Earnings Per Share

Willdan Group (WLDN) reported strong Q3 2025 financial results, with contract revenue up 15% to $182.0 million and net revenue increasing 25.5% to $95.0 million. Net income surged 86.8% to $13.7 million, and adjusted EBITDA rose 52.5% to $23.1 million. The company is raising its full-year 2025 financial targets, now anticipating net revenue between $360 million and $365 million and adjusted diluted EPS between $4.10 and $4.20. Willdan attributes its success to data center infrastructure and electrification initiatives.

Xcel Energy (XEL) reported a decrease in third quarter 2025 GAAP diluted earnings per share ($0.88 vs $1.21 in 2024). Year-to-date GAAP diluted earnings also declined ($2.47 vs $2.63). However, third quarter ongoing earnings per share were nearly flat ($1.24 vs $1.25), while year-to-date ongoing earnings increased ($2.84 vs $2.69). Xcel reaffirms its 2025 ongoing EPS guidance of $3.75-$3.85 and initiates 2026 ongoing EPS guidance of $4.04-$4.16, targeting 6-8+% long-term EPS growth and 4-6% dividend growth. A conference call was scheduled to review these results.

Benchmark Electronics (NYSE: BHE) reported its Q2 2025 financial results, with revenue of $642 million. GAAP operating income reached $20 million ($0.03 EPS) and Non-GAAP operating income reached $30 million ($0.55 EPS). CEO Jeff Benck cited sequential growth in Aerospace & Defense, Industrial, and Medical sectors, along with record new bookings. The company anticipates continued growth and operational leverage, projecting Q3 2025 revenue between $635 and $685 million, alongside GAAP EPS of $0.28-$0.34 and non-GAAP EPS of $0.56 – $0.62.

Campbell’s Q3 net sales rose 4% to $2.5 billion, with organic growth of 1%. Adjusted EBIT increased 2% to $362 million, while adjusted EPS decreased 3% to $0.73. The company maintained its fiscal year 2025 guidance, anticipating adjusted EPS at the lower end of the range. They also returned $403 million to shareholders.