Key Takeaways WLDN trades at 23.75X forward P/E after rising 20.6% over six months, beating the S&P 500.Q3 showed 20% organic growth and 66% EPS gain, with raised 2025 guidance across all metrics.WLDN's 85% of revenue comes from energy, with utility and government clients offering strong visibility.Willdan Group, Inc. (WLDN) has become one of the stronger performers in the Business Services space, but its valuation is now drawing closer scrutiny. With WLDN trading at about 23.75X forward 12-month earnings, ...

Willdan Group, Inc. (NASDAQ:WLDN) is included among the 12 Best HVAC Stocks to Buy Now. Wedbush Sees Expanding Infrastructure and Energy Demand Driving Willdan Group’s (WLDN) Upside On January 15, Wedbush raised its price recommendation on Willdan Group, Inc. (NASDAQ:WLDN) to $145 from $120. It maintained an Outperform rating on the stock. The firm pointed to a steady flow of growth opportunities as state and local governments, utilities, and commercial customers push to improve efficiency through new en ...

Market Analysis by covering: US Small Cap 2000, Green Plains Renewable Energy Inc, HCI Group Inc, Willdan Group Inc. Read 's Market Analysis on Investing.com ...

Core Viewpoint - Willdan Group, Inc. will release its financial results for the fourth quarter of 2025 on February 26, 2026, after the market closes, followed by an investor conference call [1]. Group 1: Financial Results Announcement - The financial results for Q4 2025 will be announced after the close of the stock market on February 26, 2026 [1]. - An investor conference call will take place at 5:30 p.m. ET / 2:30 p.m. PT on the same day [1]. Group 2: Conference Call Details - The conference call will be available via an online, real-time audio webcast on Willdan's website [2]. - Listeners can also join the call by dialing 877-407-2988 or 201-389-0923 at least five minutes prior to the start time [2]. - A replay of the earnings webcast will be accessible a few hours after the call concludes [2]. Group 3: Company Overview - Willdan is a nationwide provider of professional, technical, and consulting services to utilities, government agencies, and private industry [3]. - The company's service offerings include electric grid solutions, energy efficiency and sustainability, energy policy planning and advisory, engineering and planning, and municipal financial consulting [3].

Group 1 - The article emphasizes the unique investment approach of "First Principles," which focuses on breaking down complex financial and technological problems to identify overlooked investment opportunities [1] - The analyst has a strong background in investment, private equity, and venture capital, demonstrating a proven track record of delivering strong returns [1] - The content on Seeking Alpha highlights emerging technologies, sustainable investing, and the intersection of innovation and finance, aiming to share insights and foster collaboration among investors [1]

Core Viewpoint - Willdan Group (WLDN) is rated as a Strong Buy due to its vertical integration and ability to capitalize on the regulatory lag in U.S. grid modernization [1] Company Analysis - Willdan Group is involved in authoring load growth studies through its subsidiary E3, which positions the company favorably in the market [1]

Core Viewpoint - Willdan Group (WLDN) is rated as a Strong Buy due to its vertical integration and ability to capitalize on the regulatory lag in U.S. grid modernization [1] Group 1 - Willdan Group is involved in authoring load growth studies through its subsidiary E3, which positions the company favorably in the market [1]

Core Insights - The U.S. infrastructure and public-sector spending environment is driving steady demand for engineering and technical consulting services, particularly benefiting companies like Willdan Group, Inc. and Jacobs Solutions Inc. due to policy-backed investment trends [2][3] Willdan Group, Inc. Insights - Willdan is focused on energy, utility, and municipal consulting, with a strong performance in energy transition and infrastructure modernization, supported by rising electricity load from data centers and grid upgrades [5][6] - The Energy segment, which is the majority of Willdan's revenues, saw contract revenues increase by 20% year over year to $508 million, and net revenues rose by 27% to $275 million during the first nine months of 2025 [6][10] - The company anticipates continued support from electricity load growth and infrastructure investment, positioning itself well for sustained growth as demand trends extend into 2026 [8] Jacobs Solutions Inc. Insights - Jacobs operates on a broader scale with diversified exposure across transportation, water, energy, and advanced facilities, benefiting from a record backlog of $23.1 billion, reflecting a 5.6% year-over-year increase [11][12] - The company has a trailing 12-month book-to-bill ratio of 1.1x, indicating strong booking activity, while gross profit in backlog increased by 13% year over year [12] - Jacobs faces challenges in parts of its environmental business due to softer U.S. demand and regulatory uncertainties, which may lead to variability in quarterly performance [13] Stock Performance & Valuation - Willdan's share price performance has outpaced Jacobs over the past six months, although Willdan is currently trading at a premium on a forward 12-month price-to-earnings (P/E) ratio basis [17][18] - Willdan's earnings estimates for 2026 remain unchanged at $4.53 per share, indicating expected earnings growth of 9.6% year over year, while Jacobs' estimates are at $7.01 per share, reflecting a 14.5% growth [20][22] Final Comparison - Both companies benefit from U.S. infrastructure spending, but Willdan is more focused on energy-related activities, while Jacobs has broader diversification but faces more variability in project timing and funding [22][23] - Willdan's steadier demand drivers and favorable near-term outlook make it a more compelling investment compared to Jacobs, which has a Zacks Rank of 4 (Sell) [23]

Core Insights - Willdan Group, Inc. (WLDN) is experiencing significant margin expansion, with adjusted EBITDA increasing by 52.4% year over year to $59.5 million, and adjusted EBITDA margin rising 360 basis points to 21.6% during the first nine months of fiscal 2025 [1][9] Group 1: Financial Performance - The company's gross profit increased by 30.6% year over year, with gross margin expanding by 290 basis points, supported by improved project delivery efficiencies and scale benefits [3] - Willdan's adjusted EBITDA margin expansion is attributed to disciplined execution and a favorable product mix, particularly in its Energy segment, which constitutes approximately 85% of revenues [2][9] Group 2: Market Position and Strategy - Willdan's strategic acquisitions, such as APG, are enhancing its margin profile by increasing its presence in power engineering and data center infrastructure, which are areas with strong long-term demand [4] - The company operates in a competitive landscape, facing significant competition from firms like AECOM and Tetra Tech, but its focused expertise in energy-centric and utility programs allows it to target niche markets effectively [5][7] Group 3: Stock Performance and Valuation - WLDN's stock has surged by 68.6% over the past six months, outperforming the Zacks Business - Services industry and the broader S&P 500 Index [8] - The stock is currently trading at a forward 12-month price-to-earnings (P/E) ratio of 29.61, indicating a premium compared to industry peers [11] Group 4: Earnings Estimates - Earnings estimates for fiscal 2025 and fiscal 2026 imply year-over-year growth of 70% and 9.6%, respectively, with current estimates remaining unchanged over the past 60 days [13]

Core Viewpoint - The article emphasizes the importance of conducting thorough personal research and due diligence before making investment decisions, highlighting the inherent risks involved in trading [3]. Group 1 - The analysis is intended solely for informational purposes and should not be interpreted as professional investment advice [3]. - There is a clear disclaimer regarding the lack of any stock or derivative positions in the companies mentioned, indicating a neutral stance [2]. - The article expresses the author's personal opinions and does not reflect the views of any affiliated organization [4].