Centuri Holdings, Inc. (CTRI) Stock

Centuri Holdings, Inc. (CTRI) is a Utilities stock trading at $21.36 (as of 2026-08-21), with a market capitalization of $2.16B. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Centuri Holdings, Inc. operates as a utility infrastructure services company in North America. The company operates through four segments: U.S. Gas Utility Services; Canadian Gas Utility Services; Union Electric Utility Services; and Non-Union Electric Utility Services. It offers gas utility services, including maintenance, replacement, repair, and installation for local natural gas distribution utilities focused on the modernization of customers' infrastructure. The company also provides electric utility services encompassing maintenance, replacement, repair, upgrade, and expansion services for urban transmission and local distribution infrastructure. Its customers include electric, gas, and combination utility providers, as well as serves end markets, such as renewable energy, data centers, and 5G datacom. The company was founded in 1909 and is headquartered in Phoenix, Arizona. Centuri Holdings, Inc. is a subsidiary of Southwest Gas Holdings, Inc.

Understand Centuri Holdings, Inc.: how it makes money

Centuri Holdings provides utility infrastructure services for natural gas distribution and electric utilities, including maintenance, replacement, repair, installation, and modernization work, and it makes money by delivering these contracted services for utility customers across its U.S. gas, Canadian gas, union electric, and non-union electric service lines.

The profit model is driven by contracted utility services that tie ongoing revenue to customer awards and master service agreement renewals, which then support maintenance and upgrade execution across its gas and electric service segments.

Revenue by segment (latest quarter)
US Gas$0.3B
Canada Gas$0.1B
Union Electric$0.2B
Non-Union Electric$0.1B

Business quality (Weak): Profitability is weak, with gross margin at 4.9% and operating margin at -0.7% for the period ending 2026-03-29, so investors should focus on whether contract renewal and bid activity can translate into improved operating results.

Valuation: At 84× earnings, CTRI trades 283% above the Utilities average (22×). Note: one-time items can distort reported P/E.

Bull case

  • Renewal-driven service base: Master Service Agreement Renewals are called out as an operating metric (0.17 USD_B), which supports visibility into ongoing utility work.
  • Large opportunities and active bidding: The company tracks a Differentiated Opportunities Pipeline of 14.0 USD_B, with Pending Bids at 2.0 USD_B and Strategic Bids Tracked for Awards by Year End 2026 at 1.7 USD_B.

Bear case

  • Negative operating profitability: Operating margin is -0.7% and gross margin is 4.9%, indicating the current cost structure or project mix is not producing operating profit.
  • Execution risk from pipeline to realized revenue: Some pipeline-related measures, such as Secured Customer Awards Estimated Revenue Potential of 0.35 USD_B and New Customer Contracts and Master Service Agreement Awards of 0.65 USD_B, can still depend on timing and award conversion, and Storm Restoration Revenue Earned Year-to-Date is shown as 0.0.
Valuation — source: SEC EDGAR (first-party)
Price$21.36
Market Cap$2.16B
EV / EBITDA11.6
Price / Book2.48
Price / Sales0.66
FCF Yield-11.5%
DCF Value (model)$4.26
DCF Upside vs Price-80.1%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$2.98B
Net Margin0.8%
Revenue Growth (YoY)13.1%
EPS Growth (YoY)-412.5%
FCF Growth (YoY)-113.9%
Financial Health — source: SEC EDGAR
Altman Z-Score2.33 (grey)
Piotroski F-Score6/9 (moderate)
Valuation vs Sector & Industry
Sector P/E (Utilities)20.8
Industry P/E (Utilities)20.1
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderICAHN CARL C ($418.76M)
Institutional Holders Tracked10
Company
SectorUtilities
IndustryUtilities
CEOChristian Ian Brown
Employees8,687
CountryUS
IPO Date2024-04-18

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CTRI earnings history · CTRI institutional & insider holders · CTRI KPIs & operating metrics · CTRI financials · CTRI investor presentations & press releases · CTRI SEC filings · CTRI peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-21.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.