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Insider selling: $73,164,214 sold by 10 insiders (30d)
Est. revisions:
-21.1%
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net -3.2)
Factor Model
net -3.2 6.4 / 10
Est. Revisions
-0.9
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
-1.0
Narrative Gap
-0.5
23% revenue growth; $49M college solar contract locked in
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.
Willdan Group delivered strong 2025 results with FY revenue climbing 23.1% to $364.8M and adjusted diluted EPS of $4.89. The company just won a $49M energy services contract at Mt. San Antonio College covering solar, battery storage, and EV charging—set to complete by Q3 2027. However, 2026 guidance shows a pullback, with adjusted diluted EPS expected to land in the $4.50-$4.70 range, implying modest single-digit growth or a modest decline from 2025.
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.
Evidence
9d ago
Insider sell by BRISBIN THOMAS DONALD (WLDN): $14,268,935
9d ago
Insider sell by BRISBIN THOMAS DONALD (WLDN): $13,052,879
9d ago
Insider sell by BRISBIN THOMAS DONALD (WLDN): $12,784,497
Fundamentals & Data ▾
Willdan Group, Inc.
Industrials · Engineering & Construction
Mkt Cap
$1B
P/E
22.4 fwd 16.0
Beta
1.12
52w Range
$36.85 - $137.00
Short Interest
1.0M 7.22%
Days to Cover
3.0 -8%
Technicals
downtrend
from 52w Hi
-8.0%
1w return
-3.5%
Insiders
selling
0B / 12S
EPS Estimate
$0.81
-21.1% 30d
0up / 1dn
Est. Dispersion
24%
2 analysts
Analyst Target
$128
$110 - $145
Options P/C
0.30
Insider Cluster
strong sell
0B / 8S
Fund Convergence
strong
Two Sigma, Citadel, Renaissance
Financials
Revenue
$174M +21% YoY
FCF
$37M
Gross Margin
36%
Op Margin
6%
Momentum:
decelerating
Top Holders
Two Sigma
$16M
Citadel
$15M
Renaissance
$2M
Recent Filings & Data
insider trade
112
net selling
· $73,164,214 sold
10 insiders · 112 transactions (30d)
Recent transactions
EARLY CREIGHTON K · award
BIEBER MICHAEL A · award
CHEN MICAH · award
EARLY CREIGHTON K · award
BIEBER MICHAEL A · award
CHEN MICAH · award
EARLY CREIGHTON K · award
BRISBIN THOMAS DONALD · award
BIEBER MICHAEL A · award
CHEN MICAH · award
COHEN STEVEN A · sell · $490,920
EARLY CREIGHTON K · award
BIEBER MICHAEL A · award
CHEN MICAH · award
MCGINN DENNIS V. · sell · $775,923
CHEN MICAH · sell · $1,060,000
CHEN MICAH · exercise · $327,900
BRISBIN THOMAS DONALD · sell · $612,253
BRISBIN THOMAS DONALD · exercise · $84,311
BRISBIN THOMAS DONALD · sell · $12,784,497
BRISBIN THOMAS DONALD · sell · $13,052,879
BRISBIN THOMAS DONALD · sell · $771,527
EARLY CREIGHTON K · award
BRISBIN THOMAS DONALD · award
BRISBIN THOMAS DONALD · sell · $14,268,935
BRISBIN THOMAS DONALD · exercise · $82,684
BIEBER MICHAEL A · award
CHEN MICAH · award
DOWNES CYNTHIA A · sell · $302,355
REDER WANDA KAY · sell · $101,541
EARLY CREIGHTON K · sell · $904,817
EARLY CREIGHTON K · exercise · $70,497
COHEN STEVEN A · sell · $290,850
BRISBIN THOMAS DONALD · award
DOWNES CYNTHIA A · award
COHEN STEVEN A · award
SHAHIDEHPOUR MOHAMMAD · award
MCGINN DENNIS V. · award
REDER WANDA KAY · award
EARLY CREIGHTON K · sell · $266,400
EARLY CREIGHTON K · exercise · $45,400
BRISBIN THOMAS DONALD · sell · $1,175,504
BRISBIN THOMAS DONALD · exercise · $312,405
BRISBIN THOMAS DONALD · sell · $83,804
BRISBIN THOMAS DONALD · exercise · $22,618
BRISBIN THOMAS DONALD · sell · $307,817
BRISBIN THOMAS DONALD · exercise · $82,278
CHEN MICAH · sell · $505,000
BRISBIN THOMAS DONALD · sell · $970,800
BRISBIN THOMAS DONALD · exercise · $278,200
BIEBER MICHAEL A · sell · $1,202,750
BIEBER MICHAEL A · exercise · $347,750
CHEN MICAH · sell · $482,000
EARLY CREIGHTON K · award
BIEBER MICHAEL A · award
CHEN MICAH · award
SHAHIDEHPOUR MOHAMMAD · sell · $89,102
EARLY CREIGHTON K · award
BRISBIN THOMAS DONALD · award
BIEBER MICHAEL A · award
CHEN MICAH · award
EARLY CREIGHTON K · sell · $197,751
EARLY CREIGHTON K · exercise · $41,614
BRISBIN THOMAS DONALD · sell · $981,596
BIEBER MICHAEL A · sell · $496,342
BIEBER MICHAEL A · exercise · $146,609
BIEBER MICHAEL A · sell · $82,731
BIEBER MICHAEL A · exercise · $24,336
EARLY CREIGHTON K · award
BRISBIN THOMAS DONALD · award
BIEBER MICHAEL A · award
CHEN MICAH · award
BIEBER MICHAEL A · sell · $27,345
BIEBER MICHAEL A · exercise · $10,118
BIEBER MICHAEL A · sell · $709,085
BIEBER MICHAEL A · exercise · $262,812
EARLY CREIGHTON K · sell · $364,539
EARLY CREIGHTON K · exercise · $90,800
BIEBER MICHAEL A · sell · $817,727
BIEBER MICHAEL A · exercise · $301,448
FORAGER FUND, L.P. · sell · $5,634,571
FORAGER FUND, L.P. · sell · $13,468
FORAGER FUND, L.P. · sell · $365,727
BIEBER MICHAEL A · sell · $135,227
BIEBER MICHAEL A · exercise · $80,940
FORAGER FUND, L.P. · sell · $584,586
BRISBIN THOMAS DONALD · award
BIEBER MICHAEL A · sell · $271,162
BIEBER MICHAEL A · exercise · $161,880
DOWNES CYNTHIA A · award
COHEN STEVEN A · award
SHAHIDEHPOUR MOHAMMAD · award
MCGINN DENNIS V. · award
REDER WANDA KAY · award
BIEBER MICHAEL A · sell · $103,423
BIEBER MICHAEL A · exercise · $60,894
SHAHIDEHPOUR MOHAMMAD · sell · $92,490
FORAGER FUND, L.P. · sell · $1,090,807
BRISBIN THOMAS DONALD · sell · $634,374
BRISBIN THOMAS DONALD · exercise · $141,324
BRISBIN THOMAS DONALD · sell · $12,664
BRISBIN THOMAS DONALD · exercise · $2,831
BRISBIN THOMAS DONALD · sell · $257,460
BRISBIN THOMAS DONALD · exercise · $57,104
BRISBIN THOMAS DONALD · sell · $462,498
BRISBIN THOMAS DONALD · exercise · $102,857
BRISBIN THOMAS DONALD · sell · $235,177
BRISBIN THOMAS DONALD · exercise · $52,384
FORAGER FUND, L.P. · sell · $402,605
FORAGER FUND, L.P. · sell · $3,024,548
FORAGER FUND, L.P. · sell · $925,410
FORAGER FUND, L.P. · sell · $4,741,227
5 signals · latest 9d ago
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