Sterling Infrastructure emerges as the stronger investment over MasTec based on growth metrics, earnings momentum, and technical indicators. Sterling reported a record $3.8 billion signed backlog and $5.15 billion combined backlog in the first quarter of 2026, representing year-over-year growth of 78% and 131% respectively, while its pipeline of high-probability future phase opportunities exceeds $1.3 billion. The Zacks Consensus Estimate for Sterling's 2026 earnings has risen to $19.31 per share, implying 77.5% growth, and its trailing 12-month return on equity stands at 37.02%. MasTec posted a record $20.3 billion backlog and raised its full-year EBITDA guidance to approximately $1.5 billion, but faces project timing risks and regulatory uncertainty. Sterling holds a Zacks Rank #1 (Strong Buy) compared to MasTec's Zacks Rank #3 (Hold).
Sterling Infrastructure, Inc.Sterling reported record $3.8B signed backlog and $5.15B combined backlog, up 78% and 131% YoY, indicating strong end-customer demand.
MasTec IncMentioned as comparison; MasTec has record backlog and raised guidance but faces project timing risks and regulatory uncertainty.