Cadeler A/S Just Recorded A 9.1% EPS Beat: Here's What Analysts Are Forecasting Next

It's been a sad week for Cadeler A/S (OB:CADLR), who've watched their investment drop 13% to kr40.10 in the week since the company reported its quarterly result. Cadeler reported €154m in revenue, roughly in line with analyst forecasts, although statutory earnings per share (EPS) of €0.17 beat expectations, being 9.1% higher than what the analysts expected. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.

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Taking into account the latest results, the current consensus from Cadeler's six analysts is for revenues of €965.8m in 2026. This would reflect a sizeable 79% increase on its revenue over the past 12 months. Per-share earnings are expected to swell 17% to €0.90. Yet prior to the latest earnings, the analysts had been anticipated revenues of €958.5m and earnings per share (EPS) of €0.91 in 2026. The consensus analysts don't seem to have seen anything in these results that would have changed their view on the business, given there's been no major change to their estimates.

See our latest analysis for Cadeler

With no major changes to earnings forecasts, the consensus price target fell 15% to kr71.65, suggesting that the analysts might have previously been hoping for an earnings upgrade. Fixating on a single price target can be unwise though, since the consensus target is effectively the average of analyst price targets. As a result, some investors like to look at the range of estimates to see if there are any diverging opinions on the company's valuation. There are some variant perceptions on Cadeler, with the most bullish analyst valuing it at kr85.25 and the most bearish at kr45.13 per share. As you can see the range of estimates is wide, with the lowest valuation coming in at less than half the most bullish estimate, suggesting there are some strongly diverging views on how analysts think this business will perform. 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.

Taking a look at the bigger picture now, one of the ways we can understand these forecasts is to see how they compare to both past performance and industry growth estimates. The period to the end of 2026 brings more of the same, according to the analysts, with revenue forecast to display 60% growth on an annualised basis. That is in line with its 52% annual growth over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to see their revenues grow 8.5% per year. So it's pretty clear that Cadeler is forecast to grow substantially faster than its industry.

The Bottom Line

The most obvious conclusion is that there's been no major change in the business' prospects in recent times, with the analysts holding their earnings forecasts steady, in line with previous estimates. 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 fell measurably, with the analysts seemingly not reassured by the latest results, leading to a lower estimate of Cadeler's future valuation.

Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year's earnings. We have forecasts for Cadeler going out to 2027, and you can see them free on our platform here.

You still need to take note of risks, for example - Cadeler has 2 warning signs (and 1 which is a bit concerning) we think you should know about.

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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.