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/company/STRL (free sign-up required for the full ranking).

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 2026-08-04, the biggest revenue drivers are: E-Infrastructure Solutions ($905.0M, +192% YoY); Transportation Solutions ($156.7M, -20% YoY); Building Solutions ($106.5M, -0.7% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/STRL.

What are STRL's largest expenses?

STERLING INFRASTRUCTURE, INC.'s latest 10-Q reports these as the largest expense items: General and administrative expense ($53.1M, 4.5% of revenue vs 5.5%); Acquisition related costs ($12.5M, vs $2.5M a year ago); Intangible asset amortization ($7.5M, vs $4.5M a year ago). Sourced directly from SEC EDGAR filing text for Q2 2026 (quarter ended June 30, 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

70.6/100

Rank #213 of 2,961 stocksTOP 10%

View Industrials peers →

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

Revenue Growth

86.5/100

Profitability

67.6/100

Balance Sheet

93.9/100

Earnings Quality

52.0/100

Free Cash Flow

63.9/100

Institutional Flow

14.8/100

Revenue Scale

72.3/100

Dilution Risk

57.6/100

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Why STRL Scores 71/100

exact factor attribution · 2026-09-11

STRL's composite is driven by revenue growth and capital efficiency, held back by institutional flow. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Revenue growth

+7.3 pts

87th pct

Capital efficiency

+4.4 pts

94th pct

Scale

+3.3 pts

72th pct

Profitability

+2.6 pts

68th pct

Free cash flow

+2.1 pts

64th pct

Earnings growth

+2.0 pts

90th pct

Shareholder dilution

+0.4 pts

58th pct

Earnings quality

+0.2 pts

52th pct

Institutional flow

-1.8 pts

15th pct

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

STRL Stock Analysis & AI Quality Score

Data updated 2026-09-11

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 70.6/100 on a 32-signal composite quality model, placing it at rank #213 of 2,961 stocks — the top 10% of the AI-ranked universe. STRL scores in the top quartile across balance sheet strength (93.9), revenue growth (86.5). Areas of concern include institutional flow (14.8), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), STERLING INFRASTRUCTURE, INC. reports quarterly revenue of $1.2B, net income of $155.8M, an operating margin of 18.8%. Top institutional holders of STRL by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, 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 56 and 75 since 2022, currently 70.6 — an improving long-term trajectory across 62 quarterly and live scoring snapshots.

✦

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

AI-extracted from STERLING INFRASTRUCTURE, INC.'s 10-Q filed 2026-08-04 — Q2 2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Revenue rose 90% to $1.17B as E-Infrastructure Solutions nearly tripled to $905.0M, lifting gross margin to 24.8% and backlog to $4.33B.

Biggest Revenue Drivers

E-Infrastructure Solutions$905.0M+192% YoY

Higher volume from large mission-critical projects plus acquired electrical and mechanical business

Transportation Solutions$156.7M-20% YoY

Driven by lower heavy highway and other revenue

Biggest Revenue Drivers

Total revenue: $1.17B+90% YoY

E-Infrastructure Solutions$905.0M+192% YoY

Higher volume from large mission-critical projects plus acquired electrical and mechanical business

Within E-Infrastructure Solutions

CEC (electrical and mechanical business acquired Q3 2025)$239.9M

Revenue from the electrical and mechanical business acquired late in the third quarter of 2025

Transportation Solutions$156.7M-20% YoY

Driven by lower heavy highway and other revenue

Within Transportation Solutions

Heavy Highway$112.7M

Largest Transportation end market; declined from $133.1M a year ago

Building Solutions$106.5M-0.7% YoY

Residential concrete slabs and plumbing still affected by market downturn from homebuyer affordability

Largest Expense Items

General and administrative expense$53.1M4.5% of revenue vs 5.5%

Higher performance based compensation, increased headcount to support growth, and inflation in 2026

Acquisition related costs$12.5Mvs $2.5M a year ago

Tied to the Stone Ridge and CEC acquisitions

Intangible asset amortization$7.5Mvs $4.5M a year ago

Reflects intangibles recorded in recent acquisitions

Margins: Gross margin rose to 24.8% from 23.3%, driven by higher revenue volume and improved project margin mix in Transportation Solutions. E-Infrastructure operating margin fell to 23.3% from 27.0%.

Watch Items from the Filing

Changes in contract estimates on prior-period performance obligations added $83.1 million of net revenue this quarter, versus $42.0 million a year ago.
Backlog reached $4.33 billion and Combined Backlog $5.62 billion, with a 2.3X six-month book-to-burn ratio; E-Infrastructure RPOs nearly doubled to $3.21 billion.
Building Solutions operating income fell to $8.5 million (8.0% margin) from $9.9 million (9.2%) on a continued residential downturn from affordability pressure.
CEC and Stone Ridge, excluded from management's disclosure-controls assessment, represent 32.5% of total assets and 20.4% of quarterly revenue.
Post-quarter, the company repaid the $285 million term loan and entered a $1.5 billion revolving facility maturing July 2031, with $90 million drawn at July 2, 2026.

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

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

Revenue

Q2 2026

$1.2B

Net Income

Q2 2026

$155.8M

Free Cash Flow

Q2 2026

$112.4M

Operating Margin

Q2 2026

18.8%

ROIC

Q2 2026

53.4%

D/E Ratio

Q2 2026

0.21

Period

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

Free Cash Flow

-12.8% YoY

$362.7MFY 2025

FY22 $158.2MFY23 $414.2MFY24 $416.1MFY25 $362.7M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$2.49B +17.7%	$2.12B +7.3%	$1.97B +11.5%	$1.77B +11.9%	$1.58B +28.9%	$1.23B
Net Income	$290.2M +12.7%	$257.5M +85.7%	$138.7M +30.2%	$106.5M +69.9%	$62.6M +48.1%	$42.3M
Operating Income	$405.9M +53.4%	$264.6M +28.6%	$205.8M +28.7%	$159.9M +49.0%	$107.3M +15.8%	$92.6M
EPS (Diluted)	$9.38 +13.4%	$8.27 +86.3%	$4.44 +27.6%	$3.48 +61.9%	$2.15 +43.3%	$1.50
Total Assets	$2.63B +30.6%	$2.02B +13.5%	$1.78B +23.3%	$1.44B +17.1%	$1.23B +29.2%	$952.7M
Total Debt	$291.0M -8.0%	$316.3M -7.4%	$341.5M -20.8%	$431.3M -5.6%	$456.8M +23.9%	$368.7M
Operating Cash Flow	$440.0M -11.5%	$497.1M +3.9%	$478.6M +118.4%	$219.1M +44.5%	$151.6M +23.4%	$122.9M
Free Cash Flow	$362.7M -12.8%	$416.1M +0.5%	$414.2M +161.8%	$158.2M +50.8%	$104.9M +16.6%	$90.0M

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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.
$2.7B3,233,353 sh
VANGUARD CAPITAL MANAGEMENT LLC
$1.1B1,332,730 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$1.1B1,308,407 sh
FMR LLC
$987.1M1,175,991 sh
STATE STREET CORP
$802.8M956,489 sh
FIRST TRUST ADVISORS LP
$752.0M895,943 sh
GEODE CAPITAL MANAGEMENT, LLC
$659.5M766,964 sh
Invesco Ltd.
$654.4M779,679 sh
JANE STREET GROUP, LLC
$639.2M761,591 sh
RENAISSANCE TECHNOLOGIES LLC
$564.2M672,194 sh

Fund	Value	Shares
BlackRock, Inc.	$2.7B	3,233,353
VANGUARD CAPITAL MANAGEMENT LLC	$1.1B	1,332,730
VANGUARD PORTFOLIO MANAGEMENT LLC	$1.1B	1,308,407
FMR LLC	$987.1M	1,175,991
STATE STREET CORP	$802.8M	956,489
FIRST TRUST ADVISORS LP	$752.0M	895,943
GEODE CAPITAL MANAGEMENT, LLC	$659.5M	766,964
Invesco Ltd.	$654.4M	779,679
JANE STREET GROUP, LLC	$639.2M	761,591
RENAISSANCE TECHNOLOGIES LLC	$564.2M	672,194

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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. STRL is classified as a large company.

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.