$STRL

First Trust RBA American Industrial Renaissance ETF (AIRR) with about $10B in assets is highlighted as a concentrated proxy for hyperscaler data center capex. The article cites holdings such as Comfort Systems (FIX), EMCOR (EME), Sterling Infrastructure (STRL), and Powell Industries (POWL), noting strong YTD gains and recent pullbacks, plus EMCOR’s $17.14B remaining performance obligations. It also discusses a September rebalance risk.

Sterling Infrastructure (STRL) shares are up 79.2% YTD, outpacing peers and the S&P 500, after record Q2 results. Revenues rose 90% to $1.17B, adjusted EPS rose 116% to $5.80, and adjusted EBITDA rose 104% to $256.7M. Signed backlog reached $4.3B. The company raised 2026 guidance to $4-$4.15B revenue and $19.70-$20.30 adjusted EPS.

Sterling Infrastructure (STRL) shares fell about 10% after its earnings report, closing at $547.06. The quarter saw revenue rise 90% to $1.17 billion, with adjusted earnings up to $5.80 per share. E-Infrastructure revenue grew to 77.5% of sales, while its adjusted electrical margin fell to 11.4%. Sterling raised 2026 guidance, but investors focused on margin mix.

Sterling Infrastructure (NASDAQ: STRL) reported Q2 CY2026 revenue of $1.17B, up 90.1% year over year, and raised full-year revenue guidance to $4.08B at the midpoint, 4.1% above analysts’ estimates. Non-GAAP EPS was $5.80, 11.9% above consensus. Management cited strong E-Infrastructure demand and backlog growth, while margin outlook was affected by project mix and CEC integration.

Simply Wall St reports Sterling Infrastructure (STRL) shares fell about 11% to around $542 after Q2 results. The company said Q2 revenue rose to $1.17b from $614.5m and basic EPS was $5.08. It cited $4.3b signed E Infrastructure backlog and $5.6b combined backlog, while noting Transportation Solutions revenue fell 20% and CapEx guidance rose to $130m-$140m.

Sterling Infrastructure (STRL) reported Q2 net income of $155.8 million, or $5.00 per share. Adjusted earnings were $5.80 per share versus Zacks’ estimate of $5.20. Revenue was $1.17 billion. The company forecast full-year earnings of $19.70 to $20.30 per share and revenue of $4.0 to $4.15 billion.

Sterling Infrastructure (STRL) reported Q2 results versus analyst estimates. Backlog was $4.33 billion versus $4.1 billion expected. E-Infrastructure revenue rose to $905 million from $721.95 million expected, up 191.6% year over year. Transportation revenue was $156.69 million versus $182.5 million expected. Building revenue was $106.49 million versus $90.85 million expected.

Sterling Infrastructure (STRL) reported quarterly results that beat Wall Street expectations and increased its full-year outlook, according to the company. Investors reacted to signs of margin pressure in its fastest-growing business, with shares down about 2% in extended trading Monday.

Sterling Infrastructure (STRL) reported Q2 adjusted EPS of $5.8, above the Zacks Consensus of $5.2, versus $2.69 a year earlier. Revenue rose to $1.17 billion, exceeding the $1.07 billion estimate, up from $614.47 million year ago. The article cites four straight quarters of beating consensus and notes a Zacks Rank #1.

Sterling Infrastructure (NASDAQ:STRL) reported Q2 CY2026 revenue of $1.17 billion, up 90.1% year over year, beating Wall Street estimates by 14.2%. Full-year revenue guidance midpoint is $4.08 billion, 4.1% above consensus. Non-GAAP adjusted EPS was $5.80, 11.9% above estimates. The stock fell 3.2% to $595.10 after results.