Cardinal Infrastructure Group（CDNL）株式概要土木請負会社であるカーディナル・インフラストラクチャー・グループ社は、米国南東部の住宅、商業、工業、自治体、州のインフラ市場に用地開発とインフラサービスを提供している。 詳細CDNL ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長5/6過去の実績0/6財務の健全性2/6配当金0/6報酬収益は年間87.11%増加すると予測されています 過去 1 年間で収益は69.3%増加しましたリスク分析負債は営業キャッシュフローで十分にカバーされていない US市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見るCDNL Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW495,827 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG495,827 investors already sharing narrativesYour Fair ValueUS$Current PriceUS$74.25117.8% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-1m1b2016201920222025202620282031Revenue US$1.4bEarnings US$74.2mAdvancedSet Fair ValueView all narrativesCardinal Infrastructure Group Inc. 競合他社AmerescoSymbol: NYSE:AMRCMarket cap: US$1.3bNWPX InfrastructureSymbol: NasdaqGS:NWPXMarket cap: US$1.3bLimbach HoldingsSymbol: NasdaqCM:LMBMarket cap: US$906.0mCenturi HoldingsSymbol: NYSE:CTRIMarket cap: US$2.8b価格と性能株価の高値、安値、推移の概要Cardinal Infrastructure Group過去の株価現在の株価US$74.2552週高値US$96.4052週安値US$21.98ベータ01ヶ月の変化22.81%3ヶ月変化79.87%1年変化n/a3年間の変化n/a5年間の変化n/aIPOからの変化215.96%最新ニュースSeeking Alpha • Jul 01Cardinal Infrastructure Group: 309% Since IPO, And The Growth Story Isn't OverSummary Cardinal Infrastructure Group is rated Buy with a $107/share price target, driven by a robust backlog and aggressive regional expansion. CDNL's vertically integrated model and recent acquisitions, including ALGC and Piedmont Pipe, are expected to enhance margins and operational efficiency. The new asphalt facility in North Carolina marks a strategic move into materials production, aiming to improve cost structure and support margin expansion. Strong construction market momentum and financial flexibility support continued growth, though risks include integration challenges, inflation, and potential interest rate hikes. Read the full article on Seeking Alphaライブニュース • Jun 30Cardinal Infrastructure Group Unveils First Asphalt Plant With 400 Ton Hour Output Near RaleighCardinal Infrastructure Group has completed construction of its first asphalt processing plant near Raleigh, capable of producing 400 tons of hot mix asphalt per hour and giving the company direct control over mix design, production schedules and material quality. The new facility reduces reliance on third-party suppliers, which can support tighter project timelines and more predictable material availability across Cardinal Infrastructure Group’s civil infrastructure contracts. Cardinal Infrastructure Group shares last closed at US$94.20, with the stock up 316.4% year to date. Vertical integration into asphalt production gives Cardinal Infrastructure Group more control over a key input, which can matter in projects where timing, specifications and cost are tightly defined. The main opportunity is better coordination between plant output and construction schedules. Key risks include execution at the new facility and the fixed costs that come with owning production capacity.お知らせ • Jun 29+ 4 more updatesCardinal Infrastructure Group Inc.(NasdaqGS:CDNL) dropped from Russell Small Cap Comp Value BenchmarkCardinal Infrastructure Group Inc.(NasdaqGS:CDNL) dropped from Russell Small Cap Comp Value Benchmarkお知らせ • Jun 26Cardinal Infrastructure Group Inc. has completed a Follow-on Equity Offering in the amount of $292 million.Cardinal Infrastructure Group Inc. has completed a Follow-on Equity Offering in the amount of $292 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 4,000,000 Price\Range: $73 Discount Per Security: $3.65お知らせ • Jun 24Cardinal Infrastructure Group Inc. has filed a Follow-on Equity Offering.Cardinal Infrastructure Group Inc. has filed a Follow-on Equity Offering. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 3,750,000ライブニュース • Jun 23Cardinal Infrastructure Group Plans Public Offering as Year-to-Date Returns Reach 249%Cardinal Infrastructure Group plans a proposed underwritten public offering of 3,750,000 shares of its Class A common stock, with a 30‑day option for underwriters to buy up to an additional 562,500 shares. Stifel, William Blair and Truist Securities are acting as book‑running managers. The transaction would increase Cardinal Infrastructure Group’s equity base and could be used to fund corporate purposes, but it would also expand the share count, which can dilute existing shareholders’ ownership and earnings per share. Cardinal Infrastructure Group’s stock trades at $79.10, with a year‑to‑date return of 249.7%, so any pricing of the new shares relative to this level will be important for how the market responds to the deal. The key question is whether the capital raised ultimately supports projects or growth that justify the added dilution, or whether the expanded share base weighs on per‑share metrics over time.最新情報をもっと見るRecent updatesSeeking Alpha • Jul 01Cardinal Infrastructure Group: 309% Since IPO, And The Growth Story Isn't OverSummary Cardinal Infrastructure Group is rated Buy with a $107/share price target, driven by a robust backlog and aggressive regional expansion. CDNL's vertically integrated model and recent acquisitions, including ALGC and Piedmont Pipe, are expected to enhance margins and operational efficiency. The new asphalt facility in North Carolina marks a strategic move into materials production, aiming to improve cost structure and support margin expansion. Strong construction market momentum and financial flexibility support continued growth, though risks include integration challenges, inflation, and potential interest rate hikes. Read the full article on Seeking Alphaライブニュース • Jun 30Cardinal Infrastructure Group Unveils First Asphalt Plant With 400 Ton Hour Output Near RaleighCardinal Infrastructure Group has completed construction of its first asphalt processing plant near Raleigh, capable of producing 400 tons of hot mix asphalt per hour and giving the company direct control over mix design, production schedules and material quality. The new facility reduces reliance on third-party suppliers, which can support tighter project timelines and more predictable material availability across Cardinal Infrastructure Group’s civil infrastructure contracts. Cardinal Infrastructure Group shares last closed at US$94.20, with the stock up 316.4% year to date. Vertical integration into asphalt production gives Cardinal Infrastructure Group more control over a key input, which can matter in projects where timing, specifications and cost are tightly defined. The main opportunity is better coordination between plant output and construction schedules. Key risks include execution at the new facility and the fixed costs that come with owning production capacity.お知らせ • Jun 29+ 4 more updatesCardinal Infrastructure Group Inc.(NasdaqGS:CDNL) dropped from Russell Small Cap Comp Value BenchmarkCardinal Infrastructure Group Inc.(NasdaqGS:CDNL) dropped from Russell Small Cap Comp Value Benchmarkお知らせ • Jun 26Cardinal Infrastructure Group Inc. has completed a Follow-on Equity Offering in the amount of $292 million.Cardinal Infrastructure Group Inc. has completed a Follow-on Equity Offering in the amount of $292 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 4,000,000 Price\Range: $73 Discount Per Security: $3.65お知らせ • Jun 24Cardinal Infrastructure Group Inc. has filed a Follow-on Equity Offering.Cardinal Infrastructure Group Inc. has filed a Follow-on Equity Offering. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 3,750,000ライブニュース • Jun 23Cardinal Infrastructure Group Plans Public Offering as Year-to-Date Returns Reach 249%Cardinal Infrastructure Group plans a proposed underwritten public offering of 3,750,000 shares of its Class A common stock, with a 30‑day option for underwriters to buy up to an additional 562,500 shares. Stifel, William Blair and Truist Securities are acting as book‑running managers. The transaction would increase Cardinal Infrastructure Group’s equity base and could be used to fund corporate purposes, but it would also expand the share count, which can dilute existing shareholders’ ownership and earnings per share. Cardinal Infrastructure Group’s stock trades at $79.10, with a year‑to‑date return of 249.7%, so any pricing of the new shares relative to this level will be important for how the market responds to the deal. The key question is whether the capital raised ultimately supports projects or growth that justify the added dilution, or whether the expanded share base weighs on per‑share metrics over time.Buy Or Sell Opportunity • Jun 03Now 28% overvalued after recent price riseOver the last 90 days, the stock has risen 98% to US$61.91. The fair value is estimated to be US$48.32, however this is not to be taken as a sell recommendation but rather should be used as a guide only.お知らせ • Jun 03Cardinal Infrastructure Group Inc. (NasdaqGS:CDNL) acquired Piedmont Pipe Construction.Cardinal Infrastructure Group Inc. (NasdaqGS:CDNL) acquired Piedmont Pipe Construction on June 2, 2026. Following the acquisition, Piedmont will operate under the Cardinal Civil Contracting brand. Cardinal Infrastructure Group Inc. (NasdaqGS:CDNL) completed the acquisition of Piedmont Pipe Construction on June 2, 2026.Recent Insider Transactions • May 31Chief Operating Officer recently bought US$1.0m worth of stockOn the 27th of May, Benjamin Wood bought around 20k shares on-market at roughly US$51.30 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was Benjamin's only on-market trade for the last 12 months.お知らせ • May 23Cardinal Infrastructure Group Inc. Appoints Chace Adams as Safety DirectorCardinal Infrastructure Group Inc. announced the appointment of Chace Adams as Safety Director, recognizing two leaders whose work has shaped Cardinal's growth across the Southeast. Adams, also with Cardinal Civil since 2021, oversees the development and implementation of safety programs for the organization, managing a team that now includes more than 10 full-time professionals across the Southeast. His appointment as Safety Director formalizes the leadership role he has long held and recognizes the culture of safety he has embedded across Cardinal's operations.Reported Earnings • May 13First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$0.23. Revenue: US$167.5m (up 78% from 1Q 2025). Net income: US$3.42m (down 46% from 1Q 2025). Profit margin: 2.0% (down from 6.7% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 32%. Earnings per share (EPS) also surpassed analyst estimates by 31%. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Construction industry in the US.お知らせ • May 13Cardinal Infrastructure Group Inc. Raises Guidance for the Full Year 2026Cardinal Infrastructure Group Inc. raised guidance for the full year 2026. For the period, the company now expects revenue in the range of $675 million to $685 million; up from the previous range of $665 million to $678 million.お知らせ • Apr 28Cardinal Infrastructure Group Inc. to Report Q1, 2026 Results on May 12, 2026Cardinal Infrastructure Group Inc. announced that they will report Q1, 2026 results Pre-Market on May 12, 2026お知らせ • Apr 27Cardinal Infrastructure Group Inc., Annual General Meeting, Jun 05, 2026Cardinal Infrastructure Group Inc., Annual General Meeting, Jun 05, 2026.Board Change • Apr 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 Richard Wimmer is the most experienced director on the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.New Risk • Mar 25New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.2% Last year net profit margin: 6.8% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Profit margins are more than 30% lower than last year (0.2% net profit margin).Reported Earnings • Mar 24Full year 2025 earnings releasedFull year 2025 results: EPS: US$1.52. Revenue: US$456.0m (up 45% from FY 2024). Net income: US$22.7m (up 6.2% from FY 2024). Profit margin: 5.0% (down from 6.8% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Construction industry in the US.お知らせ • Mar 21Cardinal Infrastructure Group Inc. Announces Appointment of Erik West as President of the CarolinasCardinal Infrastructure Group Inc. announced the appointment of Erik West as President of the Carolinas. West, a construction industry veteran who has been with Cardinal since 2016, will oversee all operations across North and South Carolina with a focus on continued growth and client service. Formerly the Chief Operating Officer of Cardinal Civil Contracting, West brings significant experience overseeing all phases of multimillion-dollar civil construction projects, including residential, commercial and industrial site development. He led Cardinal's expansion across North and South Carolina, overseeing the integration of the Company's acquisitions in Greensboro and Charlotte and scaling the business into one of the region's leading integrated site development platforms.お知らせ • Mar 19Cardinal Infrastructure Group Inc. Affirms Consolidated Earnings Guidance for the Full Year 2026Cardinal Infrastructure Group Inc. affirmed consolidated earnings guidance for the full year 2026. For the year, the company expects Revenues in the range of $665 million to $678 million.お知らせ • Mar 11Cardinal Infrastructure Group Inc. to Report Fiscal Year 2025 Results on Mar 19, 2026Cardinal Infrastructure Group Inc. announced that they will report fiscal year 2025 results Pre-Market on Mar 19, 2026お知らせ • Feb 26Cardinal Infrastructure Group Inc. Announces the Appointment of Jason Banks as Director of Information Technology, Emily Lear as Director of Investor Relations and Liz Hester as Director of Marketing and Public RelationsCardinal Infrastructure Group Inc. announced the appointment of three senior professionals: Jason Banks joined as Director of Information Technology, Emily Lear as Director of Investor Relations and Liz Hester as Director of Marketing and Public Relations. These key hires mark a significant milestone in Cardinal's commitment to expanding its expertise and capabilities across critical business functions. Jason brings more than 20 years of experience in enterprise systems, IT operations and modernization initiatives. In his new role, he will lead efforts to enhance internal technology platforms, strengthen cybersecurity and support seamless operational growth. Jason most recently served as the North America IT Director for Descours & Cabaud and previously held an IT leadership role at Parker Hannifin. Emily joins Cardinal with more than a decade of experience building and supporting investor relations programs. She will lead engagement with Cardinal's investor and analyst community and ensure clear, consistent communication of the company's strategy, performance and long-term growth opportunities. Prior to joining Cardinal, Emily held strategic roles at Vontier Corporation and MDU Resources Group, former parent company of Knife River and Everus Construction Group. As Director of Marketing and Public Relations, Liz Hester will lead brand development, marketing strategy and public communications. With deep experience in integrated marketing, digital strategy and brand positioning, she will elevate Cardinal's presence across key markets and audiences. Liz joins from FMI Corp., where she served as the Head of Brand Marketing and previously held roles with JPMorgan Chase and Bloomberg News.Valuation Update With 7 Day Price Move • Feb 19Investor sentiment improves as stock rises 32%After last week's 32% share price gain to US$32.25, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 30x in the Construction industry in the US. Simply Wall St's valuation model estimates the intrinsic value at US$14.92 per share.お知らせ • Feb 19+ 1 more updateCardinal Infrastructure Group Inc. Provides Preliminary Earnings Guidance for the Full Year Ended December 31, 2025, Updates Consolidated Earnings Guidance for the Year Ending December 31, 2026Cardinal Infrastructure Group Inc. provided preliminary earnings guidance for the full year ended December 31, 2025. For the year 2025, the company expects revenue in the range of $452.3 million- $459.7 million, representing approximately 45% growth vs. 2024 at the midpoint. For the year ending December 31, 2026, the company updated consolidated earnings guidance and expects revenue in the range of $664.9 million to $678.3 million.Valuation Update With 7 Day Price Move • Jan 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$25.87, the stock trades at a forward P/E ratio of 0x. Average forward P/E is 27x in the Construction industry in the US. Simply Wall St's valuation model estimates the intrinsic value at US$13.01 per share.Board Change • Dec 31High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. Independent Director Richard Wimmer is the most experienced director on the board, commencing their role in 2025. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.お知らせ • Dec 10Cardinal Infrastructure Group Inc. has completed an IPO in the amount of $241.5 million.Cardinal Infrastructure Group Inc. has completed an IPO in the amount of $241.5 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 11,500,000 Price\Range: $21 Discount Per Security: $1.47 Transaction Features: Reserved Share Offering株主還元CDNLUS ConstructionUS 市場7D-19.3%-5.7%1.6%1Yn/a70.8%18.6%株主還元を見る業界別リターン: CDNLがUS Construction業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: CDNL US市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is CDNL's price volatile compared to industry and market?CDNL volatilityCDNL Average Weekly Movement13.8%Construction Industry Average Movement8.8%Market Average Movement7.3%10% most volatile stocks in US Market16.7%10% least volatile stocks in US Market3.2%安定した株価: CDNLの株価は、 US市場と比較して過去 3 か月間で変動しています。時間の経過による変動: CDNLの weekly volatility ( 14% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト20131,480Jeremy Spiveycardinalinfrastructuregroup.com土木請負会社であるカーディナル・インフラストラクチャー・グループ社は、米国南東部の住宅、商業、工業、自治体、州のインフラ市場に用地開発とインフラサービスを提供している。上水道、下水道、雨水システムなど湿式ユーティリティの設置や、整地、整地、砂防、掘削・発破、舗装、その他関連現場サービスを提供している。旧社名はシビル・インフラストラクチャー・グループ・インクで、2025年9月に社名をカーディナル・インフラストラクチャー・グループ・インクに変更した。同社は2013年に設立され、ノースカロライナ州ローリーに本社を置いている。もっと見るCardinal Infrastructure Group Inc. 基礎のまとめCardinal Infrastructure Group の収益と売上を時価総額と比較するとどうか。CDNL 基礎統計学時価総額US$1.48b収益（TTM）-US$1.19m売上高(TTM)US$541.75m2.7xP/Sレシオ-1,236xPER（株価収益率CDNL は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計CDNL 損益計算書（TTM）収益US$541.75m売上原価US$427.94m売上総利益US$113.81mその他の費用US$115.01m収益-US$1.19m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）-0.06グロス・マージン21.01%純利益率-0.22%有利子負債／自己資本比率75.0%CDNL の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation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2026/07/05 20:03終値2026/07/02 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この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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Cardinal Infrastructure Group Inc. 2 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。3 アナリスト機関Brent ThielmanOppenheimer & Co. Inc.Brian BrophyStifel, Equities ResearchMichael Louie DiPalmaWilliam Blair & Company L.L.C.
Seeking Alpha • Jul 01Cardinal Infrastructure Group: 309% Since IPO, And The Growth Story Isn't OverSummary Cardinal Infrastructure Group is rated Buy with a $107/share price target, driven by a robust backlog and aggressive regional expansion. CDNL's vertically integrated model and recent acquisitions, including ALGC and Piedmont Pipe, are expected to enhance margins and operational efficiency. The new asphalt facility in North Carolina marks a strategic move into materials production, aiming to improve cost structure and support margin expansion. Strong construction market momentum and financial flexibility support continued growth, though risks include integration challenges, inflation, and potential interest rate hikes. Read the full article on Seeking Alpha
ライブニュース • Jun 30Cardinal Infrastructure Group Unveils First Asphalt Plant With 400 Ton Hour Output Near RaleighCardinal Infrastructure Group has completed construction of its first asphalt processing plant near Raleigh, capable of producing 400 tons of hot mix asphalt per hour and giving the company direct control over mix design, production schedules and material quality. The new facility reduces reliance on third-party suppliers, which can support tighter project timelines and more predictable material availability across Cardinal Infrastructure Group’s civil infrastructure contracts. Cardinal Infrastructure Group shares last closed at US$94.20, with the stock up 316.4% year to date. Vertical integration into asphalt production gives Cardinal Infrastructure Group more control over a key input, which can matter in projects where timing, specifications and cost are tightly defined. The main opportunity is better coordination between plant output and construction schedules. Key risks include execution at the new facility and the fixed costs that come with owning production capacity.
お知らせ • Jun 29+ 4 more updatesCardinal Infrastructure Group Inc.(NasdaqGS:CDNL) dropped from Russell Small Cap Comp Value BenchmarkCardinal Infrastructure Group Inc.(NasdaqGS:CDNL) dropped from Russell Small Cap Comp Value Benchmark
お知らせ • Jun 26Cardinal Infrastructure Group Inc. has completed a Follow-on Equity Offering in the amount of $292 million.Cardinal Infrastructure Group Inc. has completed a Follow-on Equity Offering in the amount of $292 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 4,000,000 Price\Range: $73 Discount Per Security: $3.65
お知らせ • Jun 24Cardinal Infrastructure Group Inc. has filed a Follow-on Equity Offering.Cardinal Infrastructure Group Inc. has filed a Follow-on Equity Offering. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 3,750,000
ライブニュース • Jun 23Cardinal Infrastructure Group Plans Public Offering as Year-to-Date Returns Reach 249%Cardinal Infrastructure Group plans a proposed underwritten public offering of 3,750,000 shares of its Class A common stock, with a 30‑day option for underwriters to buy up to an additional 562,500 shares. Stifel, William Blair and Truist Securities are acting as book‑running managers. The transaction would increase Cardinal Infrastructure Group’s equity base and could be used to fund corporate purposes, but it would also expand the share count, which can dilute existing shareholders’ ownership and earnings per share. Cardinal Infrastructure Group’s stock trades at $79.10, with a year‑to‑date return of 249.7%, so any pricing of the new shares relative to this level will be important for how the market responds to the deal. The key question is whether the capital raised ultimately supports projects or growth that justify the added dilution, or whether the expanded share base weighs on per‑share metrics over time.
Seeking Alpha • Jul 01Cardinal Infrastructure Group: 309% Since IPO, And The Growth Story Isn't OverSummary Cardinal Infrastructure Group is rated Buy with a $107/share price target, driven by a robust backlog and aggressive regional expansion. CDNL's vertically integrated model and recent acquisitions, including ALGC and Piedmont Pipe, are expected to enhance margins and operational efficiency. The new asphalt facility in North Carolina marks a strategic move into materials production, aiming to improve cost structure and support margin expansion. Strong construction market momentum and financial flexibility support continued growth, though risks include integration challenges, inflation, and potential interest rate hikes. Read the full article on Seeking Alpha
ライブニュース • Jun 30Cardinal Infrastructure Group Unveils First Asphalt Plant With 400 Ton Hour Output Near RaleighCardinal Infrastructure Group has completed construction of its first asphalt processing plant near Raleigh, capable of producing 400 tons of hot mix asphalt per hour and giving the company direct control over mix design, production schedules and material quality. The new facility reduces reliance on third-party suppliers, which can support tighter project timelines and more predictable material availability across Cardinal Infrastructure Group’s civil infrastructure contracts. Cardinal Infrastructure Group shares last closed at US$94.20, with the stock up 316.4% year to date. Vertical integration into asphalt production gives Cardinal Infrastructure Group more control over a key input, which can matter in projects where timing, specifications and cost are tightly defined. The main opportunity is better coordination between plant output and construction schedules. Key risks include execution at the new facility and the fixed costs that come with owning production capacity.
お知らせ • Jun 29+ 4 more updatesCardinal Infrastructure Group Inc.(NasdaqGS:CDNL) dropped from Russell Small Cap Comp Value BenchmarkCardinal Infrastructure Group Inc.(NasdaqGS:CDNL) dropped from Russell Small Cap Comp Value Benchmark
お知らせ • Jun 26Cardinal Infrastructure Group Inc. has completed a Follow-on Equity Offering in the amount of $292 million.Cardinal Infrastructure Group Inc. has completed a Follow-on Equity Offering in the amount of $292 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 4,000,000 Price\Range: $73 Discount Per Security: $3.65
お知らせ • Jun 24Cardinal Infrastructure Group Inc. has filed a Follow-on Equity Offering.Cardinal Infrastructure Group Inc. has filed a Follow-on Equity Offering. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 3,750,000
ライブニュース • Jun 23Cardinal Infrastructure Group Plans Public Offering as Year-to-Date Returns Reach 249%Cardinal Infrastructure Group plans a proposed underwritten public offering of 3,750,000 shares of its Class A common stock, with a 30‑day option for underwriters to buy up to an additional 562,500 shares. Stifel, William Blair and Truist Securities are acting as book‑running managers. The transaction would increase Cardinal Infrastructure Group’s equity base and could be used to fund corporate purposes, but it would also expand the share count, which can dilute existing shareholders’ ownership and earnings per share. Cardinal Infrastructure Group’s stock trades at $79.10, with a year‑to‑date return of 249.7%, so any pricing of the new shares relative to this level will be important for how the market responds to the deal. The key question is whether the capital raised ultimately supports projects or growth that justify the added dilution, or whether the expanded share base weighs on per‑share metrics over time.
Buy Or Sell Opportunity • Jun 03Now 28% overvalued after recent price riseOver the last 90 days, the stock has risen 98% to US$61.91. The fair value is estimated to be US$48.32, however this is not to be taken as a sell recommendation but rather should be used as a guide only.
お知らせ • Jun 03Cardinal Infrastructure Group Inc. (NasdaqGS:CDNL) acquired Piedmont Pipe Construction.Cardinal Infrastructure Group Inc. (NasdaqGS:CDNL) acquired Piedmont Pipe Construction on June 2, 2026. Following the acquisition, Piedmont will operate under the Cardinal Civil Contracting brand. Cardinal Infrastructure Group Inc. (NasdaqGS:CDNL) completed the acquisition of Piedmont Pipe Construction on June 2, 2026.
Recent Insider Transactions • May 31Chief Operating Officer recently bought US$1.0m worth of stockOn the 27th of May, Benjamin Wood bought around 20k shares on-market at roughly US$51.30 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was Benjamin's only on-market trade for the last 12 months.
お知らせ • May 23Cardinal Infrastructure Group Inc. Appoints Chace Adams as Safety DirectorCardinal Infrastructure Group Inc. announced the appointment of Chace Adams as Safety Director, recognizing two leaders whose work has shaped Cardinal's growth across the Southeast. Adams, also with Cardinal Civil since 2021, oversees the development and implementation of safety programs for the organization, managing a team that now includes more than 10 full-time professionals across the Southeast. His appointment as Safety Director formalizes the leadership role he has long held and recognizes the culture of safety he has embedded across Cardinal's operations.
Reported Earnings • May 13First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$0.23. Revenue: US$167.5m (up 78% from 1Q 2025). Net income: US$3.42m (down 46% from 1Q 2025). Profit margin: 2.0% (down from 6.7% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 32%. Earnings per share (EPS) also surpassed analyst estimates by 31%. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Construction industry in the US.
お知らせ • May 13Cardinal Infrastructure Group Inc. Raises Guidance for the Full Year 2026Cardinal Infrastructure Group Inc. raised guidance for the full year 2026. For the period, the company now expects revenue in the range of $675 million to $685 million; up from the previous range of $665 million to $678 million.
お知らせ • Apr 28Cardinal Infrastructure Group Inc. to Report Q1, 2026 Results on May 12, 2026Cardinal Infrastructure Group Inc. announced that they will report Q1, 2026 results Pre-Market on May 12, 2026
お知らせ • Apr 27Cardinal Infrastructure Group Inc., Annual General Meeting, Jun 05, 2026Cardinal Infrastructure Group Inc., Annual General Meeting, Jun 05, 2026.
Board Change • Apr 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 Richard Wimmer is the most experienced director on the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
New Risk • Mar 25New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.2% Last year net profit margin: 6.8% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Profit margins are more than 30% lower than last year (0.2% net profit margin).
Reported Earnings • Mar 24Full year 2025 earnings releasedFull year 2025 results: EPS: US$1.52. Revenue: US$456.0m (up 45% from FY 2024). Net income: US$22.7m (up 6.2% from FY 2024). Profit margin: 5.0% (down from 6.8% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Construction industry in the US.
お知らせ • Mar 21Cardinal Infrastructure Group Inc. Announces Appointment of Erik West as President of the CarolinasCardinal Infrastructure Group Inc. announced the appointment of Erik West as President of the Carolinas. West, a construction industry veteran who has been with Cardinal since 2016, will oversee all operations across North and South Carolina with a focus on continued growth and client service. Formerly the Chief Operating Officer of Cardinal Civil Contracting, West brings significant experience overseeing all phases of multimillion-dollar civil construction projects, including residential, commercial and industrial site development. He led Cardinal's expansion across North and South Carolina, overseeing the integration of the Company's acquisitions in Greensboro and Charlotte and scaling the business into one of the region's leading integrated site development platforms.
お知らせ • Mar 19Cardinal Infrastructure Group Inc. Affirms Consolidated Earnings Guidance for the Full Year 2026Cardinal Infrastructure Group Inc. affirmed consolidated earnings guidance for the full year 2026. For the year, the company expects Revenues in the range of $665 million to $678 million.
お知らせ • Mar 11Cardinal Infrastructure Group Inc. to Report Fiscal Year 2025 Results on Mar 19, 2026Cardinal Infrastructure Group Inc. announced that they will report fiscal year 2025 results Pre-Market on Mar 19, 2026
お知らせ • Feb 26Cardinal Infrastructure Group Inc. Announces the Appointment of Jason Banks as Director of Information Technology, Emily Lear as Director of Investor Relations and Liz Hester as Director of Marketing and Public RelationsCardinal Infrastructure Group Inc. announced the appointment of three senior professionals: Jason Banks joined as Director of Information Technology, Emily Lear as Director of Investor Relations and Liz Hester as Director of Marketing and Public Relations. These key hires mark a significant milestone in Cardinal's commitment to expanding its expertise and capabilities across critical business functions. Jason brings more than 20 years of experience in enterprise systems, IT operations and modernization initiatives. In his new role, he will lead efforts to enhance internal technology platforms, strengthen cybersecurity and support seamless operational growth. Jason most recently served as the North America IT Director for Descours & Cabaud and previously held an IT leadership role at Parker Hannifin. Emily joins Cardinal with more than a decade of experience building and supporting investor relations programs. She will lead engagement with Cardinal's investor and analyst community and ensure clear, consistent communication of the company's strategy, performance and long-term growth opportunities. Prior to joining Cardinal, Emily held strategic roles at Vontier Corporation and MDU Resources Group, former parent company of Knife River and Everus Construction Group. As Director of Marketing and Public Relations, Liz Hester will lead brand development, marketing strategy and public communications. With deep experience in integrated marketing, digital strategy and brand positioning, she will elevate Cardinal's presence across key markets and audiences. Liz joins from FMI Corp., where she served as the Head of Brand Marketing and previously held roles with JPMorgan Chase and Bloomberg News.
Valuation Update With 7 Day Price Move • Feb 19Investor sentiment improves as stock rises 32%After last week's 32% share price gain to US$32.25, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 30x in the Construction industry in the US. Simply Wall St's valuation model estimates the intrinsic value at US$14.92 per share.
お知らせ • Feb 19+ 1 more updateCardinal Infrastructure Group Inc. Provides Preliminary Earnings Guidance for the Full Year Ended December 31, 2025, Updates Consolidated Earnings Guidance for the Year Ending December 31, 2026Cardinal Infrastructure Group Inc. provided preliminary earnings guidance for the full year ended December 31, 2025. For the year 2025, the company expects revenue in the range of $452.3 million- $459.7 million, representing approximately 45% growth vs. 2024 at the midpoint. For the year ending December 31, 2026, the company updated consolidated earnings guidance and expects revenue in the range of $664.9 million to $678.3 million.
Valuation Update With 7 Day Price Move • Jan 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$25.87, the stock trades at a forward P/E ratio of 0x. Average forward P/E is 27x in the Construction industry in the US. Simply Wall St's valuation model estimates the intrinsic value at US$13.01 per share.
Board Change • Dec 31High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. Independent Director Richard Wimmer is the most experienced director on the board, commencing their role in 2025. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Dec 10Cardinal Infrastructure Group Inc. has completed an IPO in the amount of $241.5 million.Cardinal Infrastructure Group Inc. has completed an IPO in the amount of $241.5 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 11,500,000 Price\Range: $21 Discount Per Security: $1.47 Transaction Features: Reserved Share Offering
