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

Willdan Group (NASDAQ:WLDN) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 4.900-5.050 for the period, compared to the consensus earnings per share estimate of 4.420. The company issued revenue guidance of $410.0 million-$425.0 million, compared to the consensus revenue estimate of $702.8 million.

Willdan Group Trading Up 12.2%

Willdan Group stock traded up $9.12 during mid-day trading on Friday, hitting $83.59. The stock had a trading volume of 710,980 shares, compared to its average volume of 336,909. The company has a current ratio of 1.56, a quick ratio of 1.56 and a debt-to-equity ratio of 0.15. Willdan Group has a 12 month low of $40.56 and a 12 month high of $137.00. The stock has a market capitalization of $1.25 billion, a PE ratio of 24.02 and a beta of 1.07. The stock has a 50-day simple moving average of $80.66 and a two-hundred day simple moving average of $98.89.

Willdan Group (NASDAQ:WLDN) last issued its earnings results on Thursday, February 26th. The construction company reported $1.57 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.79 by $0.78. Willdan Group had a return on equity of 23.34% and a net margin of 7.71%.The firm had revenue of $89.51 million for the quarter, compared to analysts’ expectations of $174.50 million. Willdan Group has set its FY 2026 guidance at 4.500-4.700 EPS. As a group, sell-side analysts forecast that Willdan Group will post 3.88 EPS for the current year.

Analyst Upgrades and Downgrades

WLDN has been the topic of several recent analyst reports. Weiss Ratings cut Willdan Group from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, April 24th. Wall Street Zen cut Willdan Group from a “strong-buy” rating to a “buy” rating in a report on Saturday, March 14th. Finally, Wedbush initiated coverage on Willdan Group in a report on Thursday, April 9th. They set an “outperform” rating and a $110.00 price objective on the stock. Two research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $112.67.

Insider Transactions at Willdan Group

In related news, Director Steven A. Cohen sold 6,000 shares of Willdan Group stock in a transaction that occurred on Friday, March 6th. The stock was sold at an average price of $81.82, for a total value of $490,920.00. Following the sale, the director owned 20,849 shares of the company’s stock, valued at approximately $1,705,865.18. This trade represents a 22.35% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Corporate 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: Q1 results beat expectations — Willdan reported $0.91 EPS vs. consensus ~$0.81 and net revenue of ~$92.4M, with net income and margins improving year-over-year, supporting near-term profitability momentum. Read More.
• Positive Sentiment: Management raised FY‑2026 EPS guidance substantially (to about $4.90–$5.05), well above street EPS consensus, which analysts interpreted as a strong signal on profitability and cash generation going forward. Read More.
• Neutral Sentiment: Management commentary and the full earnings call transcript provide context on seasonality, a one‑week timing difference in the quarter, and normalization adjustments — items investors will parse to reconcile beats with guidance. Read More.
• Negative Sentiment: Revenue guidance and framing raised questions — the company’s revenue guidance range appeared lower than some analyst aggregates and the normalization notes (one fewer week) added complexity, prompting profit‑taking and a share pullback despite the EPS beat. Read More.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in the business. Sunbelt Securities Inc. acquired a new position in shares of Willdan Group during the 4th quarter worth approximately $83,000. Invesco Ltd. boosted its stake in Willdan Group by 93.0% in the 4th quarter. Invesco Ltd. now owns 51,657 shares of the construction company’s stock valued at $5,355,000 after purchasing an additional 24,889 shares during the period. Man Group plc lifted its position in shares of Willdan Group by 108.6% during the 4th quarter. Man Group plc now owns 34,677 shares of the construction company’s stock valued at $3,595,000 after acquiring an additional 18,052 shares during the period. Boothbay Fund Management LLC lifted its position in shares of Willdan Group by 36.6% during the 4th quarter. Boothbay Fund Management LLC now owns 15,766 shares of the construction company’s stock valued at $1,634,000 after acquiring an additional 4,223 shares during the period. Finally, PDT Partners LLC acquired a new position in Willdan Group in the 4th quarter worth about $368,000. 72.29% of the stock is owned by institutional investors and hedge funds.

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.