STERLING INFRASTRUCTURE, INC. — Form 8-K
Filed October 28, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 76/100
What the filing says
Sterling Infrastructure posted Q3 2026 revenue of $1.564B (+127% YoY), net income of $214.9M (+133%), and adjusted diluted EPS of $7.58 (+118%), driven by the CEC electrical acquisition (Sept 2025, contributing $425.6M in Q3 2026). Full-year 2026 guidance raised to $4.63–4.73B revenue (88% growth), $21.70–21.96 adjusted diluted EPS (101% growth), and $970–981M adjusted EBITDA (94% growth). Signed backlog is $4.14B (+61% YoY); combined backlog including unsigned awards totals $6.14B (+78% YoY). Company deployed $107.3M on buybacks YTD 2026.
Why this rating
Strong organic growth (70%), transformational CEC integration, raised full-year guidance, and record backlog represent material trajectory acceleration. Relative to $6.8B market cap, revenue uplift and margin expansion are substantial, though already priced into market expectations.
Price action (we called it positive)
before filing · preread $415.00 | at our read pending | +10 min pending | +30 min pending | +1 hr pending | +4 hrs pending |
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