Geopolitics Alpha

What Sterling Infrastructure (STRL) Said on Its Q3 Earnings Call

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What Sterling Infrastructure (STRL) Said on Its Q3 Earnings Call

Sterling Infrastructure (NASDAQ:STRL) reported sharply higher third-quarter results, fueled by demand for data center, semiconductor and other mission-critical projects, while management raised its full-year 2026 financial outlook. Adjusted diluted earnings per share rose 118%

Directly affected

  • STRL Sterling Infrastructure

    Named in this report.

Indirectly affected

  • SMH VanEck Semiconductor ETF+1.3% 30d

    VanEck Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story.

  • SOXX iShares Semiconductor ETF+0.5% 30d

    iShares Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story.

  • QQQ Invesco QQQ+2.3% 19d

    Invesco QQQ: it holds the big tech and AI names. Linked by “data center” (AI and big tech) in this story.

  • EWU iShares MSCI United Kingdom ETF-2.3% 30d

    iShares MSCI United Kingdom ETF holds stocks listed in the UK, which this story is about (“sterling”).

  • FXB Invesco CurrencyShares British Pound Trust-1.6% 10d

    Invesco CurrencyShares British Pound Trust follows the British pound, whose moves this story covers.

  • TSM Taiwan Semiconductor Manufacturing+2.2% 30d

    Taiwan Semiconductor Manufacturing (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story.

  • ASML ASML Holding N.V-5.7% 30d

    ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story.

  • NVDA Nvidia-1.8% 30d

    Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
STRL-4.12%-7.18%base-2.69%after closeafter closeafter close
SMH-7.89%-4.67%base-1.14%after closeafter closeafter close
SOXXNo price data for this ticker———————
QQQ-2.90%-1.86%base-1.86%after closeafter closeafter close
EWUNo price data for this ticker———————
FXBNo price data for this ticker———————
TSM-6.22%-3.47%base-1.82%after closeafter closeafter close
ASML-6.17%-4.45%base+0.69%after closeafter closeafter close
NVDA-1.43%+0.31%base-0.76%after closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Market Call

Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.

What Sterling Infrastructure (STRL) Said on Its Q3 Earnings Call Yahoo Finance

Source: Yahoo Finance

The price since 29 Oct 2026: Ishares Tr (EWU) versus the S&P 500

CompanyWhenMoveStatus
ASMLthat day+0.69%final price
ASMLthree days earlier-4.45%final price
ASMLfive days earlier-6.17%final price
NVDAthat day-0.76%final price
NVDAthree days earlier+0.31%final price
NVDAfive days earlier-1.43%final price
QQQthat day-1.86%superseded
QQQthree days earlier-1.86%final price
QQQfive days earlier-2.90%final price
SMHthat day-1.14%final price
SMHthree days earlier-4.67%final price
SMHfive days earlier-7.89%final price
STRLthat day-2.69%final price
STRLthree days earlier-7.18%final price
STRLfive days earlier-4.12%final price
TSMthat day-1.82%final price
TSMthree days earlier-3.47%final price
TSMfive days earlier-6.22%final price

Congressional trades in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Ishares Tr (EWU)

Companies mentioned with this story

  • EWU Ishares Tr

    In “What Sterling Infrastructure (STRL) Said on Its Q3 Earnings Call,” Ishares Tr (EWU) is linked, with no stored direction, medium confidence. Reason on file: iShares MSCI United Kingdom ETF holds stocks listed in the UK, which this story is about (“sterling”)

  • FXB Invesco CurrencyShares British Pound Sterling Trust

    Invesco CurrencyShares British Pound Sterling Trust (FXB) is linked, with no stored direction, medium confidence in the 29 Oct 2026 story “What Sterling Infrastructure (STRL) Said on Its Q3 Earnings Call.” Reason on file: Invesco CurrencyShares British Pound Trust follows the British pound, whose moves this story covers

  • HSBC Hsbc Holdings

    For “What Sterling Infrastructure (STRL) Said on Its Q3 Earnings Call,” Hsbc Holdings (HSBC) is linked, with no stored direction, medium confidence. Reason on file: HSBC Holdings (savings institution, federally chartered) is one of the largest the UK-based companies traded in the US, so news about the UK (“sterling”) reaches its shares

  • LIN Linde

    In “What Sterling Infrastructure (STRL) Said on Its Q3 Earnings Call,” Linde (LIN) is linked, with no stored direction, medium confidence. Reason on file: Linde (industrial inorganic chemicals) is one of the largest the UK-based companies traded in the US, so news about the UK (“sterling”) reaches its shares

  • ARM Arm Holdings

    Arm Holdings (ARM) is linked, with no stored direction, medium confidence in the 29 Oct 2026 story “What Sterling Infrastructure (STRL) Said on Its Q3 Earnings Call.” Reason on file: Arm Holdings (semiconductors and related devices) is one of the largest the UK-based companies traded in the US, so news about the UK (“sterling”) reaches its shares

  • RIO Rio Tinto

    In “What Sterling Infrastructure (STRL) Said on Its Q3 Earnings Call,” Rio Tinto (RIO) is linked, with no stored direction, medium confidence. Reason on file: Rio Tinto Group (metal mining) is one of the largest the UK-based companies traded in the US, so news about the UK (“sterling”) reaches its shares

Ishares Tr (EWU)

On 29 Oct 2026, “What Sterling Infrastructure (STRL) Said on Its Q3 Earnings Call” is the story that connects Ishares Tr (EWU) to this story.

What ties Ishares Tr (EWU) to the headline is this: iShares MSCI United Kingdom ETF holds stocks listed in the UK, which this story is about (“sterling”)

Invesco CurrencyShares British Pound Sterling Trust (FXB) is here too. Its reason reads: Invesco CurrencyShares British Pound Trust follows the British pound, whose moves this story covers

Price levels for Ishares Tr (EWU)

EWU traded between 45.65 and 47.99 across 20 sessions. The latest close on file is 46.84. FXB traded between 127.25 and 129.72 across 9 sessions. The latest close on file is 127.87. HSBC traded between 91.56 and 103.55 across 17 sessions. The latest close on file is 94.32.

How strong the case is around Ishares Tr (EWU)

46 out of 100Price not final

“What Sterling Infrastructure (STRL) Said on Its Q3 Earnings Call” scores 46 out of 100. The score uses 1 sources, and 6 linked companies. The price is not final yet.