TickerTalks
Browse all tickers →
TickerTalks›$CTRI
CTCTRI

Centuri Holdings, Inc.

$CTRI·$2.2B·Regulated Gas·Utilities
$21.88-21.5%YTD-13.9%1Y+3.9%
Mentions · last 7 days
2026-07-29: 2 posts2026-07-30: 1 posts2026-07-31: 2 posts2026-08-01: 3 posts2026-08-02: 3 posts2026-08-03: 9 posts2026-08-04: 16 posts36
Price updated 11h ago·X counts updated 11h ago
CTCTRI
$CTRICenturi Holdings, Inc.
$21.88-21.46%36 posts
AI analysisFundamentalsVoices on X
Loading…

What it does

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

Centuri Holdings, Inc. delivers specialized utility infrastructure services across North America. The company's operations are divided into four key segments: Gas Utility Services in the U.S., Gas Utility Services in Canada, Union Electric Utility Services, and Non-Union Electric Utility Services. For natural gas distribution utilities, Centuri provides a comprehensive suite of services, including routine maintenance, system replacements, repairs, and new installations, all with an emphasis on modernizing their infrastructure. Similarly, within the electric utility sector, the company offers services ranging from the upkeep and replacement of existing systems to the repair, upgrade, and expansion of urban transmission and local distribution networks. Centuri's clientele primarily consists of electric, gas, and integrated utility providers. Furthermore, it extends its services to emerging markets such as renewable energy projects, data centers, and 5G telecommunications infrastructure. Founded in 1909, Centuri Holdings, Inc. is based in Phoenix, Arizona, and operates as a subsidiary of Southwest Gas Holdings, Inc.

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

Rate-case timing and authorized ROE resets are the primary earnings catalyst for regulated gas utilities; capex recovery cycles keep earnings stable but growth modest, with AI data-center gas load providing a nascent demand offset to residential conservation headwinds.

Top industry ETF

$XLUUtilities Select Sector SPDR
+2.8%YTD
+1.0%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 $0.27

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 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.5B$3.4B – $3.5B$0.71$0.68 – $0.755
FY27$3.8B$3.8B – $3.8B$0.99$0.92 – $1.065
FY28$4.1B$3.8B – $4.4B$1.27$1.21 – $1.322
FY29$5.0B$4.8B – $5.1B$1.79$1.71 – $1.861
FY30$5.6B$5.4B – $5.7B$2.22$2.12 – $2.301

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.4.6×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.12%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.-23.8%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.-22.2%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 today23.5% 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.β1.115-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.

+ 26 other (12 awards · 10 exempts · 4 inkinds) 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
Free, forever. No credit card.

Recent news

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

Centuri Holdings, Inc. (CTRI) Q2 2026 Earnings Call Transcriptseekingalpha.com·16h agoCenturi Holdings (CTRI) Q2 Earnings and Revenues Beat Estimateszacks.com·23h agoCenturi Reports Second Quarter 2026 Results and Raises Full Year 2026 Guidancegurufocus.com·1d agoCenturi: A Utility Contractor Becoming An Integrated Power-Buildout Platformseekingalpha.com·8d agoCenturi Releases 2025 Sustainability Reportbusinesswire.com·9d ago

In themes

Explore the broader themes this ticker is being talked about under.

The Power Grid

More in Regulated Gas

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$BKH$GAILF
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.

PrivacyTermsSupport