STRL Chart — Next Bullish Trade

STRL Sterling Infrastructure, Inc. NMS

$858.99 +20.44 (+2.44%)

Neutral · +0.58σ

Price chart

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Financial overlay · last 12 quarters

Quarter	Revenue	Net income	Op income	FCF	Net margin	Op margin
2026-03-31	$0.8B	$0.1B	$0.1B	$0.1B	11.6%	17.2%
2025-12-31	$0.8B	$0.1B	$0.1B	$0.2B	11.6%	15.3%
2025-09-30	$0.7B	$0.1B	$0.1B	$0.1B	13.4%	19.2%
2025-06-30	$0.6B	$0.1B	$0.1B	$0.1B	11.6%	17.6%
2025-03-31	$0.4B	$0.0B	$0.1B	$0.1B	9.2%	13.4%

Earnings replay · last 20 reports

Date	EPS actual	EPS est	Surprise
2026-05-04	3.59	2.19	+63.9%
2026-02-25	3.08	2.63	+17.0%
2025-11-03	3.48	2.84	+22.6%
2025-08-04	2.51	2.25	+11.4%
2025-05-05	1.63	1.45	+12.6%
2025-02-25	1.46	1.33	+10.0%
2024-11-06	1.98	1.68	+17.9%
2024-08-05	1.67	1.43	+17.1%
2024-05-06	1.00	0.82	+21.5%
2024-02-26	1.30	1.00	+30.0%
2023-11-06	1.26	1.25	+1.4%
2023-08-07	1.27	0.93	+37.6%
2023-05-01	0.64	0.56	+14.1%
2023-02-27	1.04	0.68	+53.4%
2022-10-31	0.97	0.88	+11.0%
2022-08-01	0.86	0.74	+16.2%
2022-05-03	0.71	0.42	+70.1%
2022-02-28	0.47	0.37	+27.0%
2021-11-02	0.70	0.58	+20.4%
2021-08-02	0.66	0.52	+26.9%

Earnings markers are overlaid on the price chart above. Transcript summaries require PERPLEXITY_API_KEY (deferred to a follow-up).

Peer comparison · Industrials

Ticker ⇅	Mkt cap ⇅	P/E ⇅	Fwd P/E ⇅	P/S ⇅	EV/EBITDA ⇅	P/B ⇅	Gross M ⇅	Rev gr ⇅	EPS gr ⇅	FCF yld ⇅
STRL ★	$26B	76.9	37.1	9.1	45.1	23.8	23.3%	91.6%	141.4%	1.32%
GE	$350B	41.7	38.6	7.3	32.7	18.8	31.1%	24.7%	-1.8%	1.62%
RTX	$247B	34.5	24.2	2.7	18.4	3.7	20.2%	8.7%	32.5%	2.93%
CAT	$419B	45.3	30.3	5.9	31.5	22.5	28.6%	22.2%	30.2%	0.90%
HON	$140B	35.2	19.2	3.7	19.5	10.3	36.9%	2.4%	-41.9%	2.10%
BA	$173B	86.9	52.4	1.9	-62.0	28.9	4.8%	14.0%	—	1.48%
UNP	$162B	22.4	19.9	6.6	15.3	8.3	56.5%	3.2%	6.2%	2.49%
LMT	$125B	26.2	16.8	1.7	17.9	16.6	9.9%	0.3%	-11.5%	3.20%

Auto-seeded from sector. Click any ticker to switch.

Ownership

Top institutional holders

Top-10 concentration: 44.54%

Holder	Shares	% out
Blackrock Inc.	3,984,283	12.98%
FMR, LLC	1,474,561	4.81%
Vanguard Portfolio Management LLC	1,409,548	4.59%
Vanguard Capital Management LLC	1,319,752	4.30%
Invesco Ltd.	1,188,912	3.87%
State Street Corporation	1,088,522	3.55%
Geode Capital Management, LLC	939,282	3.06%
First Trust Advisors LP	877,990	2.86%
Renaissance Technologies, LLC	766,914	2.50%
Janus Henderson Group PLC	619,145	2.02%

Insider activity · 90d

8 buys / 2 sells · ratio 4.0 · Finnhub

CUTILLO JOSEPH A BUY 330,593
Bosway William T BUY 2,198
Schulz David S. BUY 654
ROSE B ANDREW BUY 654
Wilson Dwayne Andree BUY 12,470
Dill Julie BUY 18,034
CREGG ROGER A BUY 45,333
O'Brien Dana C. BUY 11,679
CUTILLO JOSEPH A SELL 290,593 @ $497.57
CUTILLO JOSEPH A SELL 340,593 @ $453.48

Analyst estimates

Finnhub

Low

$884.0

Mean

$941.1667

High

$1000.0

Analysts

Recommendation distribution · period 2026-06-01

Revision trend (2026-03-01 → 2026-06-01): net 11 → 14 +3 (net = strong_buy+buy − sell−strong_sell)

SEC filings

Form	Filed	Description	Action
8-K	2026-06-09	FORM 8-K	view ·
4	2026-05-21	FORM 4	view ·
8-K	2026-05-21	FORM 8-K	view ·
8-K	2026-05-12	FORM 8-K	view ·
4	2026-05-11	FORM 4	view ·
4	2026-05-11	FORM 4	view ·
4	2026-05-11	FORM 4	view ·
4	2026-05-11	FORM 4	view ·
4	2026-05-11	FORM 4	view ·
4	2026-05-11	FORM 4	view ·
4	2026-05-11	FORM 4	view ·
8-K	2026-05-07	FORM 8-K	view ·
10-Q	2026-05-05	FORM 10-Q	view ·
8-K	2026-05-04	FORM 8-K	view ·
4	2026-04-24	FORM 4	view ·
8-K	2026-04-08	FORM 8-K	view ·
4	2026-03-27	FORM 4	view ·
DEF 14A	2026-03-25	DEF 14A	view ·
4	2026-03-16	FORM 4	view ·
4	2026-03-11	FORM 4	view ·
4	2026-03-09	FORM 4	view ·
4	2026-03-06	FORM 4	view ·
4	2026-02-27	FORM 4	view ·
4	2026-02-27	FORM 4	view ·
10-K	2026-02-26	FORM 10-K	view ·
8-K	2026-02-25	FORM 8-K	view ·
4	2026-02-10	FORM 4	view ·
4	2026-01-20	FORM 4	view ·
4	2026-01-05	FORM 4	view ·
4	2026-01-05	FORM 4	view ·
4	2026-01-05	FORM 4	view ·
4	2026-01-05	FORM 4	view ·
4	2025-12-16	FORM 4	view ·
4	2025-11-14	FORM 4	view ·
8-K	2025-11-12	FORM 8-K	view ·
10-Q	2025-11-04	FORM 10-Q	view ·
8-K	2025-11-03	FORM 8-K	view ·
8-K	2025-09-24	FORM 8-K	view ·
8-K	2025-09-18	FORM 8-K	view ·
4	2025-09-04	FORM 4	view ·
8-K	2025-09-02	FORM 8-K	view ·
10-Q	2025-08-05	FORM 10-Q	view ·
8-K	2025-08-04	FORM 8-K	view ·
4	2025-07-11	FORM 4	view ·
4	2025-07-11	FORM 4	view ·
4	2025-07-10	FORM 4	view ·
8-K	2025-07-10	FORM 8-K	view ·
4	2025-06-25	FORM 4	view ·
8-K	2025-06-18	8-K	view ·
4	2025-06-18	FORM 4	view ·
8-K	2025-06-17	8-K	view ·
8-K	2025-06-12	FORM 8-K	view ·
8-K	2025-06-09	FORM 8-K	view ·
4	2025-05-09	FORM 4	view ·
4	2025-05-09	FORM 4	view ·
4	2025-05-09	FORM 4	view ·
4	2025-05-09	FORM 4	view ·
4	2025-05-09	FORM 4	view ·
8-K	2025-05-09	FORM 8-K	view ·
10-Q	2025-05-06	FORM 10-Q	view ·

About

Sterling Infrastructure, Inc. engages in the provision of e-infrastructure, transportation, and building solutions in the United States. It operates through three segments: E-Infrastructure, Transportation, and Building Solutions. The E-Infrastructure Solutions segment provides site development services for the blue-chip end users in the e-commerce distribution center, data center, manufacturing, warehousing, and power generation sectors. Its Transportation Solutions segment is involved in the development of infrastructure and rehabilitation projects for highways, roads, bridges, airports, ports, rail, and storm drainage systems for the departments of transportation, regional transit, airport, port, water, and railroads authorities. The Building Solutions segment offers residential and commercial concrete foundations for single-family and multi-family homes, parking structures, elevated slabs, and other concrete work for developers and general contractors, as well as plumbing and surveys services for residential builds. It operates in the United States, primarily across the Southern, Northeastern, Mid-Atlantic and Rocky Mountain regions, and the Pacific Islands. The company was for…