{"filings":[{"id":2171487,"accession_number":"0001193125-26-343397","cik":2079999,"company_name":"Cardinal Infrastructure Group Inc.","ticker":"CDNL","form_type":"8-K","filed_at":"2026-08-11T11:00:19+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Cardinal Infrastructure Q2 revenue up 114%, raises FY26 guidance, acquires Allied Paving","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record Q2 revenue of $226.9M, up 114% YoY; organic growth 64%.","Q2 adjusted EBITDA $28.1M, up 43% YoY; YTD adjusted EBITDA $54.9M, up 60%.","Backlog $866M as of June 30, up 35% YoY; FY26 revenue guidance raised to $880-900M.","Acquired Allied Paving: $108M annual revenue at 20.3% adjusted EBITDA margin, 5.5x multiple.","Third acquisition of 2026; accretive deal supports Atlanta market verticalization."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":2120194911.5387716,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":888037,"accession_number":"0001193125-26-259493","cik":2079999,"company_name":"Cardinal Infrastructure Group Inc.","ticker":"CDNL","form_type":"8-K","filed_at":"2026-06-05T20:02:14+00:00","items":["5.07"],"status":"ready","headline":"Cardinal Infrastructure Group stockholders elect all six director nominees and ratify Grant Thornton LLP as auditor","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All six nominees elected: Jeremy Spivey (40,337,736 for), Richard M. Lee, Austin J. Shanfelter, Richard B. Wimmer, Anthony L. Wood Jr., Ivy Zelman.","Ratification of Grant Thornton LLP as independent auditor for FY 2026 passed with 40,744,175 for, 101 against, 2,107 abstentions.","Broker non-votes totaled 337,768 on director election, no broker non-votes on auditor ratification.","Meeting held June 5, 2026; 40,746,383 shares represented (quorum established)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":2120194911.5387716,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":22004,"accession_number":"0001193125-26-218102","cik":2079999,"company_name":"Cardinal Infrastructure Group Inc.","ticker":"CDNL","form_type":"8-K","filed_at":"2026-05-12T10:30:19+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Cardinal Q1 rev $167.5M (+105% YoY), net inc $11.5M (+73%), backlog $854M, raises FY guide","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $167.5M, up 105% total or 64% organically year-over-year.","Net income $11.5M, up 73% from Q1 2025.","Adjusted EBITDA $26.8M, up 84% year-over-year.","Backlog $854M as of March 31, 2026, up 60% from prior year.","Company raises full-year 2026 outlook (specific guidance figures not provided in excerpt)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.95,"calibrated_materiality_score":0.95,"market_cap_usd":2120194911.5387716,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":97607,"accession_number":"0001193125-26-209128","cik":2079999,"company_name":"Cardinal Infrastructure Group Inc.","ticker":"CDNL","form_type":"8-K/A","filed_at":"2026-05-06T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Cardinal Infrastructure acquires A.L. Grading: acquired entity revenue $164.5M, net income $33.5M in 2025","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["A.L. Grading Contractors revenue $164.5M in 2025, up 8% from $152.1M in 2024.","Net income $33.5M in 2025, up 30% from $25.9M in 2024; gross profit $43.4M (26.4%).","Total assets $73.2M at Dec 31, 2025; stockholders' equity $46.6M.","Acquisition of 100% equity closed Feb 18, 2026; unaudited pro forma financials filed.","Operating cash flow $41.6M in 2025; heavy machinery net book value $35.3M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2120194911.5387716,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":112550,"accession_number":"0001193125-26-115080","cik":2079999,"company_name":"Cardinal Infrastructure Group Inc.","ticker":"CDNL","form_type":"8-K","filed_at":"2026-03-19T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Cardinal Infrastructure FY2025 rev $456M (+45%), net income $31.1M (+10%), Adj. EBITDA $81.5M (+44%)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue of $456.0M, up 45% total (33% organic) YoY.","Net income of $31.1M, up 10% YoY; Adjusted EBITDA of $81.5M, up 44%.","Backlog at Dec 31, 2025: $682M, up 33% from prior year end.","Company affirms fiscal 2026 guidance; no specific figures provided."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2120194911.5387716,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":112549,"accession_number":"0001193125-26-114334","cik":2079999,"company_name":"Cardinal Infrastructure Group Inc.","ticker":"CDNL","form_type":"8-K","filed_at":"2026-03-18T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Cardinal Infrastructure appoints Anthony Wood to board, Benjamin Wood as COO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Anthony L. Wood, president of recently acquired A.L. Grading Contractors, appointed to board until 2026 annual meeting.","Benjamin A. Wood, VP of ALGC, appointed as Chief Operating Officer effective March 12, 2026.","Both appointments follow the February 18, 2026 acquisition of ALGC by Cardinal Infrastructure.","Details incorporated by reference from prior 8-K filed on Feb 18, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2120194911.5387716,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":112548,"accession_number":"0001213900-26-018087","cik":2079999,"company_name":"Cardinal Infrastructure Group Inc.","ticker":"CDNL","form_type":"8-K","filed_at":"2026-02-19T23:59:59+00:00","items":["1.01","5.02","2.01","2.02","2.03","3.02","7.01","9.01"],"status":"ready","headline":"Cardinal acquires A.L. Grading for $245.5M; prelim FY2025 rev $1.27B, adj. EBITDA $210M","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquired A.L. Grading Contractors for $128.6M cash, $108.0M in equity units, and shares; expands into Georgia.","Preliminary FY2025 revenue $1.27B, net income $50.0M, adjusted EBITDA $210.0M.","FY2026 guidance: revenue $1.50B-$1.60B, adjusted EBITDA $270M-$290M.","Term loan facility increased from $120M to $200M to fund cash portion of acquisition.","Anthony Wood elected to board; Benjamin Wood appointed COO; both enter employment agreements."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2120194911.5387716,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":129157,"accession_number":"0001213900-25-121729","cik":2079999,"company_name":"Cardinal Infrastructure Group Inc.","ticker":"CDNL","form_type":"8-K","filed_at":"2025-12-15T23:59:59+00:00","items":["2.01","8.01","9.01"],"status":"ready","headline":"Cardinal completes $40M acquisition of Red Clay Industries; pro forma results disclosed","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquired Red Clay for ~$40M ($39M cash + $1M assumed liabilities).","Red Clay 2024 revenue $44.9M, net income $3.1M; 9M 2025 revenue $37.1M, net income $1.6M.","Pro forma 2024: Net Income $17.8M, EBITDA $51.7M, Adj EBITDA $62.0M.","Pro forma 9M 2025: Net Income $24.3M, EBITDA $58.1M, Adj EBITDA $60.4M.","Red Clay employees received equity grants in Cardinal subsidiary valued at $5.8M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2120194911.5387716,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":129156,"accession_number":"0001213900-25-121209","cik":2079999,"company_name":"Cardinal Infrastructure Group Inc.","ticker":"CDNL","form_type":"8-K","filed_at":"2025-12-12T23:59:59+00:00","items":["1.01","3.02","3.03","5.03","8.01","9.01"],"status":"ready","headline":"Cardinal Infrastructure Group completes IPO of 13.2M shares at $21, gross proceeds $277.7M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Completed IPO of 11,500,000 shares at $21.00 per share on Dec 11, 2025; over-allotment of 1,725,000 shares on Dec 12.","Gross proceeds to Company from IPO and over-allotment ~$277.7 million before underwriting discounts.","Issued 30,887,813 shares of Class B Common Stock to pre-IPO members for nominal consideration in connection with the IPO.","Entered into Second Amended and Restated LLC Agreement, Tax Receivable Agreement, and Registration Rights Agreement.","Net proceeds used to purchase newly issued Common Units from Cardinal Civil Contracting Holdings LLC."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2120194911.5387716,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}