Cardinal Infrastructure Group Earnings Call Transcripts
Fiscal Year 2026
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Record revenue and backlog were achieved, with 114% year-over-year revenue growth and strong organic expansion across key markets. Margin pressure from one-time costs and weather is expected to ease in the second half, with raised full-year guidance and continued M&A activity supporting future growth.
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Six directors were elected and the appointment of the independent auditor was ratified, with over 95% of voting power represented. No shareholder proposals or questions were raised, and all agenda items were approved.
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A vertically integrated infrastructure platform is expanding rapidly in the Southeast through disciplined M&A and organic growth, achieving strong revenue and EBITDA growth. The company leverages cultural fit in acquisitions, offers unique career opportunities, and is capitalizing on robust market trends, including data center demand.
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Record Q1 results with revenue up 105% year-over-year and backlog at an all-time high. Raised 2026 revenue guidance, maintained strong margin outlook, and highlighted successful ALGC integration and robust organic growth across core markets.
Fiscal Year 2025
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Delivered 45% revenue growth in 2025, driven by organic expansion and acquisitions, with record backlog and strong Southeast market demand. 2026 guidance projects revenue up to $678.3 million and adjusted EBITDA margins above 20%, supported by vertical integration and recent M&A.