Sterling Infrastructure Inkomsten in het verleden
Verleden criteriumcontroles 3/6
Sterling Infrastructure heeft de winst zien groeien met een gemiddeld jaarlijks percentage van 38.5%, terwijl de Construction-industrie de winst zag groeien met 24.2% per jaar. De inkomsten zijn gegroeid met een gemiddeld jaarlijks percentage van 12.3%. Het rendement op eigen vermogen van Sterling Infrastructure is 31%, en het heeft een nettomarge van 12%.
Belangrijke informatie
38.52%
Groei van de winst
37.52%
Groei van de winst per aandeel
| Construction Groei van de industrie | 20.19% |
| Inkomstengroei | 12.27% |
| Rendement op eigen vermogen | 31.03% |
| Nettomarge | 12.02% |
| Laatste winstupdate | 31 Mar 2026 |
Recente prestatie-updates uit het verleden
Recent updates
Seeking Alpha • Jun 02
Sterling: How A Valuation Analyst Tried (And Failed) To Justify The Price
Summary Sterling Infrastructure, Inc. trades at a premium that cannot justify a 10% required return, even under optimistic growth assumptions. STRL's explosive growth and margin expansion are driven by the AI data center buildout, but market size is nearing its practical ceiling. DCF modeling with generous assumptions yields an intrinsic value of $14.3B, far below STRL's $26B market cap. Despite strong recent performance, STRL's thin-margined, competitive contracting business faces reversion risk as margins and growth normalize. Read the full article on Seeking Alpha
Narratiefupdate • May 31
STRL: Mission Critical Backlog And Acquisition Execution Will Shape 2026 Earnings Visibility
Sterling Infrastructure's updated fair value estimate has moved from $841 to about $938, as analysts factor in a higher $950 Street price target, alongside views that the company’s shift toward higher margin specialty services and inside electrical construction could support stronger profitability and justify a richer future P/E multiple. Analyst Commentary Recent research highlights a clear focus on how Sterling Infrastructure’s business mix and backlog visibility could underpin the updated fair value estimate, but views differ on how much of this is already captured in the stock’s valuation and how execution risk should be treated.Narratiefupdate • May 14
STRL: Data Center Backlog Versus Short Seller Claims Will Shape 2026 Outlook
Narrative Update on Sterling Infrastructure The updated analyst fair value estimate for Sterling Infrastructure has moved from about $510 to about $841. Analysts attribute this change to research indicating stronger profitability and a lower future P/E assumption, even though they are using slightly more conservative revenue growth estimates and a modestly higher discount rate.Analyseartikel • May 06
Growth Investors: Industry Analysts Just Upgraded Their Sterling Infrastructure, Inc. (NASDAQ:STRL) Revenue Forecasts By 22%
Celebrations may be in order for Sterling Infrastructure, Inc. ( NASDAQ:STRL ) shareholders, with the analysts...
Nieuw narratief • May 06
Mega Data Center And Semiconductor Projects Will Drive Major Long Term Upside
Catalysts About Sterling Infrastructure Sterling Infrastructure provides infrastructure solutions across E-Infrastructure, Transportation Solutions and Building Solutions with a focus on large, mission critical projects in the United States. What are the underlying business or industry changes driving this perspective?Narratiefupdate • Apr 28
STRL: Data Center Backlog And Short Seller Clash Will Shape 2026 Path
Analysts have lifted the consolidated price target for Sterling Infrastructure to about $510, citing higher assumed revenue growth, a slightly richer future P/E near 39x, and continued confidence in long term demand visibility and mission critical project backlogs highlighted in recent research. Analyst Commentary Bullish Takeaways Bullish analysts are emphasizing CEO and CFO commentary that quarterly book-to-bill ratios and short-term margin swings can understate what they see as durable mission-critical demand, which they argue supports the use of a richer forward P/E.Narratiefupdate • Apr 11
STRL: Data Center Backlog And Short Seller Challenge Will Shape 2026 Outlook
Analysts have adjusted their blended price target for Sterling Infrastructure slightly lower to about $494 from $495, supported by recent research that points to solid Q4 execution, steady backlog visibility into 2026, and ongoing demand for mission critical data center and complex infrastructure projects. Analyst Commentary Recent research on Sterling Infrastructure centers on how effectively the company is executing on mission critical data center and complex infrastructure work, and how that ties into backlog visibility through 2026 and current valuation targets around $494.Narratiefupdate • Mar 26
STRL: Data Center Backlog And Short Seller Scrutiny Will Shape Future Outcomes
Sterling Infrastructure's fair value estimate has shifted from $481.60 to $495.40 as analysts factor in higher price targets around $482 and $500, citing solid recent results, mission critical data center demand, and visibility supported by backlog and high probability future phases. Analyst Commentary Bullish Takeaways Bullish analysts are lifting price targets into the $482 to $500 range, signaling that recent information is being incorporated into higher fair value assumptions.Narratiefupdate • Mar 11
STRL: Mission Critical Data Center Backlog Will Drive Future Upside
Sterling Infrastructure's fair value estimate has moved from $451.80 to $481.60 as analysts raise price targets into the $482 to $500 range, citing solid recent results, mission critical data center exposure, and what they view as improving revenue visibility backed by backlog and high probability future phases. Analyst Commentary Recent research highlights a generally constructive stance on Sterling Infrastructure, with higher fair value estimates and price targets supported by company specific growth drivers and management commentary on revenue visibility.Narratiefupdate • Feb 24
STRL: Bullish Initiations And Short Seller Scrutiny Will Shape Balanced Return Outlook
The analyst price target on Sterling Infrastructure has been revised from about $443 to roughly $452, as analysts factor in updated fair value estimates, slightly adjusted growth and margin expectations, and a P/E framework supported by recent bullish initiations from multiple firms. Analyst Commentary Recent research coverage has framed Sterling Infrastructure as a name where updated price targets and fresh initiations are grounded in a reassessment of fair value, growth potential, and execution risk, all within a P/E framework that analysts see as supported by recent coverage.Analyseartikel • Feb 13
There's Reason For Concern Over Sterling Infrastructure, Inc.'s (NASDAQ:STRL) Massive 34% Price Jump
Sterling Infrastructure, Inc. ( NASDAQ:STRL ) shareholders have had their patience rewarded with a 34% share price jump...Narratiefupdate • Feb 08
STRL: Buyback Plan And Bullish Initiation Will Shape Balanced Return Profile
Analysts have nudged their price target on Sterling Infrastructure higher to $443.25, reflecting updated views on the discount rate, long term revenue growth, profit margin, and future P/E assumptions following recent bullish Street research. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher price target as a sign that updated discount rate and P/E assumptions still leave room for upside if Sterling Infrastructure executes on its current project pipeline and maintains its profitability profile.Narratiefupdate • Jan 24
STRL: New Buyback Authorization Will Support Mission-Critical Project Execution Upside
Analysts have trimmed their fair value estimate for Sterling Infrastructure from about US$453.33 to roughly US$443.25, citing updated assumptions on revenue growth, profit margins and future P/E, while maintaining a generally constructive view reflected in recent bullish Street research. Analyst Commentary Recent Street research on Sterling Infrastructure has generally framed the trimmed fair value estimate as a tuning of assumptions rather than a shift in overall stance.Narratiefupdate • Jan 08
STRL: Share Repurchases And Index Inclusion Will Support Mission-Critical Project Upside
Analysts have slightly adjusted their price target on Sterling Infrastructure to US$453.33, reflecting updated assumptions around discount rate, revenue growth, profit margin and future P/E. These updates keep their overall valuation view broadly intact.Narratiefupdate • Dec 19
STRL: Expanding E-Infrastructure Backlog Will Drive Mission-Critical Project Upside
Analysts trimmed their 12 month price target for Sterling Infrastructure by $105 to $348, citing the companys impressive multi year revenue and EPS growth, expanding e infrastructure backlog, and evolving role as a diversified infrastructure provider that together support a more balanced risk reward profile. Analyst Commentary Bullish Takeaways Bullish analysts note that Sterling has transitioned from a low margin heavy civil contractor into a diversified infrastructure platform, supporting a structurally higher earnings base and justifying a premium to historical valuation multiples.Narratiefupdate • Dec 05
STRL: Expanding E-Infrastructure Backlog Will Drive Future Earnings Momentum
Analysts modestly raised their price target on Sterling Infrastructure to $453.33 from $348.00, citing the company’s successful evolution into a higher growth, diversified infrastructure provider with a strong backlog in mission critical e-infrastructure projects. Analyst Commentary Analyst commentary on Sterling Infrastructure highlights a company that has materially upgraded its business profile, but where much of the near term upside may already be reflected in shares.Narratiefupdate • Nov 21
STRL: Expanding E-Infrastructure Backlog Will Drive Earnings Momentum Ahead
Analysts have raised their price target for Sterling Infrastructure from $390 to approximately $453, citing stronger revenue growth and improving profit margins. This increased confidence is attributed to the company’s strategic evolution and expanding project backlog.Analyseartikel • Nov 12
Additional Considerations Required While Assessing Sterling Infrastructure's (NASDAQ:STRL) Strong Earnings
Despite posting some strong earnings, the market for Sterling Infrastructure, Inc.'s ( NASDAQ:STRL ) stock hasn't moved...Narratiefupdate • Nov 06
STRL: E-Infrastructure Backlog Expansion Will Face Execution Risks Ahead
Analysts have increased their fair value estimate for Sterling Infrastructure from $355 to $390 per share. They cite a stronger outlook for revenue growth and profit margins as the company capitalizes on its expanding backlog and diversified infrastructure services.Analyseartikel • Oct 09
Sterling Infrastructure, Inc. (NASDAQ:STRL) Stock Rockets 28% As Investors Are Less Pessimistic Than Expected
Sterling Infrastructure, Inc. ( NASDAQ:STRL ) shares have continued their recent momentum with a 28% gain in the last...Analyseartikel • Sep 09
Investors Shouldn't Overlook Sterling Infrastructure's (NASDAQ:STRL) Impressive Returns On Capital
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Narratiefupdate • Aug 22
E-Infrastructure Reliance Will Erode Future Margins
Sterling Infrastructure's consensus price target has increased from $313 to $355, reflecting raised earnings estimates and forward guidance, as well as anticipated growth and strategic value from the CEC Facilities Group acquisition. Analyst Commentary Q2 earnings beat and raised forward guidance prompted upward revisions to valuation assumptions.Analyseartikel • Aug 13
Earnings Not Telling The Story For Sterling Infrastructure, Inc. (NASDAQ:STRL) After Shares Rise 28%
NasdaqGS:STRL 1 Year Share Price vs Fair Value Explore Sterling Infrastructure's Fair Values from the Community and...Narratiefupdate • Aug 07
E-Infrastructure Reliance Will Erode Future Margins
With no changes observed in either the discount rate or net profit margin, Sterling Infrastructure’s consensus analyst price target remains steady at $313.00. What's in the News Raised full-year guidance, expecting revenue of $2.10–$2.15 billion, net income of $243–$252 million, and diluted EPS of $7.87–$8.13.Analyseartikel • Jul 28
Does Sterling Infrastructure (NASDAQ:STRL) Deserve A Spot On Your Watchlist?
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Analyseartikel • Jul 14
Why Sterling Infrastructure, Inc. (NASDAQ:STRL) Could Be Worth Watching
Sterling Infrastructure, Inc. ( NASDAQ:STRL ), might not be a large cap stock, but it led the NASDAQGS gainers with a...Analyseartikel • Jun 30
Calculating The Fair Value Of Sterling Infrastructure, Inc. (NASDAQ:STRL)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Sterling Infrastructure fair value estimate is US$200 Current...Seeking Alpha • Apr 17
Sterling Infrastructure: Still A Decent Bet At The Current Multiple
Summary The E-Infrastructure segment remains resilient, and is expected to drive top line growth further with strong data center and with a $1.7 billion backlog. The company's margins are expected to improve due to a shift towards high-margin projects and a focus on operational efficiency. STRL stock remains a BUY as valuations remain attractive, and growth prospects are still favorable. Read the full article on Seeking AlphaSeeking Alpha • Mar 12
Sterling Infrastructure: Declining Backlog, Uncertain Outlook
Summary Sterling Infrastructure's mixed quarterly results and shrinking E-Infrastructure backlog raise concerns about the cooling data center market and future growth prospects. Despite a solid FY'24 performance, the company's reliance on data centers and potential slowdown in demand pose risks to hitting FY'25 targets. The company's valuation is attractive after a 34% YTD decline, but I recommend waiting for further clarity on backlog and data center demand. Maintaining a 'hold' rating on STRL stock, I may consider adding to my position if the stock drops 20% lower, reflecting a more conservative valuation. Read the full article on Seeking AlphaSeeking Alpha • Feb 18
Sterling Infrastructure's Fall From Grace Is Warranted - Still No Margin Of Safety
Summary STRL has lost over -30% of its value since the DeepSeek revelation, with more pain likely than not, given the massive pulled forward upside potential. With the stock now trading beyond historical valuations, we believe that there remains a minimal margin of safety here, worsened by the higher short interest volume. This is despite STRL's robust data center related backlog at higher profit margins and the promising AI related capex trends as reiterated by numerous market leaders. While the construction company may report a bottom-line beat in the upcoming FQ4'24 earnings call on February 25, 2025, there is still no floor in sight. Read the full article on Seeking AlphaSeeking Alpha • Feb 03
Sterling Infrastructure: A Compelling Buy Opportunity
Summary Sterling Infrastructure's topline growth moderated due to a decline in the building solution segment, but strong demand in other areas and a robust backlog support revenue. The company's focus on high-margin projects and a favorable backlog are expected to drive margin expansion in FY24 and beyond. Despite the stock trading above its historical average, its strong long-term prospects and diversified market position make it a compelling buy. Read the full article on Seeking AlphaSeeking Alpha • Jan 17
Sterling Infrastructure: Worth Trimming This AI Beneficiary After A Significant Run (Rating Downgrade)
Summary Sterling Infrastructure delivered a record-breaking Q3 with strong revenue growth, significant margin expansion, and impressive EPS growth, driven by the E-Infrastructure and Transportation segments. The company is well-positioned to benefit from the AI and data center boom, with a robust $2.1 billion backlog and strong cash generation. Given the recent multiple expansion and current valuation, I recommend taking profits or waiting for a pullback for a more attractive entry point. Read the full article on Seeking AlphaSeeking Alpha • Dec 31
Sterling Infrastructure: Expensive In A Competitive Market
Summary Sterling Infrastructure's valuation has surged from under 10x PE to 27x PE due to growth in its e-commerce infrastructure division, making it potentially overvalued. The construction business is asset-light with high returns but faces challenges like non-recurring revenue, macroeconomic susceptibility, and low barriers to entry. Sterling's backlog is over $2bn, but future revenue growth and margins are expected to plateau, making further valuation expansion unlikely. I rate Sterling a Sell due to its high valuation, competitive sector risks, and better alternatives in the data center supply chain. Read the full article on Seeking AlphaSeeking Alpha • Dec 13
Why I'm Downgrading Sterling Infrastructure Stock
Summary Sterling Infrastructure's stock has surged from $59.11 to over $188, driven by strong business growth and margin expansion, but now appears overvalued. Despite a robust backlog and impressive margin gains, the stock's recent price increase is mainly due to multiple expansions rather than business growth. Management's optimistic outlook and healthy balance sheet support future growth, especially in e-infrastructure, but EPS growth is expected to slow significantly. I'm downgrading STRL to 'Hold' as it seems already overvalued by ~6% in my base case scenario. Read the full article on Seeking AlphaOpbrengsten en kosten
Opbrengsten en kosten
Hoe Sterling Infrastructure geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.
Inkomsten en omzetgeschiedenis
| Datum | Inkomsten | Inkomsten | G+A Uitgaven | R&D-uitgaven |
|---|---|---|---|---|
| 31 Mar 26 | 2,885 | 347 | 168 | 0 |
| 31 Dec 25 | 2,490 | 290 | 155 | 0 |
| 30 Sep 25 | 2,233 | 316 | 139 | 0 |
| 30 Jun 25 | 2,138 | 285 | 132 | 0 |
| 31 Mar 25 | 2,106 | 266 | 126 | 0 |
| 31 Dec 24 | 2,116 | 257 | 118 | 0 |
| 30 Sep 24 | 2,103 | 184 | 112 | 0 |
| 30 Jun 24 | 2,070 | 162 | 107 | 0 |
| 31 Mar 24 | 2,009 | 150 | 103 | 0 |
| 31 Dec 23 | 1,972 | 139 | 99 | 0 |
| 30 Sep 23 | 1,935 | 119 | 96 | 0 |
| 30 Jun 23 | 1,868 | 110 | 93 | 0 |
| 31 Mar 23 | 1,807 | 99 | 90 | 0 |
| 31 Dec 22 | 1,769 | 97 | 86 | 0 |
| 30 Sep 22 | 1,555 | 86 | 80 | 0 |
| 30 Jun 22 | 1,525 | 77 | 77 | 0 |
| 31 Mar 22 | 1,465 | 69 | 72 | 0 |
| 31 Dec 21 | 1,414 | 61 | 69 | 0 |
| 30 Sep 21 | 1,528 | 58 | 73 | 0 |
| 30 Jun 21 | 1,448 | 52 | 68 | 0 |
| 31 Mar 21 | 1,446 | 50 | 71 | 0 |
| 31 Dec 20 | 1,227 | 43 | 64 | 0 |
| 30 Sep 20 | 1,427 | 59 | 68 | 0 |
| 30 Jun 20 | 1,335 | 52 | 63 | 0 |
| 31 Mar 20 | 1,199 | 41 | 55 | 0 |
| 31 Dec 19 | 1,126 | 40 | 49 | 0 |
| 30 Sep 19 | 1,035 | 23 | 44 | 0 |
| 30 Jun 19 | 1,034 | 24 | 45 | 0 |
| 31 Mar 19 | 1,039 | 25 | 48 | 0 |
| 31 Dec 18 | 1,038 | 25 | 48 | 0 |
| 30 Sep 18 | 1,036 | 23 | 49 | 0 |
| 30 Jun 18 | 1,049 | 21 | 50 | 0 |
| 31 Mar 18 | 1,027 | 16 | 50 | 0 |
| 31 Dec 17 | 958 | 12 | 47 | 0 |
| 30 Sep 17 | 872 | 2 | 46 | 0 |
| 30 Jun 17 | 774 | -3 | 42 | 0 |
| 31 Mar 17 | 717 | -4 | 37 | 0 |
| 31 Dec 16 | 690 | -9 | 37 | 0 |
| 30 Sep 16 | 674 | -23 | 37 | 0 |
| 30 Jun 16 | 645 | -25 | 38 | 0 |
| 31 Mar 16 | 632 | -30 | 39 | 0 |
| 31 Dec 15 | 624 | -39 | 36 | 0 |
| 30 Sep 15 | 625 | -27 | 38 | 0 |
| 30 Jun 15 | 638 | -31 | 38 | 0 |
Kwaliteitswinsten: STRL heeft hoge kwaliteitsinkomsten.
Groeiende winstmarge: De huidige netto winstmarges (12%) STRL } zijn lager dan vorig jaar (12.6%).
Analyse vrije kasstroom versus winst
Analyse van de winstgroei in het verleden
Winsttrend: De winst van STRL is de afgelopen 5 jaar aanzienlijk gegroeid met 38.5% per jaar.
Versnelling van de groei: De winstgroei van STRL over het afgelopen jaar ( 30.4% ) ligt onder het 5-jarig gemiddelde ( 38.5% per jaar).
Winst versus industrie: De winstgroei STRL over het afgelopen jaar ( 30.4% ) overtrof de Construction -sector 33.2%.
Rendement op eigen vermogen
Hoge ROE: Het Rendement op eigen vermogen ( 31% ) van STRL wordt als hoog beschouwd.
Rendement op activa
Rendement op geïnvesteerd vermogen
Ontdek sterk presterende bedrijven uit het verleden
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/06/08 03:48 |
| Aandelenkoers aan het einde van de dag | 2026/06/05 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Sterling Infrastructure, Inc. wordt gevolgd door 8 analisten. 6 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Manish Somaiya | Cantor Fitzgerald & Co. |
| Brent Thielman | D.A. Davidson & Co. |
| Sangita Jain | KeyBanc Capital Markets Inc. |