Stocks · Industrials · Engineering & Construction
Sterling Infrastructure, Inc. STRL
$533.42 +5.60% Close, Oct 2, 2026 · NASDAQ · Market cap $16.37B
Strong growthHigh quality
Next earnings report: Nov 2, 2026
Scroll or pinch to zoom, drag to move. Daily prices adjusted for splits. Markers: E = earnings (green beat, red miss), S = split, D = dividend.
Three things to know
- Revenue over the last four quarters was $3.44B, up 60.8% from a year earlier, accelerating from 37.0% a quarter earlier.
- Earnings beat analyst estimates in each of the last 14 quarters (average surprise over the last four: +28.9%).
- Diluted EPS over the last four quarters was $13.87, up 50.8% year over year.
PromtFinance scores
Each score is a percentile within the Industrials sector (0–100). Under each score: how the stock ranks in its sector on every component. As of Oct 5, 2026.
How fast revenue, earnings and cash flow are growing.
- Revenue growth (TTM, YoY)Top 6%
- EPS growth (TTM, YoY)Top 21%
- FCF growth (TTM, YoY)Top 50%
- Revenue growth, 3-year CAGRTop 24%
- Revenue growth accelerationTop 5%
Returns on capital, margins, earnings quality and balance-sheet strength.
- Return on invested capitalTop 3%
- Gross marginBottom 37%
- Operating marginTop 15%
- Cash conversion (OCF / net income)Bottom 42%
- Accruals (lower is better)Top 41%
- Net debt / EBITDA (lower is better)Top 18%
- Interest coverTop 8%
How cheap the shares are relative to earnings, cash flow and their own history.
- Earnings yieldBottom 49%
- Free-cash-flow yieldBottom 46%
- EBITDA / enterprise valueBottom 37%
- Sales / enterprise valueBottom 21%
- P/E vs own 5-year history (lower is better)Bottom 21%
Strength and persistence of the price trend, including versus the S&P 500.
- 12-month return excluding last monthTop 28%
- 6-month returnTop 22%
- 1-year return vs S&P 500Top 15%
- Distance from 52-week highBottom 22%
- Trend checklist (0–4)Top 42%
Earnings surprises and analyst sentiment (estimate-revision history is being collected).
- Average EPS surprise, last 4 quartersTop 17%
- Consecutive EPS beatsTop 5%
- Share of analysts rating BuyTop 18%
- Upside to consensus price targetTop 42%
Low volatility, shallow drawdowns, low market sensitivity and modest leverage.
- Volatility, 60 days (lower is better)Bottom 12%
- Maximum drawdown, 3 yearsBottom 44%
- Beta vs S&P 500 (lower is better)Bottom 10%
- Net debt / EBITDA (lower is better)Top 18%
What changed
Latest four quarters versus the same period a year earlier (growth: versus one quarter earlier).
| Measure | Before | Now | |
|---|---|---|---|
| Revenue growth (YoY) | 37.0% | 60.8% | ↑ |
| EPS growth (YoY) | 30.6% | 50.8% | ↑ |
| Gross margin | 22.2% | 23.6% | ↑ |
| Operating margin | 14.8% | 18.1% | ↑ |
| FCF margin | 20.4% | 14.0% | ↓ |
Fundamental momentum
| Measure | Now (TTM) | Year / quarter before | Sector rank | |
|---|---|---|---|---|
| Revenue growth (TTM, YoY) | 60.8% | 37.0% | ↑ | Top 6% |
| EPS growth (TTM, YoY) | 50.8% | 30.6% | ↑ | Top 21% |
| Gross margin | 23.6% | 22.2% | ↑ | Bottom 37% |
| Operating margin | 18.1% | 14.8% | ↑ | Top 15% |
| Net margin | 12.5% | 13.3% | ↓ | — |
| Free-cash-flow margin | 14.0% | 20.4% | ↓ | — |
| Return on invested capital | 24.6% | — | Top 3% | |
| Revenue growth, 3-year CAGR | 12.1% | — | Top 24% |
Quality of earnings and balance sheet
- Cash conversion (OCF / net income)Above 1× means profits are backed by cash.
- 1.38×
- Accruals (net income − OCF) / assetsLower is better; high accruals can signal weaker earnings quality.
- -5.2%
- Stock-based compensation / revenueA cost to shareholders through dilution.
- 0.6%
- Receivables growth vs revenue growthReceivables growing much faster than sales can be a warning.
- +67.0 pp
- Net debt / EBITDABelow 1× is conservative; above 3× is high leverage.
- -0.18×
- Interest cover (operating income / interest)How many times operating profit covers interest.
- 37.3×
Shareholder returns
- Dividend yield (dividends paid, TTM)
- 0.00%
- Net buyback yield (TTM)
- 0.40%
- Shareholder yield
- 0.40%
- Share count change, 1 year
- +1.1%
- Share count change, 3-year CAGR
- +0.1%
Shareholder yield = dividends + net buybacks over the last four quarters, divided by market cap.
Based on the four quarters through Jun 30, 2026 (filed Aug 4, 2026).
Earnings and expectations
Earnings momentum
- Consecutive EPS beats
- 14
- Beats in the last 8 reports
- 8 of 8
- Average EPS surprise, last 4
- +28.9%
- Average 2-day reaction, last 8
- +1.9%
- Positive 20 days after report
- 5 of 8
Analysts
- Consensus price target
- $731.20
- Target vs current price
- +37.1%
- Analysts with a rating
- 9
- Share rating Buy or Strong Buy
- 78%
- Consensus rating
- Buy
How the stock reacted to recent reports
| Report date | EPS surprise | 2 days | 5 days | 20 days | 60 days |
|---|---|---|---|---|---|
| Aug 3, 2026 | +15.8% | +2.5% | -8.3% | -21.2% | — |
| May 4, 2026 | +57.5% | -0.6% | +58.6% | +58.7% | -7.2% |
| Feb 25, 2026 | +17.6% | -1.0% | -9.6% | -2.9% | +63.6% |
| Nov 3, 2025 | +24.7% | +3.9% | -0.0% | -15.2% | +0.4% |
| Aug 4, 2025 | +19.0% | +3.3% | +15.1% | +5.9% | +43.2% |
| May 5, 2025 | +11.6% | +0.6% | +7.3% | +14.5% | +59.0% |
| Feb 25, 2025 | +11.5% | +6.7% | +11.9% | +23.3% | +72.3% |
| Nov 7, 2024 | +15.2% | -0.6% | +6.4% | +11.0% | -18.2% |
Returns from the close before each report. Past reactions do not determine future ones.
Earnings history
| Report date | EPS | Estimate | Surprise | Revenue |
|---|---|---|---|---|
| Aug 3, 2026 | $5.80 | $5.01 | +15.8% | $1.17B |
| May 4, 2026 | $3.59 | $2.28 | +57.5% | $825.7M |
| Feb 25, 2026 | $3.08 | $2.62 | +17.6% | $755.6M |
| Nov 3, 2025 | $3.48 | $2.79 | +24.7% | $689.0M |
| Aug 4, 2025 | $2.69 | $2.26 | +19.0% | $614.5M |
| May 5, 2025 | $1.63 | $1.46 | +11.6% | $430.9M |
| Feb 25, 2025 | $1.46 | $1.31 | +11.5% | $498.8M |
| Nov 7, 2024 | $1.97 | $1.71 | +15.2% | $593.7M |
Valuation in context
| Multiple | Now | 5-year median | 5-year percentile | Sector rank (cheapness) |
|---|---|---|---|---|
| P/E (trailing) | 38.5× | 19.3× | 86th | Bottom 49% |
| P/E (forward) | 26.9× | — | — | — |
| EV / EBITDA | 22.6× | — | — | Bottom 37% |
| EV / Sales | 4.72× | — | — | Bottom 21% |
| Free-cash-flow yield | 2.94% | — | — | Bottom 46% |
| Earnings yield | 2.60% | — | — | Bottom 49% |
P/E over the past five years
Range 9.6× – 72.1× since Jun 30, 2021. Each point: price on the filing date divided by trailing-twelve-month EPS known then.
What moved the stock over the past year
- Price return, 1 year
- +57.8%
- Earnings per share growth (TTM)
- +50.8%
- Change in P/E multiple
- +21.1%
Most of the move came from earnings growth.
Technical state
Trend checklist
- ✓ Price above 20-day average
- ✓ Price above 50-day average
- ✗ Price above 200-day average
- ✗ 50-day average above 200-day
- ✓ MACD histogram positive
Trend quality
- Days above the 50-day average
- 1
- Days above the 200-day average
- 0
- 50-day average slope (20 days)
- -14.2%
- 200-day average slope (20 days)
- +3.3%
- Distance from 50-day average
- +2.3%
- Distance from 200-day average
- -1.1%
- RSI (14)
- 55.9
- Relative volume
- 1.14×
Risk and drawdowns
- Volatility, 60 days (annualized)
- 78.8%
- Volatility vs own 5-year history
- 89th percentile · High for this stock
- Beta vs S&P 500 (2 years, weekly)
- 2.06
- Correlation with S&P 500
- 0.44
- Current drawdown from 1-year high
- -46.3%
- Maximum drawdown, 3 years
- -54.1%
Largest declines in the past six years
| From peak | To low | Decline | Length | Recovery |
|---|---|---|---|---|
| Jun 4, 2026 | Sep 1, 2026 | -54.1% | 61 days | Not yet recovered |
| Jan 22, 2025 | Apr 4, 2025 | -47.7% | 51 days | 43 days (Jun 6, 2025) |
| Feb 16, 2022 | Sep 27, 2022 | -34.6% | 153 days | 28 days (Nov 4, 2022) |
| Nov 5, 2025 | Dec 17, 2025 | -31.0% | 29 days | 35 days (Feb 9, 2026) |
| Sep 1, 2023 | Nov 29, 2023 | -24.8% | 61 days | 16 days (Dec 21, 2023) |
Declines of 10% or more from a closing high, measured on daily closes.
Financial statements
- Market cap
- $16.37B
- P/E (TTM)
- 38.5
- EPS, diluted (TTM)
- $13.87
- Revenue (TTM)
- $3.44B
- 52-week range
- $281.58 – $1,005.68
| FY 2021 | FY 2022 | FY 2023 | FY 2024 | FY 2025 | |
|---|---|---|---|---|---|
| Revenue | $1.41B | $1.77B | $1.97B | $2.12B | $2.49B |
| Gross profit | $203.5M | $274.6M | $337.6M | $426.1M | $572.3M |
| Operating income | $107.0M | $160.7M | $206.0M | $269.8M | $413.5M |
| Net income | $62.6M | $106.5M | $138.7M | $257.5M | $290.2M |
| EPS (diluted) | $2.15 | $3.48 | $4.44 | $8.27 | $9.38 |
| Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $593.7M | $498.8M | $430.9M | $614.5M | $689.0M | $755.6M | $825.7M | $1.17B |
| Net income | $61.3M | $113.2M | $39.5M | $71.0M | $92.1M | $87.6M | $96.0M | $155.8M |
| EPS (diluted) | $1.97 | $3.64 | $1.28 | $2.31 | $2.97 | $2.81 | $3.09 | $5.00 |
| FY 2021 | FY 2022 | FY 2023 | FY 2024 | FY 2025 | |
|---|---|---|---|---|---|
| Operating cash flow | $158.9M | $219.1M | $478.6M | $497.1M | $440.0M |
| Capital expenditure | -$46.7M | -$60.9M | -$64.4M | -$81.0M | -$77.3M |
| Free cash flow | $112.3M | $158.2M | $414.2M | $416.1M | $362.7M |
| Dividends paid | $0 | $0 | $0 | $0 | $0 |
| Net share buybacks | $0 | $0 | $0 | -$70.6M | -$74.2M |
Cash outflows are shown as negative numbers.
- Cash and short-term investments
- $464.5M
- Total assets
- $3.19B
- Total liabilities
- $1.80B
- Total debt
- $336.8M
- Net debt
- -$127.6M
- Shareholders’ equity
- $1.36B
As of Jun 30, 2026 (filed Aug 4, 2026).
Dividends
| Ex-date | Amount | Paid |
|---|---|---|
| Dec 23, 1998 | $0.00 | — |
Short interest
- Shares sold short
- 1,201,636
- Days to cover
- 2.19
- Change vs previous report
- -0.1%
FINRA short interest, settlement date Sep 15, 2026.