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STRL

Sterling Infrastructure, Inc.

STRL

NASDAQ·Industrials·Engineering & Construction·Mkt cap $23.8B

$700.75

-9.76%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$225.47 - $1,005.68

P/E

62.46

Fwd P/E

58.35

Beta

1.82

Div Yield

0.00%

Avg Vol

712.4K

Shares Out

30.7M

Mkt Cap

$23.8B

Price action

Price chart

Up 239.5% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Established relationships with state DOTs, transit authorities, and major national home builders
  • Geographic diversification across high-growth regions with significant infrastructure investment
  • Specialized expertise in e-infrastructure and data center construction serving blue-chip clients
  • Integrated service capabilities reducing project complexity for customers

Bear Case

2 risks

  • Above-average volatility (beta 1.8).
  • Growth premium of 2.5x vs Construction & Engineering peers. Elevated but may be justified by growth trajectory.

Growth

Stable outlook

Federal infrastructure spending and state transportation funding increases

Value

Growth premium of 2.5x vs Construction & Engineering peers. Elevated but may be justified by growth trajectory.

Momentum

Hot

+86.5% over 3m

Quality

Stable

High-growth business (37% revenue growth, 23% gross margin). Profitable with strong growth momentum.

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Aug 3, 2026

Q2 26 RECAP

MAY 4, 2026

Reported EPS of $3.59 vs $2.29 consensus (+56.8% surprise). Revenue of $825.7M vs $603.6M expected (+36.8%). Beat on both top and bottom lines.

EPS beat +56.8%
Rev beat +36.8%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+56.8%

Next: Aug 3, 2026

Revenue trend · last 8Q

+3%

-2%

+5%

+16%

+51%

+92%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$582.8M

$593.7M

$498.8M

$430.9M

$614.5M

$689.0M

$755.6M

$825.7M

Margins · last 8Q

Gross

Operating

Profit

11.6%

Wall Street consensus

3 analysts · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

3

100%

Hold

0%

Sell

0%

Median Price Target

$889.00

+26.9% vs $700.75

Low $510.00
Median $889.00
High $950.00

Latest: KeyBanc · $922.00 · Jun 2, 2026

3 analysts covering

vs Industry

How STRL stacks vs Engineering & Construction

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.