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STRL

STERLING INFRASTRUCTURE, INC.

NASDAQ · Industrials · Engineering & Construction · US

$518.68
+2.56%
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  • Research · Sep 10, 2026

    Civil Infrastructure Supply Chains See Data Center Contribution Nearly Double

    Core & Main says data-center contribution nearly doubled, while Sunbelt puts data centers at 13% of its megaproject pipeline, extending AI spending into civil infrastructure.

  • Research · Sep 3, 2026

    [STRL] Sterling Infrastructure Thesis 2026: Data Center Wave Lifts E-Infrastructure to Half the Business

    Sterling Infrastructure extended its data center construction growth run in FY2025 with revenue of ~$2.35B and EPS of ~$8.00, as the E-Infrastructure segment grew to ~$1.0B and nearly 43% of revenue on hyperscaler AI campus demand. Consolidated operating margin held at ~11.7% despite mix headwinds in Transportation and Building Solutions. E-Infrastructure backlog reached ~$1.05B, providing 12-month revenue visibility. The thesis hinges on hyperscaler capital expenditure sustaining through 2026-2027.