Sterling Infrastructure (STRL)
NASDAQIndustrialsEngineering & ConstructionSnapshot 2026-09-04
$486.49+5.75%
Close 2026-09-04 · 1-day change
NASDAQIndustrialsEngineering & ConstructionSnapshot 2026-09-04
QuarterlyIQ Insights · STRL
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within industrials on a research-validated quality screen. As of 2026-09-04.
The screen ranks STRL against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated strong grew net income 67% of the time over the next year (vs 52% for the rest of the cohort, n=6958).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue strong growth and margin expansion in E-Infrastructure Solutions through organic growth and acquisitions like CEC and Stone Ridge.
Stated as a priority in 3 of last 3 quarters. E-Infrastructure Solutions revenue grew from $234 million in 2024-Q4 to $905 million in 2026-Q2, with adjusted operating income increasing 148% year-over-year in 2026-Q2. Management consistently emphasizes strong organic growth and acquisition contributions, delivering on this priority.
“E-Infrastructure Solutions delivered 192% revenue growth and 148% adjusted operating income growth.”
“E-Infrastructure Solutions achieved 174% revenue growth and 177% adjusted operating income growth.”
“E-Infrastructure Solutions achieved 123% revenue growth and 91% adjusted operating income growth.”
Drive total company revenue growth through organic expansion and acquisitions, targeting high-growth infrastructure markets.
Stated as a priority in 3 of last 3 quarters. Total revenue grew from $498.8 million in 2025-Q4 to $1.17 billion in 2026-Q2, a 90% increase including 50% organic growth. Backlog expanded 116% year-over-year, supporting continued revenue growth. Management is delivering on this priority with strong top-line expansion.
Improve profitability through margin expansion and operating income growth across segments, focusing on higher-margin projects.
Stated as a priority in 3 of last 3 quarters. Operating income increased from $104.6 million in 2025-Q2 to $219.3 million in 2026-Q2, a 109% increase. Adjusted EBITDA margins remained strong at 22% in 2026-Q2. Management is delivering improved profitability and margin expansion as committed.
“Adjusted EBITDA margins of 22%, operating income of $219 million increased 109%.”
Generate strong operating cash flow and maintain financial flexibility through credit facility expansion and disciplined capital allocation.
Stated as a priority in 3 of last 3 quarters. Operating cash flow totaled $328 million for the six months ended June 30, 2026, up from $165.6 million in 2026-Q1. In July 2026, the credit facility was expanded to $1.5 billion, enhancing financial flexibility. Management is delivering on cash generation and financial capacity.
“Cash flows from operations totaled $328 million for six months ended June 30, 2026.”
Acquire complementary businesses like Stone Ridge and CEC to broaden service offerings and geographic reach.
Stated as a priority in 3 of last 3 quarters. The CEC acquisition contributed $156.1 million revenue in 2026-Q1, and acquisitions overall contributed $250.8 million in 2026-Q2. The Stone Ridge acquisition closed in June 2026, expanding geographic footprint. Management is delivering on strategic acquisitions to grow the business.
Over the trailing year it converted 2.16x of net income into operating cash flow. Historically, Industrials names rated robust grew net income 58% of the time over the next year (vs 54% for the rest of the cohort, n=4997).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
16 material management or governance events in the past 24 months, led by executive changes. Historically, Industrials names rated neutral grew net income 58% of the time over the next year (vs 56% for the rest of the cohort, n=3431).
Not investment advice. As of 2026-09-04.
“Revenue grew 90%, including organic growth of approximately 50%.”
“Revenue grew 92%, including organic growth of over 55%.”
“Revenue increased 51% on a GAAP basis, 69% adjusted excluding RHB.”
“Adjusted EBITDA margins remained strong at over 20%, operating income $138 million.”
“Operating income increased to $120 million from $62 million year-over-year.”
“Entered amended credit agreement expanding credit facility to $1.5 billion.”
“Cash flows from operations totaled $165.6 million for three months ended March 31, 2026.”
“Closed acquisition of Stone Ridge Contracting in June 2026.”
“Acquisitions contributed $250.8 million of revenue in Q2 2026, including Stone Ridge and CEC.”
“CEC acquisition contributed $156.1 million to revenue in Q1 2026.”