Sterling Infrastructure, Inc. (STRL) Fundamental Checkup
Sterling Infrastructure, Inc. fundamental checkup using revenue growth, EPS growth, free cash flow, margins, ROIC, debt-to-equity, and TGMCharts chart exhibits as of September 11, 2026.
Sterling Infrastructure, Inc. gets a balanced fundamental read when revenue growth of 18.89%, EPS growth of 44.28%, free-cash-flow growth of 32.42%, net margin of 12.55%, and ROIC of 24.77% support the same story.
The checkup weighs operating growth, shareholder conversion, cash conversion, reinvestment quality, and balance-sheet flexibility. Current ratio is 1.11x and debt-to-equity is 0.25x, so the balance-sheet read is part of the final view rather than a footnote.
Sterling Infrastructure, Inc. has market cap of $15.68B and closed at $511 on September 11, 2026.
Five-year revenue CAGR is 18.89% and five-year EPS CAGR is 44.28%.
Five-year free-cash-flow CAGR is 32.42%.
Net margin is 12.55% and ROIC is 24.77%.
Current ratio is 1.11x and debt-to-equity is 0.25x.
Fundamental snapshot
The valuation, growth, profitability, and balance-sheet facts behind the checkup.
Sterling Infrastructure, Inc. should be read through one research question: do growth, cash conversion, profitability quality, balance-sheet flexibility, and valuation point to the same fundamental story? The latest close is $511 as of September 11, 2026, but the checkup starts with business evidence before returning to the market price.
The answer starts with five-year revenue CAGR of 18.89% and five-year EPS CAGR of 44.28%, then tests that growth against five-year free-cash-flow CAGR of 32.42%. A serious fundamental note should not let one growth line carry the whole argument.
Current compounder snapshot · STRL
Live supporting context; not part of the article's frozen 2026-09-11 evidence snapshot.
Sterling Infrastructure, Inc. operates in Industrials, so the article treats the company as an operating business with measurable growth, margin, reinvestment, and balance-sheet evidence. The snapshot keeps market cap, valuation, growth, quality, and leverage in one view before the prose moves into the chart exhibits.
Fundamental evidence table
A compact cross-check of valuation, growth, quality, and financial flexibility.
Revenue history shows whether the business has been expanding before margins and per-share metrics are considered. Q2 FY2026 (2026-06-30): $1.17B.
+468.10% over 10Y
tgmcharts.com
Five-year revenue CAGR: 18.89%. This is endpoint-to-endpoint across the five-year window — a depressed start year can inflate it, so read it against the recent bars.
Five-year revenue CAGR of 18.89% is the top-line test. A fundamental checkup becomes more durable when revenue growth is paired with earnings growth instead of depending only on margin expansion.
Growth Conversion
Growth conversion asks whether sales growth becomes per-share earnings. Revenue growth of 18.89% is the top-line evidence, while EPS growth of 44.28% shows shareholder conversion. If EPS outpaces revenue, the next section has to check whether that came with durable cash flow and margin quality.
EPS
STRL EPS
$5.08
EPS history shows how much of the business growth has reached shareholders. Q2 FY2026 (2026-06-30): $5.08.
≈51x over 10Y
tgmcharts.com
Five-year EPS CAGR: 44.28%. This is endpoint-to-endpoint across the five-year window — a depressed or negative start year can inflate it, so read it against the recent bars.
Five-year EPS CAGR of 44.28% is the shareholder conversion check. If EPS grows faster than revenue, the note should ask whether that came from margin quality, buybacks, or a temporary base effect.
Cash Flow Support
Cash flow is the first counterpoint to an earnings-led story. Five-year free-cash-flow CAGR is 32.42%, so the free-cash-flow exhibit sits immediately after the growth-conversion section. If cash flow lags EPS, the article should reduce confidence in the quality of the earnings path.
free cash flow
STRL free cash flow
$112.44M
Free cash flow checks whether earnings are converting into owner cash. Q2 FY2026 (2026-06-30): $112.44M.
≈18x over 10Y
tgmcharts.com
Five-year free-cash-flow CAGR: 32.42%. This is endpoint-to-endpoint across the five-year window — a depressed or negative start year can inflate it, so read it against the recent bars.
Free-cash-flow CAGR of 32.42% is the counterweight to the EPS story. If cash flow lags earnings, the quality of the fundamental setup deserves a more cautious reading.
Margin And ROIC Quality
The quality read depends on whether net margin of 12.55% and ROIC of 24.77% support the growth record. Margins show how much revenue becomes profit, while ROIC tests whether reinvested capital is earning enough to make growth more valuable.
net margin
STRL net margin
13.34%
Net margin is the operating-quality check behind the growth record. Q2 FY2026 (2026-06-30): 13.34%.
+12.2pp over 10Y
tgmcharts.com
Net margin (TTM): 12.55%. The bars below are reported fiscal periods (quarterly where available).
Net margin of 12.55% shows how much revenue becomes profit. The checkup is stronger when margin quality supports EPS growth rather than simply flattering one recent period.
ROIC
STRL ROIC
24.77%
ROIC tests whether the business earns enough on reinvested capital to deserve attention. Q2 FY2026 (2026-06-30): 24.77%.
+24.4pp over 10Y
tgmcharts.com
Latest ROIC: 24.77%.
ROIC of 24.77% is the reinvestment-quality check. A business with stronger returns can support a better long-term read even when the valuation is not obviously cheap.
Balance Sheet Flexibility
Balance-sheet flexibility is the guardrail around the growth story. Current ratio is 1.11x and debt-to-equity is 0.25x. Those figures matter because a company can show growth and margins while still losing flexibility if leverage rises or liquidity tightens.
debt-to-equity
STRL debt-to-equity Chart
0.32x
Debt-to-equity keeps the checkup honest about balance-sheet flexibility. Historical series through 2025-12-31.
-77.78% over 5Y
tgmcharts.com
Latest debt-to-equity ratio: 0.25x.
Debt-to-equity of 0.25x and current ratio of 1.11x are the balance-sheet checks. They matter because growth and margins are less valuable if financial flexibility is narrowing.
Valuation Context
Valuation is the final context, not the opening verdict. The stock trades at 36.84x trailing earnings and offers an earnings yield of 2.71%. That tells the reader how much growth and quality the market is already asking the business to defend.
The close at $511 is not the conclusion, but it is the market reference point. The fundamental read has to explain whether growth, margins, and balance-sheet support justify the price investors are paying.
Bull/Bear Case
The bull case is that revenue, EPS, free cash flow, margins, ROIC, and financial flexibility keep reinforcing the same business-quality read. The bear case is that one of those links breaks while valuation still reflects the stronger historical record. This is where the note turns from metric list to research judgment.
Bull and bear case
Fundamental support
Five-year revenue CAGR of 18.89% and five-year EPS CAGR of 44.28% support the business case.
Net margin of 12.55% and ROIC of 24.77% are the quality checks behind the thesis.
Fundamental pressure
Free-cash-flow CAGR of 32.42% can weaken the read if it falls away from EPS growth.
Debt-to-equity of 0.25x and current ratio of 1.11x are the balance-sheet checks that can change the view.
Final Read
The final read should change if the daily data updates move revenue growth, EPS growth, free-cash-flow growth, ROIC, or debt-to-equity away from the evidence above. It is general research context only, not personalized investment advice or a buy or sell call.
FAQ
What is the fundamental read on STRL?
Sterling Infrastructure, Inc. is judged through revenue growth of 18.89%, EPS growth of 44.28%, free-cash-flow growth of 32.42%, net margin of 12.55%, and ROIC of 24.77%.
Which STRL fundamental metric matters most?
No single metric carries the article. The checkup requires growth, cash conversion, profitability quality, balance-sheet flexibility, and valuation to be read together.
When should this STRL checkup refresh?
Its figures are as of September 11, 2026, the note's dated snapshot; a note whose figures stop verifying against reported data is corrected or unpublished.
What would change our mind
Revenue growth moving away from the current five-year CAGR of 18.89%.
Free-cash-flow growth drifting away from five-year EPS CAGR of 44.28%.
ROIC or balance-sheet flexibility weakening from ROIC of 24.77% and debt-to-equity of 0.25x.
The bottom line
Sterling Infrastructure, Inc. fundamental research note from TGMCharts Research, grounded in a dated fundamentals snapshot, chart exhibits, and linked source facts.
Every number in this note comes from data we compute and store ourselves from the company's reported figures, plus verbatim excerpts from its SEC filings. When a value isn't available we say so — we never fill gaps with estimates.
“Additionally, CEC has an earn-out opportunity of up to an aggregate of $80 million, contingent upon achieving certain operating income targets.”
“The Company's gross margin as a percentage of revenue increased to 24.8% in the second quarter of 2026, as compared to 23.3% in the second quarter of 2025.”
“This compares to December 31, 2025, when RPOs were $3.01 billion and MSAs were zero, resulting in a total Backlog of $3.01 billion.”
“BACKLOG
A performance obligation is a promise in a contract with a customer to transfer a distinct good or service.”
Every numeric or dated claim in this note was checked against our stored company data before publishing — each figure below links to the page it comes from.
