hansen as its next Chief Financial Officer of the Company with effect as of 1 June 2022. Peter Brogaard Hansen is currently Vice President, Group Finance at the product tanker shipping company TORM. To find the best possible CFO candidate, the Company's Board of Directors has concluded a recruitment process with a successful outcome. The appointment of Peter Brogaard Hansen as the Company's new CFO follows the end of the secondment of the Company's current CFO Mark Konrad from John Swire & Sons (H.K.) Ltd. ("John Swire & Sons") to the Company, which was established in connection with Cadeler's IPO in November 2020, as also previously informed in the Company's Annual Reports and Remuneration Reports. In the interim period, the Company's Board of Directors has appointed Mario Robayo as the Company's interim CFO. Mario Robayo is currently Head of Finance at Cadeler.お知らせ • Mar 31Cadeler A/S Provides Group Revenue Guidance for the Year 2022Cadeler A/S provided group revenue guidance for the year 2022. Due to the current contract coverage, the financial performance of the Group for 2022 is expected to result in a revenue of between EUR 96 million to EUR 110 million, compared with revenue of EUR 61 million in 2021.Reported Earnings • Mar 30Full year 2021 earnings released: EPS: €0.06 (vs €1.04 loss in FY 2020)Full year 2021 results: EPS: €0.06 (up from €1.04 loss in FY 2020). Revenue: €60.9m (up 213% from FY 2020). Net income: €7.45m (up €34.5m from FY 2020). Profit margin: 12% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 86%, compared to a 5.5% growth forecast for the industry in Germany.Buying Opportunity • Feb 15Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 21%. The fair value is estimated to be €3.76, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 108% over the last year. Earnings per share has grown by 100% over the last year.お知らせ • Feb 01+ 2 more updatesCadeler A/S to Report First Half, 2022 Results on Aug 23, 2022Cadeler A/S announced that they will report first half, 2022 results on Aug 23, 2022Board Change • Jan 01High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. Independent Director Connie Hedegaard is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Board Change • Dec 02High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. Independent Director Connie Hedegaard is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Executive Departure • Nov 30Director Roy Shearer has left the companyOn the 26th of November, Roy Shearer's tenure as Director ended. We don't have any record of a personal shareholding under Roy's name. Roy is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 2.33 years.Reported Earnings • Aug 26First half 2021 earnings released: EPS €0.04 (vs €25.97 loss in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €32.3m (up 253% from 1H 2020). Net income: €4.93m (up €25.2m from 1H 2020). Profit margin: 15% (up from net loss in 1H 2020).お知らせ • Apr 08Cadeler A/S Provides Revenue Guidance for 2021Cadeler A/S provided revenue guidance for 2021. For the period, the company expects significantly increased revenue in the range of EUR 56 million-EUR 63 million.Reported Earnings • Apr 08Full year 2020 earnings released: €1.04 loss per share (vs €35.00 loss in FY 2019)The company reported a poor full year result with weaker revenues, weaker control over costs and no improvement to losses. Full year 2020 results: Revenue: €19.5m (down 44% from FY 2019). Net loss: €27.0m (flat on FY 2019).お知らせ • Mar 19Cadeler A/S to Report First Half, 2021 Results on Aug 24, 2021Cadeler A/S announced that they will report first half, 2021 results on Aug 24, 2021お知らせ • Mar 12Cadeler A/S Announces Singing of ContractCadeler A/S announced signing of the larger contract in the history of the Company. Siemens Gamesa has awarded Cadeler a contract of approximately 90m USD, with an additional 30m USD in options, to transport and install turbines of the SG 14-222 DD model. The turbines are expected to be the larger wind turbines in the world at the time of installation and have an individual capacity of 14 MW. Each turbine will, over its 25-year lifetime, avoid approximately 1.4m tons of CO2 emissions compared to electricity produced by the burning of coal.Is New 90 Day High Low • Mar 10New 90-day high: €3.42The company is up 55% from its price of €2.21 on 10 December 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is down 2.0% over the same period.業績と収益の成長予測DB:CA2 - アナリストの将来予測と過去の財務データ ( )EUR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2028957320407525712/31/20271,226457419663712/31/202688822310444573/31/2026680271-446416N/A12/31/2025620280-843394N/A9/30/2025539270-664334N/A6/30/2025465233-846147N/A3/31/202529588-880100N/A12/31/202424965-52393N/A9/30/20241809-53655N/A6/30/2024123-18-28662N/A3/31/2024109-11-8972N/A12/31/202310911-463N/A9/30/202312343-2653N/A6/30/202313155-10418N/A3/31/202310433-15519N/A12/31/202210636-19629N/A9/30/20228924-21236N/A6/30/20227212-22742N/A3/31/20226610-18036N/A12/31/2021617-13330N/A9/30/2021523-19421N/A6/30/202143-2-25612N/A3/31/202131-14-2611N/A12/31/202020-27-266-10N/A9/30/202020-32-139-11N/A6/30/202021-38-13-13N/A3/31/202029-31-8-7N/A12/31/201938-24N/A-2N/A12/31/2018721N/AN/AN/A12/31/201745-6N/AN/AN/A12/31/2016717N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: CA2の予測収益成長率 (年間13.5% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: CA2の収益 ( 13.5% ) German市場 ( 17% ) よりも低い成長が予測されています。高成長収益: CA2の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: CA2の収益 ( 7.2% ) German市場 ( 6.8% ) よりも速いペースで成長すると予測されています。高い収益成長: CA2の収益 ( 7.2% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: CA2の 自己資本利益率 は、3年後には低くなると予測されています ( 13 %)。成長企業の発掘7D1Y7D1Y7D1YCapital-goods 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 16:43終値2026/05/21 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Cadeler A/S 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。9 アナリスト機関Mattias KarlkjellABG Sundal CollierDaniel Vårdal HauglandABG Sundal CollierJørgen LandeDanske Bank6 その他のアナリストを表示
お知らせ • 16hCadeler A/S Maintains Earnings Guidance for 2026Cadeler A/S maintained earnings guidance for 2026. For 2026, the company reiterating expected full-year revenue in the range of EUR 854 million to EUR 944 million.
お知らせ • Mar 24Cadeler A/S Provides Earnings Guidance for 2026Cadeler A/S provided earnings guidance for 2026. For 2026, the company expected revenue in the range of EUR 845 million to EUR 944 million.
お知らせ • Nov 21Cadeler A/S Reaffirms Earnings Guidance for Full Year 2025Cadeler A/S reaffirmed earnings guidance for full year 2025. For the year, the company expects revenue to be in the range of EUR 588 million – EUR 628 million.
お知らせ • Aug 26Cadeler A/S Reaffirms Earnings Guidance for the Full Year 2025Cadeler A/S reaffirmed earnings guidance for the full year 2025. The company reaffirmed that guidance, with full-year revenue expected to range between EUR 588 and 628 million.
お知らせ • Jul 02Cadeler A/S Revises Earnings Guidance for the Financial Year Ending December 31, 2025Cadeler A/S revised earnings guidance for the Financial Year Ending December 31, 2025. For the year, the company revenue now expected to be within the range of EUR 588 million and EUR 628 million (previously expected to be within the range of EUR 485 million and EUR 525 million).
お知らせ • Mar 25Cadeler A/S Provides Earnings Guidance for the Year 2025Cadeler A/S provided earnings guidance for the year 2025. The company expects its 2025 financial performance to result in revenue in the range of EUR 485 million to EUR 525 million.
お知らせ • 16hCadeler A/S Maintains Earnings Guidance for 2026Cadeler A/S maintained earnings guidance for 2026. For 2026, the company reiterating expected full-year revenue in the range of EUR 854 million to EUR 944 million.
Reported Earnings • 17hFirst quarter 2026 earnings released: €0.02 loss per share (vs €0.01 profit in 1Q 2025)First quarter 2026 results: €0.02 loss per share (down from €0.01 profit in 1Q 2025). Revenue: €124.7m (up 91% from 1Q 2025). Net loss: €7.05m (down 492% from profit in 1Q 2025). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
New Risk • May 20New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 2.1% per year for the foreseeable future. Minor Risk High level of debt (97% net debt to equity).
お知らせ • Mar 24Cadeler A/S Provides Earnings Guidance for 2026Cadeler A/S provided earnings guidance for 2026. For 2026, the company expected revenue in the range of EUR 845 million to EUR 944 million.
お知らせ • Dec 16Cadeler A/S, Annual General Meeting, Apr 21, 2026Cadeler A/S, Annual General Meeting, Apr 21, 2026.
お知らせ • Dec 15+ 3 more updatesCadeler A/S to Report Fiscal Year 2025 Final Results on Mar 24, 2026Cadeler A/S announced that they will report fiscal year 2025 final results at 12:00 PM, Central European Standard Time on Mar 24, 2026
お知らせ • Nov 21Cadeler A/S Reaffirms Earnings Guidance for Full Year 2025Cadeler A/S reaffirmed earnings guidance for full year 2025. For the year, the company expects revenue to be in the range of EUR 588 million – EUR 628 million.
お知らせ • Aug 26Cadeler A/S Reaffirms Earnings Guidance for the Full Year 2025Cadeler A/S reaffirmed earnings guidance for the full year 2025. The company reaffirmed that guidance, with full-year revenue expected to range between EUR 588 and 628 million.
お知らせ • Jul 02Cadeler A/S Revises Earnings Guidance for the Financial Year Ending December 31, 2025Cadeler A/S revised earnings guidance for the Financial Year Ending December 31, 2025. For the year, the company revenue now expected to be within the range of EUR 588 million and EUR 628 million (previously expected to be within the range of EUR 485 million and EUR 525 million).
お知らせ • Mar 25Cadeler A/S Provides Earnings Guidance for the Year 2025Cadeler A/S provided earnings guidance for the year 2025. The company expects its 2025 financial performance to result in revenue in the range of EUR 485 million to EUR 525 million.
Board Change • Dec 30High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Thomas Andersen was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Dec 02+ 4 more updatesCadeler A/S to Report Fiscal Year 2024 Final Results on Mar 25, 2025Cadeler A/S announced that they will report fiscal year 2024 final results on Mar 25, 2025
お知らせ • Nov 26Cadeler A/S Raises Earnings Guidance for the Financial Year Ending 31 December 2024Cadeler A/S raised earnings guidance for the financial year ending 31 December 2024. In the Group’s Annual Report 2023, Cadeler provided guidance for the financial year ending 31 December 2024 indicating that full-year revenue was expected to fall within the range of EUR 225 million to EUR 245 million, while full-year EBITDA was expected to be between EUR 105 million and EUR 125 million. Cadeler has on November 26, 2024 increased its revenue guidance for the financial year 2024, as it now expects full-year revenue to fall within the range of EUR 243 million to EUR 253 million, principally due to clients calling more options under the Group’s existing contracts than was previously assumed, higher vessel utilisation as a result of the Group having secured contracts for the provision of operations and maintenance services between installation projects, and the receipt of termination fees in respect of a vessel reservation agreement.
Reported Earnings • Aug 28Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: €63.2m (up 29% from 2Q 2023). Net income: €20.9m (down 24% from 2Q 2023). Profit margin: 33% (down from 57% in 2Q 2023). Revenue is forecast to grow 50% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.
お知らせ • Jun 08Institutional investors acquired 3.50% stake in Cadeler A/S (OB:CADLR) from Swire Pacific Limited (SEHK:19) for NOK 790 million.Institutional investors acquired 3.50% stake in Cadeler A/S (OB:CADLR) from Swire Pacific Limited (SEHK:19) for NOK 790 million on June 6, 2024. As part of acquisition, 12,353,125 shares were sold. After transaction, Swire Pacific holds 17,510,330 shares, corresponding to 4.99% stake in Cadeler.Institutional investors completed the acquisition of 3.50% stake in Cadeler A/S (OB:CADLR) from Swire Pacific Limited (SEHK:19) on June 6, 2024.
お知らせ • May 29Cadeler A/S Provides Earnings Guidance for the Year 2024Cadeler A/S provided earnings guidance for the year 2024. For the year, the company revenue remains unchanged for 2024: revenue is expected to range between EUR 225 million and EUR 245 million.
Reported Earnings • May 29First quarter 2024 earnings released: €0.06 loss per share (vs €0.075 profit in 1Q 2023)First quarter 2024 results: €0.06 loss per share (down from €0.075 profit in 1Q 2023). Revenue: €19.1m (down 44% from 1Q 2023). Net loss: €20.8m (down 240% from profit in 1Q 2023). Revenue is forecast to grow 47% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • May 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (78% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (7.3% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (11% net profit margin).
Reported Earnings • Mar 26Full year 2023 earnings released: EPS: €0.06 (vs €0.22 in FY 2022)Full year 2023 results: EPS: €0.06 (down from €0.22 in FY 2022). Revenue: €108.6m (up 2.1% from FY 2022). Net income: €11.5m (down 68% from FY 2022). Profit margin: 11% (down from 33% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 44% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 02Cadeler Appoints Alexander Simmonds as Chief Legal Officer and Executive Vice PresidentCadeler announces the appointment of Alexander Simmonds as its Chief Legal Officer and Executive Vice President, adding him as the newest member of Cadeler’s Executive Leadership Team. Alexander is poised to put his extensive M&A and public capital markets experience into play to accelerate the next stage of Cadeler’s ambitious growth journey and its realization of strategic opportunities within the offshore wind industry. Alexander will be responsible for Cadeler’s global legal, compliance, corporate affairs, and investor relations functions, dedicating his focus to enabling the next stage of Cadeler’s growth strategy. He will report directly to Mikkel Gleerup, Chief Executive Officer of Cadeler. Cadeler aims to strengthen its position and presence in the offshore wind farm installation markets globally and to establish itself as a leading provider of marine transport, installation, and maintenance services to the offshore wind industry globally. The addition of Alexander to Cadeler’s Executive Leadership Team comes as Cadeler seeks to take continued advantage of market opportunities within the offshore wind industry following the successful completion of its business combination with Eneti Inc. and listing on the New York Stock Exchange. Alexander joins Cadeler from Davis Polk & Wardwell LLP, where he served as counsel and practiced in both the New York and London offices of the firm. He brings broad experience in advising on significant M&A matters, including public and private mergers, acquisitions, joint ventures, minority investments, and other strategic corporate transactions, as well as on equity and debt capital markets transactions. holds a bachelor’s degree from Columbia University and a Juris Doctor degree from Harvard Law School.
お知らせ • Feb 21Cadeler A/S Announces Board AppointmentsCadeler A/S announced the appointment of Emanuele Lauro was elected as member and Vice Chairman of the Board of Directors. James Nish was elected as member of the Board of Directors.
お知らせ • Jan 01+ 4 more updatesCadeler A/S to Report Q3, 2024 Results on Nov 26, 2024Cadeler A/S announced that they will report Q3, 2024 results on Nov 26, 2024
New Risk • Dec 20New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 58% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks High level of non-cash earnings (27% accrual ratio). Shareholders have been substantially diluted in the past year (58% increase in shares outstanding).
Valuation Update With 7 Day Price Move • Dec 19Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €3.64, the stock trades at a forward P/E ratio of 50x. Average forward P/E is 11x in the Construction industry in Europe. Total returns to shareholders of 61% over the past three years.
Reported Earnings • Sep 03First half 2023 earnings released: EPS: €0.15 (vs €0.067 in 1H 2022)First half 2023 results: EPS: €0.15 (up from €0.067 in 1H 2022). Revenue: €67.8m (up 57% from 1H 2022). Net income: €29.6m (up 203% from 1H 2022). Profit margin: 44% (up from 23% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 42% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Construction industry in Germany.
Reported Earnings • Mar 29Full year 2022 earnings released: EPS: €0.22 (vs €0.057 in FY 2021)Full year 2022 results: EPS: €0.22 (up from €0.057 in FY 2021). Revenue: €106.4m (up 75% from FY 2021). Net income: €35.5m (up 377% from FY 2021). Profit margin: 33% (up from 12% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 36% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Construction industry in Europe.
お知らせ • Dec 07+ 2 more updatesCadeler A/S, Annual General Meeting, Apr 25, 2023Cadeler A/S, Annual General Meeting, Apr 25, 2023.
お知らせ • Nov 18Cadeler A/S Revises Earnings Guidance for the Year 2022Cadeler A/S revised earnings guidance for the year 2022. The company has updated its financial outlook for the full year 2022 revenue to range between EUR 100 million to EUR 110 million. This new outlook replaces the previous outlook for the full year 2022, which was restated in the company’s interim financial report for the period 1 January to 30 June 2022, and where the company in its guidance for the full year 2022 expected the revenue to be between EUR 96 million to EUR 106 million.
Board Change • Nov 16High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. Independent Director Connie Hedegaard is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Nov 04J. Lauritzen A/S acquired unknown minority stake in Cadeler A/S (OB:CADLR).J. Lauritzen A/S acquired unknown minority stake in Cadeler A/S (OB:CADLR) on November 2, 2022.J. Lauritzen A/S completed the acquisition of unknown minority stake in Cadeler A/S (OB:CADLR) on November 2, 2022.
Reported Earnings • Aug 24First half 2022 earnings released: EPS: €0.07 (vs €0.04 in 1H 2021)First half 2022 results: EPS: €0.07 (up from €0.04 in 1H 2021). Revenue: €43.0m (up 33% from 1H 2021). Net income: €9.78m (up 99% from 1H 2021). Profit margin: 23% (up from 15% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 36%, compared to a 5.0% growth forecast for the Construction industry in Germany.
お知らせ • Aug 24Cadeler A/S Provides Group Revenue Guidance for the Year 2022Cadeler A/S provided group revenue guidance for the year 2022. For the year, the company expects revenue would be between EUR 96 million to EUR 110 million.
お知らせ • May 05Cadeler A/S has completed a Follow-on Equity Offering in the amount of NOK 845.993194 million.Cadeler A/S has completed a Follow-on Equity Offering in the amount of NOK 845.993194 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 26,175,532 Price\Range: NOK 32.32 Transaction Features: Regulation S; Subsequent Direct Listing
Board Change • Apr 27High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. Independent Director Connie Hedegaard is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Apr 01Cadeler A/S Appoints Peter Brogaard Hansen as CFO, Effective as of 1 June 2022The Board of Directors of Cadeler A/S announced that it has appointed Peter Brogaard Hansen as its next Chief Financial Officer of the Company with effect as of 1 June 2022. Peter Brogaard Hansen is currently Vice President, Group Finance at the product tanker shipping company TORM. To find the best possible CFO candidate, the Company's Board of Directors has concluded a recruitment process with a successful outcome. The appointment of Peter Brogaard Hansen as the Company's new CFO follows the end of the secondment of the Company's current CFO Mark Konrad from John Swire & Sons (H.K.) Ltd. ("John Swire & Sons") to the Company, which was established in connection with Cadeler's IPO in November 2020, as also previously informed in the Company's Annual Reports and Remuneration Reports. In the interim period, the Company's Board of Directors has appointed Mario Robayo as the Company's interim CFO. Mario Robayo is currently Head of Finance at Cadeler.
お知らせ • Mar 31Cadeler A/S Provides Group Revenue Guidance for the Year 2022Cadeler A/S provided group revenue guidance for the year 2022. Due to the current contract coverage, the financial performance of the Group for 2022 is expected to result in a revenue of between EUR 96 million to EUR 110 million, compared with revenue of EUR 61 million in 2021.
Reported Earnings • Mar 30Full year 2021 earnings released: EPS: €0.06 (vs €1.04 loss in FY 2020)Full year 2021 results: EPS: €0.06 (up from €1.04 loss in FY 2020). Revenue: €60.9m (up 213% from FY 2020). Net income: €7.45m (up €34.5m from FY 2020). Profit margin: 12% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 86%, compared to a 5.5% growth forecast for the industry in Germany.
Buying Opportunity • Feb 15Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 21%. The fair value is estimated to be €3.76, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 108% over the last year. Earnings per share has grown by 100% over the last year.
お知らせ • Feb 01+ 2 more updatesCadeler A/S to Report First Half, 2022 Results on Aug 23, 2022Cadeler A/S announced that they will report first half, 2022 results on Aug 23, 2022
Board Change • Jan 01High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. Independent Director Connie Hedegaard is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Board Change • Dec 02High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. Independent Director Connie Hedegaard is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Executive Departure • Nov 30Director Roy Shearer has left the companyOn the 26th of November, Roy Shearer's tenure as Director ended. We don't have any record of a personal shareholding under Roy's name. Roy is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 2.33 years.
Reported Earnings • Aug 26First half 2021 earnings released: EPS €0.04 (vs €25.97 loss in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €32.3m (up 253% from 1H 2020). Net income: €4.93m (up €25.2m from 1H 2020). Profit margin: 15% (up from net loss in 1H 2020).
お知らせ • Apr 08Cadeler A/S Provides Revenue Guidance for 2021Cadeler A/S provided revenue guidance for 2021. For the period, the company expects significantly increased revenue in the range of EUR 56 million-EUR 63 million.
Reported Earnings • Apr 08Full year 2020 earnings released: €1.04 loss per share (vs €35.00 loss in FY 2019)The company reported a poor full year result with weaker revenues, weaker control over costs and no improvement to losses. Full year 2020 results: Revenue: €19.5m (down 44% from FY 2019). Net loss: €27.0m (flat on FY 2019).
お知らせ • Mar 19Cadeler A/S to Report First Half, 2021 Results on Aug 24, 2021Cadeler A/S announced that they will report first half, 2021 results on Aug 24, 2021
お知らせ • Mar 12Cadeler A/S Announces Singing of ContractCadeler A/S announced signing of the larger contract in the history of the Company. Siemens Gamesa has awarded Cadeler a contract of approximately 90m USD, with an additional 30m USD in options, to transport and install turbines of the SG 14-222 DD model. The turbines are expected to be the larger wind turbines in the world at the time of installation and have an individual capacity of 14 MW. Each turbine will, over its 25-year lifetime, avoid approximately 1.4m tons of CO2 emissions compared to electricity produced by the burning of coal.
Is New 90 Day High Low • Mar 10New 90-day high: €3.42The company is up 55% from its price of €2.21 on 10 December 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is down 2.0% over the same period.