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DisclosuresTermsPrivacy

Research & education only — not financial advice.TENK is not a registered investment adviser; calls are impersonal, generated from SEC filings and a delayed/third-party price feed, and may be wrong or out of date. The operator and an affiliated trading operation may hold or trade the securities TENK rates — see Disclosures. Do your own research.

EDGAR® is a registered trademark of the U.S. Securities and Exchange Commission. TENK/calls is an independent service and is not affiliated with, endorsed by, or approved by the U.S. Securities and Exchange Commission.

TTENK/calls
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Home›Stocks›CDNL
CDNL logo

CDNL

Cardinal Infrastructure Group Inc.

Last earnings -5.4% on 2026-05-12

Hold
$74.25
▼ -21.27%
$74.25▲ +215.96%
over 1Y
L $22.03H $94.31
Earnings Dividend Split Congress buy Congress sellGrouped by date · hover a pin to expand
Today-21.3%
1W-19.3%
1M+31.2%
3M+76.1%
YTD+228.2%
1Y+216.0%
OverviewFinancialsValuationQualityTimelineFilings
Rating
Hold
Quality
B
Valuation
Fair value
Filings
Watch
Hold
Conviction
Horizon
Medium (3–12mo)
Street · 9 analysts
Strong Buy

Revenue grew 44.7% YoY.

Revenue (FY2025) $456M · FY2025

Cardinal Infrastructure Group Inc. shows $456M in FY2025 revenue (+44.7% YoY), a 5.0% net margin, and 16.3% ROE.

Supporting the case: revenue grew 44.7% YoY.

Is CDNL a buy? The one-page verdict, explained →

The options angle

model · matches our verdict
Covered call~60d expiry
  • Long 100 shares @ ~74.25
  • Short call 78 @ ~10.53 est
debit $6,372max +$1,428max −$6,371BE 63.72

HOLD means own it, don't chase it — harvesting premium against the position matches the verdict.

Open in the calculator →

Educational template, not a trade recommendation. Strikes and premiums are Black-Scholes model estimates from the last close and 30-day realized volatility — real chains, spreads and IV will differ. Options involve substantial risk.

Financials · annual, by fiscal year

Line itemFY23FY24FY25
Revenue$248M$315M$456M
Gross profit———
Operating income$29.5M$35.9M$40.4M
Net income$20.6M$21.4M$22.7M
Diluted EPS———
Net margin8.3%6.8%5.0%

10-year statements — income, cash flow, balance sheet & CSV export →

Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.

Key statistics

Valuation

Enterprise value$1.43B
EV / EBITDA—
EV / Sales3.1
EV / FCF—
P / FCF—
PEG (trailing)—
Earnings yield1.6%
FCF yield-0.4%

Quality & risk

ROIC (est.)22.9%
Free cash flow-$5.91M
Total debt—
Net cash—
Altman Z-Score5.24 safe
Piotroski F-Score4/6

Capital returns

Buyback yield—
Dividend yield (est.)—
Shareholder yield—

Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.

Disclosure timeline

SEC · 8-Ks + reports
Some governance/structural items recently, but no outright red flags.
  1. S-1 Securities registration2026-06-22
  2. 8-K Shareholder vote2026-06-05
  3. 10-Q Quarterly report2026-05-13
  4. 8-K Earnings results2026-05-12
  5. 8-K/A Amended 8-K2026-05-06
  6. DEF 14A Proxy statement2026-04-24
  7. 10-K Annual report2026-03-23
  8. 8-K Earnings results2026-03-19
  9. 8-K Officer / director change2026-03-18

Recent filings

all on EDGAR ↗
424B4Filing2026-06-25open ↗EFFECTFiling2026-06-24open ↗S-1MEFFiling2026-06-24open ↗S-1Filing2026-06-22open ↗DRSFiling2026-06-10open ↗4Period ending 2026-06-052026-06-09open ↗4Period ending 2026-06-052026-06-09open ↗4Period ending 2026-05-072026-06-09open ↗4Period ending 2026-06-052026-06-09open ↗8-KPeriod ending 2026-06-052026-06-05open ↗4Period ending 2026-05-272026-05-29open ↗SCHEDULE 13G/AFiling2026-05-18open ↗

Quality score

B
ValueGrowthProfitHealthMom.
ValueB
GrowthA-
ProfitabilityB-
Financial healthB
Momentum—
  • ✓Revenue growing year-over-year
  • ✓Profitable (positive net income)
  • ✗Net margin above 10%
  • ✓Return on equity above 15%
  • ✓Liabilities below 2× equity
0.0052-week0.00
Revenue
$456M
+44.7% YoY
Net margin
5.0%
ROE
16.3%
P/E
—

SEC fundamentals · FY 2025

'23'24'25

■ revenue · ■ net income, by fiscal year

Revenue$456M+44.7%
Net income$22.7M+6.2%
Operating income$40.4M+12.4%
Total assets$395M+181.2%
Total liabilities$255M+118.1%
Stockholders' equity$140M+497.5%
Op.: 8.9%L/E: 1.83x

Frequently asked

Is Cardinal Infrastructure Group Inc. (CDNL) a buy?
CDNL currently carries a Hold rating with 3/5 conviction, derived from its latest SEC filings. Revenue grew 44.7% YoY.
What is Cardinal Infrastructure Group Inc.'s quality score?
CDNL scores 72.78431372549018/100 (grade B) on a SEC-grounded quality model spanning value, growth, profitability, financial health and momentum.

Sources: SEC EDGAR (CIK 0002079999, latest 10-Q filed 2026-05-13) · EODHD · as of 7/5/2026, 7:56:39 AM.

›About this recommendation — produced by TENK/calls (tenkcalls.com), Luxembourg · not investment advice

Rule-based analysis, generated automatically from SEC filing data.

Investment recommendation produced by TENK/calls (tenkcalls.com), Luxembourg. Completed Jul 5, 2026, 3:56 AM ET. Ratings & methodology: definitions · All recommendations to date: track record · Conflicts: disclosures. Not investment advice.

Research and education only — not financial advice. TENKis not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities TENK rates; see Disclosures. Past performance does not guarantee future results. Do your own research.

Insider activity

Form 4 · SEC

Last 90 days: 5 open-market buys · 0 sales

2026-06-05
Zelman Ivy
Director
Award1.82K
2026-06-05
Lee Richard Melvin Jr.
Director
Award1.94K
2026-06-05
SHANFELTER AUSTIN J
Director
Award1.94K
2026-06-05
Wimmer Richard Bennett
Director
Award2.02K
2026-05-27
Wood Benjamin
CHIEF OPERATING OFFICER
Buy6.74K @ $49.89$336K
2026-05-27
Wood Benjamin
CHIEF OPERATING OFFICER
Buy5.36K @ $50.78$272K
2026-05-27
Wood Benjamin
CHIEF OPERATING OFFICER
Buy4.21K @ $51.90$218K
2026-05-27
Wood Benjamin
CHIEF OPERATING OFFICER
Buy3.60K @ $53.90$194K
2026-05-27
Wood Benjamin
CHIEF OPERATING OFFICER
Buy100.00 @ $54.33$5.43K
2026-05-07
Lee Richard Melvin Jr.
Director
Award3.10K @ $24.18$75.0K
2026-05-07
Zelman Ivy
Director
Award3.10K @ $24.18$75.0K
2026-05-07
SHANFELTER AUSTIN J
Director
Award3.10K @ $24.18$75.0K

Earnings history

beat/miss · move
2026-05-12Beat +28.9% est▼ -5.43%8-K ↗
2026-03-19Miss -23.0% est▲ +1.41%8-K ↗
2026-02-19Miss -23.0% est▲ +31.31%8-K ↗

Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.

Recent news

market news →
Is AAON (AAON) Stock Outpacing Its Construction Peers This Year?Bullish
finance.yahoo.com· 2026-07-03
Biggest stock movers Thursday: AI chip stocks, WEN, SPRY, and moreBullish
seekingalpha.com· 2026-06-25
Cardinal Infrastructure prices upsized $292M public offering at $73.00Bullish
seekingalpha.com· 2026-06-25
Cardinal Infrastructure Prices Upsized Offering Of 4 Mln Shares At $73/shr; To Raise $292 MlnBullish
nasdaq.com· 2026-06-25
TTEK Clinches Single-Award Contract From Encina Wastewater AuthorityBullish
finance.yahoo.com· 2026-06-24
Is Cardinal Infrastructure Group Inc. (CDNL) A Good Stock To Buy Now?Bullish
finance.yahoo.com· 2026-06-19

Vs tracked universe

compare →

1195 tracked peers · median

TENK Score73 vs 67
Revenue growth44.7% vs 7.5%
Net margin5.0% vs 10.0%
Return on equity16.3% vs 12.0%
P/E— vs 26.2

News sentiment

EODHD · 9d
Bullish
+0.16
vs typical · 17 articles
↑ improving

Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.