Willdan Beats Q3 2026 Estimates as Revenue Rises 18% to $214.5M

Willdan (WLDN) beat estimates for the third quarter of 2026 on both revenue and adjusted EPS. Revenue was $214.5 million, up 18% from a year earlier, above the $107.8 million estimate, and adjusted EPS was $1.20, down 0.8% from a year earlier, above the $1.08 estimate.

Shares fell 3.1% in after-hours trading as of 5:04 p.m. ET, to $68.66 from a $70.85 close.

Q3 2026 scorecard

By our calculation, revenue was $106.7 million above the estimate and adjusted EPS was $0.12 above it. The QoQ column compares with the previous quarter's revenue of $117.2 million and adjusted EPS of $2.07. The YoY column compares with $182.0 million and $1.21 in the same quarter a year earlier.

GAAP results

• GAAP EPS. GAAP diluted EPS was $0.76, against $0.90 a year earlier.
• Net income. The company reported net income of $11.9 million on a GAAP basis, compared with net income of $13.7 million a year earlier.

Track record

• EPS record. Adjusted EPS beat the estimate in 8 of the last 8 reports, including this one.
• Revenue record. Revenue beat the estimate in 5 of the last 8 reports.
• Revenue trend. Revenue over the last 5 reports, oldest first: $182.0 million, $89.5 million, $92.4 million, $117.2 million and $214.5 million.

What to watch

• Next-quarter estimates. Consensus calls for EPS of $1.04 and revenue of $106.5 million next quarter, based on 2 analysts.
• Next report. Willdan is next expected to report on Feb. 25, 2027.
• Revenue growth. Whether revenue keeps growing from a year earlier after this quarter's 18% increase to $214.5 million.
• Related coverage. See our reports on StepStone, NGL Energy Partners, SiriusPoint and Karat Packaging.

Sources: Results are from Willdan's Nov. 5, 2026 quarterly report. Estimates are consensus figures. The prior-quarter and year-ago comparison figures are from Willdan's earlier quarterly reports. Items labeled by our calculation are our own arithmetic. This article is informational only and is not investment advice.