Willdan Group, Inc.

WLDN

$85.75

-1.52%

N/A-$1.32

산업재

엔지니어링 및 건설

NASDAQ

활발히 거래 중

윌단 그룹(Willdan Group, Inc.)과 그 자회사들은 주로 미국 내에서 운영되며, 다양한 전문 기술 및 자문 서비스를 제공합니다. 회사의 사업 활동은 에너지와 엔지니어링 ...

WLDN 공급망

상류

파운드리, 패키징, 메모리, 웨이퍼, 부품 등 투입 공급업체.

상류

Energy Toolbase (ETB)

HelioScope (Aurora Solar)

AMS (Asset Management Software provider)

Diverse local/regional construction & electrical subcontractors

Specialized engineering subconsultants

Solar panel & equipment OEMs (e.g., Qcells, Enphase, SolarEdge)

HVAC equipment manufacturers (e.g., Carrier, Trane, Lennox)

Energy Toolbase (ETB)

TSX:PSI

Software platform provider for solar and energy storage project modeling, proposal generation, and asset monitoring. Integrated into Willdan's design-build and performance contracting workflow.

HelioScope (Aurora Solar)

Solar PV design and production modeling software integrated with Energy Toolbase for project estimating workflows.

AMS (Asset Management Software provider)

AI-powered energy asset optimization and trading software platform integrated with Energy Toolbase for dispatching energy storage assets.

Diverse local/regional construction & electrical subcontractors

Field installation subcontractors for HVAC, lighting, solar PV, battery storage, and EV charging infrastructure deployed under Willdan-managed performance contracts with school districts, municipalities, and utilities.

Specialized engineering subconsultants

Subconsultants providing specialized civil, structural, geotechnical, and traffic engineering services on Willdan-managed municipal infrastructure projects.

하류

생산물을 소화하는 고객, 유통사, OEM 및 판매 채널.

하류

Southern California Edison (Edison International)

Clark County School District (CCSD)

Pacific Gas & Electric (PG&E)

SoCalGas & San Diego Gas & Electric (Sempra Energy)

Alameda County, California

New York City Mayor's Office of Climate & Environmental Justice

NYSERDA (New York State Energy Research and Development Authority)

SoCalREN (Southern California Regional Energy Network)

Southern California Edison (Edison International)

NYSE:EIX

Primary utility client for multiple energy efficiency programs (CEEP, CEDA, School Energy Efficiency). Represents ~10.7%+ of Energy segment contract revenue. Long-standing multi-decade relationship. · 10.7%

Clark County School District (CCSD)

$102M energy savings performance contract (2024) for energy infrastructure upgrades across 300,000-student district. One of two top customers in FY2025 Energy segment. · 8.0%

Pacific Gas & Electric (PG&E)

NYSE:PCG

Utility partner for California Energy Design Assistance (CEDA) program and Healthcare Energy Efficiency Program (HEEP). Willdan delivers programs in PG&E territory.

SoCalGas & San Diego Gas & Electric (Sempra Energy)

NYSE:SRE

Utility partner for CEDA program in SoCalGas/SDG&E territories. Willdan administers energy efficiency programs on behalf of these utilities.

Alameda County, California

$97M energy savings performance contract (November 2025) for electrification, solar PV, EV charging, and HVAC upgrades across county facilities.

대체 기업

분석에서 대표로 사용하는 상장 비교 기업 및 모니터링 종목.

대체 기업

Tetra Tech, Inc.

Jacobs Solutions Inc.

AECOM

Sterling Infrastructure, Inc.

Tetra Tech, Inc.

NASDAQ:TTEK

Direct competitor in engineering and consulting to government and utility clients. Similar exposure to infrastructure and energy end-markets. Larger scale ($5.4B revenue) but comparable business model of professional services to public sector.

Jacobs Solutions Inc.

NYSE:J

Large engineering and consulting peer with energy, infrastructure, and government client base. Willdan competes with Jacobs in energy efficiency and municipal engineering.

AECOM

NYSE:ACM

Large infrastructure consulting peer. Willdan competes with AECOM for utility and municipal engineering contracts. Reveals how larger diversified firms perform in similar end-markets.

Sterling Infrastructure, Inc.

NASDAQ:STRL

Frequently compared peer in infrastructure services. Smaller cap, infrastructure-focused providing a useful size-comparable proxy for valuation and margin analysis.

지역

공급망을 왜곡할 수 있는 지역별 노출.

지역

California

Nevada

New York

Southern California Edison (Edison International)

Pacific Gas & Electric (PG&E)

SoCalGas / San Diego Gas & Electric (Sempra Energy)

Alameda County

Clark County School District (CCSD)

NYC Mayor's Office of Climate & Environmental Justice

NYSERDA

California

Revenue concentration — majority of utility and municipal contracts are California-based. Subject to CA regulatory (CPUC), climate (wildfires, droughts), and budgetary risks.

Southern California Edison (Edison International)NYSE:EIXLargest single customer; ~10.7%+ of Energy segment revenue

Pacific Gas & Electric (PG&E)NYSE:PCGMajor utility partner across multiple energy efficiency programs

SoCalGas / San Diego Gas & Electric (Sempra Energy)NYSE:SREUtility partner for CEDA and other programs

Nevada

Large single contract concentration with Clark County School District ($102M). Dependent on school district bond funding and Nevada energy policy.

Clark County School District (CCSD)$102M energy savings performance contract; one of top 2 customers in FY2025

New York

Growing exposure via NYC Accelerator ($27M), NYSERDA programs, and expanding Northeast footprint. Subject to NY state/local policy and budget cycles.

NYC Mayor's Office of Climate & Environmental Justice$27M contract for NYC Accelerator program (2026-2029)

NYSERDALong-standing client for clean energy programs

집중도

공급망을 왜곡할 수 있는 고객, 공급업체 또는 파트너 집중 노출.

Customer

Critical

Top 10 customers account for 50.7% of consolidated contract revenues. Two customers (Southern California Edison and Clark County School District) represented 27.4% of Energy segment revenues in FY2025. Loss of either would materially impact revenue.

Customer

High

Heavy reliance on California utility contracts (SCE, PG&E, SoCalGas/SDG&E). Regulatory changes or budget cuts at these utilities could reduce program funding.

Other

Medium

Business model relies on subcontractor availability and performance. Shortage of qualified subcontractors (construction labor, HVAC, electrical) could delay projects and increase costs.

매출 구성

대상 기업의 매출 구성이 공급망 영향력과 의존도로 이어지는 방식.

Energy

84.5%

$0.6B

Drives demand for subcontractors in energy efficiency installation (HVAC, lighting, solar PV, EV charging), software platforms (project modeling, monitoring), and equipment vendors. Segment relies heavily on utility program contracts and performance contracting. Key customer concentration risk with Southern California Edison and Clark County School District.

Engineering & Consulting Services

15.5%

$0.1B

Drives demand for specialized subconsultants (civil, structural, traffic engineering), GIS/software tools, and building code expertise. Lower subcontractor intensity than Energy segment. Clients are primarily municipalities and public agencies.

회사 소개개인정보 처리방침서비스 약관면책 조항종목 디렉터리ETF지수13F 보유 종목목표주가무료 도구기술 지도Slack 참여하기

Plutux는 투자자문업자가 아닙니다. 시장 데이터와 AI가 생성한 분석은 정보 제공 및 교육 목적일 뿐 투자 자문이 아닙니다. 면책 조항

Willdan Group, Inc.

WLDN 공급망

상류

Energy Toolbase (ETB)

HelioScope (Aurora Solar)

AMS (Asset Management Software provider)

Diverse local/regional construction & electrical subcontractors

Specialized engineering subconsultants

Solar panel & equipment OEMs (e.g., Qcells, Enphase, SolarEdge)

HVAC equipment manufacturers (e.g., Carrier, Trane, Lennox)

하류

Southern California Edison (Edison International)

Clark County School District (CCSD)

Pacific Gas & Electric (PG&E)

SoCalGas & San Diego Gas & Electric (Sempra Energy)

Alameda County, California

New York City Mayor's Office of Climate & Environmental Justice

NYSERDA (New York State Energy Research and Development Authority)

SoCalREN (Southern California Regional Energy Network)

View More

대체 기업

Tetra Tech, Inc.

Jacobs Solutions Inc.

AECOM

Sterling Infrastructure, Inc.

지역

California

Nevada

New York

WLDN 공급망

상류

Energy Toolbase (ETB)

HelioScope (Aurora Solar)

AMS (Asset Management Software provider)

Diverse local/regional construction & electrical subcontractors

Specialized engineering subconsultants

Solar panel & equipment OEMs (e.g., Qcells, Enphase, SolarEdge)

HVAC equipment manufacturers (e.g., Carrier, Trane, Lennox)

하류

Southern California Edison (Edison International)

Clark County School District (CCSD)

Pacific Gas & Electric (PG&E)

SoCalGas & San Diego Gas & Electric (Sempra Energy)

Alameda County, California

New York City Mayor's Office of Climate & Environmental Justice

NYSERDA (New York State Energy Research and Development Authority)

SoCalREN (Southern California Regional Energy Network)

View More

대체 기업

Tetra Tech, Inc.

Jacobs Solutions Inc.

AECOM

Sterling Infrastructure, Inc.

지역

California

Nevada

New York