Willdan Group

WLDN

Market cap $1.27B

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.

Willdan Group, Inc. shares fell about 22% after mixed Q4 results, driven mainly by weak FY2026 EPS guidance rather than a modest revenue miss or operations. Management guided FY2026 EPS to $4.50–$4.70 versus $4.89 in 2025, reflecting tax-rate normalization as Section 179D incentives sunset. Operationally, Willdan expects EBITDA margins to remain above 20% in 2026, supported by growing data center work and resilient service demand.

WLDN tops Q4 estimates with strong energy demand and 23% annual revenue growth, but shares tumble 13% after hours despite an upbeat 2026 outlook.

ANAHEIM, Calif.--(BUSINESS WIRE)---- $WLDN--Willdan Group, Inc. (NASDAQ: WLDN) announced today that it was selected by Mt. San Antonio College (Mt. SAC) in California to implement a $49 million energy services contract. The scope of work consists of the turnkey delivery of distributed energy resources (DERs) and infrastructure upgrades, including solar PV systems, a battery energy storage system, EV charging stations, and a comprehensive parking lot redesign. Construction is expected to be completed by t.

Willdan Group, Inc. (WLDN) Q4 2025 Earnings Call Transcript

Willdan Group (WLDN) came out with quarterly earnings of $1.57 per share, beating the Zacks Consensus Estimate of $0.79 per share. This compares to earnings of $0.75 per share a year ago.

ANAHEIM, Calif.--(BUSINESS WIRE)---- $WLDN--Willdan Group, Inc. (“Willdan”) (Nasdaq: WLDN) today announced its financial results for the fourth quarter and fiscal year ended January 2, 2026 and outlook for 2026. Fourth Quarter 2025 Highlightsa Contract revenue of $173.7 million, up 20.6%. Net revenueb of $89.5 million, up 12.9%. Net income of $18.7 million, up 143.4%. Adjusted EBITDAb of $20.0 million, up 13.2%. GAAP Diluted EPS of $1.23, up 132.1%. Adjusted Diluted EPSb of $1.57, up 109.3%. Fiscal Year.

The infrastructure consulting space is being reshaped by electrification, AI-driven data center expansion, water scarcity and defense modernization. Two companies well-positioned within this evolving landscape are Willdan Group, Inc. WLDN and Tetra Tech, Inc. TTEK.

Willdan Group, Inc. WLDN is scheduled to report its fourth-quarter fiscal 2025 results on Feb. 26, 2026, after market close. In the last reported quarter, Willdan delivered a record performance, driven by strong execution and broad-based demand.

WLDN's surging backlog, 66% EPS jump and expanding deal pipeline raise the stakes for 2026 as utilities ramp grid and data center spending.