Sterling Infrastructure’s electrical services division, CEC, is facing a significant capacity crunch. Data center construction demand absorbed a projected year-long capacity supply in approximately 90 days.
Management reports that the division requires an additional 1,000 to 2,000 electricians to sustain growth. This labor shortage currently acts as a primary constraint on the company's expansion.
Sterling is now prioritizing mergers and acquisitions to add necessary capacity and geographic reach. The company identifies over $6 billion in opportunities within its E-Infrastructure market.