Q2 FY2026 EarningsQ2 FY26 results significantly exceeded consensus, with revenue of $1.17B beating the $1.02B estimate by 14.19%. Diluted GAAP EPS of $5.00 surpassed the mean expectation of $4.79, driven by explosive 192% YoY growth in E-Infrastructure Solutions following the integration of recent acquisitions. While gross margin of 24.8% slightly missed the 26.08% consensus due to acquisition mix shifts, strong book-to-burn ratios and a record Combined Backlog of $5.62B suggest robust forward momentum in mission-critical AI and data center infrastructure.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Sterling Infrastructure(STRL) the Revenue is 1.168 B (+90.11%), Beat estimate;the EBIT is 219.26 M (+109.7%), Beat estimate;the EPS is 5 (+116.5%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
1.17B90.11%
1.04B69.56%
+0.13B20.55%
EBITExceed expectations
0.22B109.69%
0.20B90.94%
+0.02B18.75%
EPSExceed expectations
5116.45%
4.7867107.22%
+0.21339.23%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
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Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
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