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NASDAQ · US · Engineering & Construction

STRL Sterling Infrastructure

Site development for data centres

Tight but sold off Its supply chain is tightening but the stock is below its 50-day average — price and fundamentals disagree. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-27
$368.8
+2.25% today
1W
−10.5%
1M
−26.0%
3M
−25.4%
YTD
+20.4%
1Y
−2.1%
Off 52w high
−62.9%
Next earnings (est.): 2026-10-28
Market cap$11.03B
P/E (trailing)26.0Forward 14.0
EV / sales3.1×EV/EBITDA 15.1×
Revenue (TTM)$3.44BGrowth 90.1% y/y
Margins23.8%gross · op 20.1%
Free cash flow$349MCash $464M · debt $337M
Analyst target$836.7+126.9% upside · 7 analysts · strong buy
Riskβ 1.86Short 4.4% of float

Fundamentals from public market data, refreshed daily (2026-10-26 21:24 UTC). Figures in reporting currency.

STRL · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-08-03EarningsBeat / raise

    Reported EPS 5.8 vs 5.18 expected (+11.9% surprise).

  2. 7
    2026-05-04EarningsBeat / raise

    Reported EPS 3.59 vs 2.19 expected (+63.9% surprise).

  3. 6
    2026-02-25EarningsBeat / raise

    Reported EPS 3.08 vs 2.63 expected (+17.0% surprise).

  4. 5
    2025-11-03EarningsBeat / raise

    Reported EPS 3.48 vs 2.84 expected (+22.6% surprise).

  5. 4
    2025-08-04EarningsBeat / raise

    Reported EPS 2.51 vs 2.25 expected (+11.4% surprise).

  6. 3
    2025-05-05EarningsBeat / raise

    Reported EPS 1.63 vs 1.45 expected (+12.6% surprise).

  7. 2
    2025-02-25EarningsBeat / raise

    Reported EPS 1.46 vs 1.33 expected (+10.0% surprise).

  8. 1
    2024-11-06EarningsBeat / raise

    Reported EPS 1.98 vs 1.68 expected (+17.9% surprise).

Alternative data that moves STRL

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-08-035.185.8+11.9%
2026-05-042.193.59+63.9%
2026-02-252.633.08+17.0%
2025-11-032.843.48+22.6%
2025-08-042.252.51+11.4%
2025-05-051.451.63+12.6%
2025-02-251.331.46+10.0%
2024-11-061.681.98+17.9%
2024-08-051.431.67+17.1%
2024-05-060.821.0+21.5%
2024-02-261.01.3+30.0%
2023-11-061.251.26+1.4%
2023-08-070.931.27+37.6%
2023-05-010.560.64+14.1%
2023-02-270.681.04+53.4%
2022-10-310.880.97+11.0%
2022-08-010.740.86+16.2%
2022-05-020.420.71+70.1%
2022-02-280.370.47+27.0%
2021-11-020.580.7+20.4%
2021-08-020.520.66+26.9%
2021-05-030.210.37+76.2%
2021-03-020.240.2−14.9%
2020-11-020.450.55+22.2%

About Sterling Infrastructure

Website ↗

Sterling Infrastructure, Inc. engages in the provision of e-infrastructure, transportation, and building solutions in the United States. It operates through three segments: E-Infrastructure, Transportation, and Building Solutions. The E-Infrastructure Solutions segment provides site development services for the blue-chip end users in the e-commerce distribution center, data center, manufacturing, warehousing, and power generation sectors. Its Transportation Solutions segment is involved in the development of infrastructure and rehabilitation projects for highways, roads, bridges, airports, ports, rail, and storm drainage systems for the departments of transportation, regional transit, airport, port, water, and railroads authorities. The Building Solutions segment offers residential and commercial concrete foundations for single-family and multi-family homes, parking structures, elevated …

6,200 employees · The Woodlands, United States

Electricians, pipefitters and commissioning crews are finite. Contractor backlogs are the human bottleneck behind every campus.

Design→Electrical→Mechanical→Commission

What would prove us wrong. Weakens if contractor backlogs flatten while data-centre announcements continue.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
EME
EMCOR Group
Electrical and mechanical contractor $667.0+0.15%−12.8%+9.2%
FIX
Comfort Systems USA
Mechanical/electrical for data centres $1,284.8+3.26%−22.5%+37.9%
PWR
Quanta Services
Grid construction and craft labour at scale $579.8+2.82%−10.0%+37.5%
PRIM
Primoris Services
Power and utility construction $68.83+3.49%−3.1%−44.4%
MYRG
MYR Group
Transmission and electrical construction $266.2+2.20%−6.9%+21.9%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.