Many bucket lists of top stocks to consider for the new year may include Sterling Infrastructure (STRL) , which has once again been one of the market's top performers with gains of nearly +1000% in the last three years.As we get closer to rounding out 2025, the year-to-date gains of STRL are at +90% and oftentimes, Sterling Infrastructure stock has been a primary example of the buy high and sell higher theory. This makes it very intriguing that STRL is trading 25% beneath its 52-week and all-time high of $4 ...

Investors might want to bet on Sterling Infrastructure (STRL) , as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.S ...

Key Takeaways Global infrastructure growth now spans energy, water, telecom, data centers and public works.DY, STRL, MTZ, EME, and PWR show strong backlogs and visibility into 2026 infrastructure demand.Infrastructure tailwinds include U.S. IIJA funding, grid upgrades and surging data center expansion.Global infrastructure spending remains structurally strong heading into year-end 2025, supported by aging assets, energy transition mandates, grid resiliency needs and the rapid expansion of data-center capaci ...

行业宏观背景 - 美国建筑业正进入一个更持久的扩张阶段 驱动因素包括联邦基础设施支出、电网现代化、能源转型项目和数据中心发展 [2] - 《基础设施投资和就业法案》在2022至2026财年期间提供约3500亿美元用于联邦公路项目 并在同一授权窗口内为公共交通项目提供高达1080亿美元的资金支持 [2] - 联邦资金正从授权阶段进入实际授标阶段 水处理、交通扩建、电网加固、管道、电力输送以及数据中心和先进制造工厂等复杂设施项目 正在推动对工程主导型承包商的持续需求 [4] - 这些项目往往具有多年期、技术复杂且对短期经济波动不敏感的特点 有利于拥有深厚技术专长、规模和严谨执行力的公司 [4] 公司共同关键指标 - 积压订单增长和订单出货比高于1.0倍已成为衡量未来动力的关键指标 [5] - 所提及的四家公司均以不断扩大的订单渠道和改善的财务状况进入2026年 [5] Sterling Infrastructure 公司分析 - 2025年第三季度收入同比增长32% 调整后每股收益增长58%至3.48美元 调整后息税折旧摊销前利润增长47% [6] - 季度末已签约积压订单总额达26亿美元 同比增长64% 其中电子基础设施解决方案积压订单几乎翻倍至18亿美元 [7] - 数据中心场地开发是主要增长动力 该季度数据中心收入同比增长超过125% [7] - 毛利率达到创纪录的25% 电子基础设施板块调整后运营利润率接近高位20%区间 [8] - 包括未来阶段和未签约授标在内的项目渠道超过40亿美元 [8] - 过去一年股价上涨75% 过去60天内2026年每股收益共识预期从10.98美元上调至11.95美元 预示在预期收入增长19.1%的基础上 每股收益将增长14.6% [9] MasTec 公司分析 - 2025年第三季度录得创纪录的近40亿美元季度收入 同比增长22% [10] - 18个月积压订单激增至168亿美元 同比增长21% 其中管道基础设施积压订单增长超过100% [11] - 当季调整后稀释每股收益同比增长近48% [12] - 过去一年股价上涨58.1% 过去60天内2026年每股收益共识预期从7.83美元上调至8.12美元 预示在预期收入增长8.4%的基础上 每股收益将增长27.3% [13] EMCOR Group 公司分析 - 2025年第三季度创下43亿美元的营收纪录 同比增长16.4% 运营利润率达9.4% [14] - 剩余履约义务达到创纪录的126亿美元 较一年前增长近29% [15] - 在数据中心建设以及复杂的机械和电气项目中的作用日益增强 [15] - 过去一年股价上涨28.7% 过去60天内2026年每股收益共识预期从27.08美元微升至27.41美元 预示在预期收入增长5.7%的基础上 每股收益将增长8.6% [17] Jacobs Solutions 公司分析 - 2025财年末创下231亿美元的合并积压订单纪录 同比增长5.6% 过去12个月的订单出货比为1.1倍 [18] - 基础设施与先进设施板块持续受益于水处理、交通、生命科学、数据中心和能源相关基础设施的强劲需求 [18] - 第四财季调整后每股收益同比增长近28% 调整后息税折旧摊销前利润率扩大至创纪录的14%以上 [19] - 管理层预计2026财年调整后每股收益将实现中等双位数增长 [20] - 过去一年股价下跌1.1% 过去一个月内2026财年每股收益共识预期从6.97美元小幅上调至7.06美元 预示在预期收入增长7.9%的基础上 每股收益将增长15.4% [21] 结论 - 四家公司均从美国持续的基础设施投资中获得切实利益 [22] - 创纪录或不断扩大的积压订单、改善的利润率以及提高的盈利能见度表明 当前动力不仅是周期性的 更是结构性的 [22] - 随着基础设施资金继续从授权转向执行 这四家建筑行业领军企业似乎处于有利地位 能够在2026年持续创造收益 [22]

Key Takeaways Sterling Infrastructure saw 32% revenue growth and a 64% backlog jump, led by data-center demand.MasTec's 18-month backlog hit $16.8B, with pipeline infrastructure backlog more than doubling.EMCOR and Jacobs posted record backlogs, margin strength and strong visibility into 2026.U.S. construction activity is entering a more durable expansion phase as federal infrastructure spending, grid modernization, energy transition projects and data-center development converge. Multi-year funding under th ...

Key Takeaways Sterling is benefiting from strong mission-critical data center and manufacturing demand.STRL reported a $2.6B signed backlog in Q3 2025, with total potential work above $4B.Primoris raised its 2025 adjusted EPS outlook but continues to face margin pressure.The U.S. infrastructure construction landscape continues to benefit from sustained public and private investment as demand remains strong across transportation, utilities, energy infrastructure and mission-critical development. Within this ...

Key Takeaways Sterling acquired CEC, adding revenues, backlog and expanded capabilities across key end markets.CEC contributed $41.4M in September and added $475M to backlog, lifting E-Infrastructure visibility.Sterling sees strong 2026 demand, including data center wins, supporting pursuit of higher-margin work.Sterling Infrastructure, Inc. (STRL) is taking a meaningful step forward with the acquisition of CEC, expanding capabilities across mission-critical end markets and strengthening its position for hi ...

This article is special to me since Sterling Infrastructure, Inc. ( STRL ) is the first company that I wrote about after becoming an analyst at Seeking Alpha. From the time I recommended buyingMy professional journey in the investment field began in 2011. Today, I combine the roles of an Investment Consultant and an Active Intraday Trader. This synergistic approach allows me to maximize returns by leveraging deep knowledge in economics, fundamental investment analysis, and technical trading. What You Will F ...

公司业务与市场定位 - Sterling Infrastructure Inc (STRL) 有望从其强劲的未完成订单量以及受益于结构性需求驱动因素中获利 [1] - 公司的电子基础设施部门持续受益于超大规模数据中心投资的增加 [1] - 公司业务还受益于制造业回流趋势 [1] 投资策略与作者背景 - 分析专注于在工业、消费和科技领域寻找以合理价格增长的机会 [1] - 根据TipRanks的衡量，该作者在约39,000名被追踪的金融专家中排名前50，其排名基于股票推荐的一致性和产生的回报 [1]

Sterling Infrastructure Inc. (NASDAQ:STRL) is one of the best industrial stocks to buy according to Wall Street analysts. Sterling Infrastructure Inc. (NASDAQ:STRL) commands a Strong Buy rating from 3 Wall Street analysts. The average price target on the stock is $455, implying 39.05% upside potential from current levels. Sterling Infrastructure Inc. (STRL) Undergoing Growth in US Data Center Market Suwin/Shutterstock.com On November 25, William Blair reiterated an Outperform rating on the stock, impres ...