Sterling Infrastructure, Inc. (STRL) reported third-quarter 2025 results with adjusted earnings and revenues exceeding the Zacks Consensus Estimate, showing year-over-year growth. The company’s strong performance was driven by a 58% increase in E-Infrastructure Solutions and a 10% increase in Transportation Solutions, offsetting weaker results in the Building Solutions segment.

Shares of Sterling rose 2.6% after hours following the earnings release. Adjusted earnings per share came in at $3.48, beating the estimate by 24.7%, while revenues of $689 billion surpassed expectations by 12.5%. Segment-wise, E-Infrastructure Solutions saw a significant revenue increase, while Transportation Solutions also showed growth.

Despite a dip in Building Solutions revenues, Sterling’s financials remain strong with cash equivalents at $306.4 million at the end of the third quarter. Adjusted EBITDA rose 47% year over year to $155.8 million, with a gross margin expansion to 24.7%. Net cash provided by operating activities for the first nine months of 2025 was $253.9 million.

Sterling raised its outlook for 2025, expecting adjusted earnings per share between $10.35 to $10.52, adjusted net income of $321 million to $326 million, and adjusted EBITDA between $486 million to $491 million for the year. The company currently holds a Zacks Rank #3 (Hold).

Masco Corporation (MAS) reported disappointing third-quarter 2025 results with adjusted earnings and net sales missing estimates, leading to a year-over-year decline. Weakness in the Decorative Architectural Products segment impacted performance, outweighing improvements in the Plumbing Products segment. The company revised its full-year outlook downwards.

United Rentals, Inc. (URI) posted third-quarter 2025 results with earnings missing estimates but revenues surpassing expectations. The company reported record revenues and adjusted EBITDA, driven by strong demand across construction and industrial end markets. United Rentals expects total revenues for 2025 to be in the range of $16-$16.2 billion.

D.R. Horton, Inc. (DHI) reported mixed fourth-quarter fiscal 2025 results, with earnings missing estimates but total revenues beating expectations. The housing market softness affected performance, resulting in lower home closings. Despite challenges, D.R. Horton maintains strong liquidity and national scale for operational flexibility.

Read more at Nasdaq: Sterling Q3 Earnings & Revenues Beat Estimates, ’25 View Raised