Sterling Infrastructure, Inc.

NasdaqGS:STRL Aktierapport

Börsvärde: US$16.3b

Sterling Infrastructure Tidigare resultatutveckling

Tidigare kriterier kontrolleras 3/6

Sterling Infrastructure har ökat intäkterna med en genomsnittlig årlig takt på 38.9%, medan Construction -branschen såg intäkterna växer på 19% årligen. Intäkterna har varit växande med en genomsnittlig takt på 11.6% per år. Sterling Infrastructure s avkastning på eget kapital är 28% och den har en nettomarginal på 11.7%.

Viktig information

38.89%

Tillväxttakt i vinsten

37.65%

Tillväxttakt för EPS

Construction Tillväxt i branschen20.19%
Intäkternas tillväxttakt11.63%
Avkastning på eget kapital27.99%
Nettomarginal11.65%
Nästa resultatuppdatering04 May 2026

Senaste uppdateringar av tidigare prestationer

Additional Considerations Required While Assessing Sterling Infrastructure's (NASDAQ:STRL) Strong Earnings

Nov 12
Additional Considerations Required While Assessing Sterling Infrastructure's (NASDAQ:STRL) Strong Earnings

Recent updates

Sterling Infrastructure: Why The Growth Story Isn't Over (Earnings Preview)

May 01

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.

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.

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.

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.

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.

From Highways to Hyperscalers: The E-Infrastructure Evolution

Sterling Infrastructure (STRL) has undergone a dramatic transformation, evolving from a traditional civil construction firm into a mission-critical partner for the AI revolution. As of February 2026, the stock is trading near $435, fueled by an explosive 125% year-over-year revenue increase in its E-Infrastructure Solutions segment.

There's Reason For Concern Over Sterling Infrastructure, Inc.'s (NASDAQ:STRL) Massive 34% Price Jump

Feb 13
There's Reason For Concern Over Sterling Infrastructure, Inc.'s (NASDAQ:STRL) Massive 34% Price Jump

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.

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.

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.

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.

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.

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.

Additional Considerations Required While Assessing Sterling Infrastructure's (NASDAQ:STRL) Strong Earnings

Nov 12
Additional Considerations Required While Assessing Sterling Infrastructure's (NASDAQ:STRL) Strong Earnings

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.

Sterling Infrastructure, Inc. (NASDAQ:STRL) Stock Rockets 28% As Investors Are Less Pessimistic Than Expected

Oct 09
Sterling Infrastructure, Inc. (NASDAQ:STRL) Stock Rockets 28% As Investors Are Less Pessimistic Than Expected

Investors Shouldn't Overlook Sterling Infrastructure's (NASDAQ:STRL) Impressive Returns On Capital

Sep 09
Investors Shouldn't Overlook Sterling Infrastructure's (NASDAQ:STRL) Impressive Returns On Capital

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.

Earnings Not Telling The Story For Sterling Infrastructure, Inc. (NASDAQ:STRL) After Shares Rise 28%

Aug 13
Earnings Not Telling The Story For Sterling Infrastructure, Inc. (NASDAQ:STRL) After Shares Rise 28%

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.

Does Sterling Infrastructure (NASDAQ:STRL) Deserve A Spot On Your Watchlist?

Jul 28
Does Sterling Infrastructure (NASDAQ:STRL) Deserve A Spot On Your Watchlist?

Why Sterling Infrastructure, Inc. (NASDAQ:STRL) Could Be Worth Watching

Jul 14
Why Sterling Infrastructure, Inc. (NASDAQ:STRL) Could Be Worth Watching

Calculating The Fair Value Of Sterling Infrastructure, Inc. (NASDAQ:STRL)

Jun 30
Calculating The Fair Value Of Sterling Infrastructure, Inc. (NASDAQ:STRL)

Is Sterling Infrastructure (NASDAQ:STRL) Using Too Much Debt?

May 20
Is Sterling Infrastructure (NASDAQ:STRL) Using Too Much Debt?

Subdued Growth No Barrier To Sterling Infrastructure, Inc. (NASDAQ:STRL) With Shares Advancing 59%

May 06
Subdued Growth No Barrier To Sterling Infrastructure, Inc. (NASDAQ:STRL) With Shares Advancing 59%

Sterling Infrastructure: Still A Decent Bet At The Current Multiple

Apr 17

Sterling Infrastructure: Declining Backlog, Uncertain Outlook

Mar 12

Sterling Infrastructure's Fall From Grace Is Warranted - Still No Margin Of Safety

Feb 18

Sterling Infrastructure: A Compelling Buy Opportunity

Feb 03

Sterling Infrastructure: Worth Trimming This AI Beneficiary After A Significant Run (Rating Downgrade)

Jan 17

Sterling Infrastructure: Expensive In A Competitive Market

Dec 31

Why I'm Downgrading Sterling Infrastructure Stock

Dec 13

Sterling Infrastructure: Capitalizing On Data Center Tailwinds

Nov 10

Sterling Infrastructure: Plenty Of Growth Ahead In AI Data Centers And Big Transportation Projects

Oct 31

Fördelning av intäkter och kostnader

Hur Sterling Infrastructure tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.


Resultat- och intäktshistorik

NasdaqGS:STRL Intäkter, kostnader och resultat (USD Millions )
DatumIntäkterIntäkterG+A KostnaderFoU-kostnader
31 Dec 252,4902901550
30 Sep 252,2333161390
30 Jun 252,1382851320
31 Mar 252,1062661260
31 Dec 242,1162571180
30 Sep 242,1031841120
30 Jun 242,0701621070
31 Mar 242,0091501030
31 Dec 231,972139990
30 Sep 231,935119960
30 Jun 231,868110930
31 Mar 231,80799900
31 Dec 221,76997860
30 Sep 221,55586800
30 Jun 221,52577770
31 Mar 221,46569720
31 Dec 211,41461690
30 Sep 211,52858730
30 Jun 211,44852680
31 Mar 211,44650710
31 Dec 201,22743640
30 Sep 201,42759680
30 Jun 201,33552630
31 Mar 201,19941550
31 Dec 191,12640490
30 Sep 191,03523440
30 Jun 191,03424450
31 Mar 191,03925480
31 Dec 181,03825480
30 Sep 181,03623490
30 Jun 181,04921500
31 Mar 181,02716500
31 Dec 1795812470
30 Sep 178722460
30 Jun 17774-3420
31 Mar 17717-4370
31 Dec 16690-9370
30 Sep 16674-23370
30 Jun 16645-25380
31 Mar 16632-30390
31 Dec 15624-39360
30 Sep 15625-27380
30 Jun 15638-31380

Kvalitetsintäkter: STRL har inkomster av hög kvalitet.

Växande vinstmarginal: STRL s nuvarande netto vinstmarginaler (11.7%) är lägre än förra året (12.2%).


Fritt kassaflöde vs resultatanalys


Analys av tidigare vinsttillväxt

Resultatutveckling: STRL s intäkter har ökat markant med 38.9% per år under de senaste 5 åren.

Accelererande tillväxt: STRL s intäktstillväxt under det senaste året ( 12.7% ) är under sitt 5-åriga genomsnitt ( 38.9% per år).

Resultat vs industri: STRL vinsttillväxt under det senaste året ( 12.7% ) överträffade inte Construction branschen 34.1%.


Avkastning på eget kapital

Hög ROE: STRL s avkastning på eget kapital ( 28% ) anses vara hög.


Avkastning på tillgångar


Avkastning på sysselsatt kapital


Upptäck starka bolag som tidigare presterat bra

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/02 08:46
Aktiekurs vid dagens slut2026/05/01 00:00
Intäkter2025/12/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Sterling Infrastructure, Inc. bevakas av 7 analytiker. 6 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Manish SomaiyaCantor Fitzgerald & Co.
Brent ThielmanD.A. Davidson & Co.
Sangita JainKeyBanc Capital Markets Inc.