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CTCTRI

Centuri Holdings, Inc.

$CTRI·$2.0B·Regulated Gas·Utilities
$19.14-0.1%YTD-24.6%1Y-15.3%
Price updated 11m ago·X counts updated 4d ago
CTCTRI
$CTRICenturi Holdings, Inc.
$19.14-0.13%2 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $CTRI on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

2X posts · last 7 days
Aug 31Sep 13

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $CTRI — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersSelling offAI verdict · as of 2026-09-17

Falling on heavy selling — points lower unless it turns around.

Centuri at 0.2% of 52w — Q2 rev +29% YoY, $475M customer awards Aug 17, exec leadership changes Aug 12.

Centuri Holdings is the utility-infrastructure services franchise (US/Canada gas/electric) down 25% YTD and 15% over 12 months at 0.2% of 52w. $475M+ customer awards Aug 17, and executive leadership changes Aug 12.

  • Business inflecting: Q2 revenue grew 28.7% YoY to $932M at 7% gross margin and 3% op margin — real utility-infrastructure scaling on $2.04B mcap with 5% ROIC.
  • Valuation stretched: 69.8x P/E and 0.68x sales with -0.7% FCF yield — multiple prices continued growth from major customer awards.
  • Aug 27 Ancora Advisors $2.31M + Aug 17 $475M+ customer awards + Aug 12 four Form 3 filings + Aug 10 CalSTRS 21,907 shares + Aug 6 Dimensional raise.

Nov 4: EPS above $0.22 and utility-services/customer-award commentary breaks trajectory; another exec change cools 0.2%-of-52w.

What to watch: The Nov 4 Q3 print — EPS above $0.22 and utility-services/customer-award commentary. Another exec change is what cools 0.2%-of-52w.

On the calendar: 2026-11-04 — Q3 earnings

earnings within 60dmajor customer awardsgovernance reset

Read the AI verdict on $CTRI

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Utility infrastructure construction company providing gas and electric distribution services to major North American utilities.

Industry overviewAI analysisGenerated by AI from underlying data

Where Regulated Gas sits in its cycle right now — and what that implies for $CTRI.

Regulated Gas · Utilities

Regulated natural gas utilities offer bond-proxy stability with rate-base expansion through system-modernisation capex driving earnings growth insulated from commodity prices; BKH's emerging 3GW data-centre power pipeline is an incremental structural growth lever beyond traditional residential and commercial gas distribution.

What this means for $CTRI

Partial — utility infrastructure contractor for gas and electric distribution modernisation benefits from the same system-upgrade capex that drives NiSource and Black Hills rate-base growth; revenue is service-contract based rather than regulated-return.

Top industry ETF

$XLUUtilities Select Sector SPDR
-3.7%YTD
-1.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
69.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
5.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
3.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-0.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
3.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
8.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 4, 2026$0.24$0.21+14.0%
Q1 2026May 6, 2026$-0.02$-0.05+60.0%
Q4 2025Feb 25, 2026$0.17$0.20-15.0%
Q3 2025Nov 5, 2025$0.19$0.32-40.6%
Next earningsWed, Nov 4·consensus EPS $0.22

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$932.0M+28.7%7.4%2.6%$0.06$-7.9M
Q1 FY26$699.9M+27.2%5.1%0.4%$-0.09$-55.3M
Q4 FY25$761.0M+6.1%12.3%4.4%$0.32$66.3M
Q3 FY25$850.0M+18.1%8.4%4.5%$0.02$-18.4M

Forward consensus

5-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.7B$3.7B – $3.7B$0.70$0.68 – $0.744
FY27$4.1B$4.1B – $4.1B$0.98$0.82 – $1.084
FY28$4.5B$4.3B – $4.9B$1.24$1.20 – $1.303
FY29$5.5B$5.4B – $5.7B$1.95$1.89 – $2.041
FY30$6.2B$6.0B – $6.4B$2.38$2.30 – $2.492

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.0%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-19.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-32.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 32.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.015-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 18 other (12 awards · 6 exempts) in window

See when $CTRI insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsAug 123
AI summary

Centuri Holdings (CTRI) filed a Form 3 for Kelly Youngblood, a new executive officer, establishing his initial Section 16 ownership report effective August 12, 2026. Youngblood beneficially owns no Centuri Holdings securities at the time of this filing. Centuri Holdings is a Phoenix, AZ-based utility infrastructure services contractor.

3New insider — initial holdingsAug 123
AI summary

Centuri Holdings (CTRI) filed a Form 3 for Danielle E. Hunter, a new executive officer, establishing her initial Section 16 ownership report effective August 12, 2026. Hunter beneficially owns no Centuri Holdings securities at the time of this filing. Centuri Holdings provides utility services including pipeline and power line construction and maintenance.

8-KOfficer or director changeAug 128-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Centuri Holdings (CTRI) filed an 8-K under Items 5.02, 7.01, and 9.01, reporting executive officer changes and a Regulation FD disclosure effective August 12, 2026. No specific names or details were available in the excerpt. Centuri Holdings is a Phoenix, AZ-based utility infrastructure services contractor.

3New insider — initial holdingsAug 63
AI summary

Stephen M. Zemaitatis Jr., President and CEO of Centuri Holdings subsidiary Riggs Distler & Co., Inc., filed an initial Form 3 for Centuri Holdings, Inc. on August 6, 2026, triggered by a July 27, 2026 event. He directly holds 43,071 shares of common stock as an officer. Routine insider ownership disclosure by a subsidiary executive; no material market impact.

3New insider — initial holdingsAug 63
AI summary

Neil Waugh, President of Centuri Canada Group (a Centuri Holdings subsidiary), filed an initial Form 3 for Centuri Holdings, Inc. on August 6, 2026, triggered by a July 27, 2026 event. He directly holds 38,315 shares of common stock as an officer. Routine insider ownership disclosure by a subsidiary executive; no material market impact.

3New insider — initial holdingsAug 63
AI summary

Ryan Palazzo, President of U.S. Gas at Centuri Holdings, Inc., filed an initial Form 3 on August 6, 2026, triggered by a July 27, 2026 event. He directly holds 13,053 shares of common stock as an officer. The filing is one of four simultaneous Form 3s from Centuri subsidiary executives, all sharing the same July 27 triggering date, suggesting a group ownership reporting event tied to the company. Routine insider ownership disclosure with no material market impact.

3New insider — initial holdingsAug 63
AI summary

Brent Hooper, CEO of Linetec Services (a Centuri Holdings subsidiary), filed an initial Form 3 for Centuri Holdings, Inc. on August 6, 2026, triggered by a July 27, 2026 event. He directly holds 33,450 shares of common stock as an officer. Routine insider ownership disclosure by a subsidiary executive; no material market impact.

8-KShareholder voteMay 228-K — Item 5.07: Shareholder vote
+ 13 other (3 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Ancora Advisors LLC Invests $2.31 Million in Centuri Holdings, Inc. $CTRIdefenseworld.net·22d agoCenturi Announces More than $475 Million in Customer Awardsbusinesswire.com·31d agoCenturi Announces Executive Leadership Changesbusinesswire.com·36d agoCalifornia State Teachers Retirement System Purchases 21,907 Shares of Centuri Holdings, Inc. $CTRIdefenseworld.net·39d agoDimensional Fund Advisors LP Raises Position in Centuri Holdings, Inc. $CTRIdefenseworld.net·42d ago

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Voices on X · last 7 days

No standout posts about $CTRI on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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