Willdan Q4 contract revenue rises

Willdan

26/02/2026 21:43

Overview

Consulting services firm's Q4 contract revenue rose 20.6% yr/yr

Q4 net income increased 143.4% yr/yr

Company expects 2026 net revenue between $390 mln and $405 mln

Outlook

Willdan targets 2026 net revenue between $390 mln and $405 mln

Company expects 2026 adjusted EBITDA between $85 mln and $90 mln

Willdan forecasts 2026 adjusted diluted EPS between $4.50 and $4.70

Result Drivers

AI AND DATA CENTERS - Co said AI and data centers are driving electricity demand and increasing grid complexity, fueling investment across end markets

STRATEGIC ACQUISITIONS - Completion of three strategic acquisitions contributed to strong performance in 2025

Company press release: ID:nBwbhrW9va

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Contract Revenue
Beat
$173.69 mln
$90.45 mln (2 Analysts)
Q4 Net Income
$18.71 mln
Q4 Adjusted EBITDA
$20 mln
Q4 Pretax Profit
$10.33 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the business support services peer group is "buy"

Wall Street's median 12-month price target for Willdan Group, Inc is $145.00, about 23.8% above its February 25 closing price of $117.10

The stock recently traded at 26 times the next 12-month earnings vs. a P/E of 24 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)