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Sterling Infrastructure (STRL)
NASDAQ:STRL
Earnings Data
Report Date
May 04, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
2.01Last Year’s EPS
1.63Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented strong, broad-based financial and operational momentum—notably large revenue and EPS growth, record margins, robust operating cash flow, a materially expanded backlog and confident 2026 guidance driven by E-Infrastructure and data-center opportunities. Key near-term headwinds include weakness in Building Solutions, concentration in mission-critical work, federal funding timing for transportation, and increased near-term capital and acquisition deployment. Management emphasized margin improvement, modular/AI productivity initiatives, and disciplined capital allocation which underpin the company's upbeat outlook.Company Guidance
Strong Full-Year Revenue and EPS Growth
Full-year 2025 revenue grew over 32% year-over-year and adjusted diluted EPS increased over 53%, marking the fifth consecutive year of adjusted EPS growth greater than 35%.
Record Margins and Cash Generation
Full-year gross margin reached 23% and adjusted EBITDA margins exceeded 20% for the first time; operating cash flow for 2025 was a strong $440 million (quarterly operating cash flow in Q4 was $186 million).
Outstanding Fourth Quarter Performance
Q4 revenue grew 69% year-over-year; adjusted diluted EPS rose 78% to $3.08; adjusted EBITDA for the quarter increased 70% to $142 million; organic Q4 growth was 36%.
E-Infrastructure Segment Momentum
Full-year E-Infrastructure revenue grew 59% (40% organic) with adjusted operating income up 67%; adjusted operating margins nearly 25% (up >120 bps). Q4 E-Infrastructure revenue surged 123% (67% organic) and adjusted operating income grew 91%; data center and mission-critical work drove growth.
Backlog and Pipeline Visibility
Signed backlog at year-end totaled $3.0 billion (up 78% YoY; ~50% same-store increase). Including $301 million unsigned awards and future-phase opportunities exceeding $1.0 billion, management cites visibility into ~ $4.5 billion of work.
Transportation and CEC Contributions
Transportation Solutions full-year revenue grew 17% with adjusted operating profit up 66%; Q4 revenue grew 24% and adjusted operating profit more than doubled. CEC acquisition revenue increased 21% in the quarter and is accelerating electrical/site development traction, particularly in Texas.
Confident 2026 Guidance
Company initiated 2026 guidance: revenue $3.05B–$3.20B, adjusted diluted EPS $13.45–$14.05, adjusted EBITDA $626M–$659M. Management states midpoints imply ~25%+ year-over-year growth across key metrics and expects E-Infrastructure revenue growth of 40%+ with 23%–24% margins.
Capital Allocation and Balance Sheet Strength
Ended quarter with $391M cash and $291M debt (net cash of $100M); $150M revolver undrawn. 2025 deployed $482M on acquisitions and $77M CapEx; remaining share repurchase authorization ~$374M while continuing opportunistic buybacks.
Operational Productivity and Innovation
Modularization expansion (CEC facility ~300,000 sq ft) to prefabricate components; AI pilots increased project manager capacity by ~15%–20% and multiple AI initiatives underway to improve estimating, execution and safety.
STRL Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
STRL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 25, 2026 | $455.25 | ― | ― |
Nov 03, 2025 | $392.77 | $382.57 | -2.60% |
Aug 04, 2025 | $271.74 | $296.58 | +9.14% |
May 05, 2025 | $166.66 | $171.95 | +3.17% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Sterling Infrastructure (STRL) report earnings?
Sterling Infrastructure (STRL) is schdueled to report earning on May 04, 2026, After Close (Confirmed).
What is Sterling Infrastructure (STRL) earnings time?
Sterling Infrastructure (STRL) earnings time is at May 04, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is STRL EPS forecast?
STRL EPS forecast for the fiscal quarter 2026 (Q1) is 2.01.