What is the 13F Pro Quality Score for STRL?

13F Pro ranks STERLING INFRASTRUCTURE, INC. (STRL) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View STRL's current score at https://13fpro.ai/research/STRL (free sign-up required for the full ranking).

Which hedge funds own the most STRL stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of STRL include BlackRock,, FMR, VANGUARD PORTFOLIO MANAGEMENT. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/STRL as soon as new 13F filings post.

Where does 13F Pro source STRL data?

All STERLING INFRASTRUCTURE, INC. fundamentals and ownership data come directly from SEC EDGAR. STERLING INFRASTRUCTURE, INC. files with the SEC under CIK 874238. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is STRL in?

STERLING INFRASTRUCTURE, INC. (STRL) is classified in the Industrials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/industrials.

What drives STRL's revenue?

Per STERLING INFRASTRUCTURE, INC.'s latest 10-Q filed with the SEC on 2026-05-05, the biggest revenue drivers are: E-Infrastructure Solutions ($597.7M, +174% YoY); Transportation Solutions ($132.9M, +10% YoY); Building Solutions ($95.1M, +3% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/research/STRL.

What are STRL's largest expenses?

STERLING INFRASTRUCTURE, INC.'s latest 10-Q reports these as the largest expense items: Cost of revenues ($631.4M, +88% YoY); General and administrative expense ($47.9M, +38% YoY); Intangible asset amortization ($7.1M, +58% YoY). Sourced directly from SEC EDGAR filing text for Q1 2026 (quarter ended March 31, 2026).

How often is STRL research updated on 13F Pro?

STRL's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

STERLING INFRASTRUCTURE, INC.(STRL)Stock Analysis

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13F Pro Quality Score

73.3/100

Rank #201 of 2,879 stocksTOP 10%

View Industrials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

75.1/100

Profitability

76.8/100

Balance Sheet

88.8/100

Earnings Quality

85.2/100

Free Cash Flow

70.6/100

Institutional Flow

37.4/100

Revenue Scale

66.7/100

Dilution Risk

57.5/100

STRL Stock Analysis & AI Quality Score

AI stock analysis and institutional research for STERLING INFRASTRUCTURE, INC. (STRL), a Industrials sector company. 13F Pro's AI-powered ranking engine scores STRL at 73.3/100 on a 32-signal composite quality model, placing it at rank #201 of 2,879 stocks — the top 10% of the AI-ranked universe. STRL scores in the top quartile across balance sheet strength (88.8), earnings quality (85.2), profitability (76.8). Areas of concern include institutional flow (37.4), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), STERLING INFRASTRUCTURE, INC. reports quarterly revenue of $825.7M, net income of $96.0M, an operating margin of 16.7%. Top institutional holders of STRL by reported 13-F value include BlackRock,, FMR, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. STRL trades on the Nasdaq exchange and files with the SEC under CIK 874238. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate STRL daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for STERLING INFRASTRUCTURE, INC. directly from SEC EDGAR. STERLING INFRASTRUCTURE, INC.'s 13F Pro composite quality score has ranged between 8 and 76 since 2022, currently 73.3 — an improving long-term trajectory across 50 quarterly and live scoring snapshots.

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Fun facts about STERLING INFRASTRUCTURE, INC.

Quirks, history, and lore behind STRL — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. industrials company · listed on Nasdaq · headquartered in Texas · operates across multiple infrastructure construction segments.
2
The Numbers
Annual revenue in the range of $2 billion, with a business that has grown significantly through both organic expansion and acquisitions over the past decade.
3
The History
The company traces its roots back to the 1950s and has reinvented itself over the years, shifting focus toward civil construction and moving away from international and energy work.
4
The Secret
It operates three core segments: E-Infrastructure (think data center site prep), Transportation, and Building Solutions — making it a quiet pick-and-shovel play on the AI construction boom.
5
The Lore
Its E-Infrastructure division builds the massive graded sites that hyperscalers like Amazon and Microsoft need before a single server rack arrives — unglamorous work with glamorous tailwinds.
6
The Giveaway
The name sounds like a precious-metal bank, but this Texas-based civil contractor is really in the business of moving dirt and pouring concrete for the infrastructure America keeps demanding.

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What's Driving STRL's Business? Latest 10-Q Breakdown

✓ 25/25 datapoints verified

AI-extracted from STERLING INFRASTRUCTURE, INC.'s 10-Q filed 2026-05-05 — Q1 2026 (quarter ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Sterling Infrastructure reported Q1 2026 revenue of $825.7M, up 92% YoY, driven by $379.5M increase in E-Infrastructure Solutions following the CEC acquisition and strong data center demand.

Biggest Revenue Drivers

Total revenue: $825.7M+92% YoY

E-Infrastructure Solutions$597.7M+174% YoY

Higher volume from data centers and $156.1M from CEC electrical and mechanical business acquired late Q3 2025

Transportation Solutions$132.9M+10% YoY

Higher aviation and heavy highway revenue

Building Solutions$95.1M+3% YoY

Slightly higher residential and commercial volume, offset by residential market downturn from affordability challenges

Largest Expense Items

Cost of revenues$631.4M+88% YoY

Proportionate increase with higher revenue volumes

General and administrative expense$47.9M+38% YoY

Higher performance-based compensation, increased headcount to support growth, and inflation

Intangible asset amortization$7.1M+58% YoY

Increased from CEC acquisition intangibles, primarily customer relationships and trade names

Margins: Gross margin expanded to 23.5% from 22.0% YoY, driven by higher revenue volume and improved project margin mix in Transportation Solutions. Operating margin improved to 16.7% from 13.0% YoY despite higher corporate and acquisition-related costs.

Watch Items from the Filing

E-Infrastructure Solutions represents 72% of Q1 2026 revenue, heavily concentrated in data center and hyperscaler customer investments that may face cyclical disruptions.
Building Solutions operating margin declined to 6.5% from 13.4% YoY due to residential market downturn from affordability challenges; company expects muted demand in near-term.
CEC Acquisition earn-out obligation up to $80M contingent on achieving certain operating income targets; purchase price allocation is preliminary and subject to change within one-year measurement period.
Backlog increased to $3.80B from $3.01B as of December 31, 2025; Combined Backlog (including $1.36B Unsigned Awards) reached $5.15B with 3.5X book-to-burn ratio for Q1 2026.
Approximately $375M of construction work outstanding on unconsolidated joint venture contracts, of which $150M is company's proportionate share; company has joint and several liability for partner failures.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q1 2026

$825.7M

Net Income

Q1 2026

$96.0M

Free Cash Flow

Q1 2026

$145.9M

Operating Margin

Q1 2026

16.7%

D/E Ratio

Q1 2026

0.24

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+17.7% YoY

$2.49BFY 2025

FY22 $1.77BFY23 $1.97BFY24 $2.12BFY25 $2.49B

Net Income

+12.7% YoY

$290.2MFY 2025

FY22 $106.5MFY23 $138.7MFY24 $257.5MFY25 $290.2M

Operating Income

+53.4% YoY

$405.9MFY 2025

FY22 $159.9MFY23 $205.8MFY24 $264.6MFY25 $405.9M

EPS (Diluted)

+13.4% YoY

$9.38FY 2025

FY22 $3.48FY23 $4.44FY24 $8.27FY25 $9.38

Total Assets

+30.6% YoY

$2.63BFY 2025

FY22 $1.44BFY23 $1.78BFY24 $2.02BFY25 $2.63B

Total Debt

-8.0% YoY

$291.0MFY 2025

FY22 $431.3MFY23 $341.5MFY24 $316.3MFY25 $291.0M

Op. Cash Flow

-11.5% YoY

$440.0MFY 2025

FY22 $219.1MFY23 $478.6MFY24 $497.1MFY25 $440.0M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2019
Revenue	$2.49B +17.7%	$2.12B +7.3%	$1.97B +11.5%	$1.77B +11.9%	$1.58B +40.4%	$1.13B
Net Income	$290.2M +12.7%	$257.5M +85.7%	$138.7M +30.2%	$106.5M +69.9%	$62.6M	—
Operating Income	$405.9M +53.4%	$264.6M +28.6%	$205.8M +28.7%	$159.9M +49.4%	$107.0M +183.5%	$37.8M
EPS (Diluted)	$9.38 +13.4%	$8.27 +86.3%	$4.44 +27.6%	$3.48 +61.9%	$2.15 +46.3%	$1.47
Total Assets	$2.63B +30.6%	$2.02B +13.5%	$1.78B +23.3%	$1.44B +17.1%	$1.23B +28.0%	$961.9M
Total Debt	$291.0M -8.0%	$316.3M -7.4%	$341.5M -20.8%	$431.3M -4.5%	$451.9M +4.3%	$433.1M
Operating Cash Flow	$440.0M -11.5%	$497.1M +3.9%	$478.6M +118.4%	$219.1M +37.9%	$158.9M +277.8%	$42.1M

AI Insight: STRL Financial Trends

Sterling Infrastructure delivered exceptional revenue growth from $431M in Q1 2025 to $826M in Q1 2026, while maintaining strong profitability and reducing debt.

• Revenue surged 92% year-over-year from Q1 2025 ($431M) to Q1 2026 ($826M), with sequential growth accelerating.

• Operating income expanded from $56M in Q1 2025 to $138M in Q1 2026, reflecting improving operational leverage.

• Total debt declined from $329M in Q2 2024 to $287M in Q1 2026 while equity doubled to $1.19B.

• Operating margin strengthened from 13.0% in Q1 2025 to 16.7% in Q1 2026 despite rapid revenue expansion.

⚠ Operating cash flow remained flat around $85M in Q2-Q3 2025 despite 16% revenue growth between those quarters.

⚠ Q4 seasonality pattern shows revenue declines in both 2024 and 2025 fourth quarters compared to third quarters.

AI Insight: STRL Ratio Trends

Sterling Infrastructure delivered strong operational improvement with operating margin expanding from 12.5% in Q2 2024 to 16.7% in Q1 2026 while dramatically reducing leverage.

• Operating margin expanded from 12.5% in Q2 2024 to 16.7% in Q1 2026, demonstrating consistent operational efficiency gains.

• Debt-to-equity ratio fell sharply from 0.49 in Q2 2024 to 0.24 in Q1 2026, strengthening the balance sheet significantly.

• ROIC recovered from 20.1% in Q1 2025 to 37.3% in Q1 2026, approaching previous highs near 35-37% range.

• Net profit margin improved from 8.9% in Q2 2024 to 11.6% in Q1 2026, reflecting better cost management.

⚠ Q4 2024 showed unusual 22.7% net margin spike creating potential comparison challenges for future quarters.

⚠ ROIC and ROE declined sequentially from Q3 2025 peaks of 37.2% and 35.0% respectively in latest quarter.

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Available Research

13F Pro tracks comprehensive data for STERLING INFRASTRUCTURE, INC. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of STRL

BlackRock, Inc.
$1.6B3,984,283 sh
FMR LLC
$600.5M1,474,561 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$574.1M1,409,548 sh
VANGUARD CAPITAL MANAGEMENT LLC
$537.5M1,319,752 sh
Invesco Ltd.
$484.2M1,188,912 sh
STATE STREET CORP
$443.3M1,088,522 sh
GEODE CAPITAL MANAGEMENT, LLC
$390.3M939,282 sh
FIRST TRUST ADVISORS LP
$357.6M877,990 sh
RENAISSANCE TECHNOLOGIES LLC
$312.3M766,914 sh
JANUS HENDERSON GROUP PLC
$252.2M619,145 sh

Fund	Value	Shares
BlackRock, Inc.	$1.6B	3,984,283
FMR LLC	$600.5M	1,474,561
VANGUARD PORTFOLIO MANAGEMENT LLC	$574.1M	1,409,548
VANGUARD CAPITAL MANAGEMENT LLC	$537.5M	1,319,752
Invesco Ltd.	$484.2M	1,188,912
STATE STREET CORP	$443.3M	1,088,522
GEODE CAPITAL MANAGEMENT, LLC	$390.3M	939,282
FIRST TRUST ADVISORS LP	$357.6M	877,990
RENAISSANCE TECHNOLOGIES LLC	$312.3M	766,914
JANUS HENDERSON GROUP PLC	$252.2M	619,145

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Is STRL a good stock to buy?

13F Pro's AI-powered analysis of STERLING INFRASTRUCTURE, INC. (STRL) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for STRL are available on the STRL stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own STRL?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling STRL. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of STERLING INFRASTRUCTURE, INC.'s investment landscape.