CDNL · Cardinal Infrastructure Group Inc.
Price & Indicators
The closing range uses available history since Dec 10, 2025; less than a full year is stored.
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Metrics snapshot
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AI Brief
Q2 FY26 earnings call · Aug 11, 2026TL;DR. Cardinal Infrastructure Group posted record Q2 2026 revenue of $226.9 million (+114% YoY, +64% organic) and raised full-year 2026 revenue guidance to $880–$900 million, while announcing the accretive Allied Paving acquisition; however, Q2 adjusted EBITDA margin compressed to 12.4% from 18.6%, driving a cut to full-year adjusted EBITDA margin guidance to 16–18%.
- + Record Q2 revenue of $226.9 million, up 114% YoY and 64% organically
- + Backlog reached a record $866 million, up 35% YoY
- + Raised full-year 2026 revenue guidance to $880–$900 million (~95% growth at midpoint)
- + Announced accretive Allied Paving acquisition at ~5.5x EBITDA with $108M revenue at 20.3% adjusted EBITDA margin
- − Cut full-year 2026 adjusted EBITDA margin guidance to 16–18% from prior 20%+ target
- − Accelerated G&A investments expected to step up in H2 2026, pressuring margins
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | 54.9M | six months ended June 30, 2026 | — |
| Adjusted EBITDA margin non-GAAP | 13.9% | six months ended June 30, 2026 | — |
| Adjusted gross profit non-GAAP | 70.2M | six months ended June 30, 2026 | — |
| Adjusted gross profit margin non-GAAP | 17.8% | six months ended June 30, 2026 | — |
| Backlog | 866M | as of June 30, 2026 | — |
| EBITDA | 49.2M | six months ended June 30, 2026 | — |
| EBITDA margin | 12.5% | six months ended June 30, 2026 | — |
| Non-GAAP Organic Revenue Growth non-GAAP | 64% | Q2 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Engineering & Construction — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
CDNL
this stock
Cardinal Infrastructure Group Inc.
|
$905.35M | -12.7% | +44.7% | — | 6.0% |
|
PWR
Quanta Services, Inc.
|
$106.13B | +67.3% | +13.4% | 80.9 | 2.1% |
|
FIX
Comfort Systems USA Inc
|
$60.38B | +83.8% | -73.9% | 42.2 | 2.4% |
|
FER
Ferrovial N.V.
|
$36.10B | -22.4% | — | — | 0.7% |
|
EME
EMCOR Group, Inc.
|
$34.82B | +29.0% | +16.6% | 24.6 | 1.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| CDNL | -31.3% | -40.8% | -59.5% | -31.0% | -12.7% |
| SPY | +1.2% | +1.9% | +9.9% | +2.1% | +14.2% |
| vs SPY | -32.4% | -42.6% | -69.4% | -33.1% | -26.8% |