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SasoEquity
@saso_capital
I like AI & Robotics.
Joined September 2025
344 Following    11.9K Followers
$STRL ANOTHER BEAT AND RAISED GUIDANCE!! Record quarter across the board: • Revenue: $1.56B (+127% YoY) • Adjusted EPS: $7.58 (+118%) • Adjusted EBITDA: $337.8M (+117%) • Organic revenue growth: 70% The backlog story is getting even stronger: • Signed backlog: $4.14B (+61% YoY) • Combined backlog: $6.14B (+78%) • Nearly $8B in total scoped opportunities, including future project phases ~95% of Sterling’s nearly $7B E-Infrastructure opportunity pipeline is tied to mission-critical projects, including data centers, manufacturing and semiconductor facilities. CEC is another major growth driver. Management now sees potential for over $1B in revenue in 2026, with operating margins improving both YoY and sequentially. FY2026 guidance raised: • Revenue: $4.63B–$4.73B • Adjusted EPS: $21.70–$21.96 • Adjusted EBITDA: $970M–$981M At the midpoint, management now expects 88% revenue growth and 101% adjusted EPS growth for 2026.
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