Every material Form 8-K Sterling Infrastructure filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Sterling Infrastructure reported third quarter 2026 revenue of $1.56 billion, up 127% from a year earlier, and net income of $214.9 million, or $6.92 per diluted share, up 133%. The company raised its full year 2026 guidance, with revenue now expected at $4.63 billion to $4.73 billion and diluted EPS at $19.16 to $19.42.
Q3 2026 revenue of $1.56 billion, up 127%; E-Infrastructure Solutions revenue of $1.30 billion, up 212%
Q3 net income of $214.9 million, or $6.92 per diluted share, versus $2.97 a year earlier; adjusted diluted EPS of $7.58
Transportation Solutions revenue fell 3.1% and Building Solutions revenue fell 5.4% in the quarter
Full year 2026 guidance: revenue of $4.63 billion to $4.73 billion and diluted EPS of $19.16 to $19.42; conference call on October 29, 2026 at 9:00 a.m. ET
Sterling Infrastructure reported second-quarter 2026 revenue of $1.17 billion, up 90%, and net income of $155.8 million, or $5.00 per diluted share, compared with $2.31 a year earlier. The company also raised its full-year 2026 guidance, including revenue of $4.00 billion to $4.15 billion and diluted EPS of $17.25 to $17.85.
Q2 2026 revenue was $1.17 billion, up 90%; acquisitions contributed $250.8 million
Q2 2026 net income attributable to common stockholders was $155.8 million, or $5.00 per diluted share, versus $2.31 in Q2 2025
Full-year 2026 guidance: revenue of $4.00 billion to $4.15 billion; adjusted diluted EPS of $19.70 to $20.30
Total backlog was $4.33 billion at June 30, 2026, up 116%; management hosts a conference call on August 4, 2026 at 9:00 a.m. ET
Sterling Infrastructure disclosed that General Counsel, Chief Compliance Officer and Corporate Secretary Mark D. Wolf notified the company on July 6, 2026 of his intention to retire later this year. The filing says he will continue in his role and help with the transition, and it gives no financial figures or successor name.
Mark D. Wolf notified the company of his retirement intention on July 6, 2026
Wolf holds the roles of General Counsel, Chief Compliance Officer and Corporate Secretary
He is expected to remain in his current role and assist with the transition
Sterling Infrastructure entered into an amended credit agreement on July 2, 2026, raising its revolving borrowing capacity to $1.5 billion, an increase of $1.05 billion, and extending maturity to July 2031. As of July 2, 2026, the company had $90 million outstanding under the revolving loans, and the filing describes looser covenants and pricing changes that give the company more financial flexibility.
Revolving capacity rises to $1.5 billion, an increase of $1.05 billion, with a $600 million letter of credit sublimit
Maturity extended to July 2, 2031; BMO Bank N.A. is administrative agent
Incremental facility base amount increased from $400 million to $500 million; SOFR 10 basis point adjustment eliminated
Financial covenants include Total Net Leverage Ratio of no more than 3.50 to 1.00 and Interest Coverage Ratio of at least 3.00 to 1.00
Sterling Infrastructure's board approved an amendment extending CEO Joseph A. Cutillo's employment agreement from January 1, 2027 to December 31, 2027, and granted him 40,000 restricted stock units tied to that extension. The grant vests on the earlier of successful onboarding of a successor CEO or Cutillo's continued employment through December 31, 2027, with accelerated vesting on a change of control, death, disability, termination without cause, or resignation for good reason.
CEO Joseph A. Cutillo's employment extended from January 1, 2027 through December 31, 2027
Special Grant of 40,000 restricted stock units approved May 20, 2026
Units vest on the earlier of successor CEO onboarding (as determined by the Board) or continued employment through December 31, 2027
Full agreement terms to be filed as exhibits to the Form 10-Q for the quarter ended June 30, 2026
Sterling Infrastructure reported first quarter 2026 revenue of $825.7 million, up 92%, and net income of $96.0 million, or $3.09 per diluted share, up 141%. The company raised its full year 2026 guidance, now calling for revenue of $3.70 billion to $3.80 billion and diluted EPS of $16.50 to $17.15, with the CEC acquisition a major contributor to growth.
Q1 2026 revenue of $825.7 million, up 92%; CEC contributed $156.1 million
Net income of $96.0 million, or $3.09 per diluted share; adjusted diluted EPS of $3.59, up 120%
Full year 2026 guidance: revenue of $3.70 billion to $3.80 billion; adjusted diluted EPS of $18.40 to $19.05
Building Solutions adjusted operating income fell 42%, and management expects challenging conditions through 2026
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.
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.
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Sterling Infrastructure filing is on SEC EDGAR ↗. 8-K briefs of other companies →