Sterling Infrastructure Soars on AI and Chip Manufacturing Growth

The infrastructure firm's earnings and revenue have quadrupled and doubled, respectively, in the past five years.

Apr. 8, 2026 at 8:19am

A highly detailed, cinematic close-up of the complex, industrial machinery and components that enable Sterling Infrastructure's expansion into high-tech sectors like AI and semiconductors.An extreme close-up of the intricate machinery powering Sterling Infrastructure's growth in AI data centers and chip manufacturing.Sterling Today

Sterling Infrastructure, a U.S. infrastructure firm, has seen impressive growth in recent years as it capitalizes on key industry trends like AI data infrastructure and chip manufacturing. The company posted strong Q4 results, with a 78% year-over-year increase in its signed backlog to $3.0 billion. Sterling is projected to grow its adjusted earnings by 26% in 2026 and 15% in 2027, with revenue expanding by 25% and 9% respectively.

Why it matters

Sterling's recent performance and growth outlook make it an attractive investment opportunity, especially as the broader market has experienced a pullback. The company's exposure to high-growth sectors like AI and chip manufacturing position it well to continue its strong performance.

The details

Sterling quadrupled its earnings and doubled its revenue between 2020 and 2025, capitalizing on key industry trends. The company posted an impressive beat-and-raise Q4 report in late February, with its upward earnings revisions activity earning it a Zacks Rank #1 (Strong Buy). Sterling ended 2025 with a signed backlog of $3.0 billion, up 78% year-over-year and 49% on a same-store basis. The company is projected to grow its adjusted earnings by 26% in 2026 and 15% in 2027, with revenue expanding by 25% and 9% respectively.

  • Sterling Infrastructure posted strong Q4 results in late February 2026.
  • The company ended 2025 with a signed backlog of $3.0 billion, up 78% year-over-year.

The players

Sterling Infrastructure

A U.S. infrastructure firm that has seen impressive growth in recent years as it capitalizes on key industry trends like AI data infrastructure and chip manufacturing.

Got photos? Submit your photos here. ›

The takeaway

Sterling Infrastructure's recent performance and growth outlook make it an attractive investment opportunity, especially as the broader market has experienced a pullback. The company's exposure to high-growth sectors like AI and chip manufacturing position it well to continue its strong performance.