STRL STERLING INFRASTRUCTURE, INC.

BULLISH Impact: 6/10 8-K
Horizon weeks Filed Apr 8, 2026 Processed 1mo ago SEC 0000874238-26-000047
8-K context-dependent: Items 7.01
Latest settled — T+20d
STRL ▲ +103.42% at T+20d
LONG call ✓ call won +103.42% · α vs SPY +95.86% · entry $435.65 → $886.22
Next anchor: T+60d in 6w
Last close $732.94 (close May 22) · +68.24% from $435.65 entry
Entry anchored
Apr 8, 03:59 PM ET
via Databento tick
T+1d
+2.46%
call +2.46% · α +2.52%
$446.36
settled 6w ago
T+5d
+1.25%
call +1.25% · α -1.94%
$441.10
settled 6w ago
T+20d
+103.42%
call +103.42% · α +95.86%
$886.22
settled 18d ago
T+60d
call — · α —
in 6w

Price Chart

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Executive Summary

Sterling Infrastructure released its 2026 Sustainability Report, highlighting strong 2025 financial performance with 32% adjusted revenue growth, 47% adjusted EBITDA increase, and 53% adjusted EPS growth, driven by strategic execution and the acquisition of CEC Facilities Group. The report emphasizes advancements in ESG initiatives, safety, technology adoption, and community engagement.

Actionable Insight

The strong financial performance and strategic acquisition of CEC suggest Sterling is well-positioned to capitalize on high-value infrastructure markets. Traders should monitor the integration of CEC and its contribution to future revenue streams, as well as the company's ability to maintain high growth rates in a competitive environment.

Key Facts

  • 32% adjusted revenue growth in 2025
  • 47% adjusted EBITDA increase in 2025
  • 53% adjusted EPS growth in 2025
  • Acquisition of CEC Facilities Group expanded mission-critical electrical services
  • Operating cash flow of $440 million and $100 million net cash position at year-end 2025
  • Safety KPIs: TRIR of 0.46, LTIR of 0.14 in 2025
  • Fleet modernization: Plateau increased Tier 4 final machines from 60 to 142 in 2025

Financial Impact

Adjusted revenue growth of 32%, adjusted EBITDA increase of 47%, and adjusted EPS growth of 53% in 2025, with $440 million in operating cash flow generation and a $100 million net cash position.

revenueebitdaepscashFlowdebt

Risk Factors

  • Forward-looking statements in the sustainability report are subject to risks and uncertainties
  • Recent insider selling of $23.2M over 30 days may indicate potential concerns among executives
  • Dependence on continued infrastructure investment cycles for sustained growth

Market Snapshot

Exchange
Nasdaq
Sector
Heavy Construction Other Than Bldg Const - Contractors

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0000874238-26-000047
Document: strl-20260408.htm0000874238-26-000047
Document: 0000874238-26-000047-index-headers.html0000874238-26-000047
Document: 0000874238-26-000047-index.html0000874238-26-000047
Document: 0000874238-26-000047.txt0000874238-26-000047
6 reports for STRL
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for STRL — sortable, filterable
Type Now
May 21, 2026
2d ago
8-K
NEUTRAL ★ 3/10
awaiting T+20
Apr 8, 2026
6w ago
8-K
BULLISH ★ 6/10
$435.65 $886.22▲ +103.42%▲ +95.86%$732.94 (+68.24%)
Mar 25, 2026
8w ago
DEFA14A
NEUTRAL ★ 3/10
$415.93 $497.18▲ +19.53%▲ +8.87%$732.94 (+76.22%)
Mar 9, 2026
10w ago
Insider Cluster
NEUTRAL ★ 4/10
$411.38 $382.22▼ −7.09%▼ −4.28%$732.94 (+78.17%)
Mar 5, 2026
11w ago
Insider Cluster
NEUTRAL ★ 4/10
$398.87 $416.34▲ +4.38%▲ +8.17%$732.94 (+83.75%)
Feb 25, 2026
12w ago
8-K
BULLISH ★ 8/10
$455.25 $452.92▼ −0.51%▲ +4.72%$732.94 (+61.00%)
Showing 6 of 6

US Market Status

Market Closed — Opens Tue (35h 14m)

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