WLDN
Willdan Group, Inc.
Price as of Jul 20, 2026
WLDN earnings
Willdan Group, Inc. earnings
Reported EPS and revenue history, upcoming estimates and available earnings-call summaries.
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 7, 2026 | $0.81 | $0.91 | +12.3% | $92M | +0.3% |
| Nov 6, 2025 | $0.81 | $1.21 | +49.4% | $182M | +4.3% |
| Aug 7, 2025 | $0.72 | $1.50 | +108.3% | $173M | +7.1% |
| May 8, 2025 | $0.44 | $0.63 | +43.2% | $152M | -4.8% |
| Mar 6, 2025 | $0.57 | $0.75 | +31.6% | $144M | -0.6% |
| Oct 31, 2024 | $0.55 | $0.73 | +32.7% | $158M | +9.1% |
| Aug 1, 2024 | $0.29 | $0.55 | +89.7% | $141M | +121.3% |
| May 2, 2024 | $0.19 | $0.40 | +110.5% | $122M | +94.7% |
| Mar 7, 2024 | $0.35 | $0.80 | +128.6% | $156M | +144.1% |
| Nov 2, 2023 | $0.37 | $0.37 | +0.0% | $133M | +108.1% |
| Aug 3, 2023 | $0.12 | $0.26 | +116.7% | $119M | +116.5% |
| May 4, 2023 | $0.03 | $0.32 | +1166.8% | $103M | +101.1% |
Earnings call summary
Q1 FY2026 · May 7, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
• Diversification is believed to add long-term stability and higher margins, with commercial revenue becoming 25% of revenue post-Burton. • Burton helps fill in Wildan's presence in all 50 states with permanent offices in 26 states plus Puerto Rico and Canada. • Had solid contract wins like SCE two-year extension, $54M NY project, $27M NY Accelerator Program, $24M Puerto Rico battery project, etc. • Analyzed electricity demand growth driven by data centers, with western US facing generation capacity issues. • Operational strength and Burton acquisition set up for a strong year.
Guidance
• Raised long-term margin goal to expect adjusted EBITDA margin in the high 20s. • Upgraded 2026 full-year financial targets: net revenues expected in the range of $410 to $425 million, adjusted EBITDA in the range of $100 million to $105 million, and adjusted diluted earnings per share between $4.90 and $5.05.
Segment performance
Commercial revenue increased from 7% of business in 2024 to about 25% post-Burton in 2026. In Q1 2026, contract revenue was $155 million (+2% year over year), while net revenue grew 8% to $92 million. Adjusted EBITDA was $18.1 million, a first quarter record, representing 19.6% of net revenue. Gross margin expanded to 40.7%, contributing to the adjusted EBITDA growth.
Risks & headwinds
• No specific detailed risks explicitly discussed in the transcript regarding operational failures or major risks.
Analyst Q&A
Q: What's the reason for the increase in fundamental profitability?
A: Growth and back office cost absorption, energy demand, moving up the value chain, and balanced portfolio with commercial being 25% now.
Q: Update on APG business?
A: APG is performing outstanding, likely to more than double this year with big power blocks for large data centers in the pipeline.
Q: Timing of Los Angeles Water and Power contract?
A: Small contribution in Q1, bigger in the back half of the year with expectations for more opportunities.
Q: Limiter to organic growth?
A: Labor isn't a big constraint at this point, and the pipeline of opportunities is robust.
Earnings history is derived from company filings and calendar data. Call summaries are grouped by reporting period. Latest covered event: 2026-08-06.