US · Industrials · Engineering & Construction
EPS came in at 5.60 against a street estimate of 5.00 — a beat of 12.0%.
Analysts rate Sterling Infrastructure, Inc. a strong buy (3 buy, 0 hold, 0 sell out of 3) with an average price target of $876.00.
CONFIDENT Sterling crushed Q2 with 90% revenue growth and 116% EPS growth. E-Infrastructure surging on data center/semiconductor demand. CEC acquisition performing ahead of plan. Guiding FY26 revenue $4.0–4.15B, adjusted EPS $19.70–20.30 (above street). Q2 2026 Rocky Mountain site dev exploded. Northeast ramping on major semiconductor campus. Texas data center market exceptional. Stone Ridge positions for future Pacific Northwest growth. Analysts pressed mix headwinds (margins diluting despite unit improvements), capacity bottlenecks (electricians, equipment), and future phase accounting (customers expanding projects beyond disclosed scope). Management clarified mix is temporary as CEC scales; added electrician recruiting is ongoing; disclosed ~$1.4B future phases understates full runway since multi-phase 5–12yr projects only partially captured. 2026-08-04…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 13.03% |
| FMR Inc | 4.82% |
| Vanguard Portfolio Management, LLC | 4.61% |
| Vanguard Capital Management, LLC | 4.31% |
| Amvescap Plc. | 3.89% |
| State Street Corp | 3.56% |
| Geode Capital Management, LLC | 3.07% |
| First Trust Advisors L.P. | 2.93% |
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 STERLING INFRASTRUCTURE, INC. - 10-Q SUMMARY HEADLINE NUMBERS • Q2 2026 Revenues: $1,168,179 thousand (up 90% vs. $614,468 thousand in Q2 2025) • Si | 2026-08-04 |
| Results announced · Q3 2026 STERLING INFRASTRUCTURE, INC. – Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 Revenue: $1.17 billion, up 90% year-over-year (organic growth ~5 | 2026-08-03 |
| Board / officer change · Q3 2026 STERLING INFRASTRUCTURE, INC. – FORM 8-K SUMMARY OTHER NOTABLE POINTS • Executive Departure Announced: Mark D. Wolf, serving as General Counsel, Chi | 2026-07-10 |
| Material agreement · Q3 2026 STERLING INFRASTRUCTURE, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • New credit facility of $1.5 billion in revolving borrowing capacity established | 2026-07-08 |
| Reg FD disclosure · Q2 2026 STERLING INFRASTRUCTURE, INC. — FORM 8-K SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • Company closed acquisition of Stone Ridge Contracting, LLC on June | 2026-06-09 |
| Quarterly report · Q1 2026 STERLING INFRASTRUCTURE, INC. - Q1 2026 SUMMARY HEADLINE NUMBERS • Revenues Q1 2026: $825.7 million vs. $430.9 million Q1 2025 (+91.6% year-over-yea | 2026-05-05 |
| Proxy statement · Q2 2026 STERLING INFRASTRUCTURE, INC. – 2026 PROXY STATEMENT SUMMARY --- CEO COMPENSATION • Joseph A. Cutillo, Chief Executive Officer, total compensation | 2026-03-25 |
| Annual report FY2025 STERLING INFRASTRUCTURE, INC. - FORM 10-K SUMMARY HEADLINE NUMBERS • Market Capitalization: $6.83 billion (as of June 30, 2025, based on NASDAQ clos | 2026-02-26 |
Readable in the app.
| Announcement | Date |
|---|---|
| Q2 2026 results and updated full year 2026 guidance provided Sterling Infrastructure, Inc. announced its financial results for the second quarter and first half of 2026 on August 3, 2026, along with updated full-year guidance. The company issued a pre | 2026-08-03 |
| Closed acquisition of Stone Ridge Contracting, site development contractor Sterling Infrastructure, Inc. completed its acquisition of Stone Ridge Contracting, LLC on June 9, 2026. Stone Ridge is a site development contractor based in Pocatello, Idaho. This is a str | 2026-06-09 |
| Q1 2026 results announced with updated full year 2026 guidance Sterling Infrastructure, Inc. announced its first quarter 2026 financial results on May 4, 2026, and provided updated guidance for the full year 2026. The company released a press release wi | 2026-05-04 |
| Full year 2026 guidance provided with Q4 2025 results announcement Sterling Infrastructure, Inc. filed an 8-K on February 25, 2026, announcing its financial results for Q4 and full year 2025, along with 2026 guidance. However, the actual financial numbers, | 2026-02-25 |
| Board authorizes $400 million stock repurchase program over 24 months Sterling Infrastructure's Board of Directors authorized a new $400 million stock repurchase program on November 12, 2025, to be executed over the next 24 months. This replaces the company's | 2025-11-12 |
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Google PlayApp StoreData updated 2026-09-18.