Sterling Infrastructure (STRL)
Prepares mission-critical sites and builds transportation and concrete infrastructure.
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Builds large-scale sites and electrical systems for data centers, semiconductor plants, and industrial facilities, while also handling transportation infrastructure and residential and commercial concrete work. E-Infrastructure now supplies most revenue, tying results to mission-critical capital programs alongside public construction and regional housing demand.
Builds and services infrastructure through E-Infrastructure Solutions, Transportation Solutions, and Building Solutions across the United States and Pacific islands. E-Infrastructure now accounts for most activity, combining large-scale site development—earthwork, grading, and underground utilities—with mission-critical electrical contracting for data centers, semiconductor plants, manufacturing sites, distribution facilities, and power projects.
Transportation Solutions constructs and rehabilitates highways, bridges, airports, ports, rail systems, and drainage infrastructure, while Building Solutions supplies residential and commercial concrete foundations, plumbing, and surveying. Pairing site preparation with electrical services broadens its scope on mission-critical campuses; the transportation portfolio has also shifted away from low-bid Texas highway work. Demand depends on customer capital programs, public infrastructure funding, and regional housing construction.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 20, 2026 | D.A. Davidson | Target | Target: $460 | Target: $700 |
| Aug 5, 2026 | Cantor Fitzgerald | Reiterate | Rating: —Target: $413 | Target: $742 |
| Aug 5, 2026 | Keybanc | Reiterate | Rating: —Target: $922 | Target: $754 |
| Jun 2, 2026 | Keybanc | Reiterate | Rating: —Target: $889 | Target: $922 |
| May 28, 2026 | Oppenheimer | Target | Target: — | Target: $950 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $464.5M · Total debt $336.8M · Total assets $3.19B · Shareholders' equity $1.36B
- Revenue
- $1.17B
- Operating income
- $231.8M
- Net income
- $155.8M
No dividends on record.
| Institutions | 86.99% | 26.61M shares | |
|---|---|---|---|
| 912 holders · as of Jun 30, 2026 | |||
| Insiders | 2.51% | 767.7K shares | |
| 13 holders · as of Aug 10, 2026 | |||
| Other | 10.50% | 3.21M shares | |
| remainder | |||
30.59M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 10.57% | 3.23M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.36% | 1.33M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 4.28% | 1.31M | as of Jun 30, 2026 |
FMR LLCInstitution | 3.84% | 1.18M | as of Jun 30, 2026 |
State Street CorpInstitution | 3.13% | 956,489 | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 25, 2026 | Mark D. Wolf | officer: General Counsel, Corporate Sec | −2,500 | $888.00 |
| Apr 23, 2026 | Joseph A. Cutillo | officer: Chief Executive Officer | −50,000 | $497.57 |
| Mar 25, 2026 | Joseph A. Cutillo | officer: Chief Executive Officer | −50,000 | $453.48 |
| Mar 12, 2026 | Dwayne Andree Wilson | director | −1,260 | $405.95 |
| Mar 9, 2026 | Julie Dill | director | −4,500 | $384.28 |
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- MYR Group
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- Construction Partners
Vertically integrated Sunbelt paving contractor with Texas DOT overlap.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Sterling Infrastructure | $513.51 | +0.17% | $15.73B | 37.0 | 23.1 | 4.6 | +90.1% |
| EMCOR Group | $754.88 | −0.37% | $33.42B | 23.7 | 21.6 | 1.8 | +19.8% |
| Comfort Systems USA | $1,616.41 | −0.99% | $57.46B | 40.2 | 30.6 | 5.1 | +50.3% |
| IES | $318.72 | −0.92% | $12.82B | 28.6 | 25.3 | 3.2 | +39.6% |
| Granite Construction | $115.23 | −0.83% | $5.09B | — | 16.4 | 1.0 | +29.3% |
| MYR Group | $286.72 | −0.60% | $4.49B | 27.4 | 22.3 | 1.1 | +20.2% |
| Construction Partners | $94.98 | +0.55% | $5.34B | 37.2 | 26.2 | 1.5 | +28.3% |
| Median | 28.6 | 23.8 | 1.7 | +28.8% |