Sterling Infrastructure (NASDAQ:STRL) Updates FY 2026 Earnings Guidance

Posted by Kyle Jackson on Feb 26th, 2026

Sterling Infrastructure (NASDAQ:STRL – Get Free Report) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 13.450-14.050 for the period, compared to the consensus earnings per share estimate of 11.900. The company issued revenue guidance of $3.1 billion-$3.2 billion, compared to the consensus revenue estimate of $2.8 billion.

Sterling Infrastructure Stock Performance

Shares of STRL stock traded down $4.47 during mid-day trading on Wednesday, reaching $455.25. The stock had a trading volume of 911,689 shares, compared to its average volume of 500,076. The firm’s 50 day simple moving average is $357.44 and its 200 day simple moving average is $341.46. The company has a quick ratio of 1.00, a current ratio of 1.00 and a debt-to-equity ratio of 0.26. Sterling Infrastructure has a one year low of $96.34 and a one year high of $470.00. The firm has a market cap of $13.98 billion, a PE ratio of 44.63, a P/E/G ratio of 2.48 and a beta of 1.51.

Sterling Infrastructure (NASDAQ:STRL – Get Free Report) last released its quarterly earnings data on Wednesday, February 25th. The construction company reported $3.08 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.63 by $0.45. The business had revenue of $755.61 million for the quarter, compared to analysts’ expectations of $639.41 million. Sterling Infrastructure had a return on equity of 29.81% and a net margin of 14.14%.Sterling Infrastructure has set its FY 2026 guidance at 13.450-14.050 EPS. On average, analysts forecast that Sterling Infrastructure will post 5.98 EPS for the current year.

Sterling Infrastructure announced that its board has authorized a share buyback plan on Wednesday, November 12th that allows the company to repurchase $400.00 million in outstanding shares. This repurchase authorization allows the construction company to buy up to 3.4% of its shares through open market purchases. Shares repurchase plans are usually an indication that the company’s leadership believes its stock is undervalued.

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on the company. DA Davidson lifted their price objective on Sterling Infrastructure from $355.00 to $460.00 and gave the company a “buy” rating in a report on Wednesday, November 5th. Zacks Research downgraded Sterling Infrastructure from a “strong-buy” rating to a “hold” rating in a research report on Monday, January 5th. Cantor Fitzgerald initiated coverage on Sterling Infrastructure in a research note on Friday, January 23rd. They issued an “overweight” rating and a $413.00 price target on the stock. Stifel Nicolaus set a $486.00 price objective on Sterling Infrastructure and gave the stock a “buy” rating in a research note on Wednesday, February 11th. Finally, Weiss Ratings upgraded shares of Sterling Infrastructure from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, January 26th. Four investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $453.00.

Read Our Latest Analysis on STRL

Insider Buying and Selling at Sterling Infrastructure

In other Sterling Infrastructure news, Director Dana C. O’brien sold 2,000 shares of the firm’s stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $410.00, for a total value of $820,000.00. Following the completion of the sale, the director owned 11,498 shares in the company, valued at approximately $4,714,180. This trade represents a 14.82% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director Dwayne Andree Wilson sold 2,860 shares of the business’s stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $350.00, for a total transaction of $1,001,000.00. Following the completion of the transaction, the director directly owned 14,749 shares of the company’s stock, valued at approximately $5,162,150. This represents a 16.24% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 6,860 shares of company stock worth $2,611,000 in the last 90 days. Company insiders own 3.70% of the company’s stock.

Key Stories Impacting Sterling Infrastructure

Here are the key news stories impacting Sterling Infrastructure this week:

Positive Sentiment: Sterling reported strong Q4 and FY2025 results and provided full‑year 2026 guidance — management’s results and outlook are the primary positive catalyst behind today’s trading and support the company’s elevated valuation. Sterling Reports Strong Fourth Quarter and Full Year 2025 Results and Issues Full Year 2026 Guidance
Positive Sentiment: Sidoti (sell‑side analyst J. Romero) has raised multiple near‑term and FY2026/FY2027 EPS estimates (Q1–Q4 2026 and FY2026 modestly higher, plus FY2027 raised), reflecting improved earnings visibility and reinforcing upside to consensus. This adds analyst support for the stock. MarketBeat Sidoti Estimates
Positive Sentiment: Zacks highlights growing Wall‑Street optimism toward STRL, noting bullish analyst commentary that could attract more institutional interest. Wall Street Bulls Look Optimistic About Sterling Infrastructure (STRL): Should You Buy?
Neutral Sentiment: Zacks published a sector comparison piece (Sterling vs. Granite) that frames STRL as a beneficiary of sustained public infrastructure spending — useful for longer‑term positioning but not an immediate price catalyst. Sterling vs. Granite: Which Infrastructure Stock Is the Better Buy?
Neutral Sentiment: Benzinga and MSN ran previews on the company’s upcoming/expected Q4 disclosure, which summarize consensus expectations and items to watch (guidance, margins, backlog) — these pieces help set investor focus for the earnings release and call but don’t change fundamentals on their own. A Look at Sterling Infrastructure’s Upcoming Earnings Report Sterling (STRL) Q4 earnings: What to expect

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the company. Kemnay Advisory Services Inc. acquired a new stake in shares of Sterling Infrastructure in the 4th quarter valued at $31,000. Rakuten Securities Inc. boosted its holdings in Sterling Infrastructure by 6,950.0% in the second quarter. Rakuten Securities Inc. now owns 141 shares of the construction company’s stock valued at $33,000 after acquiring an additional 139 shares during the last quarter. Caitong International Asset Management Co. Ltd boosted its holdings in Sterling Infrastructure by 316.0% in the third quarter. Caitong International Asset Management Co. Ltd now owns 104 shares of the construction company’s stock valued at $35,000 after acquiring an additional 79 shares during the last quarter. Smartleaf Asset Management LLC increased its position in Sterling Infrastructure by 257.5% in the second quarter. Smartleaf Asset Management LLC now owns 286 shares of the construction company’s stock worth $66,000 after purchasing an additional 206 shares during the period. Finally, UMB Bank n.a. raised its holdings in Sterling Infrastructure by 70.8% during the 4th quarter. UMB Bank n.a. now owns 222 shares of the construction company’s stock worth $68,000 after purchasing an additional 92 shares during the last quarter. Institutional investors and hedge funds own 80.95% of the company’s stock.

Sterling Infrastructure Company Profile

(Get Free Report)

Sterling Infrastructure, Inc (NASDAQ: STRL) is a diversified manufacturer and distributor of essential infrastructure products serving municipal, utility and industrial customers across North America. Through its network of wholly owned subsidiaries, the company designs, engineers and produces a wide range of cast and fabricated solutions tailored to the needs of the waterworks, natural gas, telecommunications, electric, traffic safety and parks & recreation markets.

The company’s product portfolio encompasses ductile iron and composite fittings, valve boxes, manhole frames and covers, water and gas meter sets, street light poles and mounting accessories, traffic sign posts with breakaway systems, bollards and related system components.