Is Sterling's Project Selection Enough to Drive Superior Returns?

Key Takeaways Shift from low-bid work to mission-critical projects is boosting margins and return quality.Data centers are the core growth driver of Sterling, with triple-digit revenue growth and repeat customers.STRL's disciplined bidding and risk control are improving cash flow and earnings resilience.Sterling Infrastructure, Inc. (STRL) has moved away from low-bid, margin-dilutive projects and instead prioritized large, mission-critical developments where its execution capabilities create tangible value. ...