Sterling Infrastructure, Inc. filings document financial results, operating updates, guidance, Regulation FD materials and governance disclosures for a U.S. infrastructure services company. Recent 8-K reports furnish quarterly and annual earnings releases, conference-call materials, corporate-development slides and sustainability reporting tied to safety, governance, risk management, people and environmental practices.
Proxy materials cover board matters, executive compensation, equity awards, shareholder voting items and related governance disclosures. The filing record also identifies the company's Delaware corporate registration, public reporting status and common stock traded under the STRL symbol.
Sterling Infrastructure, Inc. (STRL) reporting persons FMR LLC and Abigail P. Johnson each reported beneficial ownership of 2,099,379 shares, or 6.9% of the common stock, as of September 30, 2026. FMR LLC reported sole voting power over 1,932,340 shares, while Abigail P. Johnson reported no voting power. Both reported sole dispositive power over 2,099,379 shares, with no shared voting or dispositive power.
Sterling Infrastructure, Inc. (STRL) reported third-quarter 2026 revenue of $1.56 billion, up 127% from $689.0 million a year earlier, and net income attributable to common stockholders of $214.9 million, versus $92.1 million. Gross profit was $377.3 million, while gross margin was 24.1%, compared with 24.7%. E-Infrastructure Solutions supplied 83% of quarterly revenue; its $1.30 billion of revenue reflected large mission-critical projects and recent acquisitions.
For the nine months ended September 30, operating cash flow was $427.1 million, compared with $253.9 million. At September 30, Backlog was $4.14 billion and Combined Backlog, including $2.00 billion in unsigned awards, was $6.14 billion. Sterling acquired substantially all assets of Stone Ridge Contracting on June 1 for $178.1 million, with an earn-out opportunity of up to $15 million contingent on an EBITDA target.
Results differed by segment: Building Solutions operating income was $5.7 million, down from $10.8 million in the third quarter of 2025. Cash and equivalents totaled $216.9 million, including $200.1 million related to construction joint ventures; generally available cash was $16.8 million.
Sterling Infrastructure, Inc. (STRL) reported record third-quarter 2026 results: revenue was $1.56 billion, up 127% year over year, and net income attributable to Sterling common stockholders was $214.9 million, or $6.92 per diluted share. EBITDA was $320.8 million. On a non-GAAP adjusted basis, net income was $235.4 million, diluted EPS was $7.58, and adjusted EBITDA was $337.8 million.
E-Infrastructure Solutions revenue increased 212% to $1.30 billion. Transportation Solutions revenue declined 3.1%; Building Solutions revenue declined 5.4%, and its operating income fell 47.3% to $5.7 million. Signed Backlog was $4.14 billion, up 61%, and Combined Backlog was $6.14 billion, up 78%, including $2.00 billion of Unsigned Awards.
Sterling raised its full-year 2026 guidance to revenue of $4.63 billion to $4.73 billion, net income of $596 million to $604 million, and diluted EPS of $19.16 to $19.42; adjusted diluted EPS guidance is $21.70 to $21.96. Operating cash flow was $427.1 million for the nine months ended September 30, 2026.
Sterling Infrastructure, Inc. (STRL) General Counsel & CCO Katherine Hargis reported direct restricted stock unit awards on October 5, 2026: 1,000 units in connection with joining the issuer and 88 time-vested units. The 1,000-unit award vests in one-third increments on October 5, 2027 and the next two anniversaries, subject to service conditions. The 88-unit award vests in one-third increments on December 31, 2026 and the next two anniversaries, provided service conditions are satisfied.
Sterling Infrastructure, Inc. (STRL) General Counsel & CCO Katherine Hargis received two common-stock awards on October 5, 2026: 1,000 restricted stock units in connection with joining the company and 87 time-vested restricted stock units. The 1,000-unit award vests in one-third increments on October 5, 2027, and the next two anniversaries, subject to service conditions. The 87-unit award vests in one-third increments on December 31, 2026, and the next two anniversaries, subject to service conditions.
Katherine Hargis is identified as Sterling Infrastructure, Inc.'s General Counsel & CCO.
Sterling Infrastructure, Inc. (STRL) appointed Katherine Hargis as Senior Vice President, General Counsel, Chief Compliance Officer and Corporate Secretary, effective October 5, 2026. She succeeds Mark D. Wolf, who had served as General Counsel, Chief Compliance Officer and Corporate Secretary since August 2020.
Hargis joins from Key Energy Services, where her most recent role was Senior Vice President, Chief Administrative Officer, General Counsel and Corporate Secretary. She previously held legal leadership positions at U.S. Concrete, including Vice President, General Counsel and Corporate Secretary. Hargis earned a Juris Doctor from Tulane Law School and a Bachelor of Science in Administration of Justice from Arizona State University.
Sterling Infrastructure, Inc. (STRL) CEO and director Joseph A. Cutillo transferred 40,000 shares of common stock as a bona fide gift on September 21, 2026, to trusts for the benefit of his children. He disclaimed beneficial ownership of the gifted shares. After the transfer, he reported 290,593 shares; 60,754 shares were subject to restrictions on sale or other transfer and to forfeiture under certain circumstances. No Rule 10b5-1 plan is reported.
STERLING INFRASTRUCTURE, INC. (STRL) is reported to have 3,089,767 shares of its common stock beneficially owned by BlackRock, Inc., representing 10.1% of the class, according to this amended Schedule 13G filing. BlackRock has sole voting power over 3,005,806 shares and sole dispositive power over 3,089,767 shares.
The shares are held across certain business units of BlackRock and its subsidiaries and affiliates, and various underlying persons may have rights to dividends or sale proceeds, but no such person has more than five percent of Sterling Infrastructure’s outstanding common stock.
STERLING INFRASTRUCTURE, INC. Chief Operating Officer Daniel P. Govin reported a Form 4 transaction involving common stock. On 2026-08-06, 6,559 shares of common stock were retained by the company to satisfy tax withholding requirements arising from the release of restrictions on a restricted stock unit award. The withholding was valued at $536.08 per share, based on the closing price on the release date. After this tax-withholding disposition, Govin directly held 43,485 shares of common stock, of which 21,333 shares remain subject to sale and forfeiture restrictions.