Sterling Infrastructure, Inc.
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About the company
Sterling Infrastructure, Inc. operates across three distinct business segments: transportation, e-infrastructure, and building solutions. The company's operations span a significant portion of the United States, including the Southern, Northeastern, and Mid-Atlantic regions, as well as the Rocky Mountain states, California, and Hawaii.
- CEO
- Joseph A. Cutillo
- IPO
- 1991
- Employees
- 3,200
- HQ
- The Woodlands, TX, US
Price Chart
- Market Cap
- $21.50B
- P/E
- 61.85
- P/S
- 7.45
- P/B
- 18.06
- EV/EBITDA
- 36.16
- Div Yield
- 0.00%
- Gross Margin
- 23.29%
- Op Margin
- 17.25%
- Net Margin
- 12.02%
- ROE
- 32.77%
- ROIC
- 21.84%
- Revenue
- $2.49B · 17.69%
- Net Income
- $290.15M · 12.70%
- EPS
- $9.50 · 13.77%
- Op Income
- $413.51M
- FCF YoY
- -12.85%
- 52W High
- $1005.68
- 52W Low
- $225.47
- 50D MA
- $776.85
- 200D MA
- $473.46
- Beta
- 1.83
- Avg Volume
- 724.18K
AI snapshot
Six angles, distilled from the data.
The stock remains in a powerful long-term uptrend, trading well above its 200-day moving average after a major multi-month advance. It is still below the 52-week high, so the setup is constructive but extended rather than early-cycle.
Wall Street stays constructive: the consensus is Buy with a $656.20 target, and the latest target cluster runs from $413 to $950. Recent actions have leaned positive, with KeyBanc lifting its target to $922 and Oppenheimer initiating at Outperform.
The earnings profile is strong, with STRL beating EPS in 7 of 7 reported quarters and the last four surprises ranging from 11.6% to 63.9%. Next-year EPS is modeled at 27.04 versus 11.16 TTM, so shareholders should watch whether margin and revenue momentum keep compounding.
Recent insider activity leans to net selling, led by CEO Joseph Cutillo’s two large sales in March and April and additional director sales in March. The May awards and June gift are non-discretionary noise; the signal remains that insiders have been taking chips off the table rather than adding.
Profitability is strong, with a 17.16% operating margin, 12.02% net margin, and 36.68% ROE. Growth is still the main story: revenue rose 91.6% year over year and earnings grew 141.4%, while free cash flow reached $517.3 million with net cash of $40.8 million.
STRL screens as a premium industrial compounder versus typical engineering and construction peers, supported by higher margins and faster growth. The stock also trades at a rich 54.58x earnings, so the valuation assumes execution stays exceptional.
Recent insider transactions
Who's buying, who's selling, and how much.
| Date | Insider | Type | Shares |
|---|---|---|---|
| Jun 25, 26 | Wolf Mark D. | sell | 2,500 |
| Jun 18, 26 | Dill Julie | other | 325 |
| May 20, 26 | CUTILLO JOSEPH A | other | 40,000 |
| May 7, 26 | CREGG ROGER A | other | 181 |
| May 7, 26 | Bosway William T | other | 181 |
| May 7, 26 | Dill Julie | other | 181 |
| May 7, 26 | O'Brien Dana C. | other | 181 |
| May 7, 26 | ROSE B ANDREW | other | 181 |
| May 7, 26 | Schulz David S. | other | 181 |
| May 7, 26 | Wilson Dwayne Andree | other | 181 |
Our STRL coverage
Recent articles, reports, and earnings notes.
Sterling Infrastructure (STRL): Data Center Growth Drives Re-Rating
Sterling Infrastructure has transformed into a higher-quality infrastructure compounder, led by explosive E-Infrastructure growth and a backlog that keeps outrunning the plan. The stock still screens expensive, but the operating momentum is strong enough to support a Buy.
Sterling Infrastructure is getting sold like a hype stock even as backlog says otherwise
Sterling Infrastructure is being punished like the story broke, even though the latest quarter showed the opposite. Backlog, guidance, and mission-critical demand still point to a business that is accelerating, not cracking.
When Will The Boring Company Go Public? IPO Outlook
No, The Boring Company is not publicly traded. Retail investors who want exposure now will need to wait for an IPO, look at comparable public infrastructure names, or consider accredited-only private secondary markets if shares ever appear there.
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AI analysis · Last refreshed July 3, 2026 · Live quote · Not investment advice