WLDN at a glance
Willdan Group, Inc. (WLDN, SEC CIK 1370450) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on September 23, 2026 and Form 4 insider filings as recently as September 17, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended January 2, 2026 (FY2025), Willdan Group, Inc. (WLDN) reported revenue of $681.6 million (up 20.5% from FY2024) and net income of $52.6 million. Diluted EPS was $3.49.
- As of June 30, 2026, 27 institutional investment managers tracked by SignalX reported holding Willdan Group, Inc. (WLDN) shares worth $356.4 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Brisbin Thomas Donald on September 15, 2026 of 900 shares at $80.91 per share.
- In the last 90 days, WLDN insiders reported 0 open-market purchases ($0) and 5 open-market sales ($6.2M) on Form 4, a net sale of $6.2M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $681.6M
- +20.5% vs prior year
- Insiders · 90 days
- 0 buys · 5 sells
- Net −$6.2M
- 13F holders
- 27 funds
- $356.4M · −1 vs prior quarter
- Latest 8-K
- Sep 23, 2026
- Item 1.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Jan 2, 2026
Business Overview
- Core business model: Provider of energy, engineering, and consulting solutions for public and private sectors
- No new products, services, or segments disclosed in the 2026 filing text provided
- Emphasis on governance and shareholder information incorporated by reference, indicating focus on transparency and shareholder relations
- Proxy Statement for 2026 Annual Meeting filing within 120 days after fiscal year-end, outlining executive compensation and ownership details
- No quantitative business metrics or strategic shifts disclosed in the provided 2026 Business section excerpt
Risk Factors
- Cybersecurity breach risk with potential operational disruption and reputational harm despite ongoing audits and Board-level risk oversight
- Dependency on third-party service providers’ cybersecurity, with vendor assessments and contractual security obligations to mitigate risks
- Cybersecurity incident escalation includes direct involvement of Company CEO, CFO, General Counsel signaling key-person dependency in crisis response
Management Discussion & Analysis
- Revenue $681.6M in fiscal 2025, up 20.5% YoY from $565.8M in 2024; Energy segment up $102.7M (21.7%), Engineering and Consulting up $13.1M (14.1%)
- Gross margin improved to 37.5% in 2025 from 35.8% in 2024; operating income margin 6.5% vs 5.5% with operating income $44.1M vs $31.4M
- Best segment: Energy $576.1M revenue (84.5% of total), +21.7%; Worst segment: Engineering and Consulting $105.5M, +14.1% but lower revenue base
- Operating cash flow $80.1M in 2025; $45.6M used in investing (acquisitions, software, capex); financing cash outflow $42.7M mainly debt repayment and taxes on stock grants
- Forward outlook includes growth via acquisitions and increased demand in energy efficiency; key risks include interest rates, utilization of contingent earnouts, and contract mix changes
AI summary of the WLDN 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jul 3, 2026
Management Discussion & Analysis
- Q2 contract revenue $231.0M, up 33.2% YoY from $173.5M
- Energy revenue $202.6M, up 38.1%; Engineering and Consulting $28.4M, up 6.4%
- Gross margin 37.9% vs 39.4%; operating margin 8.5% vs 6.8%
- Six-month operating cash flow $19.5M vs $28.7M; investing outflow $54.1M, primarily acquisitions
- $34.9M unrestricted cash; management expects liquidity sufficient for at least the next 12 months
Risk Factors
- No material changes to 10-K risk factors for year ended January 2, 2026
- Carried-forward regulatory and compliance risks unchanged from the 10-K
- Carried-forward operational and competitive risks unchanged from the 10-K
- Carried-forward liquidity, debt, currency, and concentration risks unchanged from the 10-K
AI summary of the WLDN 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 1.01: Entry into a Material Definitive Agreement
- Willdan agreed to acquire 100% of Mantis Intermediate Holdings for a $285 million base cash purchase price
- Final consideration subject to working capital, cash, debt, and transaction-expense adjustments
Item 2.02: Results of Operations and Financial Condition
- Q2 fiscal 2026 results for quarter ended July 3, 2026
- Press release issued August 6, 2026
Item EX-99.1: Item EX-99.1
- Q2 net revenue $117.2M, up 23.5%, with 18% organic growth signaling strong underlying energy-services demand
- Adjusted EBITDA $33.0M, up 50.6%, indicating substantial operating leverage and favorable business mix
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Board-approved amendment and restatement of Willdan’s 2008 Performance Incentive Plan
- Stockholder approval required before amended incentive plan becomes effective
Item 5.07: Submission of Matters to a Vote of Security Holders
- 79.91% shareholder participation established quorum at the June 17, 2026 annual meeting
- All seven director nominees elected, with withheld votes ranging from 51,280 to 893,099
AI summaries of WLDN 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for WLDN
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Brisbin Thomas Donald | M | Sep 16, 2026 | 22,635 | - |
| Brisbin Thomas Donald | M | Sep 16, 2026 | 22,635 | $16.27 |
| Brisbin Thomas Donald | M | Sep 15, 2026 | 4,905 | $16.27 |
| Brisbin Thomas Donald | Sell | Sep 15, 2026 | 900 | $80.91 |
| Brisbin Thomas Donald | Sell | Sep 15, 2026 | 4,005 | $79.01 |
| Brisbin Thomas Donald | M | Sep 15, 2026 | 4,905 | - |
| Brisbin Thomas Donald | M | Sep 8, 2026 | 3,439 | $16.27 |
| Brisbin Thomas Donald | M | Sep 8, 2026 | 3,439 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $565.8M | $681.6M |
| Gross Profit | - | $202.8M | $255.7M |
| Operating Income | - | $31.4M | $44.1M |
| Net Income | - | $22.6M | $52.6M |
| Gross Margin | - | 35.8% | 37.5% |
| Op. Margin | - | 5.5% | 6.5% |
| Net Margin | - | 4.0% | 7.7% |
| Balance Sheet | |||
| Total Assets | $415.6M | $464.9M | $544.2M |
| Equity | - | $234.3M | $304.9M |
| ROE | - | 9.6% | 17.2% |
| Per Share | |||
| EPS | - | $1.58 | $3.49 |
| Cash Flow | |||
| Operating CF | - | $72.1M | $80.1M |
| CapEx | $9.9M | $8.4M | $9.4M |
Source: XBRL data in Willdan Group, Inc. (WLDN)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate WLDN share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 27 | $356.4M |
| Q1 2026 | 28 | $360.3M |
| Q4 2025 | 27 | $494.0M |
| Q3 2025 | 26 | $463.4M |
| Q2 2025 | 27 | $273.9M |
| Q1 2025 | 23 | $115.0M |
| Q4 2024 | 18 | $88.6M |
| Q3 2024 | 17 | $63.0M |
- BlackRock+120.9K (+9%)
- Vanguard Portfolio Management LLC+42.1K (+9%)
- Goldman Sachs Group+25.4K (+20%)
- State Street Corp+22.7K (+7%)
- Vanguard Capital Management LLC+19.6K (+3%)
- Two Sigma Investments−317.4K (-68%)
- Wells Fargo & Co−102.4K (-69%)
- Ameriprise Financial−11.9K (-4%)
- Millennium Management−11.8K (-71%)
- Morgan Stanley−10.6K (-9%)
- U.S. Bancorp+12
- Citadel Advisors LLC−31.6K
- Renaissance Technologies LLC−10.9K
Source: 13F-HR filings on SEC EDGAR (aggregated from 193 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
WLDN filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 23, 2026 | - | Analysis | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 10-Q | Aug 7, 2026 | Jul 3, 2026 | Analysis | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 8-K | Jun 18, 2026 | - | Analysis | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| SC 13G | May 19, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 14, 2026 | - | - | |
| 10-Q | May 8, 2026 | Apr 3, 2026 | Analysis | |
| 8-K | May 7, 2026 | - | Analysis | |
| 4 | Mar 26, 2026 | - | - | - |
| 4 | Mar 26, 2026 | - | - | - |
| 4 | Mar 26, 2026 | - | - | - |
| 4 | Mar 23, 2026 | - | - | - |
| 4 | Mar 23, 2026 | - | - | - |
| 4 | Mar 23, 2026 | - | - | - |
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WLDN SEC filings: frequently asked questions
Are WLDN insiders buying or selling?
In the last 90 days, Willdan Group, Inc. (WLDN) officers, directors and 10% owners reported no open-market purchases and 5 open-market sales worth $6.2 million by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold WLDN stock?
As of June 30, 2026, the largest Willdan Group, Inc. (WLDN) holders among the 13F filers tracked by SignalX were BlackRock ($113.8 million), Vanguard Capital Management LLC ($50.1 million), Vanguard Portfolio Management LLC ($41.7 million), State Street Corp ($26.7 million), Dimensional Fund Advisors ($25.4 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was WLDN's revenue in fiscal year 2025?
For the fiscal year ended January 2, 2026 (FY2025), Willdan Group, Inc. (WLDN) reported revenue of $681.6 million (up 20.5% from FY2024) and net income of $52.6 million. Diluted EPS was $3.49. The figures come from the XBRL data in the 10-K.
What are the main risks in WLDN's latest 10-K?
In the 10-K filed February 27, 2026, Willdan Group, Inc. (WLDN) flagged: Cybersecurity breach risk with potential operational disruption and reputational harm despite ongoing audits and Board-level risk oversight. Dependency on third-party service providers’ cybersecurity, with vendor assessments and contractual security obligations to mitigate risks. (AI summary of the Risk Factors section.)
What did WLDN report in its latest 8-K?
Willdan Group, Inc. (WLDN) filed an 8-K on September 23, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement). Willdan agreed to acquire 100% of Mantis Intermediate Holdings for a $285 million base cash purchase price.
What are the latest WLDN SEC filings?
Willdan Group, Inc. (WLDN) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on September 23, 2026 and a Form 4 insider filing on September 17, 2026.
What is WLDN's SEC CIK number?
Willdan Group, Inc. (WLDN)'s SEC Central Index Key (CIK) is 1370450. EDGAR lists every WLDN filing under that number.
Ask anything about WLDN
The research agent reads WLDN's filings, financials, insider trades and 13F holders, then answers with sources.