Q2 FY2026 EarningsQ2 FY26 results significantly beat top-line expectations with revenue of $226.9M vs. $179.1M consensus, driven by 64% organic growth and contributions from the ALGC acquisition. GAAP EPS of $0.26 missed the $0.47 mean estimate, primarily due to higher-than-expected amortization from recent acquisitions and a one-time $2.0M Tax Receivable Agreement remeasurement. Despite the top-line beat, Gross Margin of 10.8% significantly lagged the 23.2% consensus as end-market diversification and acquisition integration costs weighed on profitability.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Cardinal Infrastructure(CDNL) the Revenue is 226.93 M (--%), Beat estimate;the EBIT is 15.48 M (--%), Miss estimate;the EPS is 0.26 (--%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.23B--
0.18B--
+0.05B--%
EBITMiss expectations
0.02B--
0.03B--
-0.01B--%
EPSMiss expectations
0.26--
0.51--
-0.2500--%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf