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.
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.
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.
Willdan Group, Inc. WLDN has become one of the stronger performers in the Business Services space, but its valuation is now drawing closer scrutiny. With WLDN trading at about 23.75X forward 12-month earnings, well above the Zacks Business – Services industry average of 15.53X, investors are increasingly asking whether the premium reflects durable fundamentals or whether expectations are running ahead of near-term visibility.
Willdan Group is strongly positioned to benefit from U.S. grid modernization, driven by surging power demand and supportive government policy. WLDN's recent $97 million contract and consistent double-digit revenue growth underscore its leadership in energy infrastructure upgrades. Consensus forecasts project FY2025 revenue of $682.3 million (20.6% YoY growth) and FY2025 EPS of $2.86, supporting a bullish outlook.
The U.S. infrastructure and public-sector spending environment continues to support steady demand for engineering and technical consulting services, driven by grid modernization, energy transition initiatives and long-term government programs. Within this backdrop, Willdan Group, Inc. WLDN and Jacobs Solutions Inc. J have emerged as comparable engineering stocks benefiting from policy-backed investment trends and program-based work tied to public clients.
Willdan Group, Inc. WLDN continues to build a compelling narrative of margin expansion, and recent results suggest the story may be far from peaking. During the first nine months of fiscal 2025, it delivered robust profitability, driven by strong execution, a favorable product mix and disciplined cost control.
Shares of Willdan Group, Inc. ( WLDN ) have surged 27.7% in the past three months, outperforming the Zacks Business - Services industry's 2.1% fall. The S&P 500 rose 6.2% over the same timeframe.