Zacks Investment Research·5 days ago
Buy 3 Momentum Anomaly Stocks as Markets Wrap Up a Record First HalfSTRL, STX and SMTC show strong 52-week price momentum despite one-week pullbacks as markets hit records after a powerful first half.
Sterling Infrastructure, Inc.(STRL)Earnings, Financials & Key Ratios
STRL•NASDAQ
$776.55
82.8× P/E·Price updated Jul 7, 2026
AboutSterling Infrastructure, Inc. engages in the transportation, e-infrastructure, and building solutions primarily in the Southern United States, the Northeastern and Mid-Atlantic United States, the Rocky Mountain states, California, and Hawaii. It undertakes infrastructure and rehabilitation projects for highways, roads, bridges, airports, ports, light rail, water, wastewater, and storm drainage systems for the departments of transportation in various states, regional transit authorities, airport authorities, port authorities, water authorities and railroads. The company also provides specialty site infrastructure improvement contracting services for blue-chip end users in the e-commerce, data center, distribution center and warehousing, and energy sectors. In addition, it undertakes residential and commercial concrete foundations for single-family and multi-family homes, parking structures, elevated slabs, and other concrete work for national home builders, regional and custom home builders, and developers and general contractors in commercial markets. The company was formerly known as Sterling Construction Company, Inc. and changed its name to Sterling Infrastructure, Inc. in June 2022. Sterling Infrastructure, Inc. was founded in 1955 and is headquartered in The Woodlands, Texas.Show more
- Revenue$2.49B+17.7%
- EBITDA$491M+47.5%
- Net Income$290M+12.7%
- EPS (Diluted)9.38+13.4%
- Gross Margin22.09%+9.7%
- EBITDA Margin19.73%+25.4%
- Operating Margin16.64%+33.0%
- Net Margin11.65%-4.2%
- ROE30.02%-15.4%
STRL Price & Volume
Sterling Infrastructure, Inc. (STRL) stock price & volume — 10-year historical chart
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Sterling Infrastructure Accelerates Growth Through E-Infrastructure Pivot
Investment Thesis • Updated 2026Q1
VerdictPositive
Growth:Accelerating
Profitability:Strong
Financial:Fortress
Cash Flow:Robust
Primary Risk:Project execution and labor
Key Thesis Takeaways
- Sterling Infrastructure is successfully transitioning from traditional civil construction to high-margin E-Infrastructure projects, driving a 91.6% year-over-year revenue surge as of 2026Q1.
- This strategic pivot is supported by a fortress balance sheet with a 0.29 debt-to-equity ratio and consistent operational cash flow generation.
- Investors should monitor potential project execution risks and the sustainability of current valuation multiples, given the forward P/E of 42.59.
Verdict Logic
the company demonstrates strong operational momentum with a 16.9% operating margin and a healthy $511.9M cash position, though the current P/E of 85.80 warrants caution regarding valuation entry points.
STRL Growth Metrics
Sterling Infrastructure, Inc. (STRL) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years14.85%
5 Years15.21%
3 Years12.06%
TTM36.96%
Profit CAGR
10 Years-
5 Years46.98%
3 Years39.68%
TTM30.37%
EPS CAGR
10 Years-
5 Years44.29%
3 Years39.17%
TTM30.61%
Return on Capital
10 Years14.53%
5 Years19.95%
3 Years23.19%
Last Year28.53%
STRL Recent Earnings
Sterling Infrastructure, Inc. (STRL) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 12/12 qtrs (100%)●Beat Revenue 8/12 qtrs (67%)
Q2 2026Latest
May 4, 2026Metric
Actual
Est
EPS
$3.59+57.5%
$2.28
Rev
$826M+36.8%
$604M
Q1 2026
Feb 25, 2026Metric
Actual
Est
EPS
$3.08+17.6%
$2.62
Rev
$756M+18.0%
$640M
Q4 2025
Nov 3, 2025Metric
Actual
Est
EPS
$3.48+24.7%
$2.79
Rev
$689M+8.0%
$638M
Q3 2025
Aug 4, 2025Metric
Actual
Est
EPS
$2.69+19.0%
$2.26
Rev
$614M+0.4%
$612M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 4, 2026 | $3.59vs $2.28+57.5% | $826Mvs $604M+36.8% |
| Q1 2026 | Feb 25, 2026 | $3.08vs $2.62+17.6% | $756Mvs $640M+18.0% |
| Q4 2025 | Nov 3, 2025 | $3.48vs $2.79+24.7% | $689Mvs $638M+8.0% |
| Q3 2025 | Aug 4, 2025 | $2.69vs $2.26+19.0% | $614Mvs $612M+0.4% |
Based on last 12 quarters of dataView full earnings history →
Latest STRL News
Recent stock market news and headlines for Sterling Infrastructure, Inc. (STRL)
Zacks Investment Research·5 days ago
Can Transportation Solutions Add More Value to Sterling's Growth?Sterling Infrastructure, Inc. STRL has built a diversified business across multiple infrastructure markets, with Transportation Solutions remaining an important contributor to its long-term strategy. While the segment may not attract as much attention as the company's faster-growing businesses, it plays a meaningful role by generating stable earnings, supporting efficient resource allocation and strengthening the overall operating model.
Zacks Investment Research·5 days ago
5 Top-Ranked Momentum Stock Picks for Q3 2026 After a Fabulous Q2Q2 market gains fueled by AI momentum set the stage for Q3. MU, WDC, MCHP, CRDO and STRL are five momentum stocks positioned to benefit in Q3.
Zacks Investment Research·6 days ago
Why Sterling Infrastructure (STRL) Dipped More Than Broader Market TodaySterling Infrastructure (STRL) concluded the recent trading session at $776.55, signifying a -7.48% move from its prior day's close.
Fool - Investing News·Jun 30, 2026
State Street SPDR Small Cap ETF Outpaces iShares on ReturnsExplore how portfolio size and sector exposure differ between these two small-cap ETFs, each offering unique advantages for investors.
Peers Comparison
Key metrics vs top competitors for Sterling Infrastructure, Inc. (STRL)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $776.55 | $23.83B | 82.79 | 17.69% | 11.65% | 30.02% | — | |
| $86.97 | $4.72B | 17.32 | 18.97% | 3.31% | 15.21% | — | |
| $103.71 | $5.86B | 56.36 | 54.2% | 3.9% | 13.68% | — | |
| $419.08 | $6.53B | 55.65 | 8.79% | 3.71% | 22.14% | — | |
| $609.47 | $12.14B | 40.58 | 16.89% | 10.47% | 40.55% | — | |
| $76.89 | $1.16B | 22.03 | 20.46% | 8.24% | 19.38% | — |
Compare STRL vs Peers
Sterling Infrastructure, Inc. (STRL) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
STRL SEC Filings & Documents
Sterling Infrastructure, Inc. (STRL) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
May 4, 2026·SEC
Material company update
Apr 8, 2026·SEC
Material company update
Feb 25, 2026·SEC
10-K Annual Reports
310-Q Quarterly Reports
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STRL Frequently Asked Questions
Sterling Infrastructure, Inc. (STRL) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Sterling Infrastructure, Inc.'s revenue?
Sterling Infrastructure, Inc. (STRL) reported $2.88B in revenue for fiscal year 2025. This represents a 5994% increase from $47.3M in 1996.
How fast is Sterling Infrastructure, Inc. growing?
Sterling Infrastructure, Inc. (STRL) grew revenue by 17.7% over the past year. This is strong growth.
Is STRL profitable?
Yes, Sterling Infrastructure, Inc. (STRL) is profitable, generating $346.6M in net income for fiscal year 2025 (11.7% net margin).
Dividend & Returns
What is STRL's return on equity?
Sterling Infrastructure, Inc. (STRL) has a return on equity (ROE) of 30.0%. This is excellent, indicating efficient use of shareholder capital.
What is Sterling Infrastructure, Inc.'s free cash flow?
Sterling Infrastructure, Inc. (STRL) generated $440.2M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.