Cadeler A/S Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

As you might know, Cadeler A/S (OB:CADLR) recently reported its yearly numbers. It looks like a credible result overall - although revenues of €249m were what the analysts expected, Cadeler surprised by delivering a (statutory) profit of €0.19 per share, an impressive 31% above what was forecast. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.

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Following the latest results, Cadeler's eight analysts are now forecasting revenues of €494.9m in 2025. This would be a major 99% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to bounce 140% to €0.44. Yet prior to the latest earnings, the analysts had been anticipated revenues of €491.8m and earnings per share (EPS) of €0.47 in 2025. So it looks like there's been a small decline in overall sentiment after the recent results - there's been no major change to revenue estimates, but the analysts did make a small dip in their earnings per share forecasts.

View our latest analysis for Cadeler

It might be a surprise to learn that the consensus price target was broadly unchanged at kr81.36, with the analysts clearly implying that the forecast decline in earnings is not expected to have much of an impact on valuation. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. The most optimistic Cadeler analyst has a price target of kr89.85 per share, while the most pessimistic values it at kr69.56. So we wouldn't be assigning too much credibility to analyst price targets in this case, because there are clearly some widely different views on what kind of performance this business can generate. As a result it might not be a great idea to make decisions based on the consensus price target, which is after all just an average of this wide range of estimates.

These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Cadeler's past performance and to peers in the same industry. The analysts are definitely expecting Cadeler's growth to accelerate, with the forecast 99% annualised growth to the end of 2025 ranking favourably alongside historical growth of 40% per annum over the past five years. Compare this with other companies in the same industry, which are forecast to grow their revenue 14% annually. It seems obvious that, while the growth outlook is brighter than the recent past, the analysts also expect Cadeler to grow faster than the wider industry.

The Bottom Line

The biggest concern is that the analysts reduced their earnings per share estimates, suggesting business headwinds could lay ahead for Cadeler. Happily, there were no major changes to revenue forecasts, with the business still expected to grow faster than the wider industry. The consensus price target held steady at kr81.36, with the latest estimates not enough to have an impact on their price targets.

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. We have estimates - from multiple Cadeler analysts - going out to 2027, and you can see them free on our platform here.

Plus, you should also learn about the 2 warning signs we've spotted with Cadeler .

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.