Willdan Q2 Revenue More Than Doubles Consensus, EPS Crushes Estimates
WLDN sits 32% above its 52-week low of $64.665.
Summary
Willdan's Q2 2026 revenue of $231M more than doubled consensus, with adjusted EPS of $1.58 crushing estimates. The Energy segment and Burton acquisition fueled the beat, though cash declined and debt rose to fund growth.
Key Events · Earnings and Guidance · WLDN
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Q2 Revenue More Than Doubles Consensus
Contract revenue of $231 million exceeded the $102 million consensus by over 125%, driven by a 38% surge in the Energy segment and the Burton Energy Group acquisition.
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Adjusted EPS of $1.58 Crushes Estimates
Diluted EPS of $1.58 compared to $1.03 a year ago, with operating income up 67% to $19.7 million, reflecting strong operating leverage.
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Burton Acquisition Adds $27.9M in Revenue
The May 4, 2026 acquisition of Burton Energy Group contributed $27.9 million in revenue and $2.6 million in operating income during the quarter.
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Cash Declines, Debt Rises to Fund Growth
Cash and equivalents fell to $34.9 million from $65.9 million at year-end, while the company drew $30 million on its revolving credit facility to fund the Burton acquisition, with $20 million outstanding.
Analysis · WLDN · Trade & Services
A massive Q2 beat reshapes the narrative around demand and execution. Contract revenue of $231 million more than doubled the $102 million consensus, while adjusted EPS of $1.58 trounced expectations. The Energy segment led the charge, with revenue up 38% year-over-year, amplified by the Burton Energy Group acquisition. Operating income jumped 67% to $19.7 million. The balance sheet, however, reflects the cost of growth: cash fell to $34.9 million from $65.9 million at year-end, and the company drew $30 million on its revolver to fund the Burton deal. Against a backdrop of recent insider selling by the CEO, this blowout quarter resets the narrative around demand strength and execution.
How filings like this one have moved
In the 30 days to Oct 3, 2026, 41% of the 327 measured filings Wiseek scored 9 moved their stock by 5% or more by the next session's close. The median move was -0.30%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, WLDN was trading at $85.50 on NASDAQ in the Trade & Services sector, with a market capitalization of approximately $1.1B. The 52-week trading range was $64.67 to $137.00. This filing was assessed with positive market sentiment and an importance score of 9 out of 10.