While Wall Street continues to fixate on Big Tech and artificial intelligence, a quieter rally is taking shape in the construction and infrastructure sector.
A handful of companies—largely overlooked by mainstream analysts—are posting solid financials, riding infrastructure tailwinds, and positioning themselves for long-term growth.
These firms may not make daily headlines, but they’re building the physical and energy backbone of the global economy.
From smart materials to modular construction systems and clean energy infrastructure, these companies are worth a second look for investors who want exposure to a sector with real-world demand and government-backed momentum.
Here are some of the top construction and infrastructure stocks currently flying under Wall Street’s radar.
1. Gibraltar Industries (NASDAQ: ROCK)
YTD Performance: +18%
Market Cap: ~$2.3 billion
Known for its solar racking systems, metal structures, and ventilation products, Gibraltar Industries has transitioned from a traditional manufacturer to a renewable-focused infrastructure company.
Its Q1 2025 earnings saw revenue rise 8% YoY, driven largely by growth in its Renewable and Infrastructure segments. With the U.S. government continuing to fund solar and energy transition projects, Gibraltar is ideally positioned for sustainable growth—and yet remains lightly covered by major brokerages.
“ROCK is becoming a climate-tech infrastructure play without the premium valuation,” said one Boston-based asset manager.
2. Sterling Infrastructure (NASDAQ: STRL)
YTD Performance: +14%
Market Cap: ~$2 billion
Texas-based Sterling Infrastructure specializes in civil construction, water systems, and transportation. With key contracts tied to highways, bridges, and stormwater management, Sterling benefits directly from federal and state infrastructure funding.
What makes STRL compelling is its disciplined project selection, focusing on high-margin public works rather than volatile private development. Despite strong earnings and a growing backlog, the stock remains underweighted in most institutional portfolios.
3. Primoris Services Corporation (NYSE: PRIM)
YTD Performance: +11%
Market Cap: ~$1.6 billion
Primoris operates in the energy and utilities construction space—working on pipelines, electric grid upgrades, and water infrastructure.
In 2025, the company has benefited from a surge in grid modernization projects across North America. With growing demand for electric vehicle infrastructure and resilient energy systems, Primoris is poised to gain long-term contracts. Yet, it continues to trade at lower multiples than peers in the engineering and construction sector.
4. Tutor Perini Corporation (NYSE: TPC)
YTD Performance: +6%
Market Cap: ~$700 million
Despite past challenges with project delays and cost overruns, Tutor Perini is beginning to see momentum again, particularly in large-scale public works and transportation terminals.
The company recently announced a $1.2 billion backlog in airport and rail transit projects, much of which is federally funded. If management executes cleanly, TPC could be among the most undervalued turnaround plays in the infrastructure space.
5. MYR Group Inc. (NASDAQ: MYRG)
YTD Performance: +16%
Market Cap: ~$1.8 billion
A leader in electrical infrastructure services, MYR Group has benefited from a wave of transmission line upgrades and clean energy integration projects.
As utilities across the U.S. adapt to distributed energy and demand-side management, MYRG is positioned as an enabler of the new energy grid. Despite its strategic importance, the company sees limited media or Wall Street coverage compared to larger players like Quanta Services (PWR).
Why These Stocks Matter Now
The U.S. Infrastructure Investment and Jobs Act, coupled with similar initiatives in Canada and parts of Africa and the Middle East, has unlocked hundreds of billions of dollars in public works projects.
Yet investors often overlook the small- to mid-cap companies actually doing the construction.
These firms may not have the flash of tech giants, but they offer:
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Stable cash flows
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Tangible government-backed demand
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Exposure to long-term megatrends like urbanization, renewable energy, and climate resilience
As market cycles evolve and value stocks return to favor, these under-the-radar construction and infrastructure players could quietly outperform their larger, more visible peers.
The Takeaway
In a market increasingly driven by narratives, fundamentals still matter. And the companies quietly laying asphalt, wiring cities, and erecting transmission towers might just deliver the most durable returns.
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