AI brief of an SEC Form 8-K · Sterling Infrastructure (STRL)

Sterling Q4 revenue up 51% to $755.6 million; issues 2026 EPS guidance

Positive Impact 4 of 5 earnings Written later

Sterling Infrastructure reported fourth quarter and full year 2025 results and issued full year 2026 guidance in a press release furnished with the 8-K. Fourth quarter revenue rose 51% on a GAAP basis to $755.6 million, with the CEC acquisition contributing $129.1 million, while GAAP diluted EPS fell to $2.81 from $3.64 because the prior-year quarter included a one-time $91 million pre-tax gain from deconsolidating the RHB joint venture. The company expects 2026 revenue of $3.05 billion to $3.20 billion and adjusted diluted EPS of $13.45 to $14.05.

Key points

  • Fourth quarter 2025 revenue was $755.6 million, up 51% on a GAAP basis; CEC acquisition contributed $129.1 million.
  • Fourth quarter GAAP diluted EPS was $2.81 versus $3.64 a year earlier, which included a one-time RHB gain; adjusted diluted EPS was $3.08, up 78%.
  • Full year 2025 revenue was $2.49 billion, up 18% on a GAAP basis; adjusted diluted EPS was $10.88 versus $7.09.
  • 2026 guidance: revenue of $3.05 billion to $3.20 billion and adjusted diluted EPS of $13.45 to $14.05.

The filing

CompanySterling Infrastructure (STRL)
Form8-K, current report
Filed with the SECFeb 25, 2026, 4:06 PM ET
Accession number0000874238-26-000018

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 12:57 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 25, 2026.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.