Quarterly Earnings Performance
| Quarter | Period | Report Date | Revenue | YoY Growth | EPS (non-GAAP) | Guidance (next qtr) | Notes |
|---|---|---|---|---|---|---|---|
| Q1 2025 | Jan–Mar 2025 | 2025-05-05 | $430.9M | +7% | $1.63 | FY25 guidance raised | Adj. EBITDA $80M (+31%); E-Infrastructure strong |
| Q2 2025 | Apr–Jun 2025 | 2025-08-05 | $614.5M | +21% | $2.69 | FY25 adj. EPS midpoint ~$10; rev. midpoint +13% | Record Q2; CEC acquisition announced ($505M) |
| Q3 2025 | Jul–Sep 2025 | 2025-11-04 | $689.0M | +32% | $3.48 | FY25 adj. EPS $10.35–$10.52; margin >20% | Record Q3; CEC contributed $41.4M rev.; gross margin 24.7% |
| Q4 2025 | Oct–Dec 2025 | 2026-02-25 | $755.6M | +78% | $3.08 | 2026 rev. $3.05–$3.20B; adj. EPS $11.65–$12.25 | Beat est. ($634.7M); adj. EBITDA margin first >20% |
| FY 2025 | Full Year | — | $2,490.0M | +32% | $10.88 | — | Adj. EBITDA margin >20%; adj. net income +53% |
Note: Q3 and Q4 2025 YoY growth rates are adjusted for the RHB deconsolidation. Full-year 2025 revenue of $2.49B and adj. diluted EPS of $10.88 represent record results.
| Quarter | Period | Report Date | Revenue | YoY Growth | EPS (non-GAAP) | Guidance (next qtr) | Notes |
|---|---|---|---|---|---|---|---|
| Q1 2026 | Jan–Mar 2026 | 2026-05-04 | $825.7M | +92% | $3.59 | 2026 rev. $3.70–$3.80B; adj. EPS $18.40–$19.05 | Beat consensus ($430M est.); E-Infrastructure data center surge |
| Quarter | Est. Report Date | Est. Revenue | Est. EPS | Source |
|---|---|---|---|---|
| Q2 2026 | 2026-08-xx (est.) | ~$950M (est.) | — | StockTitan / MarketBeat |
Sterling Infrastructure has undergone a dramatic transformation into a high-growth data center and semiconductor infrastructure play through its E-Infrastructure Solutions segment. Full-year 2025 revenue grew 32% (ex-RHB) to $2.49B with adjusted diluted EPS of $10.88 (+53%), while adjusted EBITDA margin exceeded 20% for the first time in company history. Q1 2026 revenue surged 92% year-over-year to $825.7M, crushing the $430M consensus estimate, driven by massive data center construction activity. Management raised its full-year 2026 guidance to $3.70–$3.80B revenue and $18.40–$19.05 adjusted diluted EPS, implying approximately 72% EPS growth at the midpoint; key risks include project concentration and CEC acquisition integration.
Generated: 2026-05-11