Willdan Group Reports Record Q4 2025 Earnings with Strong Growth Momentum
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy WLDN?
Source: seekingalpha
- Record Financial Performance: Willdan Group reported contract revenue of $174 million for Q4 2025, a 21% increase year-over-year, with net revenue at $89.5 million and adjusted EBITDA of $20 million, indicating strong growth momentum particularly in the energy sector and a significant improvement in financial health.
- Cash Flow and Net Cash Position: The company generated $71 million in free cash flow for the year and ended with a net cash position of $17 million, achieving zero leverage for the first time, which reflects successful operational efficiency and financial management, enhancing future investment capabilities.
- Optimistic Outlook: Management expects net revenue for 2026 to be in the range of $390 million to $405 million, with adjusted EPS projected between $4.50 and $4.70, indicating confidence in future growth potential despite challenges from the expiration of the 179D tax deduction, particularly in the commercial and data center sectors.
- Strong Acquisition Pipeline: Management highlighted a robust acquisition pipeline entering 2026, which is expected to further drive expansion in the commercial sector, especially with data centers, where contributions are anticipated to more than double, showcasing the company's strategic positioning and growth potential in the market.
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Analyst Views on WLDN
Wall Street analysts forecast WLDN stock price to rise
2 Analyst Rating
2 Buy
0 Hold
0 Sell
Moderate Buy
Current: 117.100
Low
125.00
Averages
135.00
High
145.00
Current: 117.100
Low
125.00
Averages
135.00
High
145.00
About WLDN
Willdan Group, Inc. is a provider of professional, technical and consulting services to utilities, government agencies, and private industry. The Company’s segments include Energy, and Engineering and Consulting. Its Energy segment provides specialized, and comprehensive energy solutions to businesses, utilities, state agencies, municipalities, and non-profit organizations. Its Energy segment services include comprehensive audit and surveys, program design, master planning, demand reduction, grid optimization, benchmarking analyses, design engineering, and others. Its Engineering and Consulting segment provides civil engineering-related construction management, building and safety, city engineering office management, city planning, civil design, geotechnical, material testing and other engineering consulting services to its clients. Its Engineering and Consulting segment services include traffic, bridges, rail, port, water, mining and other civil engineering projects.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Willdan Group Reports Record Q4 2025 Earnings with Strong Growth Momentum
- Record Financial Performance: Willdan Group reported contract revenue of $174 million for Q4 2025, a 21% increase year-over-year, with net revenue at $89.5 million and adjusted EBITDA of $20 million, indicating strong growth momentum particularly in the energy sector and a significant improvement in financial health.
- Cash Flow and Net Cash Position: The company generated $71 million in free cash flow for the year and ended with a net cash position of $17 million, achieving zero leverage for the first time, which reflects successful operational efficiency and financial management, enhancing future investment capabilities.
- Optimistic Outlook: Management expects net revenue for 2026 to be in the range of $390 million to $405 million, with adjusted EPS projected between $4.50 and $4.70, indicating confidence in future growth potential despite challenges from the expiration of the 179D tax deduction, particularly in the commercial and data center sectors.
- Strong Acquisition Pipeline: Management highlighted a robust acquisition pipeline entering 2026, which is expected to further drive expansion in the commercial sector, especially with data centers, where contributions are anticipated to more than double, showcasing the company's strategic positioning and growth potential in the market.
See More
Willdan Group Reports Strong Quarterly Earnings but Soft Outlook
- Strong Quarterly Performance: Willdan Group reported fourth-quarter contract revenue of $173.7 million, a 20.6% year-over-year increase, essentially in line with Wall Street's consensus estimate of $174.5 million, indicating stable market performance.
- Profitability Improvement: Adjusted earnings per share reached $1.57, significantly exceeding the market expectation of $0.79, with net income rising from $7.7 million to $18.7 million, reflecting a notable enhancement in the company's profitability.
- Cost Pressure Emerges: Despite over 20% revenue growth, subcontractor services and direct costs rose to 48.5% of contract revenue, up from 45.0% a year earlier, leading to a slight decline in operating income.
- Cautious 2026 Outlook: Willdan projects fiscal 2026 net revenue between $390 million and $405 million, with adjusted earnings per share expected to decline to between $4.50 and $4.70, raising market concerns about future growth and contributing to the stock's pullback.
See More
Willdan Group Secures $112 Million Energy Contract with San Diego
- Significant Contract Value: Willdan Group has been selected by the City of San Diego to implement a $112 million energy savings performance contract, covering 40 municipal facilities, showcasing the company's strong position in public sector energy management.
- Facility Upgrades and Decarbonization: The contract will decarbonize 23 facilities and upgrade 39,000 city-owned streetlight fixtures, expected to significantly enhance the city's energy efficiency and sustainability, aligning with San Diego's Zero Emissions policy.
- Self-Funding Projects: The projects are strategically designed to pay for themselves over time through monthly savings in energy and operational costs, indicating Willdan's strategic approach to balancing economic benefits with environmental responsibility.
- Air Quality Improvement: These initiatives will not only reduce carbon emissions but also improve air quality and enhance the comfort of work environments, further boosting San Diego's appeal as an innovative city.
See More
Willdan Group to Release Q4 2025 Financial Results on February 26, 2026
- Earnings Release Schedule: Willdan Group is set to announce its financial results for Q4 2025 after market close on February 26, 2026, reflecting the company's ongoing commitment to transparency and investor communication.
- Investor Conference Call: Following the earnings release, Willdan will host an investor conference call at 5:30 p.m. ET (2:30 p.m. PT), providing a real-time interactive platform to address investor inquiries and strengthen investor relations.
- Online Webcast Availability: The investor conference call will be available via a live audio webcast on Willdan's website, ensuring all investors can easily access the latest financial information and enhancing information dissemination efficiency.
- Replay Feature: An online replay of the earnings webcast will be available a few hours after the call concludes, allowing investors who could not participate live to review the information at their convenience, further improving accessibility and transparency.
See More
Willdan Group to Release Q4 2025 Financial Results on February 26, 2026
- Earnings Release Schedule: Willdan Group has announced that it will release its financial results for the fourth quarter of 2025 after the market closes on February 26, 2026, reflecting the company's ongoing commitment to transparency and investor communication.
- Investor Conference Call: Following the earnings release, Willdan will host an investor conference call at 5:30 p.m. ET (2:30 p.m. PT), providing a real-time interactive platform to address investor inquiries and enhance investor relations.
- Online Webcast Availability: Investors can listen to the live audio webcast on Willdan's website, ensuring broad investor participation, and an online replay of the earnings call will be available shortly after its conclusion for those unable to attend live.
- Company Overview: Willdan is a nationwide provider of professional, technical, and consulting services to utilities, government agencies, and private industry, with a service portfolio that includes electric grid solutions, energy efficiency, and sustainability, showcasing its diverse capabilities in the industry.
See More
Willdan Group Inc (WLDN) Stock Surpasses Analyst Target Price of $130
- Price Breakthrough: Willdan Group's stock price reached $133.99 per share in recent trading, surpassing the analyst-set 12-month target price of $130, indicating market optimism about the company's future performance.
- Analyst Reactions: As the stock exceeds the target price, analysts may either downgrade their valuations or raise their target prices, reflecting confidence in improving fundamentals, which could attract more investor interest.
- Target Price Distribution: Among analysts covered by Zacks, Willdan's target prices range from $120 to $145, with a standard deviation of $13.228, indicating varying market perspectives on the company's future performance, necessitating cautious investor assessment.
- Investor Signal: The stock's breach of the target price provides a good signal for investors to reassess the company, prompting them to consider whether the current valuation is justified or if it is time to take profits to mitigate risk.
See More
Willdan Group Reports Record Q4 2025 Earnings with Strong Growth Momentum
- Record Financial Performance: Willdan Group reported contract revenue of $174 million for Q4 2025, a 21% increase year-over-year, with net revenue at $89.5 million and adjusted EBITDA of $20 million, indicating strong growth momentum particularly in the energy sector and a significant improvement in financial health.
- Cash Flow and Net Cash Position: The company generated $71 million in free cash flow for the year and ended with a net cash position of $17 million, achieving zero leverage for the first time, which reflects successful operational efficiency and financial management, enhancing future investment capabilities.
- Optimistic Outlook: Management expects net revenue for 2026 to be in the range of $390 million to $405 million, with adjusted EPS projected between $4.50 and $4.70, indicating confidence in future growth potential despite challenges from the expiration of the 179D tax deduction, particularly in the commercial and data center sectors.
- Strong Acquisition Pipeline: Management highlighted a robust acquisition pipeline entering 2026, which is expected to further drive expansion in the commercial sector, especially with data centers, where contributions are anticipated to more than double, showcasing the company's strategic positioning and growth potential in the market.
See More
Willdan Group Reports Strong Quarterly Earnings but Soft Outlook
- Strong Quarterly Performance: Willdan Group reported fourth-quarter contract revenue of $173.7 million, a 20.6% year-over-year increase, essentially in line with Wall Street's consensus estimate of $174.5 million, indicating stable market performance.
- Profitability Improvement: Adjusted earnings per share reached $1.57, significantly exceeding the market expectation of $0.79, with net income rising from $7.7 million to $18.7 million, reflecting a notable enhancement in the company's profitability.
- Cost Pressure Emerges: Despite over 20% revenue growth, subcontractor services and direct costs rose to 48.5% of contract revenue, up from 45.0% a year earlier, leading to a slight decline in operating income.
- Cautious 2026 Outlook: Willdan projects fiscal 2026 net revenue between $390 million and $405 million, with adjusted earnings per share expected to decline to between $4.50 and $4.70, raising market concerns about future growth and contributing to the stock's pullback.
See More
Willdan Group Secures $112 Million Energy Contract with San Diego
- Significant Contract Value: Willdan Group has been selected by the City of San Diego to implement a $112 million energy savings performance contract, covering 40 municipal facilities, showcasing the company's strong position in public sector energy management.
- Facility Upgrades and Decarbonization: The contract will decarbonize 23 facilities and upgrade 39,000 city-owned streetlight fixtures, expected to significantly enhance the city's energy efficiency and sustainability, aligning with San Diego's Zero Emissions policy.
- Self-Funding Projects: The projects are strategically designed to pay for themselves over time through monthly savings in energy and operational costs, indicating Willdan's strategic approach to balancing economic benefits with environmental responsibility.
- Air Quality Improvement: These initiatives will not only reduce carbon emissions but also improve air quality and enhance the comfort of work environments, further boosting San Diego's appeal as an innovative city.
See More
Willdan Group to Release Q4 2025 Financial Results on February 26, 2026
- Earnings Release Schedule: Willdan Group is set to announce its financial results for Q4 2025 after market close on February 26, 2026, reflecting the company's ongoing commitment to transparency and investor communication.
- Investor Conference Call: Following the earnings release, Willdan will host an investor conference call at 5:30 p.m. ET (2:30 p.m. PT), providing a real-time interactive platform to address investor inquiries and strengthen investor relations.
- Online Webcast Availability: The investor conference call will be available via a live audio webcast on Willdan's website, ensuring all investors can easily access the latest financial information and enhancing information dissemination efficiency.
- Replay Feature: An online replay of the earnings webcast will be available a few hours after the call concludes, allowing investors who could not participate live to review the information at their convenience, further improving accessibility and transparency.
See More
Willdan Group to Release Q4 2025 Financial Results on February 26, 2026
- Earnings Release Schedule: Willdan Group has announced that it will release its financial results for the fourth quarter of 2025 after the market closes on February 26, 2026, reflecting the company's ongoing commitment to transparency and investor communication.
- Investor Conference Call: Following the earnings release, Willdan will host an investor conference call at 5:30 p.m. ET (2:30 p.m. PT), providing a real-time interactive platform to address investor inquiries and enhance investor relations.
- Online Webcast Availability: Investors can listen to the live audio webcast on Willdan's website, ensuring broad investor participation, and an online replay of the earnings call will be available shortly after its conclusion for those unable to attend live.
- Company Overview: Willdan is a nationwide provider of professional, technical, and consulting services to utilities, government agencies, and private industry, with a service portfolio that includes electric grid solutions, energy efficiency, and sustainability, showcasing its diverse capabilities in the industry.
See More
Willdan Group Inc (WLDN) Stock Surpasses Analyst Target Price of $130
- Price Breakthrough: Willdan Group's stock price reached $133.99 per share in recent trading, surpassing the analyst-set 12-month target price of $130, indicating market optimism about the company's future performance.
- Analyst Reactions: As the stock exceeds the target price, analysts may either downgrade their valuations or raise their target prices, reflecting confidence in improving fundamentals, which could attract more investor interest.
- Target Price Distribution: Among analysts covered by Zacks, Willdan's target prices range from $120 to $145, with a standard deviation of $13.228, indicating varying market perspectives on the company's future performance, necessitating cautious investor assessment.
- Investor Signal: The stock's breach of the target price provides a good signal for investors to reassess the company, prompting them to consider whether the current valuation is justified or if it is time to take profits to mitigate risk.
See More
