Willdan Group

WLDN

Market cap $1.15B

ANAHEIM, Calif.--(BUSINESS WIRE)---- $WLDN--Willdan Group, Inc. (NASDAQ: WLDN) announced today that it has been awarded a $27 million, three-year contract with the New York City Mayor's Office of Climate & Environmental Justice to redesign and implement the NYC Accelerator program. This program helps building owners and stakeholders reduce greenhouse gas emissions, comply with Local Law 97, and advance the City's sustainability and green jobs objectives. Willdan has partnered with eight local firms,.

ANAHEIM, Calif--(BUSINESS WIRE)---- $WLDN--Willdan Group, Inc. (“Willdan”) (Nasdaq: WLDN), today announced that it will release its financial results for the first quarter 2026 after the close of the stock market on Thursday, May 7, 2026. Following the release, Willdan will host its investor conference call at 5:30 p.m. EST / 2:30 p.m. PST. An online, real-time audio webcast of the quarterly investor conference call will be available on Willdan's website at: Willdan Group Q1 2026 Investor Conference Call.

Willdan Group operates with strong revenue visibility, backed by multi-year, regulator-funded contracts in energy efficiency for utilities. Recent price drop from $135 to $80 appears driven by a one-off 179D tax benefit expiration and rotation in client mix, not business deterioration. Core regulatory budgets remain robust, and WLDN's operational performance, including 20.5% revenue growth and 37.5% gross margin in FY25, supports a constructive outlook.

Willdan Group offers a compelling medium-to-long-term opportunity in energy infrastructure, despite a sharp post-earnings selloff driven by 2026 EPS guidance. WLDN's consulting-led, upstream business model delivers higher margins, and recurring revenues and positions it uniquely versus larger, execution-focused peers. Fiscal 2025 saw record results: 20.5% revenue growth, 40.2% EBITDA growth, margin expansion to 21.8%, and a net cash position for the first time in a decade.

Valuation reset to historical levels improves entry point, with risk-off sentiment driving compression despite intact long-term growth fundamentals. 2026 slowdown driven by timing and high base, not structural issues; backlog and contracts support sustained medium-term growth visibility. Margin expansion, operating leverage, and mix shift toward energy services enhance earnings quality, supporting EBITDA growth even under slower revenue conditions.

Willdan Group, Inc. WLDN has plunged 29.3% since releasing its fourth-quarter fiscal 2025 earnings performance. During the said time frame, it significantly underperformed the Zacks Business - Services industry, the broader Business Services sector and the S&P 500 Index.

Willdan Group, Inc. WLDN delivered a strong finish to fiscal 2025, highlighting how expanding opportunities in the commercial market, particularly data centers, could shape its next phase of growth. Commercial customers accounted for roughly 11% of revenues in 2025, with much of that tied to data center-related work.

Willdan Group, Inc. WLDN is witnessing increasing electricity demand across the United States, driven by AI data centers, electrification and grid modernization. Utilities and municipalities are increasingly investing in efficiency programs and power infrastructure, areas where the company holds strong built expertise.

ANAHEIM, Calif.--(BUSINESS WIRE)---- $WLDN--Willdan Group, Inc. (NASDAQ: WLDN) announced today that it was selected by Puget Sound Energy (PSE) to implement telecommunications and multifamily new construction programs while expanding non-lighting technology offerings for a commercial program. Under these programs, Willdan will provide technical assistance, energy-efficiency solutions, software support, and other professional services to customers. In addition, Willdan will deliver software services to su.

Willdan Group benefits from robust organic/M&A-led growth, expanding commercial backlog through 2028, and strong exposure to the data center/electrification boom. Despite the decelerating growth prospects, WLDN maintains superior EBITDA margins, versus direct peers, with the post-FQ4'25 earnings call meltdown being a boon for those looking to add. Growing free cash flow and a robust balance sheet position WLDN for further accretive M&As in FY2026, supporting its profitable growth prospects during the multi-year cloud super cycle.