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Sterling Infrastructure

STRL · Nasdaq · Heavy Construction Other Than Bldg Const - Contractors
Insider buys (12 months)
0
Insider sales (12 months)
$96.3M
8-K reports (12 months)
14
Tracked investors holding
3

At a glance

Sterling Infrastructure reported 2025 revenue of $2.49B, up 17.7% from $2.12B in 2024. Over 4 years since 2021 ($1.41B), that is growth of about 15.2% a year. Operating margin was 16.3%, up from 7.6% in 2021. 2025 was the highest revenue year in this period.

In the last 12 months 5 insiders reported 0 open-market purchases and 9 sales ($96.3M). 7 of the sales were made under pre-arranged 10b5-1 plans. The largest was a sale of $41.2M by Chief Executive Officer Joseph A Cutillo on Mar 11, 2026.

Sterling Infrastructure filed 14 current reports (Form 8-K) in the last 12 months, most often for results of operations (5), regulation fd disclosure (4), officer or director change (2) and material agreement (1). The latest officer or director change was reported on Jul 10, 2026. It reported a material agreement or a completed acquisition or disposal 1 time.

3 of the 20 investors tracked here held Sterling Infrastructure at the last quarter end, worth $1.09B combined. It is the largest weight for Lone Pine Capital (3.1% of its portfolio), followed by Renaissance Technologies (0.8%). New this quarter: Lone Pine Capital. Reduced: Renaissance Technologies and Bridgewater Associates.

Annual results

2021
Revenue $1.41B
Op. $107M
2022
Revenue $1.77B
Op. $159.9M
2023
Revenue $1.97B
Op. $205.8M
2024
Revenue $2.12B
Op. $264.6M
2025
Revenue $2.49B
Op. $405.9M
RevenueOperating income (or net income)SEC XBRL annual filings, fiscal years mapped to calendar years
Year20212022202320242025
Net income$62.6M$106.5M$138.7M$257.5M$290.2M
Diluted EPS$2.15$3.48$4.44$8.27$9.38

Fiscal year ends Dec 31 · incorporated in DE

Tracked investors holding (13F)

Renaissance TechnologiesReduced$564.2M · 0.8% · held 8 quarters
Lone Pine CapitalNew$511.7M · 3.1%
Bridgewater AssociatesReduced$16.9M · 0.1% · held 4 quarters

Weight is the share of each investor's portfolio, as of the quarter end.

Current reports (8-K, last 12 months)

Insider open-market trades (last 12 months)

Source: SEC EDGAR. How figures are combined