Sterling Infrastructure
At a glance
Sterling Infrastructure reported 2025 revenue of $2.49B, up 17.7% from $2.12B in 2024. Over 4 years since 2021 ($1.41B), that is growth of about 15.2% a year. Operating margin was 16.3%, up from 7.6% in 2021. 2025 was the highest revenue year in this period.
In the last 12 months 5 insiders reported 0 open-market purchases and 9 sales ($96.3M). 7 of the sales were made under pre-arranged 10b5-1 plans. The largest was a sale of $41.2M by Chief Executive Officer Joseph A Cutillo on Mar 11, 2026.
Sterling Infrastructure filed 14 current reports (Form 8-K) in the last 12 months, most often for results of operations (5), regulation fd disclosure (4), officer or director change (2) and material agreement (1). The latest officer or director change was reported on Jul 10, 2026. It reported a material agreement or a completed acquisition or disposal 1 time.
3 of the 20 investors tracked here held Sterling Infrastructure at the last quarter end, worth $1.09B combined. It is the largest weight for Lone Pine Capital (3.1% of its portfolio), followed by Renaissance Technologies (0.8%). New this quarter: Lone Pine Capital. Reduced: Renaissance Technologies and Bridgewater Associates.
Annual results
| Year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Net income | $62.6M | $106.5M | $138.7M | $257.5M | $290.2M |
| Diluted EPS | $2.15 | $3.48 | $4.44 | $8.27 | $9.38 |
Fiscal year ends Dec 31 · incorporated in DE
Tracked investors holding (13F)
Weight is the share of each investor's portfolio, as of the quarter end.
Current reports (8-K, last 12 months)
Insider open-market trades (last 12 months)
Source: SEC EDGAR. How figures are combined