Sterling Infrastructure, Inc.
STRL
NASDAQ·Industrials·Engineering & Construction·Mkt cap $14.9B
$486.49
▲ +5.75%
P/E
34.77
Mkt Cap
$14.9B
52-Wk Range
$280.81–$1,006
52-Week Range
$280.81 - $1,005.68
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 69.7% over the trailing year
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 1.1x vs Construction & Engineering peers. Reasonable for this growth rate.
Growth
Moderate growth ahead
Federal infrastructure spending and state transportation funding increases
Value
Growth premium of 1.1x vs Construction & Engineering peers. Reasonable for this growth rate.
Momentum
Falling
-45.5% over 3m
Quality
Stable
High-growth business (61% revenue growth, 24% gross margin). Profitable with strong growth momentum.
Dividend
None
No dividend
Smart-money signal
Who's buying STRL right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 2, 2026
AUG 3, 2026
Reported EPS of $5.80 vs $5.01 consensus (+15.8% surprise). Revenue of $1.2B vs $969.2M expected (+20.5%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+15.8%
Revenue trend · last 8Q
—
+3%
-2%
+5%
+16%
+51%
+92%
+90%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$593.7M
$498.8M
$430.9M
$614.5M
$689.0M
$755.6M
$825.7M
$1.2B
Margins · last 8Q
Gross
24.8%
Operating
-11.5%
Profit
14.4%
Wall Street consensus
2 analysts · 100% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
100%
Hold
0%
Sell
0%
Median Price Target
—
Latest: KeyBanc · $922.00 · Jun 2, 2026
vs Industry
How STRL stacks vs Engineering & Construction
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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