Sterling Q4 Revenue $755.6M Beats Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 25 2026
0mins
Should l Buy STRL?
Reports Q4 revenue $755.6M, consensus $639.41M. "2025 was another outstanding year for Sterling as we grew adjusted net income by 53% to deliver adjusted diluted EPS of $10.88, surpassing the upper end of our previously guided range. Additionally, we grew revenue by 32% as adjusted for RHB, and adjusted EBITDA margin exceeded 20% for the first time in Sterling's history. Further, we generated strong operating cash flow of $440 million," stated Joe Cutillo, Sterling's Chief Executive Officer. We are very proud of our teams and all that they have accomplished this year."
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Analyst Views on STRL
Wall Street analysts forecast STRL stock price to rise
3 Analyst Rating
3 Buy
0 Hold
0 Sell
Strong Buy
Current: 411.380
Low
450.00
Averages
455.00
High
460.00
Current: 411.380
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.
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- Enhanced Profitability: Adjusted earnings per share (EPS) surged by 78% to $3.08, while adjusted EBITDA rose by 70% to $142 million, reflecting substantial improvements in cost control and operational efficiency, which bolster investor confidence in future profitability.
- Robust Backlog: The signed backlog reached $3 billion at quarter-end, marking a 78% year-over-year increase, providing a solid revenue foundation that is expected to further enhance performance, particularly in E-Infrastructure and Transportation Solutions.
- Optimistic 2026 Outlook: The company projects 2026 revenue between $3.05 billion and $3.2 billion, with adjusted EPS expected to range from $13.45 to $14.05, demonstrating strong management confidence in future growth, especially with anticipated E-Infrastructure growth exceeding 40%.
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See More
