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

Willdan Group (NASDAQ:WLDN) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 4.500-4.700 for the period, compared to the consensus EPS estimate of 4.270. The company issued revenue guidance of $390.0 million-$405.0 million, compared to the consensus revenue estimate of $596.0 million.

Wall Street Analysts Forecast Growth

Several equities analysts recently weighed in on WLDN shares. Wall Street Zen upgraded Willdan Group from a “buy” rating to a “strong-buy” rating in a research note on Saturday. Compass Point set a $125.00 price objective on Willdan Group in a research report on Friday, January 2nd. Wedbush upped their price objective on shares of Willdan Group from $120.00 to $145.00 and gave the company an “outperform” rating in a research note on Wednesday, January 14th. Zacks Research cut Willdan Group from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, January 6th. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Willdan Group in a report on Monday, December 29th. Three analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. According to MarketBeat, Willdan Group presently has an average rating of “Moderate Buy” and a consensus price target of $124.33.

Willdan Group Trading Down 25.5%

Willdan Group stock opened at $89.14 on Friday. The company has a market capitalization of $1.31 billion, a price-to-earnings ratio of 25.61 and a beta of 0.98. The stock has a 50-day moving average price of $118.42 and a 200 day moving average price of $106.61. Willdan Group has a 52 week low of $30.43 and a 52 week high of $137.00. The company has a quick ratio of 1.48, a current ratio of 1.48 and a debt-to-equity ratio of 0.17.

Willdan Group (NASDAQ:WLDN) last issued its quarterly earnings data on Thursday, February 26th. The construction company reported $1.57 EPS for the quarter, topping analysts’ consensus estimates of $0.79 by $0.78. The business had revenue of $89.51 million for the quarter, compared to analysts’ expectations of $174.50 million. Willdan Group had a net margin of 7.71% and a return on equity of 24.22%. Willdan Group has set its FY 2026 guidance at 4.500-4.700 EPS. Sell-side analysts anticipate that Willdan Group will post 1.82 EPS for the current year.

Trending Headlines about Willdan Group

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

• Positive Sentiment: Strong Q4 profitability — Willdan reported adjusted Q4 EPS of $1.57, well above consensus, with net income and adjusted EBITDA up year-over-year, showing healthy margin improvement. Zacks: Q4 Earnings and Revenues Top Estimates
• Positive Sentiment: Operational outlook remains solid — management expects EBITDA margins to stay above 20% in 2026 and cited growing data-center work and resilient services demand, signaling durable underlying business strength. Seeking Alpha: Tax Headwind, Data Center Tailwind
• Neutral Sentiment: FY2026 EPS guidance vs. consensus — management set FY2026 EPS at $4.50–$4.70, which is higher than some analyst models but below FY2025 EPS of $4.89, creating mixed interpretations (beat vs. consensus but down vs. prior year). BusinessWire: Q4 Results & 2026 Outlook
• Neutral Sentiment: Revenue reporting nuances — Q4 contract revenue and net revenue metrics differ (contract revenue $173.7M vs. net revenue $89.5M), and some street estimates use different measures, which contributed to confusion over an apparent revenue “miss.” Willdan: Q4 Slide Deck / Press Release
• Negative Sentiment: Tax headwind and lower revenue guidance drove the selloff — management attributed a lower FY2026 EPS versus FY2025 to tax-rate normalization after the sunset of Section 179D incentives, and issued revenue guidance ($390–$405M) well below some street expectations, which prompted the sharp negative market reaction. Seeking Alpha: Tax Headwind, Data Center Tailwind

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of WLDN. Wasatch Advisors LP purchased a new stake in Willdan Group in the 2nd quarter worth approximately $20,188,000. Two Sigma Investments LP lifted its holdings in Willdan Group by 207.1% during the 3rd quarter. Two Sigma Investments LP now owns 302,380 shares of the construction company’s stock worth $29,237,000 after buying an additional 203,912 shares during the last quarter. First Trust Advisors LP boosted its holdings in shares of Willdan Group by 89.2% in the 4th quarter. First Trust Advisors LP now owns 237,697 shares of the construction company’s stock valued at $24,640,000 after buying an additional 112,094 shares during the period. Mercer Global Advisors Inc. ADV bought a new stake in shares of Willdan Group in the 3rd quarter worth approximately $9,742,000. Finally, UBS Group AG boosted its position in Willdan Group by 537.1% during the 3rd quarter. UBS Group AG now owns 105,578 shares of the construction company’s stock valued at $10,208,000 after purchasing an additional 89,007 shares during the period. 72.29% of the stock is currently owned by institutional investors and hedge funds.

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.