Centuri Holdings, Inc. (CTRI)
Centuri Holdings, Inc. is a utility infrastructure services company focused on maintenance, repair, and installation for gas and electric utilities across North America. The company operates through four segments, serving a diverse range of customers including utilities and renewable energy providers.
Company Overview
Centuri Holdings, Inc. offers a compelling investment opportunity in North American utility infrastructure, providing essential maintenance, repair, and installation services for gas and electric utilities, underpinned by a century-long legacy and a diversified service portfolio, positioning it as a key player in infrastructure modernization.
Investment Thesis
Centuri Holdings, Inc. presents a compelling investment opportunity due to its critical role in maintaining and upgrading North America's aging utility infrastructure. The company's diversified service offerings across gas and electric utilities, coupled with its expansion into high-growth areas like renewable energy and 5G datacom, provide multiple avenues for revenue growth. The modernization of utility infrastructure is an ongoing need, creating a stable demand for Centuri's services. While the company's P/E ratio is high at 1020.13, the low beta of 0.81 suggests lower volatility compared to the broader market. Investors should consider the company's growth potential in light of its established market position and the essential nature of its services. The company's focus on infrastructure modernization should drive long-term value.
Key Highlights
- Centuri Holdings operates in four segments: U.S. Gas Utility Services, Canadian Gas Utility Services, Union Electric Utility Services, and Non-Union Electric Utility Services, providing diversified revenue streams.
- The company's services include maintenance, replacement, repair, upgrade, and expansion for both gas and electric utility infrastructure, addressing critical needs.
- Centuri serves diverse end markets, including renewable energy, data centers, and 5G datacom, positioning it for growth in emerging sectors.
- The company's beta of 0.81 indicates lower volatility compared to the broader market, offering a degree of stability.
- Centuri's focus on modernizing utility infrastructure aligns with long-term trends and regulatory requirements.
Competitors
Strengths
- Established market position in North America.
- Diversified service offerings across gas and electric utilities.
- Strong relationships with major utility providers.
- Expertise in infrastructure modernization.
Weaknesses
- High P/E ratio of 1020.13.
- Low profit margin of 0.1%.
- Dependence on utility infrastructure spending.
- Subsidiary of Southwest Gas Holdings, Inc.
Catalysts
- Ongoing: Infrastructure modernization projects driving demand for services.
- Upcoming: Potential new contracts with renewable energy companies.
- Ongoing: Expansion of 5G networks creating opportunities for infrastructure support.
- Ongoing: Regulatory mandates for pipeline safety and upgrades.
Risks
- Potential: Economic slowdown impacting utility budgets.
- Potential: Regulatory changes affecting project approvals.
- Ongoing: Competition from other utility service providers.
- Potential: Project delays or cost overruns.
- Potential: Weather-related disruptions impacting operations.
Growth Opportunities
- Expansion in Renewable Energy Infrastructure: Centuri can capitalize on the growing demand for renewable energy infrastructure by providing maintenance, repair, and installation services for solar, wind, and other renewable energy projects. The renewable energy market is projected to reach hundreds of billions of dollars in the coming years, offering a significant growth opportunity for Centuri. By leveraging its existing expertise in utility infrastructure, Centuri can establish a strong foothold in this rapidly expanding market, securing long-term contracts and revenue streams.
- Modernization of Gas Distribution Systems: The ongoing modernization of natural gas distribution systems across North America presents a substantial growth opportunity for Centuri. Aging pipelines and infrastructure require regular maintenance, repair, and replacement to ensure safety and reliability. Centuri's expertise in gas utility services positions it as a key partner for local natural gas distribution utilities undertaking these modernization projects. This market is expected to remain strong for the foreseeable future, providing a stable and recurring revenue stream for Centuri.
- Investment in Electric Grid Upgrades: The increasing demand for electricity, coupled with the integration of renewable energy sources, is driving significant investment in electric grid upgrades. Centuri can capitalize on this trend by providing maintenance, repair, upgrade, and expansion services for urban transmission and local distribution infrastructure. The electric grid modernization market is expected to grow substantially in the coming years, offering a significant growth opportunity for Centuri. By leveraging its expertise in electric utility services, Centuri can secure lucrative contracts and expand its market share.
- Growth in 5G Datacom Infrastructure: The deployment of 5G networks requires significant investment in new infrastructure, including cell towers, fiber optic cables, and related equipment. Centuri can capitalize on this trend by providing installation, maintenance, and repair services for 5G datacom infrastructure. The 5G market is expected to grow rapidly in the coming years, offering a significant growth opportunity for Centuri. By leveraging its expertise in utility infrastructure, Centuri can establish a strong presence in this emerging market and secure long-term contracts.
- Geographic Expansion into Underserved Markets: Centuri can expand its geographic footprint by targeting underserved markets in North America. By establishing a presence in new regions, Centuri can tap into unmet demand for utility infrastructure services and diversify its revenue streams. This geographic expansion can be achieved through strategic acquisitions or organic growth, depending on the specific market conditions. By carefully evaluating potential markets and tailoring its service offerings to meet local needs, Centuri can successfully expand its geographic reach and enhance its overall growth prospects.
Opportunities
- Expansion into renewable energy infrastructure.
- Growth in 5G datacom infrastructure.
- Geographic expansion into underserved markets.
- Increased investment in electric grid upgrades.
Threats
- Economic downturn impacting utility spending.
- Regulatory changes affecting utility operations.
- Increased competition from other infrastructure service providers.
- Potential for project delays or cost overruns.
Competitive Advantages
- Established relationships with major utility providers.
- Specialized expertise in utility infrastructure services.
- Long operating history of over a century.
- Strong reputation for safety and reliability.
About
Founded in 1909 and headquartered in Phoenix, Arizona, Centuri Holdings, Inc. has evolved into a leading utility infrastructure services company in North America. Originally established to serve the burgeoning energy sector, Centuri has adapted and expanded its services to meet the evolving needs of the utility industry. The company operates through four key segments: U.S. Gas Utility Services, Canadian Gas Utility Services, Union Electric Utility Services, and Non-Union Electric Utility Services. These segments provide a comprehensive suite of services, including maintenance, replacement, repair, upgrade, and expansion services for both gas and electric utility infrastructure. Centuri's core business revolves around supporting the modernization of natural gas distribution systems and enhancing the reliability of electric transmission and distribution networks. The company's expertise extends to serving diverse end markets, including renewable energy, data centers, and 5G datacom, reflecting its adaptability to emerging infrastructure demands. As a subsidiary of Southwest Gas Holdings, Inc., Centuri benefits from a strong financial foundation and strategic guidance. With a workforce of 8,687 employees, Centuri maintains a significant presence across North America, delivering critical infrastructure solutions to a wide array of utility providers. The company's commitment to safety, reliability, and innovation positions it as a trusted partner in the utility sector.
What They Do
- Provide maintenance services for gas utility infrastructure.
- Offer repair services for gas and electric utility systems.
- Install new gas and electric utility infrastructure.
- Upgrade existing utility infrastructure to meet modern standards.
- Expand utility infrastructure to support growing demand.
- Serve electric, gas, and combination utility providers.
- Support end markets like renewable energy, data centers, and 5G datacom.
Business Model
- Centuri generates revenue by providing maintenance, repair, and installation services to utility companies.
- The company operates through long-term contracts with utility providers, ensuring a stable revenue stream.
- Centuri focuses on infrastructure modernization projects, which are essential for maintaining reliable utility services.
Industry Context
Centuri Holdings operates within the utility infrastructure services industry, a sector driven by the ongoing need to maintain, upgrade, and expand aging infrastructure. The industry is characterized by steady demand, driven by regulatory requirements and the increasing need for reliable energy delivery. The competitive landscape includes companies such as CEPU (Central Puerto), EAI (Eaton Vance Inflation Managed Target Income Fund), EDN (Ediston), ELPC (Electriq Power), and ETI (Energy Transfer LP), each with varying focuses and geographic footprints. Centuri's diversified service offerings and established presence in both gas and electric utility services position it favorably within this competitive environment.
Key Customers
- Electric utility providers
- Gas utility providers
- Combination utility providers
- Renewable energy companies
- Data centers
Financials
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q3 2025 | $850M | $2M | $0.00 |
| Q2 2025 | $724M | $8M | $0.00 |
| Q1 2025 | $550M | -$18M | $0.00 |
| Q4 2024 | $717M | $10M | $0.00 |
Source: Company filings
Chart & Info
Price Chart
Centuri Holdings, Inc. (CTRI) stock price: $26.14 (+0.32, +1.24%)
Why Bull
- •Recent insider buying suggests confidence in Centuri's growth prospects, indicating that leadership believes in the company's future.
- •Community sentiment has turned increasingly positive, with discussions highlighting the company's strong project pipeline and operational expansion.
- •Analysts have noted Centuri's strategic partnerships, which are likely to enhance its competitive edge in the utility services sector.
- •Recent contract wins have bolstered investor optimism, showcasing the company's ability to secure significant projects despite market challenges.
Why Bear
- •Some community members express concerns about potential regulatory hurdles that could impact Centuri's operations and profitability.
- •Investor sentiment remains cautious due to broader economic uncertainties, which may affect spending in the utility sector.
- •There are discussions around rising operational costs that could squeeze margins, raising questions about long-term profitability.
- •Recent quarterly results showed mixed performance, leading some analysts to question the sustainability of growth in the current market environment.
Latest News
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Centuri Posted Record Quarterly Revenue, So Why Did One Fund Exit a $29 Million Stake?
Motley Fool · Feb 14, 2026
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Centuri Posted Record Quarterly Revenue, So Why Did One Fund Exit a $29 Million Stake?
fool.com · Feb 14, 2026
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Eversource Energy (ES) Beats Q4 Earnings Estimates
Yahoo! Finance: CTRI News · Feb 12, 2026
-
Eversource Energy (ES) Beats Q4 Earnings Estimates
Zacks · Feb 12, 2026
Technical Analysis
Rationale
AI-generated technical analysis for CTRI including trend direction, momentum, and pattern recognition.
What to Watch
Key support and resistance levels, volume signals, and upcoming events.
Risk Management
Position sizing, stop-loss levels, and risk-reward assessment.
Community
Discussion
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Sentiment
Community sentiment and discussion activity for CTRI.
Make a Prediction
Set your price target for Centuri Holdings, Inc. (CTRI), choose a timeframe, and track your prediction accuracy.
Current price: $26.14
Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for CTRI.
Price Targets
Median: $32.00 (+22.4% from current price)
Insider Flow (30d)
MoonshotScore
Score Factors
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Revenue Growth 2/100
Revenue declined -9.0% YoY, signaling shrinking demand or market headwinds.
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Gross Margin 3/100
Gross margin of 7.9% is below average, suggesting thin margins and potential pricing pressure.
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Operating Leverage 4/100
Limited operating leverage due to slower revenue growth, keeping profit scaling constrained.
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Cash Runway 5/100
Limited cash of $49M could constrain flexibility; watch for dilution risk or debt issuance.
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R&D Intensity 5/100
R&D spending data is currently unavailable for this company.
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Insider Activity 6/100
No significant insider buying or selling recently, which is neutral for the stock outlook.
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Short Interest 7/100
Active trading at 3.54% daily turnover suggests elevated interest, which can increase volatility.
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Price Momentum 6/100
Mixed technical signals (above sma50, above sma200); price trend is inconclusive and may consolidate.
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News Sentiment 5/100
No sentiment data available
What does this score mean?
The MoonshotScore rates CTRI's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Competitors & Peers
Latest News
Centuri Posted Record Quarterly Revenue, So Why Did One Fund Exit a $29 Million Stake?
Centuri Posted Record Quarterly Revenue, So Why Did One Fund Exit a $29 Million Stake?
Eversource Energy (ES) Beats Q4 Earnings Estimates
Eversource Energy (ES) Beats Q4 Earnings Estimates
Frequently Asked Questions
What does Centuri Holdings, Inc. do?
Centuri Holdings, Inc. is a utility infrastructure services company operating in North America. The company provides maintenance, repair, and installation services for gas and electric utilities. It operates through four segments: U.S. Gas Utility Services, Canadian Gas Utility Services, Union Electric Utility Services, and Non-Union Electric Utility Services. Centuri's services support the modernization of natural gas distribution systems and enhance the reliability of electric transmission and distribution networks. The company also serves end markets such as renewable energy, data centers, and 5G datacom, reflecting its adaptability to emerging infrastructure demands.
Is CTRI stock a good buy?
CTRI's investment potential is tied to the ongoing need for utility infrastructure upgrades and expansion in North America. While the company's high P/E ratio of 1020.13 raises valuation concerns, its low beta of 0.81 suggests lower volatility. Investors should consider the company's growth opportunities in renewable energy and 5G infrastructure, as well as the stable demand for its core utility services. A balanced assessment of valuation, growth potential, and risk factors is essential before making an investment decision. The company's focus on essential services provides a degree of resilience.
What are the main risks for CTRI?
Centuri faces several risks, including potential economic slowdowns that could impact utility spending, regulatory changes affecting project approvals, and increased competition from other utility service providers. Project delays or cost overruns could also negatively impact profitability. Additionally, weather-related disruptions could impact operations and service delivery. These risks should be carefully considered when evaluating Centuri's investment potential. Effective risk management and diversification of services are crucial for mitigating these challenges.
Is CTRI a good stock to buy?
Whether CTRI is a good investment depends on your financial goals, risk tolerance, and investment horizon. Key factors to evaluate include the company's revenue growth trajectory, profit margins, debt-to-equity ratio, competitive moat, and valuation multiples (P/E, P/S, EV/EBITDA) relative to industry peers. Our AI-generated Investment Thesis and SWOT analysis on this page provide a data-driven starting point. Always do your own research and consider consulting a financial advisor before making investment decisions.
What is the CTRI MoonshotScore?
The MoonshotScore for CTRI is an AI-powered rating from 0 to 100 that evaluates a stock across four dimensions: growth potential (revenue and earnings trajectory), financial health (balance sheet strength, cash flow), market momentum (price trends, volume patterns, institutional flows), and risk factors (volatility, debt levels, sector headwinds). Scores above 70 indicate strong potential, 50-70 moderate, and below 50 suggests caution. The score is recalculated daily using the latest financial data and market signals.
How often is CTRI data updated?
CTRI stock prices are updated in real-time during U.S. market hours (9:30 AM - 4:00 PM ET, Monday through Friday). After-hours and pre-market prices are also tracked. Company fundamentals (earnings, revenue, balance sheet) are refreshed when new quarterly or annual reports are filed. Analyst ratings, price targets, and AI-generated insights are updated daily. Breaking news related to CTRI is aggregated continuously from premium financial news sources throughout the day.
What are the growth catalysts for CTRI?
Growth catalysts for Centuri Holdings, Inc. (CTRI) can include several categories: product catalysts (new launches, FDA approvals, patent grants), financial catalysts (earnings beats, margin expansion, share buybacks), strategic catalysts (acquisitions, partnerships, market expansion into new regions), and macro catalysts (favorable regulation, industry tailwinds, secular growth trends). Our AI analyzes Centuri Holdings, Inc.'s specific catalysts using earnings transcripts, SEC filings, and news sentiment to identify the most impactful near-term and long-term drivers.
Who are CTRI's main competitors?
Centuri Holdings, Inc. (CTRI) competes with companies in its industry that target similar customers, markets, or product categories. Competitor analysis involves comparing key metrics: market share, revenue growth rates, profit margins, R&D spending, and valuation multiples. Understanding competitive positioning helps investors assess whether CTRI has a sustainable competitive advantage (moat) through brand strength, network effects, cost leadership, or switching costs. Our Competitors section provides a side-by-side comparison with relevant peers.
What do analysts say about CTRI?
Wall Street analyst coverage for CTRI includes consensus ratings (buy, hold, or sell), 12-month price targets, and earnings estimates. Analyst opinions are aggregated from major investment banks and research firms. Key metrics to watch include the consensus price target (average, high, and low estimates), the number of analysts covering the stock, any recent rating changes (upgrades or downgrades), and how actual earnings compare to analyst estimates (beat or miss history). Our platform aggregates these from multiple data providers for a comprehensive view.
What is CTRI's market cap?
Market capitalization (market cap) for CTRI is calculated by multiplying the current share price by the total number of outstanding shares. It represents the market's total valuation of the company. Stocks are typically categorized as mega-cap ($200B+), large-cap ($10B-$200B), mid-cap ($2B-$10B), small-cap ($300M-$2B), or micro-cap (under $300M). Market cap influences index inclusion, institutional ownership eligibility, and risk profile. Our Key Statistics section shows CTRI's current market cap alongside enterprise value and other valuation metrics.
How has CTRI stock performed recently?
CTRI's recent stock performance can be evaluated across multiple timeframes: daily price changes, week-over-week momentum, monthly trends, and year-to-date returns. Important performance indicators include the stock's 52-week high and low, moving averages (50-day and 200-day SMA), relative strength index (RSI), and volume trends. Comparing CTRI's performance against its sector index and the S&P 500 provides context on whether it is outperforming or underperforming the broader market.
What are the risks of investing in CTRI?
Key risk categories for CTRI include: market risk (overall market downturns affecting stock prices), company-specific risk (management changes, product failures, competitive threats), financial risk (high debt levels, cash burn, dilution from stock issuance), regulatory risk (government policy changes, lawsuits, compliance issues), and macroeconomic risk (interest rate changes, inflation, currency fluctuations). Beta measures CTRI's volatility relative to the market - a beta above 1.0 means higher volatility than the S&P 500. Our AI-generated risk assessment identifies the most relevant risk factors for this specific stock.
Are insiders buying or selling CTRI?
Insider trading activity for CTRI tracks purchases and sales by company executives, directors, and major shareholders (10%+ owners) as reported in SEC Form 4 filings. Insider buying is generally considered a bullish signal because insiders have the deepest knowledge of company operations, while selling may have various motivations (diversification, tax planning, pre-planned 10b5-1 trading plans). Key metrics include the buy-to-sell ratio, total dollar value of insider transactions, and whether multiple insiders are trading in the same direction. Our Insider Flow tab shows recent transactions with dates and dollar amounts.
Is CTRI a good stock for beginners?
Centuri Holdings, Inc. (CTRI) can be suitable for beginner investors depending on several factors. Look at the MoonshotScore on this page for an overall AI-powered assessment of growth potential and risk. Beginners should also check the company's market cap (larger companies tend to be less volatile), gross margin (higher margins mean stronger business fundamentals), and cash position (healthy cash reduces bankruptcy risk). Always start with a small position size and never invest money you cannot afford to lose.
How risky is CTRI for first-time investors?
Every stock carries risk, including Centuri Holdings, Inc. (CTRI). First-time investors should review the Risk Factors section on this page for company-specific risks. Key risk indicators include price volatility (check the chart for daily swings), insider selling activity (see Insider Flow tab), and cash runway (see MoonshotScore breakdown). A diversified portfolio with an index fund like the S&P 500 as a core holding is generally recommended before adding individual stocks like CTRI.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Data provided for informational purposes only.
- Financial data is based on available information and may be subject to change.
- Competitive landscape assessment is based on publicly available information.