WLDN

WLDN Earnings Preview

Willdan Group, Inc. · Industrials · $1B

14d until earnings

WLDN Earnings

Thursday, May 07 2026
EPS Estimate
$0.81
$0.71 – $0.90
Revenue Estimate
$185M
Current Price
$77.32

Our Position

bullish

23% revenue growth; $49M college solar contract locked in

structured data est. revisions stable

The earnings beat and multi-year college contract demonstrate Willdan's competitive strength in renewable energy infrastructure—a sector riding decade-long tailwinds from clean energy incentives. But the flat-to-down FY2026 guidance suggests either project lumpiness ahead or margin pressure, signaling investors should expect volatility rather than sustained acceleration.

Watch: Monitor Q1 2026 results for clarity on project execution pace and gross margins on the Mt. San Antonio contract—a bellwether for whether Willdan can sustain 20%+ growth or faces a normalization cycle.

Data Signal Summary

1 bullish
3 bearish
Estimates down -21% Insider selling cluster Put/call 0.3 (bullish skew) Price downtrend

Key Context

Insider Activity
selling
Price Trend
downtrend
From 52w High
-8.0%
P/E Ratio
22.4
Est. Revisions (30d)
-21.1% 0up/1dn
Analyst Target (mean)
$128 $110–$145 +65%
Options P/C Ratio
0.30
Est. Dispersion
24% 2 analysts
Insider Cluster
strong sell
Fund Convergence
strong Two Sigma, Citadel, Renaissance

Recent Activity

insider trades 112 transactions
Award · EARLY CREIGHTON K (Chief Financial Officer) ·3,780 shares
Award · BIEBER MICHAEL A (Chief Executive Officer) ·15,750 shares
Award · CHEN MICAH (General Counsel) ·3,780 shares
Award · EARLY CREIGHTON K (Chief Financial Officer) ·4,158 shares
Award · BIEBER MICHAEL A (Chief Executive Officer) ·17,326 shares
107 more
Award · CHEN MICAH ·4,158 shr
Award · EARLY CREIGHTON K ·3,960 shr
Award · BRISBIN THOMAS DONALD ·24,750 shr
Award · BIEBER MICHAEL A ·18,810 shr
Award · CHEN MICAH ·3,960 shr
Sell · COHEN STEVEN A ·6,000 shr ·$490,920
Award · EARLY CREIGHTON K ·5,625 shr
Award · BIEBER MICHAEL A ·18,000 shr
Award · CHEN MICAH ·4,500 shr
Sell · MCGINN DENNIS V. ·7,298 shr ·$775,923
Sell · CHEN MICAH ·10,000 shr ·$1,060,000
Exercise · CHEN MICAH ·10,000 shr ·$327,900
Sell · BRISBIN THOMAS DONALD ·5,182 shr ·$612,253
Exercise · BRISBIN THOMAS DONALD ·5,182 shr ·$84,311
Sell · BRISBIN THOMAS DONALD ·117,595 shr ·$12,784,497
Sell · BRISBIN THOMAS DONALD ·125,000 shr ·$13,052,879
Sell · BRISBIN THOMAS DONALD ·7,405 shr ·$771,527
Award · EARLY CREIGHTON K ·2,732 shr
Award · BRISBIN THOMAS DONALD ·21,461 shr
Sell · BRISBIN THOMAS DONALD ·130,082 shr ·$14,268,935
Exercise · BRISBIN THOMAS DONALD ·5,082 shr ·$82,684
Award · BIEBER MICHAEL A ·12,963 shr
Award · CHEN MICAH ·2,732 shr
Sell · DOWNES CYNTHIA A ·2,763 shr ·$302,355
Sell · REDER WANDA KAY ·850 shr ·$101,541
Sell · EARLY CREIGHTON K ·7,764 shr ·$904,817
Exercise · EARLY CREIGHTON K ·7,764 shr ·$70,497
Sell · COHEN STEVEN A ·2,500 shr ·$290,850
Award · BRISBIN THOMAS DONALD ·1,781 shr
Award · DOWNES CYNTHIA A ·1,781 shr
Award · COHEN STEVEN A ·1,781 shr
Award · SHAHIDEHPOUR MOHAMMAD ·1,781 shr
Award · MCGINN DENNIS V. ·1,781 shr
Award · REDER WANDA KAY ·1,781 shr
Sell · EARLY CREIGHTON K ·5,000 shr ·$266,400
Exercise · EARLY CREIGHTON K ·5,000 shr ·$45,400
Sell · BRISBIN THOMAS DONALD ·22,459 shr ·$1,175,504
Exercise · BRISBIN THOMAS DONALD ·22,459 shr ·$312,405
Sell · BRISBIN THOMAS DONALD ·1,626 shr ·$83,804
Exercise · BRISBIN THOMAS DONALD ·1,626 shr ·$22,618
Sell · BRISBIN THOMAS DONALD ·5,915 shr ·$307,817
Exercise · BRISBIN THOMAS DONALD ·5,915 shr ·$82,278
Sell · CHEN MICAH ·10,000 shr ·$505,000
Sell · BRISBIN THOMAS DONALD ·20,000 shr ·$970,800
Exercise · BRISBIN THOMAS DONALD ·20,000 shr ·$278,200
Sell · BIEBER MICHAEL A ·25,000 shr ·$1,202,750
Exercise · BIEBER MICHAEL A ·25,000 shr ·$347,750
Sell · CHEN MICAH ·10,000 shr ·$482,000
Award · EARLY CREIGHTON K ·4,620 shr
Award · BIEBER MICHAEL A ·19,250 shr
Award · CHEN MICAH ·4,620 shr
Sell · SHAHIDEHPOUR MOHAMMAD ·2,273 shr ·$89,102
Award · EARLY CREIGHTON K ·2,520 shr
Award · BRISBIN THOMAS DONALD ·15,750 shr
Award · BIEBER MICHAEL A ·11,970 shr
Award · CHEN MICAH ·2,520 shr
Sell · EARLY CREIGHTON K ·4,583 shr ·$197,751
Exercise · EARLY CREIGHTON K ·4,583 shr ·$41,614
Sell · BRISBIN THOMAS DONALD ·23,100 shr ·$981,596
Sell · BIEBER MICHAEL A ·10,868 shr ·$496,342
Exercise · BIEBER MICHAEL A ·10,868 shr ·$146,609
Sell · BIEBER MICHAEL A ·1,804 shr ·$82,731
Exercise · BIEBER MICHAEL A ·1,804 shr ·$24,336
Award · EARLY CREIGHTON K ·1,736 shr
Award · BRISBIN THOMAS DONALD ·13,648 shr
Award · BIEBER MICHAEL A ·8,246 shr
Award · CHEN MICAH ·1,736 shr
Sell · BIEBER MICHAEL A ·750 shr ·$27,345
Exercise · BIEBER MICHAEL A ·750 shr ·$10,118
Sell · BIEBER MICHAEL A ·19,482 shr ·$709,085
Exercise · BIEBER MICHAEL A ·19,482 shr ·$262,812
Sell · EARLY CREIGHTON K ·10,000 shr ·$364,539
Exercise · EARLY CREIGHTON K ·10,000 shr ·$90,800
Sell · BIEBER MICHAEL A ·22,346 shr ·$817,727
Exercise · BIEBER MICHAEL A ·22,346 shr ·$301,448
Sell · FORAGER FUND, L.P. ·188,230 shr ·$5,634,571
Sell · FORAGER FUND, L.P. ·460 shr ·$13,468
Sell · FORAGER FUND, L.P. ·12,341 shr ·$365,727
Sell · BIEBER MICHAEL A ·4,460 shr ·$135,227
Exercise · BIEBER MICHAEL A ·6,000 shr ·$80,940
Sell · FORAGER FUND, L.P. ·19,041 shr ·$584,586
Award · BRISBIN THOMAS DONALD ·2,248 shr
Sell · BIEBER MICHAEL A ·8,858 shr ·$271,162
Exercise · BIEBER MICHAEL A ·12,000 shr ·$161,880
Award · DOWNES CYNTHIA A ·2,248 shr
Award · COHEN STEVEN A ·2,248 shr
Award · SHAHIDEHPOUR MOHAMMAD ·2,248 shr
Award · MCGINN DENNIS V. ·2,248 shr
Award · REDER WANDA KAY ·2,248 shr
Sell · BIEBER MICHAEL A ·3,333 shr ·$103,423
Exercise · BIEBER MICHAEL A ·4,514 shr ·$60,894
Sell · SHAHIDEHPOUR MOHAMMAD ·3,000 shr ·$92,490
Sell · FORAGER FUND, L.P. ·34,593 shr ·$1,090,807
Sell · BRISBIN THOMAS DONALD ·19,821 shr ·$634,374
Exercise · BRISBIN THOMAS DONALD ·19,821 shr ·$141,324
Sell · BRISBIN THOMAS DONALD ·397 shr ·$12,664
Exercise · BRISBIN THOMAS DONALD ·397 shr ·$2,831
Sell · BRISBIN THOMAS DONALD ·8,009 shr ·$257,460
Exercise · BRISBIN THOMAS DONALD ·8,009 shr ·$57,104
Sell · BRISBIN THOMAS DONALD ·14,426 shr ·$462,498
Exercise · BRISBIN THOMAS DONALD ·14,426 shr ·$102,857
Sell · BRISBIN THOMAS DONALD ·7,347 shr ·$235,177
Exercise · BRISBIN THOMAS DONALD ·7,347 shr ·$52,384
Sell · FORAGER FUND, L.P. ·12,465 shr ·$402,605
Sell · FORAGER FUND, L.P. ·90,346 shr ·$3,024,548
Sell · FORAGER FUND, L.P. ·28,017 shr ·$925,410
Sell · FORAGER FUND, L.P. ·157,366 shr ·$4,741,227