Sterling Infrastructure's revenue surged roughly 127% year over year to about $1.6B in 2026Q3, and gross margin reset to 24.1% from roughly 19.3% in 2024Q2, suggesting a durable mix shift toward negotiated, higher-value work.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue reached about $1.6B in 2026Q3 with operating margin expanding to 19.6% from 12.5% in 2024Q4, suggesting overhead is scaling far slower than revenue, though the pace of growth may not be sustainable.
Sterling Infrastructure reported a first-quarter earnings and revenue beat, raising its 2026 guidance.
The company highlighted a larger backlog driven by AI-related data center projects.
Investors emphasize Sterling Infrastructure's turnaround as a key bullish driver.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 28, 2026 | $7.58+22.3% vs $6.20 | $1.6B+30.9% vs $1.2B |
Q3 2026 Aug 3, 2026 | $5.80+15.8% vs $5.01 | $1.2B+20.5% vs $969M |
Q2 2026 May 4, 2026 | $3.59+57.5% vs $2.28 | $826M+36.8% vs $604M |
Q1 2026 Feb 25, 2026 | $3.08+17.6% vs $2.62 | $756M+18.0% vs $640M |
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Zacks.com users have recently been watching Sterling Infrastructure (STRL) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Sterling's discounted valuation, rapid earnings growth and net cash position support its Buy case, but margin pressure and weaker cash conversion warrant caution.
STRL raises its 2026 revenue, earnings and EBITDA guidance as record backlog and surging E-Infrastructure demand fuel growth, despite rising execution risks.
Benchmark STRL against direct peers instead of judging its metrics in isolation.
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 |
|---|---|---|---|---|---|---|---|
| $252.82 | $7.76B | 14.17 | 17.69% | 12.85% | 42.26% | — | |
| $65.40 | $3.55B | 36.74 | 18.97% | 1.36% | 5.9% | 0.48% | |
| $77.18 | $4.36B | 30.47 | 54.2% | 4.1% | 14.61% | — | |
| $262.91 | $4.09B | 21.39 | 8.79% | 4.48% | 26.32% | — | |
| $158.45 | $6.31B | 14.03 | 16.89% | 11.45% | 43.81% | — | |
| $66.22 | $1B | 16.22 | 20.46% | 8.19% | 18.99% | — |
Sterling Infrastructure, Inc. (STRL) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Sterling Infrastructure, Inc. (STRL) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 28, 2026·SEC
Oct 5, 2026·SEC
Aug 3, 2026·SEC
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Sterling Infrastructure, Inc. (STRL) stock FAQ — growth, dividends, profitability & financials explained
Sterling Infrastructure, Inc. (STRL) reported $4.31B in revenue over the trailing twelve months. Revenue was $2.49B in fiscal year 2025. That is 5160% more than the $47.3M of fiscal year 1996.
Sterling Infrastructure, Inc. (STRL) grew revenue by 93.1% over the trailing twelve months, compared with the twelve months before.
Yes. Sterling Infrastructure, Inc. (STRL) earned $554.3M in net income over the trailing twelve months (a 12.9% net margin).
Sterling Infrastructure, Inc. (STRL) had a return on equity (ROE) of 42.3% over the trailing twelve months. That is well above the market's typical 10-15%.
Sterling Infrastructure, Inc. (STRL) generated $469.9M in free cash flow over the trailing twelve months.
