Willdan Group, Inc. (WLDN) Raises FY2026 Targets, Sets Preliminary FY2027 Goals

Willdan Group (WLDN) reported 18% Q3 revenue growth and 25.2% adjusted EBITDA margin. The company raised FY2026 targets and set preliminary FY2027 goals, including $1.0B revenue and 25%+ adjusted EBITDA growth. The updates follow recent growth and the Mantis Innovation acquisition.

Original reporting
Published Nov 5, 2026, 9:12 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Nov 5, 2026, 9:16 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
Willdan Group, Inc. (WLDN) Raises FY2026 Targets, Sets Preliminary FY2027 Goals — source image
Decision brief

The 30-second read

$WLDNBullishMed
01

Why it matters

The guidance upgrade is a primary disclosure that could drive the stock higher, especially given the company's recent acquisition momentum.

02

Market read

First report of fresh guidance for Willdan; investors may adjust valuations based on higher revenue and EBITDA expectations.

03

What to watch

Potential macro‑economic headwinds could temper demand for Willdan's services.

Relevance 7/10Novelty 7/10Timing: post‑earnings release

Background

Willdan Group reported Q3 results and issued new FY2026 and FY2027 guidance after completing its Mantis Innovation acquisition.

Company-level read

Ticker impact

$WLDNBullishHigh confidence
Context

Willdan disclosed Q3 revenue growth and raised FY2026 targets, adding FY2027 preliminary goals including $1B revenue and >25% EBITDA growth.

Expected impact

potential upside as investors price in higher revenue and margin outlook

Evidence & confidence

The new targets exceed prior expectations and follow a recent acquisition, indicating momentum.

Market effects

May lift sentiment for the utility‑services sector as a peer shows strong growth.

Limited to U.S. small‑cap investors focused on growth‑oriented service firms.

Low

Counterpoint

If the acquisition integration faces delays, the guidance could be overly optimistic.

Key entities

  • Willdan Group, Inc.

    U.S. listed provider of professional and technical services.

  • Mantis Innovation

    Acquired firm, described as Willdan's largest acquisition.

Related articles

$WLDNMedAI 8/10

Willdan Group Q3 Earnings Call Highlights

Willdan Group reported a 17% revenue increase to $322M for the first nine months of 2026, with adjusted EBITDA up 34% to $79.4M. The company acquired Mantis, expecting $75M in net revenue, and raised its 2026 outlook. Willdan aims for $1B in contract revenue and $140M in EBITDA for 2027. The acquisition was financed with a $250M term loan and revolver draw.

$WLDNHighAI 8/10

Willdan Group (WLDN) Q3 2026 Earnings Call Transcript

Willdan Group (WLDN) reported Q3 2026 earnings, highlighting 18% net revenue growth and 22% Adjusted EBITDA growth. The company diversified its customer base, reducing concentration risk and expanding into commercial markets. Willdan closed the Mantis acquisition, expecting $75M in net revenue with 35% EBITDA margin. Key contract wins include a $3.3B NYPA contract and projects for Con Edison and National Grid.

$WLDNMed

Willdan earnings beat by $0.11, revenue topped estimates

Willdan (WLDN) reported Q3 EPS of $1.20, beating estimates by $0.11, with revenue at $214.5M, surpassing expectations of $108.4M. The company guided FY 2026 EPS to $5.15-$5.25, below consensus of $5.07, and revenue to $435M-$445M, well below consensus of $826.8M. WLDN's stock is down 17.85% over the last 3 months and 16.91% over the last 12 months.