Sterling Infrastructure Reports Better-Than-Expected Earnings, Shares Surge 16.8%

Sterling Infrastructure reported better-than-expected Q2 earnings of $2.69 per share, beating the consensus estimate of $1.97 per share. The company also raised its FY25 guidance. Shares jumped 16.8% to $317.62 on Tuesday. Other big stocks recording gains include Ameresco, Lemonade, DigitalOcean Holdings, and Lattice Semiconductor.

Sterling Infrastructure, Inc. (NASDAQ: STRL) reported better-than-expected second-quarter 2025 earnings on Tuesday, August 4th, after the market close. The company's earnings per share (EPS) of $2.69 exceeded the consensus estimate of $1.97 per share, marking a significant 34.7% year-over-year (Y/Y) increase. Revenue for the quarter came in at $614.468 million, which was 4.9% lower than the same period last year, but still above the consensus estimate of $554.35 million [1].

Sterling Infrastructure's stock price surged by 16.8% to $317.62 following the announcement, reflecting investor confidence in the company's strong performance and the potential for future growth. The company's CEO, Joe Cutillo, commented on the results, stating that the "outstanding second quarter results reflect the strength and resilience of our portfolio" and highlighted the company's strong revenue growth in its E-Infrastructure Solutions and Transportation Solutions segments [3].

In addition to Sterling Infrastructure, several other big stocks reported gains on Tuesday. Ameresco, Inc. (AMRC) shares jumped 41.4% to $23.61 after the company reported better-than-expected quarterly financial results. Arteris, Inc. (AIP) rose 37.6% to $13.01 following a deal with AMD for its next-generation AI chiplet design. Xometry, Inc. (XMTR) gained 36.8% to $42.38 after reporting better-than-expected second-quarter financial results and issuing third-quarter sales guidance above estimates [2].

Sterling Infrastructure also announced its acquisition of CEC Facilities Group LLC (CEC), which is expected to accelerate project timelines and expand the company's geographic reach. The company's full-year 2025 guidance was raised to reflect its strong first-half performance, backlog, and visibility into future phase opportunities. The midpoints of the revised 2025 guidance would represent 13% revenue growth, 32% adjusted diluted earnings per share growth, and 30% adjusted EBITDA growth [3].

References:

[1] https://seekingalpha.com/news/4476653-sterling-infrastructure-q2-2025-earnings-preview

[2] https://www.benzinga.com/trading-ideas/movers/25/08/46860348/sterling-infrastructure-posts-better-than-expected-earnings-joins-lemonade-digitalocean-holdings-lattice-semiconductor-and-other-big-stocks-moving-higher-on-tuesday

[3] https://www.prnewswire.com/news-releases/sterling-reports-record-second-quarter-2025-results-and-increases-full-year-guidance-302521083.html