Recent 8-K filings for CDNL

• August 11, 2026, 7:00 AM ET earnings materiality 0.90 positive item 2.02item 7.01item 9.01

  Cardinal Infrastructure Q2 revenue up 114%, raises FY26 guidance, acquires Allied Paving

  Record Q2 revenue of $226.9M, up 114% YoY; organic growth 64%.

• May 12, 2026, 6:30 AM ET earnings materiality 0.95 positive item 2.02item 7.01item 9.01 ◈ Earnings Releases

  Cardinal Q1 rev $167.5M (+105% YoY), net inc $11.5M (+73%), backlog $854M, raises FY guide

  Revenue $167.5M, up 105% total or 64% organically year-over-year.

• May 6, 2026, 7:59 PM ET M&A materiality 0.75 positive item 9.01

  Cardinal Infrastructure acquires A.L. Grading: acquired entity revenue $164.5M, net income $33.5M in 2025

  A.L. Grading Contractors revenue $164.5M in 2025, up 8% from $152.1M in 2024.

• March 19, 2026, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 7.01item 9.01 ◈ Earnings Releases

  Cardinal Infrastructure FY2025 rev $456M (+45%), net income $31.1M (+10%), Adj. EBITDA $81.5M (+44%)

  Revenue of $456.0M, up 45% total (33% organic) YoY.

• February 19, 2026, 6:59 PM ET M&A materiality 0.85 positive item 1.01item 5.02item 2.01item 2.02item 2.03item 3.02item 7.01item 9.01 ◈ M&A Transactions◈ Material Agreements

  Cardinal acquires A.L. Grading for $245.5M; prelim FY2025 rev $1.27B, adj. EBITDA $210M

  Acquired A.L. Grading Contractors for $128.6M cash, $108.0M in equity units, and shares; expands into Georgia.

• December 15, 2025, 6:59 PM ET M&A materiality 0.75 neutral item 2.01item 8.01item 9.01

  Cardinal completes $40M acquisition of Red Clay Industries; pro forma results disclosed

  Acquired Red Clay for ~$40M ($39M cash + $1M assumed liabilities).

• December 12, 2025, 6:59 PM ET other material materiality 0.70 positive item 1.01item 3.02item 3.03item 5.03item 8.01item 9.01

  Cardinal Infrastructure Group completes IPO of 13.2M shares at $21, gross proceeds $277.7M

  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.

Materiality & sentiment trend

Max materiality 0.95 · Median 0.75 · Most common event earnings

6 positive 0 negative 3 neutral

source · CDNL on sec.gov