KOBALLY

[Johnny @JohnnyNorthstar]

Everyone's buying $NVDA and $AMD to play the AI buildout (SMART). 🧠

$STRL is who actually builds the buildings. 🔨

Q2 was absurd: ✅

➤ Revenue +90% to $1.17B — half of it organic 🔥
➤ Adjusted EPS +116% to $5.80 🔥
➤ EBITDA +104%, margin expanding 150bps to 22% 🔥
➤ E-Infrastructure revenue +192% — now 78% of the business, up from 51% a year ago 🔥

The part that matters most: $7B+ in visible future work. And 92% of the E-Infrastructure backlog is mission-critical — data centers, semiconductor campuses, large manufacturing. 🚀🚀🚀

Here's the model most people miss: $STRL prepares a data center site, does it well, and gets the next phase — negotiated directly, no bidding.

Projects that looked like 3 years of work are turning into 5, 8, even 12. And later phases carry better margins because the crews and equipment are already on site. Land and expand, with concrete.

Then there's CEC, the electrical acquisition. Management expected a year to fill capacity. It took 90 days. Grew 140% last quarter. 🔥

27x this year's earnings, 21x next year's, under 19x on 2028.

For 90% growth and a net cash balance sheet. 🚀

[Seeking Alpha @SeekingAlpha]

Sterling Infrastructure posted a massive second quarter, beating consensus estimates on both top and bottom lines!

KEY HIGHLIGHTS:

Q2 Revenue: $1.17B (+90.4% YoY)

$STRL raised FY adjusted EPS guidance to $20.30 (vs. $19.10 consensus)

Backlog: $4.33B ($5.62B combined backlog)

THE RATING: Stellar growth, high profitability, and strong macro momentum back a Seeking Alpha Quant STRONG BUY score.

[KOBALLY @kjblly]

$strl is on big discount ✅

[Mark Roussin, CPA 📈💰💵 @Dividend_Dollar]

Thanks for the dip on $STRL

[KOBALLY @kjblly]

@HowardBlowsNKTR Wtf u talking 😂

[KOBALLY @kjblly]

@Bullishtrade47 Same

[Firelda.ai @FireldaAI]

🇺🇸 Sterling Infrastructure $STRL: BUY

Build your free watchlist on Firelda →

General analysis — not personal advice.

https://t.co/BxBfamB6li

[KOBALLY @kjblly]

@LongVollllll Fake!

[Tracey Ryniec @TraceyRyniec]

Forget Palantir. Sterling Infrastructure tonight. It's the engineers building the data centers. Earnings expected to be up 74% this year as margins rise. Customers are willing to pay nearly anything to get these massive data centers built. $STRL (I own it)

[Tracey Ryniec @TraceyRyniec]

Another record quarter for Sterling as mission critical projects like data centers, manufacturing, and semiconductor projects soar. It beat and also raised full year again. New guide is $19.70 to $20.30, above the Zacks Consensus of $19.01. Just 90 days ago: $13.65. $STRL

[Marty Chargin @MartyChargin]

$STRL ... Sterling Infrastructure beats by $0.79, beats on revs; guides FY26 EPS above consensus, revs above consensus  (611.47 +14.70)
Reports Q2 (Jun) earnings of $5.80 per share, excluding non-recurring items, $0.79 better than the FactSet Consensus of $5.01; revenues rose 90.4% year/year to $1.17 bln vs the $0.97 bln FactSet Consensus.
Backlog at June 30, 2026 was $4.33 billion, up 116% from the prior year period. Backlog increased 50% year-over-year on an organic basis.
Co issues upside guidance for FY26, sees EPS of $19.70-$20.30, excluding non-recurring items, vs. $18.89 FactSet Consensus; sees FY26 revs of $4.00-$4.15 bln vs. $3.75 bln FactSet Consensus.

[MarketMaestro @MarketMaestro1]

$STRL
Sterling Infrastructure Non-GAAP EPS of $5.80 beats by $0.62, revenue of $1.17B beats by $150M
Aug 03
Q2 Non-GAAP EPS of $5.80 beats by $0.62.
Revenue of $1.17B (+90.4% Y/Y) beats by $150M.
Backlog at June 30, 2026 was $4.33 billion, up 116% from the prior year period. Backlog increased 50% year-over-year on an organic basis.
Combined Backlog(3) at June 30, 2026 was $5.62 billion, up 150% from the prior year period. Combined backlog increased 36% year-over-year on an organic basis.
Second quarter 2026 book-to-burn ratios were 1.4x for Backlog and 1.3x for Combined Backlog, exclusive of the impact of the Stone Ridge acquisition.
Full Year 2026 GuidanceRevenue of $4.00 billion to $4.15 billion vs $3.91B consensus
Net Income of $536 million to $555 million
Diluted EPS of $17.25 to $17.85
EBITDA(1) of $829 million to $854 million
Adjusted Net Income(1) of $612 million to $631 million
Adjusted Diluted EPS(1) of $19.70 to $20.30 vs $19.10 consensus
Adjusted EBITDA(1) of $891 million to $916 million

[Johnny @JohnnyNorthstar]

$STRL: Non-GAAP EPS of $5.80 beats by $0.62, revenue of $1.17B beats by $150M

[KOBALLY @kjblly]

@MarketMaestro1 Real?

[alldaystocks | 24/7 Market News @allday_stocks]

$STRL 𝐒𝐭𝐞𝐫𝐥𝐢𝐧𝐠 𝐈𝐧𝐟𝐫𝐚𝐬𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞: 𝐑𝐞𝐜𝐨𝐫𝐝 𝐐𝟐, 𝐁𝐚𝐜𝐤𝐥𝐨𝐠 𝐒𝐮𝐫𝐠𝐞𝐬 𝐚𝐧𝐝 𝐅𝐘𝟐𝟔 𝐆𝐮𝐢𝐝𝐚𝐧𝐜𝐞 𝐑𝐚𝐢𝐬𝐞𝐝
⠀
📊 𝐑𝐞𝐬𝐮𝐥𝐭𝐬
• Revenue $1.17B, +90% YoY, including $250.8M from acquisitions
• Net income $155.8M, +120% YoY
• Diluted EPS $5.00, +116% YoY
• Adjusted EPS $5.80, +116% YoY
• Adjusted EBITDA $256.7M, +104% YoY, with a 22% margin
⠀
🎯 𝐆𝐮𝐢𝐝𝐚𝐧𝐜𝐞
• FY26 revenue raised to $4.00B–$4.15B
• Net income expected at $536M–$555M
• Diluted EPS expected at $17.25–$17.85
• Adjusted EPS expected at $19.70–$20.30
• Adjusted EBITDA expected at $891M–$916M
⠀
📌 𝐊𝐞𝐲 𝐓𝐚𝐤𝐞𝐚𝐰𝐚𝐲𝐬
• Signed backlog reached $4.33B, +116% YoY
• Combined backlog reached $5.62B, +150%, including $1.28B of unsigned awards
• Future-phase opportunities exceeded $1.4B, taking total visible work above $7B
• E-Infrastructure revenue surged 192%, with mission-critical projects representing 92% of segment backlog
• First-half operating cash flow totaled $328M, with $464.5M of cash at quarter-end
• Transportation revenue fell 20% as resources shifted toward higher-margin E-Infrastructure projects
⠀
💬 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐂𝐨𝐦𝐦𝐞𝐧𝐭𝐚𝐫𝐲
Management said demand remains strong across data centers, manufacturing and semiconductor projects, while Sterling is accelerating the shift of resources toward higher-margin E-Infrastructure work. At the midpoint, updated guidance implies 64% revenue growth, 84% adjusted EPS growth and 79% adjusted EBITDA growth for 2026.

[CRYpto Updates @updatecrypt24_7]

UPDATE🌍: $CHEVRON IS LOOKING INTO MORE ENERGY CONTRACTS WITH DATA CENTERS, per media reports.

[Elon Musk @elonmusk]

@wholemars Have you not learned by now that the legacy mainstream news isn’t real?

[KOBALLY @kjblly]

@DeFiMidas When was this

[Nebius @nebiusai]

Openness keeps AI competitive, adaptable, and available to everyone. That's why Nebius has joined @NVIDIA and 70+ companies in signing the open letter supporting open-weight AI models.
A thriving AI economy depends on choice, sound economics, and the freedom to deploy models wherever they're needed: https://t.co/AhMrs5mDXx

[Flowseidon @kiantrades]

$NBIS- $190 is the level. Reclaim and hold, this stabilizes. Stay below, $170 is next.