Willdan Group
Executes energy, grid, and municipal engineering programs for utilities and public agencies.
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Profile
Provides professional, technical, and consulting services for utilities, public agencies, and private industry, with Energy as the dominant segment and Engineering and Consulting as the municipal-services base. Revenue is concentrated in United States operations and shaped by utility budgets, public-agency contracting, and recompetition cycles.
Provides professional, technical, and consulting services to utilities, public agencies, and private industry through the Energy and Engineering and Consulting reportable segments. Energy covers efficiency programs, demand reduction, grid optimization, design engineering, AI data center power solutions, turnkey facility projects, software, and data analytics.
Engineering and Consulting carries the municipal roots: building and safety, city engineering, code enforcement, development review, disaster recovery, planning, surveying, construction management, water resources, public finance, district administration, and federal compliance. Operations are concentrated in the United States, with California, New York, and Nevada the largest client geographies in the latest context.
Execution depends on winning and renewing utility and public-sector contracts, managing fixed-price and unit-based work, and retaining technical staff. Most contracts can be terminated for convenience after notice or reimbursement of unbilled work.
Company facts
Categories
Key statistics
Year to date −17.5% · Average volume (30d) 254.3K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior target | Target |
|---|---|---|---|---|
| Apr 9, 2026 | Wedbush | Target | $145 | $110 |
| Jan 14, 2026 | Wedbush | Target | $51 | $145 |
| Jan 2, 2026 | Compass Point | Target | $125 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 6, 2026Q2 FY26 | $1.30 | $2.07 | +59.2% | $102.3M | $117.2M | +14.6% | +17.03% |
| May 7, 2026Q1 FY26 | $0.81 | $0.91 | +12.3% | $92.2M | $92.4M | +0.3% | +18.69% |
| Feb 26, 2026Q4 FY25 | $0.79 | $1.57 | +98.7% | $89.4M | $89.5M | +0.2% | −25.47% |
| Nov 6, 2025Q3 FY25 | $0.81 | $1.21 | +49.4% | $174.5M | $182.0M | +4.3% | +6.65% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $152.4M | $173.5M | $182.0M | $173.7M | $155.1M | $231.0M | |
| Gross profit | $57.7M | $68.3M | $67.1M | $62.6M | $63.2M | $87.5M | |
| Operating income | $7.0M | $11.8M | $14.9M | $10.4M | $7.3M | $19.7M | |
| Net income | $4.7M | $15.4M | $13.7M | $18.7M | $8.5M | $24.3M | |
| Diluted EPS | $0.32 | $1.03 | $0.90 | $1.23 | $0.55 | $1.58 | |
| Gross margin | 37.8% | 39.4% | 36.9% | 36.0% | 40.7% | 37.9% | |
| Operating margin | 4.6% | 6.8% | 8.2% | 6.0% | 4.7% | 8.5% |
Fiscal years (4-quarter sums)FY21 $353.8M · FY22 $429.1M · FY23 $510.1M · FY24 $565.8M · FY25 $681.6M
Revenue by product · Q2 FY26
Balance sheet, Jul 3, 2026Cash & short-term investments $39.2M · Total debt $89.2M · Total assets $634.9M · Shareholders' equity $350.5M
Dividends
No dividends on record.
Ownership
Institutions and insiders are filed separately and overlap, so together they can pass the whole company. No split is drawn from them.
Shares outstanding 15.11M · Float 14.58M · 96.5% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 1.44M | 9.52% | 13F | Aug 7, 2026 |
| Divisadero Street Capital Management, LP | 1.32M | 8.76% | 13F | Aug 14, 2026 |
| Vanguard Capital Management LLC | 632.9K | 4.19% | 13F | Aug 13, 2026 |
| Neumeier Poma Investment Counsel LLC | 530.2K | 3.51% | 13F | Aug 13, 2026 |
| Vanguard Portfolio Management LLC | 527.3K | 3.49% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 14, 2026 | Michael A. Bieber | director, officer: PRESIDENT AND CEO | −56,676 | $91.58 |
| May 13, 2026 | Michael A. Bieber | director, officer: PRESIDENT AND CEO | −9,991 | $92.65 |
| Mar 6, 2026 | Steven A. Cohen | director | −6,000 | $81.82 |
| Sep 18, 2025 | Dennis V. McGinn | director | −7,298 | $106.32 |
| Sep 18, 2025 | Micah Chen | officer: EXECUTIVE VP & GENERAL COUNSEL | −10,000 | $106.00 |
Peers
- ICF
Utility energy-efficiency and grid-program consulting rival
- Ameresco
Energy infrastructure and building-efficiency project rival
- Tetra Tech
Scaled engineering consultant for water, environment, and infrastructure
- AECOM
Global infrastructure consultant for public-sector programs
- Jacobs Solutions
Advanced-facilities and infrastructure consultant with energy overlap
- Bowman Consulting Group
Municipal infrastructure engineering and utilities-services peer
- TIC Solutions
Engineering, geospatial, and inspection services for infrastructure assets
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Willdan Group | $87.99 | 0.00% | $1.33B | 20.7 | 17.6 | 1.8 | −32.4% |
| ICF | $90.22 | +0.03% | $1.63B | 18.7 | 12.1 | 0.9 | −0.4% |
| Ameresco | $21.99 | −0.09% | $1.17B | 42.3 | 15.5 | 0.6 | +9.1% |
| Tetra Tech | $36.54 | 0.00% | $9.48B | 22.0 | 21.6 | 1.9 | −19.0% |
| AECOM | $69.38 | +0.29% | $8.89B | 31.7 | 11.2 | 0.6 | −61.5% |
| Jacobs Solutions | $151.98 | −0.01% | $17.95B | 53.3 | 18.9 | 1.3 | −20.2% |
| Bowman Consulting Group | $42.58 | 0.00% | $745.5M | 103.9 | 18.9 | 1.4 | +5.6% |
| TIC Solutions | $9.56 | 0.00% | $2.11B | — | — | 1.0 | +86.1% |
| Median | 37.0 | 17.2 | 1.0 | −0.4% |