StratDeck

Sterling Infrastructure

523.33USD-1.89%Yahoo FinanceAI Infrastructure · Data-centre infrastructure
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STRLIndustrials · Engineering & Construction · US

Sterling Infrastructure, Inc. engages in the provision of e-infrastructure, transportation, and building solutions in the United States.

What's happening?

Yahoo Finance

STRL is outpacing Industrials this month: +7.6% against -1.8% for the average Industrials stock.

Below its 200-day average since 5 Oct, 0 days · 28 of 79 Industrials stocks are trending up.

1D
-1.89%
7D
+5.01%
1M
+7.57%
3M
-27.02%
6M
+32.92%
YTD
+70.89%
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What is the market expecting?

StratDeckSEC EDGARYahoo Finance

Priced in line with the Industrials median on forward earnings; analysts' mean target sits 61.5% above the price.

Value#39 of 68Worth the premium in Industrials
AnalystsStrong buy7
Mean target845.43+61.55%range 700.00–1000.00

Value score vs Industrials peers

43

Not scored on Yield. The rest were reweighted to make up the difference.

Is the business delivering?

SEC EDGARYahoo Finance

Revenue growing faster than the Industrials median: +90.1% against +12.9%; EPS up 116.5% on a year ago; met or beat the estimate in 4 of the last 4 quarters.

EPS YoY+116.45%latest quarter
Beat / miss4 of 4met or beat the estimate

Earnings by quarter

Latest quarter 156M · +59.9M on the quarter before · +84.8M on a year earlier

  1. 61.3M
    Nov24+9.44M
  2. 113M
    Feb25+51.9M
  3. 39.5M
    May25-73.7M
  4. 71.0M
    Aug25+31.5M
  5. 92.1M
    Nov25+21.1M
  6. 87.6M
    Feb26-4.49M
  7. 96.0M
    May26+8.37M
  8. 156M
    Aug26+59.9M

Net income from the income statement, in USD, by the month it was reported.

How does it compare?

Nearest in Industrials on valueStratDeck

STRL ranks #39 of 68 on value in Industrials; nearest to it are DXPE, PH and SAF.PA.

  1. #37DXPEDXP Enterprises, Inc.Worth the premium49
  2. #38PHParker-Hannifin CorpWeakest in sector44
  3. #39STRLSterling Infrastructure, Inc.Worth the premium43
  4. #40SAF.PASafran SAWorth the premium42

What happens next?

StratDeckYahoo FinanceSEC EDGAR

Reports next on 2 Nov, in 28 days.

Data-centre infrastructure catalysts

  • 12–15 OctconferenceOCP Global Summit (San Jose)Hyperscalers and their vendors show next-generation rack, power and cooling designs, the clearest read on where the AI build-out's spend goes next.Servers · Networking · Data-centre infrastructure · Power · Hyperscalers

Recent filings

Fundamentals

SEC EDGAR

On the shortlist

STRL isn't in any strategy's Top Matches or Close Matches today.

AI Infrastructure · Data-centre infrastructure

The AI Infra tradeStratDeck
1W+2.4%
1M+1.7%

E-infrastructure site work, including data-centre campuses.

In the briefing

Briefing for 5 Oct

The briefing has not named STRL.

Shortlist history

STRL has not made the shortlist since the ledger opened.

Keep researching

Where next from STRL

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Everything here derives from the last monitor run and the research pipeline that reads it. Data Sources. Research context, not investment advice.