Sterling Infrastructure Inc

Sterling Infrastructure Inc

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Market Cap$26.45B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Sterling Infrastructure IncSterling Infrastructure Inc76.2-29%9.50.3

Earnings Call Q1 2026

May 5, 2026 - AI Summary

Record growth & profitability (1Q 2026): Revenue grew 92% YoY and adjusted diluted EPS grew 120%. Adjusted EBITDA more than doubled and margins expanded 150 bps YoY to 20% (record first quarter)—a standout because Q1 is typically the company’s slowest quarter. Key drivers cited were weather-driven earlier starts in Transportation and better execution/productivity as E-Infrastructure projects get larger/more complex and leverage the company’s vertical integration.
Backlog strength + long visibility (surprise scale): Signed backlog ended the quarter at $3.8B (+78% YoY) and combined backlog at $5.2B (+131% YoY). Visibility is unusually strong with future phase opportunities > $1.3B; total addressable work visibility is approaching ~$6.5B (up ~$2.0B since year-end). Book-to-burn was 2.1x (backlog) and 3.5x (combined backlog)—suggesting strong conversion/working capital discipline.
Major new award/opportunity: semiconductor campus (big upside narrative): Awarded the first phase of a multi-phase semiconductor fabrication campus (executed via a joint venture) totaling >$500M, expected completion late 2027/early 2028. Management frames this as a potential multi-decade build and a platform to win more semiconductor scopes, with expectations that semiconductor fab acceleration becomes more notable end of decade (2029–2030; “positioned” now).

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$768.60

Target Price by Analysts

13.9% downsideSterling Infrastructure Target Price DetailsTarget Price
$301.92

Current Fair Value

66.2% downside

Overvalued by 66.2% based on the discounted cash flow analysis.

Share Statistics

Market cap$26.45 Billion
Enterprise Value$26.28 Billion
Dividend Yield$- (-)
Earnings per Share$9.5
Beta1.82
Outstanding Shares30,652,000

Return

Return on Equity29.14%ROE
Return on Assets12.45%
Return on Invested Capital29.74%

Valuation & Multiples

P/E Ratio76.21P/E Ratio
PEG53.26PEG
Price to Sales9.49Price to Sales
Price to Book Ratio23.48Price to Book Ratio
Enterprise Value to Revenue9.11
Enterprise Value to EBIT51.97
Enterprise Value to Net Income75
Total Debt to Enterprise0.01
Debt to Equity0.29Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 11, 2026
EPS Estimate
$2.01
Average shareholder expectation
Revenue Estimate
$549.81 M
Average shareholder expectation

Next Earnings Call

Expected Date
August 3, 2026
EPS Estimate
$5.29
Average shareholder expectation
Revenue Estimate
$963.25 M
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.7240▲ 5.17%
Total Calls246,500▲ 1.23%
Total Puts178,472▲ 9.02%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %91.89%▲ 1.89%
Total Invested$11.42B▲ 33.64%
Investors Holding723▲ 62.00%

ESG Score

No data

About Sterling Construction Company, Inc.

CEO: Joseph Cutillo

Relevant Senate Committees

Finance

Controls tax policy, which directly impacts corporate profitability and investment in infrastructure, and can influence funding mechanisms for public works.

Appropriations

Directly controls the allocation of federal funds for infrastructure projects, including water and sewer, which is a key revenue source and driver for construction companies.

Environment and Public Works

Directly regulates the EPA and federal infrastructure programs, which are critical for the planning, funding, and execution of water and sewer projects.

Homeland Security and Governmental Affairs

Directly impacts federal contracting and government procurement, which are key revenue streams for a construction company like Sterling Infrastructure.