Willdan Group (NASDAQ:WLDN) Releases FY 2026 Earnings Guidance

Willdan Group (NASDAQ:WLDN) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 5.000-5.150 for the period, compared to the consensus earnings per share estimate of 4.770. The company issued revenue guidance of $415.0 million-$430.0 million, compared to the consensus revenue estimate of $715.0 million.

Willdan Group Trading Up 17.0%

Willdan Group stock traded up $12.55 during mid-day trading on Friday, hitting $86.24. The stock had a trading volume of 663,665 shares, compared to its average volume of 266,172. The stock has a market capitalization of $1.30 billion, a PE ratio of 20.24 and a beta of 1.14. Willdan Group has a 12 month low of $64.67 and a 12 month high of $137.00. The company has a current ratio of 1.68, a quick ratio of 1.68 and a debt-to-equity ratio of 0.15. The stock has a 50-day simple moving average of $81.31 and a two-hundred day simple moving average of $89.85.

Willdan Group (NASDAQ:WLDN) last issued its quarterly earnings results on Thursday, August 6th. The construction company reported $2.07 EPS for the quarter, topping the consensus estimate of $1.30 by $0.77. Willdan Group had a net margin of 8.80% and a return on equity of 25.56%. The company had revenue of $231.03 million during the quarter, compared to analysts’ expectations of $102.27 million. Willdan Group has set its FY 2026 guidance at 5.000-5.150 EPS. As a group, sell-side analysts forecast that Willdan Group will post 4.12 EPS for the current year.

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on WLDN. Zacks Research downgraded Willdan Group from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, July 28th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Willdan Group in a research note on Tuesday, July 21st. Finally, Wall Street Zen downgraded Willdan Group from a “buy” rating to a “hold” rating in a report on Saturday, May 16th. One equities research analyst has rated the stock with a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, Willdan Group currently has a consensus rating of “Hold” and an average price target of $117.50.

Insiders Place Their Bets

In other Willdan Group news, CEO Michael A. Bieber sold 56,676 shares of the business’s stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $91.58, for a total value of $5,190,388.08. Following the completion of the transaction, the chief executive officer directly owned 249,525 shares of the company’s stock, valued at approximately $22,851,499.50. The trade was a 18.51% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Corporate insiders own 5.60% of the company’s stock.

Trending Headlines about Willdan Group

Here are the key news stories impacting Willdan Group this week:

• Positive Sentiment: Q2 results substantially beat estimates: Willdan reported $231.0 million in contract revenue, up 33.2% year over year, while net revenue increased 23.5% to $117.2 million. Net income rose 57.7% to $24.3 million. GAAP diluted EPS was $1.58, and adjusted diluted EPS was $2.07, exceeding consensus estimates near $1.30. Willdan Group Reports Second Quarter Results
• Positive Sentiment: Profitability and cash flow strengthened: Adjusted EBITDA increased 50.6% to $33.0 million, and operating cash flow reportedly reached $43.9 million. The company generated this growth with relatively modest capital spending, supporting its financial flexibility. Willdan Group Q2 2026 Earnings
• Positive Sentiment: FY 2026 EPS guidance was raised or reaffirmed above expectations: Management projected adjusted EPS of $5.00-$5.15, compared with an analyst consensus of approximately $4.77. This gives investors a favorable outlook for continued earnings growth. Willdan Group Q2 2026 Earnings Call Transcript
• Neutral Sentiment: Revenue guidance comparisons are unclear: Willdan issued fiscal-year revenue guidance of $415 million-$430 million, but the reported analyst comparison of $715 million appears inconsistent with the company’s use of contract revenue versus net revenue. Investors may need clarification on the applicable revenue measure.
• Negative Sentiment: Insider selling remains a potential overhang: Quiver reported five insider sales and no purchases over the past six months, including CEO Michael A. Bieber’s sale of 66,667 shares. Institutional positioning was mixed, with 125 investors adding shares and 136 reducing positions.

Institutional Inflows and Outflows

A number of hedge funds have recently modified their holdings of the company. Geode Capital Management LLC raised its holdings in shares of Willdan Group by 0.6% in the fourth quarter. Geode Capital Management LLC now owns 343,000 shares of the construction company’s stock valued at $35,561,000 after purchasing an additional 2,185 shares during the last quarter. Wasatch Advisors LP acquired a new stake in shares of Willdan Group in the second quarter valued at about $20,188,000. State Street Corp raised its holdings in Willdan Group by 2.2% during the fourth quarter. State Street Corp now owns 305,845 shares of the construction company’s stock worth $31,704,000 after acquiring an additional 6,523 shares in the last quarter. Two Sigma Investments LP raised its holdings in Willdan Group by 207.1% during the third quarter. Two Sigma Investments LP now owns 302,380 shares of the construction company’s stock worth $29,237,000 after acquiring an additional 203,912 shares in the last quarter. Finally, Dimensional Fund Advisors LP boosted its position in Willdan Group by 1.1% during the fourth quarter. Dimensional Fund Advisors LP now owns 287,278 shares of the construction company’s stock valued at $29,785,000 after purchasing an additional 3,077 shares during the last quarter. 72.29% of the stock is currently owned by institutional investors.

About Willdan Group

Willdan Group, Inc provides energy efficiency, infrastructure engineering, and technical consulting services to a diverse range of public and private sector clients. The company works with utilities, municipalities, state and federal agencies, and commercial enterprises to design, implement, and manage programs that promote sustainable energy use, grid modernization, and resilient infrastructure. Willdan’s offerings span program design and implementation, energy audits, measurement and verification, and project management for both new construction and retrofit initiatives.

Core services include energy advisory and engineering solutions, including feasibility studies, facility commissioning and retro-commissioning, $0 down financing for energy projects, and demand response program development.