Willdan Group, Inc. (J2A)
XMUN 
Summary
J2A Chart
Willdan Group: The Underappreciated AI Power Buildout Story
Willdan is rated Buy with a $117 price target, driven by beat-and-raise Q1 results and robust secular tailwinds in grid modernization and AI data centers. WLDN delivered a Q1 adjusted EBITDA margin of 19.6%, up 270 bps YoY, with management guiding to a high-20s% long-term margin target and FY26 adjusted EPS of $4.90–$5.05. Burton Energy's acquisition diversifies the revenue mix, boosts commercial exposure to 25%, and is accretive to 2026 margins and earnings.
Willdan Group: Growth Still Supports The Valuation
Willdan Group is capitalizing on grid investment, energy efficiency, and data-center power demand, driving robust growth and margin expansion. WLDN's margin reset, with a high-20s adjusted EBITDA margin target, is supported by a shift toward higher-margin commercial and data center projects. Recent acquisitions—Burton Energy and APG—add recurring revenue, national scale, and exposure to AI-driven data center infrastructure demand.
Willdan Group: Still Cheap While The Grid Emergency Grows
Willdan Group has demonstrated benchmark-like performance, returning 7% versus the S&P 500's 8% over the past six months. I'm increasingly bullish on WLDN due to its undervaluation, compressed multiple, and improving top and bottom-line fundamentals. WLDN's business performance is strengthening, with guidance raised despite recent volatility and a double-miss.
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Willdan Group, Inc. Profile
| Construction & Engineering Industry | Industrials Sector | Michael A. Bieber CEO | XMUN Exchange | US96924N1000 ISIN |
| US Country | 1,814 Employees | - Last Dividend | - Last Split | 21 Nov 2006 IPO Date |
Overview
Founded in 1964 and headquartered in Anaheim, California, Willdan Group, Inc. operates as a multi-faceted professional, technical, and consulting services firm in the United States. The company undertakes a wide range of services across two primary segments: Energy, and Engineering and Consulting. Willdan Group, Inc. caters to an extensive client base that includes public and governmental agencies such as cities, counties, redevelopment agencies, water districts, school districts, and universities. Additionally, it serves investor and municipal owned energy utilities, state and federal agencies, commercial and industrial firms, and various other special districts and agencies. The company's comprehensive approach combines technical expertise with practical experience to address the unique needs of its clients.
Products and Services
- Energy
Willdan's Energy segment focuses on delivering a broad spectrum of services aimed at energy efficiency, demand reduction, and grid optimization. Its offerings include comprehensive audits and surveys, program design and master planning, benchmarking analyses, design engineering, construction management, and performance contracting. The segment also specializes in alternative financing, measurement and verification services, in addition to providing software and data analytics tools designed to enhance energy management strategies. This holistic approach enables clients to significantly reduce energy consumption and optimize grid performance.
- Engineering and Consulting
The Engineering and Consulting segment of Willdan Group provides a wide array of services tailored to support the infrastructure and governance needs of its clients. These services include, but are not limited to, building and safety, city engineering and code enforcement, development plan review and inspection, and disaster recovery. It also covers geotechnical and earthquake engineering, planning and surveying, contract staff support, program and construction management, and water resources services. The segment goes further to offer specialized supports such as district administration, financial consulting, federal compliance services, and communications and technology services. Through these diverse offerings, Willdan ensures the resilience, safety, and sustainability of the communities and organizations it serves.
