Core Insights - The article emphasizes the value of accessing high-quality analysis of Wall Street buying and selling ideas through a subscription service called Beyond the Wall Investing, which offers a free trial and a 10% discount [1] Group 1 - Daniel Sereda is identified as the chief investment analyst at a family office, indicating a focus on diverse asset classes and global investments [1] - The investment group, Beyond the Wall Investing, provides insights that are prioritized by institutional market participants, highlighting its relevance for serious investors [1]

Core Insights - Willdan Group, Inc. (WLDN) reported strong fourth-quarter fiscal 2025 results, with adjusted earnings and revenues exceeding expectations, while both metrics showed year-over-year growth [1][4][9] Financial Performance - Adjusted EPS for Q4 was $1.57, surpassing the Zacks Consensus Estimate of 79 cents by 98.7%, and increased from $0.75 in the same quarter last year [4] - Net revenues reached $89.5 million, beating the consensus mark of $87 million by 2.4% and reflecting a 12.9% year-over-year increase [4] - Contract revenues rose 20.6% year over year to $173.7 million, with gross profit increasing to $62.6 million from $55 million [4][5] Segment Analysis - Energy Segment: Contract revenues increased to $148.3 million from $120.7 million year over year, with net revenues growing 15.7% to $65.5 million [6] - Engineering and Consulting Segment: Contract revenues rose to $25.4 million from $23.4 million year over year, with net revenues up 6% to $24 million [6][7] Annual Highlights - For fiscal year 2025, Willdan reported net revenues of $364.8 million, a 23.1% increase from fiscal 2024, and adjusted EPS of $4.89, up 101.2% from $2.43 a year ago [8] - Adjusted EBITDA for the year was $79.5 million, reflecting a 40.2% increase from the previous fiscal year [8] Future Outlook - For fiscal 2026, Willdan projects net revenues between $390 million and $405 million, with adjusted EBITDA expected to be between $85 million and $90 million, and adjusted EPS anticipated in the range of $4.50-$4.70 [9][11]

ANAHEIM, Calif.--(BUSINESS WIRE)---- $WLDN--Willdan Group, Inc. (NASDAQ: WLDN) announced today that it was selected by Mt. San Antonio College (Mt. SAC) in California to implement a $49 million energy services contract. The scope of work consists of the turnkey delivery of distributed energy resources (DERs) and infrastructure upgrades, including solar PV systems, a battery energy storage system, EV charging stations, and a comprehensive parking lot redesign. Construction is expected to be completed by t. ...

At 6:22 a.m. ET on Friday, premarket trading is seeing notable activity in several stocks, with early price movements signaling potential opportunities before the opening bell.For active traders, premarket trading offers a head start in spotting potential breakouts, reversals, or sharp price swings. These early moves often indicate where momentum may carry into the regular session, making premarket analysis a key part of the trading day.In the Green - Premarket GainersThe following stocks are trading highe ...

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Group 1 - Monte dei Paschi di Siena aims to complete its merger with Mediobanca by the end of 2026 [1] - The combined group targets a profit of 3.7 billion euros (approximately $4.4 billion) by 2030 [1]

Group 1 - The article does not provide any relevant content regarding company or industry insights [1]

分组1 - Willdan Group reported quarterly earnings of $1.57 per share, exceeding the Zacks Consensus Estimate of $0.79 per share, and showing an increase from $0.75 per share a year ago, resulting in an earnings surprise of +98.73% [1] - The company achieved revenues of $89.51 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.35%, although this is a decrease from year-ago revenues of $144.06 million [2] - Willdan has consistently outperformed consensus EPS estimates over the last four quarters, achieving this four times [2] 分组2 - The stock has gained approximately 13% since the beginning of the year, significantly outperforming the S&P 500's gain of 1.5% [3] - The company's earnings outlook is crucial for future stock performance, with current consensus EPS estimates at $0.93 for the coming quarter and $4.53 for the current fiscal year [7] - The Zacks Industry Rank indicates that the Business - Services sector is currently in the bottom 39% of over 250 Zacks industries, which may impact stock performance [8]

Table of Contents | "C/l UNITED | STATES | | --- | --- | | SECURITIES AND | EXCHANGE COMMISSION | | Washington, D.C. 20549 | | | FORM | 10-K | | (Mark One) | | | ☒ | ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES | | EXCHANGE ACT OF 1934 | | | For the Fiscal Year Ended January 2, 2026. | | | Or | | | TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE ☐ | | | SECURITIES EXCHANGE ACT OF 1934 | | | For the Transition Period from | to . | | Commission File Number 001-33076 | | | WILLDAN | ...

Financial Data and Key Metrics Changes - For the fourth quarter of 2025, contract revenue increased by 21% to $174 million, and net revenue grew by 13% to $89.5 million [17] - Adjusted EBITDA increased by 13% year-over-year, totaling $20 million for the quarter, while adjusted earnings per share more than doubled to $1.57 [17] - For fiscal 2025, consolidated contract revenue grew by 21% to $682 million, and net revenue grew by 23% to $365 million, with 17% of the growth being organic [18] - Net income more than doubled to $52.6 million, or $3.49 per diluted share on a GAAP basis, compared to $22.6 million or $1.58 per share in 2024 [20] Business Line Data and Key Metrics Changes - Approximately 85% of revenue comes from the energy segment, with the remaining 15% from engineering and consulting [6] - Utility customers represent about 41% of revenue, while state and local governments account for approximately 48% [7] - Commercial customers have rapidly grown to 11% of revenue, primarily tied to power for data centers [7] Market Data and Key Metrics Changes - Electric load growth has returned to the U.S. after about 15 years of stagnation, driven by AI and data centers [4] - There is currently an estimated 35 gigawatts of active data center construction in the U.S., indicating sustained demand for power from digital infrastructure [13] Company Strategy and Development Direction - The company plans to further increase capabilities through key hires and acquisitions, with a robust acquisition pipeline entering 2026 [16] - Willdan operates at the intersection of consulting services, engineering, and program management, helping clients navigate market changes [9] Management's Comments on Operating Environment and Future Outlook - Management highlighted that utilities are being squeezed as generation does not keep pace with electricity demand, leading to increased requests for energy efficiency programs [34] - The company expects margins to continue to be above 20%, reflecting structural changes and improved operational efficiencies [31] Other Important Information - The company generated $71 million in free cash flow and ended the year with a net positive cash position of $17 million, marking the first time since 2017 [21] - The company expects net revenue in the range of $390 million to $405 million for 2026, with adjusted EBITDA in the range of $85 million to $90 million [23] Q&A Session Summary Question: About the EPS guidance for 2026 - Management explained that the Section 179D provision is set to expire at the end of June 2026, limiting the ability to carry deductions through the year [27] Question: About EBITDA growth and operational improvements - Management indicated that margins are expected to remain above 20%, with structural changes allowing for better pricing and cost absorption [31] Question: On the demand for accelerated project completion from utility customers - Management confirmed that utilities are under pressure to meet electricity demand, leading to increased requests for energy efficiency programs [34] Question: Contribution from the Los Angeles Department of Water and Power contract - Management noted that while the contract's contribution was small in Q4, a significant ramp-up is expected in Q1 and Q2 of 2026 [39] Question: Potential for data center revenue to double in 2026 - Management clarified that they expect revenue from the APG acquisition related to data centers to more than double, contributing to long-term growth [41]