Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
CTRI
STRONG SELLCenturi Holdings, Inc. · Utilities · United States · $2.8B · Avg Vol: $49M/d
COMPANY DESCRIPTION
Centuri Holdings, Inc. is a leading strategic infrastructure services provider that maintains, repairs, and installs utility infrastructure for natural gas and electric providers in North America. The company operates as a critical partner to major regulated utilities, focusing on long-term capital improvement and modernization programs. Its competitive advantage lies in its scale, exemplary safety record, and long-term master service agreements that generate highly predictable revenues.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 2.8B | 2.9B | 2.6B | 3.0B | 2.6% | 3.2B | 3.7B | 4.1B | 17.1% |
| EPS | -1.94 | -2.15 | -0.08 | 0.25 | — | 0.36 | — | — | — |
| Shares | 86.7M | 86.7M | 88.5M | 100.7M | +16.2% | 100.9M | — | — | — |
| Debt | 1.3B | 1.3B | 1.0B | 938.1M | -11.1% | 940.9M | — | — | — |
| Equity | 386.8M | 226.0M | 555.6M | 873.0M | 31.2% | — | — | — | — |
| Op CF | 94.6M | 167.5M | 158.2M | 78.1M | -6.2% | 26.4M | — | — | — |
| Inv CF | -117.1M | -94.8M | -89.4M | -88.2M | — | — | — | — | — |
| Fin CF | -27.5M | -103.4M | -52.6M | 88.8M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Utilities, ranked by industry match, size, and score similarity. Cross-listings of CTRI are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| CTRI | Centuri Holdings, Inc.(you) | $2.8B | 16 | STRONG SELL |
| MDU | MDU Resources Group, Inc. | $4.4B | 40 | HOLD |
| SR | Spire Inc. | $4.9B | 41 | HOLD |
| CPK | Chesapeake Utilities Corporation | $3.3B | 53 | HOLD |
| BIPC.TO | Brookfield Infrastructure Corporation | $5.3B | 48 | HOLD |
| NWN | Northwest Natural Holding Company | $2.2B | 58 | HOLD |
| BKH | Black Hills Corporation | $5.7B | 53 | HOLD |
| OGS | ONE Gas, Inc. | $5.1B | 55 | HOLD |
| OPAL | OPAL Fuels Inc. | $386M | 31 | SELL |
| NJR | New Jersey Resources Corporation | $6.1B | 59 | HOLD |
Peer medians: ROE 9.4% · P/E 21.3x · Gross margin 43.2%