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CDCDNL

Cardinal Infrastructure Group Inc.

$CDNL·$1.0B·Engineering & Construction·Industrials
$68.54+5.7%YTD+170.5%1Y+176.0%
Mentions · last 7 days
2026-07-06: 2 posts2026-07-07: 6 posts2026-07-08: 5 posts2026-07-09: 2 posts2026-07-10: 3 posts2026-07-11: 1 posts2026-07-12: 1 posts21+5%
Price updated 3m ago·X counts updated 2d ago
CDCDNL
$CDNLCardinal Infrastructure Group Inc.
$68.54+5.67%21 posts+5%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $CDNL, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeAcceleratingAI verdict · as of 2026-07-14

The move is getting stronger, with heavier trading behind it.

Cardinal Infrastructure has ripped 170% YTD as a Southeast US civil-contractor beneficiary — $64.86 sits above the 50-day and revenue is running roughly double year-ago.

Cardinal Infrastructure Group is a civil-contracting business focused on site development and infrastructure services across the southeastern US — the tape has re-rated it as an infrastructure-spending beneficiary and a straightforward growth story.

  • Growth is exceptional — Q1 revenue $167M was up 97% year-over-year, Q4 was up 91%, operating margin 8.7%, ROE 37%, and the four-quarter revenue trajectory is a clean stairstep from $106M in mid-2025 to $167M today.
  • Balance sheet is aggressive — D/E of 3.23 reflects a leverage-financed roll-up structure, and a late-June upsized public offering added fresh equity capital to support continued expansion.
  • Operating progress is real — the June 30 announcement of the first asphalt-plant completion is a vertical-integration milestone that should support future margins as the business scales.

No aggregated X sentiment was available. The August 11 print is the release event — with a very strong post-IPO run and a fresh capital raise, the market will look for evidence that unit economics improve as the platform scales.

What to watch: August 11 Q2 earnings — revenue growth pace, operating margin, and any commentary on backlog and asphalt-plant utilization.

On the calendar: 2026-08-11 Q2 earnings

sentiment thin

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What it does

Plain-English summary of the business — what they sell and how they make money.

Provides wet utility installation and civil contracting (water, sewer, site work) for residential and municipal markets in the U.S.

Industry overviewAI analysisGenerated by AI from underlying data

Where Engineering & Construction sits in its cycle right now — and what that implies for $CDNL.

Engineering & Construction · Industrials

No material change from last week — hyperscaler campus builds requiring mission-critical electrical, mechanical, and plumbing contractors have pushed PWR's backlog to $50B, with FIX (Comfort..

What this means for $CDNL

Neutral — Provides wet utility installation and civil contracting (water, sewer, site work) for residential and municipal markets in the U.S; the hyperscaler campus builds requiring mission-critical MEP infrastructure does not materially affect this business's near-term earnings.

Industry benchmark

14-name peer basket
+40.1%YTD
+74.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
44.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
0.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
8.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-0.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
36.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
21.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
3.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 12, 2026$0.23$0.18+27.8%
Q1 2026May 12, 2026$0.13$0.25-48.7%
Q1 2026May 12, 2026$0.23$0.17+31.4%
Q4 2025Mar 19, 2026$0.13$0.25-48.7%
Next earningsTue, Aug 11·consensus EPS $0.46

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$167.5M+97.2%20.4%8.8%$0.23$-961
Q4 FY25$145.8M+91.0%21.4%6.0%$0.96$-524K
Q3 FY25$122.3M—21.1%9.7%$-0.26$909K
Q2 FY25$106.1M—21.3%11.1%$0.54$-8.0M

Forward consensus

2-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$706.8M$682.7M – $752.6M$1.86$1.64 – $1.992
FY27$805.1M$736.0M – $859.3M$2.13$1.98 – $2.332

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.—Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+11.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.—Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 9K shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today5529.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β-1.085-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyMay 27Benjamin WoodCOO20.0K sh$1.0MBuyMar 26Ivy ZelmanDirector6.9K sh$251K
+ 8 other (8 awards) in window

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  • Real-time open-market buys and sells from Form 4 filings
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

424B4Prospectus supplement (offering)Jun 25424B4
AI summary

Cardinal Infrastructure Group (CDNL) priced a follow-on offering of 4,000,000 Class A shares at $73.00 per share on June 24, 2026, raising gross proceeds of $292 million ($277.4M net before expenses after $14.6M underwriter discount). An overallotment option for an additional 600,000 shares was granted. Shares were expected to settle around June 26, 2026. Stifel, William Blair, and Truist Securities led the deal. Meaningful dilutive offering — use of proceeds not specified in this excerpt.

S-1Initial registrationJun 22S-1
AI summary

Cardinal Infrastructure Group Inc., a Delaware construction company (SIC 1600) headquartered in Raleigh, NC, filed a preliminary Form S-1 registration statement on June 22, 2026 for a proposed IPO. The offering size and price have not been disclosed in this preliminary filing; the registration number (333-) has not yet been assigned. Legal counsel includes Willkie Farr & Gallagher and Latham & Watkins. Cardinal is an emerging growth company that elected not to use the extended accounting standards transition period. A potential new public offering for a private infrastructure company, with full terms to follow in an amended S-1.

8-KShareholder voteJun 58-K — Item 5.07: Shareholder vote
AI summary

Cardinal Infrastructure Group Inc. (CDNL) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on ratification of the independent auditor. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

8-KPress release / Reg FDMay 128-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

CDNL reported period ending 2026-05-12 financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

3New insider — initial holdingsApr 153
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for CDNL on 2026-04-15, initiating required Section 16 reporting. Role: of Reporting Person. Beneficial ownership covers 2,093,031 shares. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsApr 153
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for CDNL on 2026-04-15, initiating required Section 16 reporting. Role: of Reporting Person. Beneficial ownership covers 2,093,031 shares. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

8-KPress release / Reg FDMar 198-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

CDNL reported period ending 2026-03-19 financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

8-KOfficer or director changeMar 188-K — Item 5.02: Officer or director change
AI summary

CDNL disclosed a personnel change (8-K Item 5.02, dated 2026-03-18). An executive departure and a new appointment are both reported. Anthony L. Wood, the President. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

+ 21 other (11 13Gs · 2 proxys · 1 EFFECT · 1 S-1MEF) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Best Momentum Stock to Buy for July 6thzacks.com·8d agoCardinal Infrastructure Group: 309% Since IPO, And The Growth Story Isn't Overseekingalpha.com·13d agoCardinal Infrastructure Group Announces Completion of First Asphalt Plantprnewswire.com·14d agoCardinal Infrastructure Group Announces Closing of Upsized Public Offering of Class A Common Stock and Full Exercise of Underwriters' Option to Purchase Additional Sharesprnewswire.com·18d agoCardinal Infrastructure Group Announces Pricing of Upsized Public Offeringprnewswire.com·20d ago

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