Willdan Group, Inc., provides professional, technical and consulting services primarily in the United States. The company is headquartered in Anaheim, California.
| Revenue (TTM) | $741.84M |
| Gross Profit (TTM) | $280.31M |
| EBITDA | $73.68M |
| Operating Margin | 8.63% |
| Return on Equity | 21.20% |
| Return on Assets | 5.86% |
| Revenue/Share (TTM) | $50.27 |
| Book Value | $20.74 |
| Price-to-Book | 3.79 |
| Price-to-Sales (TTM) | 1.76 |
| EV/Revenue | 1.861 |
| EV/EBITDA | 18.22 |
| Quarterly Earnings Growth (YoY) | 53.40% |
| Quarterly Revenue Growth (YoY) | 33.20% |
| Shares Outstanding | $15.23M |
| Float | $13.42M |
| % Insiders | 3.23% |
| % Institutions | 93.62% |
Volatility is currently contracting
Willdan Group delivered a strong Q2, with contract revenue up 33% YoY and organic net revenue growth accelerating to 18%. The raised FY26 guidance remains conservative, with upside potential tied to the $110M LADWP contract expansion and commercial mix inflection. Adjusted EBITDA margin hit a record 28.2%; balance sheet strength and 70%+ FCF conversion support further growth and M&A flexibility.
ANAHEIM, Calif.--(BUSINESS WIRE)---- $WLDN--Willdan Group, Inc. (NASDAQ: WLDN) announced today that it has acquired substantially all of the assets of KCS Corporation (KCS), an engineering consulting firm headquartered in suburban Chicago, Illinois. KCS specializes in power delivery engineering for critical infrastructure. The 15-person KCS team expands Willdan's in-house engineering and project management capabilities and adds capacity to Willdan's APG team to support a growing pipeline of projects for.
Willdan Group NASDAQ: WLDN reported record second-quarter profitability as revenue growth in commercial energy work, including data centers and battery storage projects, complemented continued demand from utility and municipal customers.
AI capex spending trends remain robust, with it contributing to WLDN's accelerating new bookings by +183.8% YoY in FQ2'26, aided by accretive M&A, state expansion, and hiring strategies. The H1'26 outperformance underscored the twice raised FY2026 guidance and the reiterated long-term, profitable growth targets. The recent meltdown has contributed to WLDN's cheap EV/EBITDA of 11.44x and estimated FY2028 EV/EBITDA of 7.88x, below peers despite the richer margins.
Willdan Group, Inc. (WLDN) Q2 2026 Earnings Call Transcript
Sector rotation doesn't always mean money moving from sector to sector. In many cases, investors see capital moving from large-cap to small-cap stocks.
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.
ANAHEIM, Calif.--(BUSINESS WIRE)---- $WLDN--Willdan Group, Inc. (“Willdan”) (Nasdaq: WLDN), today announced that it will release its financial results for the second quarter 2026 after the close of the stock market on Thursday, August 6, 2026. Following the release, Willdan will host its investor conference call at 5:30 p.m. EST / 2:30 p.m. PST. An online, real-time audio webcast of the quarterly investor conference call will be available on Willdan's website at: Willdan Group Q2 2026 Investor Conference.
The Zacks Business Services industry is poised to prosper on rising demand and growing technology adoption. ULS, WLDN and ZIP appear well-positioned to ride on the demand strength.
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.
Tiblio connects your broker and runs your put-and-call-writing strategy for you — on WLDN and any ticker you trade — then tracks every position and per-strategy win rate.
