Willdan Group (NASDAQ:WLDN) Updates 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 EPS 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 Stock Performance

Shares of Willdan Group stock traded up $9.84 during trading on Friday, hitting $83.53. 377,222 shares of the stock were exchanged, compared to its average volume of 347,140. The company has a debt-to-equity ratio of 0.15, a quick ratio of 1.68 and a current ratio of 1.68. Willdan Group has a 12 month low of $64.67 and a 12 month high of $137.00. The stock’s fifty day moving average is $81.40 and its 200 day moving average is $89.87. The stock has a market cap of $1.26 billion, a PE ratio of 22.51 and a beta of 1.14.

Willdan Group (NASDAQ:WLDN) last posted its 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. The firm had revenue of $231.03 million during the quarter, compared to analysts’ expectations of $102.27 million. Willdan Group had a net margin of 8.24% and a return on equity of 23.36%. Willdan Group has set its FY 2026 guidance at 5.000-5.150 EPS. As a group, sell-side analysts anticipate that Willdan Group will post 4.12 EPS for the current year.

Analyst Upgrades and Downgrades

A number of brokerages recently weighed in on WLDN. Weiss Ratings restated a “hold (c+)” rating on shares of Willdan Group in a research note on Tuesday, July 21st. Wedbush started coverage on shares of Willdan Group in a research note on Thursday, April 9th. They issued an “outperform” rating and a $110.00 price target for the company. Wall Street Zen cut shares of Willdan Group from a “buy” rating to a “hold” rating in a report on Saturday, May 16th. Finally, Zacks Research downgraded Willdan Group from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, July 28th. One equities research analyst has rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $117.50.

Insider Transactions at Willdan Group

In other Willdan Group news, CEO Michael A. Bieber sold 56,676 shares of the firm’s stock in a transaction dated Thursday, May 14th. The shares were 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 in the company, valued at $22,851,499.50. This trade represents a 18.51% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Insiders own 5.60% of the company’s stock.

Willdan Group News Roundup

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

• Positive Sentiment: Strong earnings and revenue beat: Willdan reported contract revenue of $231.0 million, up 33.2% year over year, while adjusted diluted EPS reached $2.07, compared with the $1.22-$1.30 analyst estimates. GAAP diluted EPS was $1.58, up 53.4% from the prior year. Willdan Group Reports Second Quarter Results
• Positive Sentiment: Profitability and cash flow improved: Net income rose 57.7% to $24.3 million, adjusted EBITDA increased 50.6% to $33.0 million, and operating cash flow climbed 72.7% to $43.9 million. Capital spending remained modest at $1.6 million, supporting cash generation. Willdan Group Q2 2026 Earnings
• Positive Sentiment: Full-year EPS outlook exceeds expectations: Willdan issued fiscal 2026 EPS guidance of $5.00-$5.15, above the analyst consensus estimate of $4.77. The guidance reinforces investor confidence that recent operating momentum can continue. Willdan Group Guidance
• Neutral Sentiment: Management commentary is now in focus: Investors are reviewing the Q2 earnings call for details on contract demand, margins, backlog, and the sustainability of growth following the large quarterly beat. Willdan Group Q2 2026 Earnings Call Transcript
• Negative Sentiment: Insider selling remains a consideration: Reported insider activity shows five sales and no purchases over the past six months, including sales by CEO Michael A. Bieber. While these transactions may be diversification-related, they could temper bullish sentiment. Willdan Group Insider Activity

Institutional Trading of Willdan Group

Several hedge funds and other institutional investors have recently modified their holdings of WLDN. Transamerica Financial Advisors LLC lifted its position in Willdan Group by 203.3% in the 4th quarter. Transamerica Financial Advisors LLC now owns 364 shares of the construction company’s stock worth $38,000 after buying an additional 244 shares in the last quarter. NewEdge Advisors LLC bought a new stake in shares of Willdan Group in the third quarter valued at approximately $48,000. Sunbelt Securities Inc. acquired a new position in Willdan Group in the 4th quarter valued at approximately $83,000. CANADA LIFE ASSURANCE Co acquired a new position in shares of Willdan Group in the 3rd quarter valued at $120,000. Finally, Raymond James Financial Inc. acquired a new position in Willdan Group in the second quarter worth about $80,000. Institutional investors and hedge funds own 72.29% of the company’s stock.

Willdan Group Company Profile

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.