STRL Jumps After Revenue, Profit Beat and Higher 2026 Outlook
STRL rose to about $640 in after-hours trading after reporting first-quarter 2026 revenue of $825.7 million, up 92% from a year earlier, and adjusted diluted earnings per share of $3.59, up 120%. Both topped estimates, while adjusted EBITDA increased 107% to $166.6 million.
The company forecast 2026 revenue of $3.70 billion to $3.80 billion and adjusted EPS of $18.40 to $19.05, ahead of estimates. Signed backlog ended the quarter at $3.8 billion, up 78%, and combined backlog reached $5.15 billion, up 131%, with E-Infrastructure Solutions revenue climbing 174% year over year.
From the sources (3 posts)
@negligible_capThe $STRL print and guide is insane. Stock’s now up over 100% YTD at $640 after hours and up around 250% in the last 12 months. Recall seeing at least 1 or 2 activist shorts YTD and 7% SI so have to imagine there’s some squeezing at play.
@wallstengine$STRL Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $825.7M (Est. $609.71M) 🟢; +92% YoY 🔹 Adj. EPS: $3.59 (Est. $2.28) 🟢; +120% YoY 🔹 Adj. EBITDA: $166.6M; +107% YoY 🔹 Backlog: $3.80B; +78% YoY 🔹 Combined Backlog: $5.15B; +131% YoY 🔹 Operating Cash
@jaguaranalytics$STRL Monster quarter. Wow! -- Q1 EPS $3.59 vs $2.29 est -- Q1 Sales $825.7M vs $585.1M est -- FY26 EPS Guide $18.70 vs $13.76 est -- FY26 Sales Guide $3.75B vs $3.13B est