CENTURI HOLDINGS, INC. (CTRI)
NYSEUtilitiesRegulated GasSnapshot 2026-11-05
$18.65-9.20%
Close 2026-11-05 · 1-day change
NYSEUtilitiesRegulated GasSnapshot 2026-11-05
QuarterlyIQ Insights · CTRI
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Additionally, for 2027, we are targeting a gross profit margin range of 8.5% to 9.0%, supported by continued margin expansion through reduced seasonality, improved pricing, increased productivity and…
Stated in 3 of 3 supplied quarters. Management reported: “Additionally, for 2027, we are targeting a gross profit margin range of 8.5% to 9.0%, supported by continued margin expansion through reduced seasonality, improved pricing, increased productivity and operating efficiencies, and the quality of our growing portfolio of bid opportunities."” “For the second half of 2026, we forecast the overall Centuri Base Gross Profit Margin to be approximately 9.0%, which fully aligns with the expectations set within our Vision One Centuri strategy."”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Utilities names rated weak grew net income 56% of the time over the next year (vs 67% for the rest of the cohort, n=1121).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Additionally, for 2027, we are targeting a gross profit margin range of 8.5% to 9.0%, supported by continued margin expansion through reduced seasonality, improved pricing, increased productivity and…”
“For the second half of 2026, we forecast the overall Centuri Base Gross Profit Margin to be approximately 9.0%, which fully aligns with the expectations set within our Vision One Centuri strategy."”
““Today we introduced several long-term financial targets, including a Base Revenue compound annual growth rate of 10% to 15% through 2029 and a Base Gross Profit Margin target of 8.7% to 9.7% by 2029.”
With nearly $4.8 billion of outstanding bids, including $2 billion of MSA renewals expected by year-end, we anticipate a full-year book-to-bill ratio above our 1.2x target, providing strong future vi…
Stated in 3 of 3 supplied quarters. Management reported: “With nearly $4.8 billion of outstanding bids, including $2 billion of MSA renewals expected by year-end, we anticipate a full-year book-to-bill ratio above our 1.2x target, providing strong future visibility."” “For full year 2026, the Company is targeting a book-to-bill ratio of approximately 1.2x.”
“With nearly $4.8 billion of outstanding bids, including $2 billion of MSA renewals expected by year-end, we anticipate a full-year book-to-bill ratio above our 1.2x target, providing strong future vi…”
“For full year 2026, the Company is targeting a book-to-bill ratio of approximately 1.2x.”
“For 2026, the Company is targeting a book-to-bill ratio of 1.1x to 1.2x.”
The Company estimates that approximately $2 billion of MSA contract value will be renewed by year-end and forecasts that the full year book-to-bill will exceed its 1.2x target.
Stated in 2 of 3 supplied quarters. Management reported: “The Company estimates that approximately $2 billion of MSA contract value will be renewed by year-end and forecasts that the full year book-to-bill will exceed its 1.2x target.” “Consistent with our strategy laid out earlier this year, the acquisition adds scale in our Union Electric segment, strengthens our mechanical and electrical construction services, and adds in-plant construction services across several end-markets including data centers."”
“The Company estimates that approximately $2 billion of MSA contract value will be renewed by year-end and forecasts that the full year book-to-bill will exceed its 1.2x target.”
“Consistent with our strategy laid out earlier this year, the acquisition adds scale in our Union Electric segment, strengthens our mechanical and electrical construction services, and adds in-plant c…”
Full Year 2026 Financial Guidance The Company has updated full-year 2026 guidance.
Stated in 3 of 3 supplied quarters. Management reported: “Full Year 2026 Financial Guidance The Company has updated full-year 2026 guidance.” “• Revenue of $3.59 to $3.79 billion • Adjusted EBITDA of $285 to $310 million • Adjusted Net Income of $60 to $75 million The Company also expects Net Capital Expenditures of $60 to $75 million in 2026.”
“Full Year 2026 Financial Guidance The Company has updated full-year 2026 guidance.”
“• Revenue of $3.59 to $3.79 billion • Adjusted EBITDA of $285 to $310 million • Adjusted Net Income of $60 to $75 million The Company also expects Net Capital Expenditures of $60 to $75 million in 20…”
“For 2026, the Company is targeting a book-to-bill ratio of 1.1x to 1.2x.”
"Looking ahead, we have approximately $3.7 billion of revenue coverage for 2027, supporting our early expectations of mid-teens percent revenue growth next year.
Stated in 3 of 3 supplied quarters. Management reported: “"Looking ahead, we have approximately $3.7 billion of revenue coverage for 2027, supporting our early expectations of mid-teens percent revenue growth next year.” “We are focused on driving higher-margin work into our backlog and delivering sustainable long-term growth.”
“"Looking ahead, we have approximately $3.7 billion of revenue coverage for 2027, supporting our early expectations of mid-teens percent revenue growth next year.”
“We are focused on driving higher-margin work into our backlog and delivering sustainable long-term growth.”
“The year is off to a strong start, supported by excellent 2026 revenue coverage, with business development efforts now focused on securing higher margin work and growing the backlog for 2027."”
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
18 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Utilities names rated neutral grew net income 63% of the time over the next year (vs 65% for the rest of the cohort, n=1366).
Not investment advice. As of 2026-11-05.