Sterling Infrastructure Set to Announce Earnings Results
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy STRL?
Source: Yahoo Finance
- Earnings Announcement: Sterling Infrastructure is set to announce its earnings after market hours on Monday, with expectations for a 37.4% year-on-year revenue growth, contrasting sharply with a 2.1% decline in the same quarter last year, indicating potential recovery for the company.
- Performance Exceeds Expectations: Last quarter, Sterling reported revenues of $755.6 million, a 51.5% increase year-on-year, significantly surpassing analyst expectations, and demonstrating strong performance in both EBITDA and adjusted operating income, reflecting improved operational efficiency.
- Positive Market Sentiment: Investor sentiment in the construction and engineering sector has been optimistic, with average share prices rising 9.4% over the past month, while Sterling's stock surged 34.7%, indicating strong market confidence in its future performance.
- Analyst Expectations: Most analysts have reaffirmed their estimates for Sterling over the past 30 days, with an average price target of $509.80 compared to the current share price of $530.50, suggesting confidence in the company's growth trajectory.
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Analyst Views on STRL
Wall Street analysts forecast STRL stock price to fall
3 Analyst Rating
3 Buy
0 Hold
0 Sell
Strong Buy
Current: 515.620
Low
450.00
Averages
455.00
High
460.00
Current: 515.620
Low
450.00
Averages
455.00
High
460.00
About STRL
Sterling Infrastructure, Inc. operates through a variety of subsidiaries within three segments specializing in E-Infrastructure, Transportation and Building Solutions in the United States. It serves Southern, Northeastern, Mid-Atlantic and Rocky Mountain regions and the Pacific Islands. E-Infrastructure Solutions provides advanced, site development services and electrical services for data centers, semiconductor fabrication, manufacturing, distribution centers, warehousing, and power generation. Transportation Solutions includes infrastructure and rehabilitation projects for highways, roads, bridges, airports, ports, rail and storm drainage systems. Building Solutions include residential and commercial concrete foundations for single-family and multifamily homes, parking structures, elevated slabs, other concrete work, plumbing services, and surveys for new single-family residential builds. The principal geographic market for the Company’s residential business is Texas.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Sterling Infrastructure Set to Announce Earnings Results
- Earnings Announcement: Sterling Infrastructure is set to announce its earnings after market hours on Monday, with expectations for a 37.4% year-on-year revenue growth, contrasting sharply with a 2.1% decline in the same quarter last year, indicating potential recovery for the company.
- Performance Exceeds Expectations: Last quarter, Sterling reported revenues of $755.6 million, a 51.5% increase year-on-year, significantly surpassing analyst expectations, and demonstrating strong performance in both EBITDA and adjusted operating income, reflecting improved operational efficiency.
- Positive Market Sentiment: Investor sentiment in the construction and engineering sector has been optimistic, with average share prices rising 9.4% over the past month, while Sterling's stock surged 34.7%, indicating strong market confidence in its future performance.
- Analyst Expectations: Most analysts have reaffirmed their estimates for Sterling over the past 30 days, with an average price target of $509.80 compared to the current share price of $530.50, suggesting confidence in the company's growth trajectory.
See More
Balancing Profitability and Growth
- THOR Industries Performance Decline: THOR Industries reports a GAAP operating margin of 3.3%, with a 2.2% revenue decline over the past two years indicating postponed customer purchases, while earnings per share have fallen by 4.3% annually, suggesting insufficient profitability from sales growth that may impact future competitiveness.
- Airbnb Strong Growth: Airbnb boasts a GAAP operating margin of 20.8%, with rising nights and experiences booked indicating the company can increase revenue without incurring additional customer acquisition costs, and its impressive 35.7% EBITDA margin highlights its efficient business model.
- Sterling Infrastructure Market Share Gains: Sterling Infrastructure has a GAAP operating margin of 16.6%, with a 12.4% annual revenue growth over the last two years showing it is gaining market share, and a strong 15.2% free cash flow margin allows for consistent reinvestment or capital returns.
- High-Quality Stocks in Focus: The current market is increasingly focused on high-quality stocks, where strong fundamentals meet near-term momentum, allowing investors to discover potential winners through the StockStory platform and seek future investment opportunities.
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Sterling Infrastructure (STRL.US) Officer Plans to Sell $24.39 Million in Common Stock via Form 144
Stock Sale Announcement: Joseph Anthony Cutillo intends to sell 50,000 shares of Sterling Infrastructure (STRL.US) on April 23, with a total market value of approximately $24.39 million.
Reduction in Shareholding: Cutillo has reduced his shareholding in Sterling Infrastructure by 150,000 shares since March 9, 2026, with a total value of around $63.89 million.
See More
KeyBanc Initiates Overweight Rating on Sterling Infrastructure with $572 Target
- Coverage Initiation: KeyBanc Capital Markets has initiated coverage on Sterling Infrastructure (STRL) with an Overweight rating and a $572 price target, suggesting a potential upside of approximately 17% from the current trading price of $487.87, reflecting confidence in the company's post-transformation growth trajectory.
- Successful Transformation: Since its shares fell below $3 in 2015, Sterling has successfully transitioned from a distressed highway builder to a high-margin infrastructure services provider, with projected EBITDA margins increasing from 5% in 2017 to 20.6% by 2026, driven by strategic acquisitions like Tealstone and Plateau Excavation.
- Data Center Growth Driver: The e-infrastructure solutions segment has become Sterling's core growth engine, contributing about 60% of revenue and achieving operating margins above 25%, with expectations that 43% of 2025 revenue will be linked to data centers, positioning Sterling as a key player in AI-related construction demand.
- Positive Outlook: KeyBanc forecasts a 13% annual organic revenue growth through 2028, with margins expected to rise to 22.5%, supported by a strong balance sheet with zero net debt and nearly $1 billion in acquisition capacity, despite risks related to customer concentration and labor shortages.
See More
Latest Wall Street Rating Updates
- Tesla Buy Rating: Bank of America reiterates Tesla as a buy, viewing the company as a leader in consumer autonomy and expecting it to quickly become a leader in robotaxi services, highlighting its strong potential in the future mobility market.
- Nvidia Market Leadership: TD Cowen maintains Nvidia as a buy despite Google's launch of competing AI chips, believing Nvidia remains the market leader in performance and software ecosystem breadth, indicating its sustained competitive advantage in the AI sector.
- Berkshire Target Price Increase: UBS raises Berkshire Hathaway's price target from $578 to $581, noting that the stock is trading at a discount to its intrinsic value and anticipating continued share repurchases, which could influence investor sentiment positively.
- IBM Defensive Investment: Bank of America reiterates IBM as a buy, citing its high exposure to recurring sales and solid balance sheet as factors that make it a defensive investment, demonstrating stability and growth potential in an uncertain market environment.
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Nasdaq and Nvidia Rally for Ten Days: Next Steps
- Strong Market Performance: The Nasdaq index and Nvidia stock have rallied for ten consecutive days, indicating strong investor confidence in tech stocks, which may drive more capital inflows into the sector and further enhance market activity.
- Chip Industry Leadership: Chip giant ASML's earnings report exceeded market expectations, highlighting robust demand in the semiconductor equipment market, which could attract more investor attention to related stocks and elevate the overall industry valuation.
- Banking Sector Rebound: Bank of America also reported earnings that surpassed analyst expectations, reflecting signs of recovery in the financial sector, which may bolster market confidence in bank stocks and facilitate capital movement.
- Investment Strategy Adjustment: In light of the strong performance of tech and financial stocks, investors may need to reassess their portfolios and consider increasing allocations in these areas to capitalize on future growth opportunities.
See More
Sterling Infrastructure Set to Announce Earnings Results
- Earnings Announcement: Sterling Infrastructure is set to announce its earnings after market hours on Monday, with expectations for a 37.4% year-on-year revenue growth, contrasting sharply with a 2.1% decline in the same quarter last year, indicating potential recovery for the company.
- Performance Exceeds Expectations: Last quarter, Sterling reported revenues of $755.6 million, a 51.5% increase year-on-year, significantly surpassing analyst expectations, and demonstrating strong performance in both EBITDA and adjusted operating income, reflecting improved operational efficiency.
- Positive Market Sentiment: Investor sentiment in the construction and engineering sector has been optimistic, with average share prices rising 9.4% over the past month, while Sterling's stock surged 34.7%, indicating strong market confidence in its future performance.
- Analyst Expectations: Most analysts have reaffirmed their estimates for Sterling over the past 30 days, with an average price target of $509.80 compared to the current share price of $530.50, suggesting confidence in the company's growth trajectory.
See More
Balancing Profitability and Growth
- THOR Industries Performance Decline: THOR Industries reports a GAAP operating margin of 3.3%, with a 2.2% revenue decline over the past two years indicating postponed customer purchases, while earnings per share have fallen by 4.3% annually, suggesting insufficient profitability from sales growth that may impact future competitiveness.
- Airbnb Strong Growth: Airbnb boasts a GAAP operating margin of 20.8%, with rising nights and experiences booked indicating the company can increase revenue without incurring additional customer acquisition costs, and its impressive 35.7% EBITDA margin highlights its efficient business model.
- Sterling Infrastructure Market Share Gains: Sterling Infrastructure has a GAAP operating margin of 16.6%, with a 12.4% annual revenue growth over the last two years showing it is gaining market share, and a strong 15.2% free cash flow margin allows for consistent reinvestment or capital returns.
- High-Quality Stocks in Focus: The current market is increasingly focused on high-quality stocks, where strong fundamentals meet near-term momentum, allowing investors to discover potential winners through the StockStory platform and seek future investment opportunities.
See More
Sterling Infrastructure (STRL.US) Officer Plans to Sell $24.39 Million in Common Stock via Form 144
Stock Sale Announcement: Joseph Anthony Cutillo intends to sell 50,000 shares of Sterling Infrastructure (STRL.US) on April 23, with a total market value of approximately $24.39 million.
Reduction in Shareholding: Cutillo has reduced his shareholding in Sterling Infrastructure by 150,000 shares since March 9, 2026, with a total value of around $63.89 million.
See More
KeyBanc Initiates Overweight Rating on Sterling Infrastructure with $572 Target
- Coverage Initiation: KeyBanc Capital Markets has initiated coverage on Sterling Infrastructure (STRL) with an Overweight rating and a $572 price target, suggesting a potential upside of approximately 17% from the current trading price of $487.87, reflecting confidence in the company's post-transformation growth trajectory.
- Successful Transformation: Since its shares fell below $3 in 2015, Sterling has successfully transitioned from a distressed highway builder to a high-margin infrastructure services provider, with projected EBITDA margins increasing from 5% in 2017 to 20.6% by 2026, driven by strategic acquisitions like Tealstone and Plateau Excavation.
- Data Center Growth Driver: The e-infrastructure solutions segment has become Sterling's core growth engine, contributing about 60% of revenue and achieving operating margins above 25%, with expectations that 43% of 2025 revenue will be linked to data centers, positioning Sterling as a key player in AI-related construction demand.
- Positive Outlook: KeyBanc forecasts a 13% annual organic revenue growth through 2028, with margins expected to rise to 22.5%, supported by a strong balance sheet with zero net debt and nearly $1 billion in acquisition capacity, despite risks related to customer concentration and labor shortages.
See More
Latest Wall Street Rating Updates
- Tesla Buy Rating: Bank of America reiterates Tesla as a buy, viewing the company as a leader in consumer autonomy and expecting it to quickly become a leader in robotaxi services, highlighting its strong potential in the future mobility market.
- Nvidia Market Leadership: TD Cowen maintains Nvidia as a buy despite Google's launch of competing AI chips, believing Nvidia remains the market leader in performance and software ecosystem breadth, indicating its sustained competitive advantage in the AI sector.
- Berkshire Target Price Increase: UBS raises Berkshire Hathaway's price target from $578 to $581, noting that the stock is trading at a discount to its intrinsic value and anticipating continued share repurchases, which could influence investor sentiment positively.
- IBM Defensive Investment: Bank of America reiterates IBM as a buy, citing its high exposure to recurring sales and solid balance sheet as factors that make it a defensive investment, demonstrating stability and growth potential in an uncertain market environment.
See More
Nasdaq and Nvidia Rally for Ten Days: Next Steps
- Strong Market Performance: The Nasdaq index and Nvidia stock have rallied for ten consecutive days, indicating strong investor confidence in tech stocks, which may drive more capital inflows into the sector and further enhance market activity.
- Chip Industry Leadership: Chip giant ASML's earnings report exceeded market expectations, highlighting robust demand in the semiconductor equipment market, which could attract more investor attention to related stocks and elevate the overall industry valuation.
- Banking Sector Rebound: Bank of America also reported earnings that surpassed analyst expectations, reflecting signs of recovery in the financial sector, which may bolster market confidence in bank stocks and facilitate capital movement.
- Investment Strategy Adjustment: In light of the strong performance of tech and financial stocks, investors may need to reassess their portfolios and consider increasing allocations in these areas to capitalize on future growth opportunities.
See More
