Centuri Holdings, Inc.

NYSE:CTRI Stock Report

Market Cap: US$2.4b

Centuri Holdings Future Growth

Future criteria checks 3/6

Centuri Holdings is forecast to grow earnings and revenue by 41.3% and 12% per annum respectively. EPS is expected to grow by 44.2% per annum. Return on equity is forecast to be 12.1% in 3 years.

Key information

41.3%

Earnings growth rate

44.17%

EPS growth rate

Construction earnings growth24.7%
Revenue growth rate12.0%
Future return on equity12.14%
Analyst coverage

Low

Last updated08 Aug 2026

Recent future growth updates

Recent updates

Narrative Update Aug 07

CTRI: New Commercial Awards And Pipeline Execution Will Support Future Upside

Analysts have reset expectations for Centuri Holdings with a lower blended price target centered around $33. This reflects updated Q2 models, a fair value move from about $46 to $36, a slightly higher discount rate, and revised assumptions for revenue growth, profit margins, and future P/E multiples.
Seeking Alpha Jul 28

Centuri: A Utility Contractor Becoming An Integrated Power-Buildout Platform

Summary Centuri Holdings is rated a Buy, with a fair value estimate of $36, reflecting 30% upside potential if the backlog converts to sustained margin improvement. CTRI leverages recurring utility MSAs, expanding data center work, and the J.J. White acquisition to drive margin expansion and EPS growth above revenue growth through 2029. Q1 2026 results show accelerating financial improvement: 31% revenue growth, nearly doubled base gross profit, and a 34% increase in adjusted EBITDA. Valuation is demanding on trailing earnings but reasonable on forward estimates; execution on margin and earnings growth is essential to justify further upside. Read the full article on Seeking Alpha
Narrative Update Jul 24

CTRI: Section 232 Solar Cost Risks Will Temper J J White Order Momentum

Analysts now frame Centuri Holdings around a revised $26 price target, down from $29, pointing to solid order and pipeline momentum, alongside lingering sector uncertainties, including potential cost impacts from U.S. polysilicon trade actions. Analyst Commentary Recent analyst commentary on Centuri Holdings reflects a mixed backdrop, with some firms trimming expectations while still pointing to constructive order and pipeline trends.
Narrative Update Jul 10

CTRI: New Commercial Awards Will Support Higher Future Earnings Conviction

Analysts have lifted their average price target on Centuri Holdings from about $24.33 to approximately $37.08, citing updated views on fair value, discount rates, revenue growth, profit margins, and future P/E assumptions reflected in recent research from firms that raised their targets by $3 and $6. Analyst Commentary Recent research on Centuri Holdings has focused on how revised price targets align with updated views on fair value, expected execution, and the company’s ability to translate revenue into profits over time.
Narrative Update Jun 26

CTRI: New Commercial Awards And Acquisitions Pipeline Will Support Long Term Upside

Centuri Holdings' analyst price target has changed from $29.00 to $46.00 as analysts update their models around fair value, revenue growth, profit margins, and long-term P/E assumptions following recent research revisions from several firms. Analyst Commentary Recent research on Centuri Holdings reflects a mix of adjusted price targets, with several bullish analysts fine tuning their fair value views as they update assumptions on revenue, margins, and long term P/E expectations.
Analysis Article Dec 05

Investors Appear Satisfied With Centuri Holdings, Inc.'s (NYSE:CTRI) Prospects As Shares Rocket 28%

Centuri Holdings, Inc. ( NYSE:CTRI ) shares have had a really impressive month, gaining 28% after a shaky period...
Analysis Article Nov 15

Centuri Holdings' (NYSE:CTRI) Promising Earnings May Rest On Soft Foundations

Unsurprisingly, Centuri Holdings, Inc.'s ( NYSE:CTRI ) stock price was strong on the back of its healthy earnings...
Analysis Article Nov 08

Centuri Holdings, Inc. Just Missed EPS By 90%: Here's What Analysts Think Will Happen Next

Investors in Centuri Holdings, Inc. ( NYSE:CTRI ) had a good week, as its shares rose 4.0% to close at US$20.99...
Analysis Article Aug 08

Centuri Holdings, Inc. Just Missed EPS By 39%: Here's What Analysts Think Will Happen Next

NYSE:CTRI 1 Year Share Price vs Fair Value Explore Centuri Holdings's Fair Values from the Community and select yours...
Analysis Article May 08

Centuri Holdings, Inc. (NYSE:CTRI) Stock Rockets 33% As Investors Are Less Pessimistic Than Expected

Centuri Holdings, Inc. ( NYSE:CTRI ) shareholders are no doubt pleased to see that the share price has bounced 33% in...
Analysis Article Apr 25

Does Centuri Holdings (NYSE:CTRI) Have A Healthy Balance Sheet?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analysis Article Mar 01

Centuri Holdings, Inc. (NYSE:CTRI) Annual Results Just Came Out: Here's What Analysts Are Forecasting For This Year

Centuri Holdings, Inc. ( NYSE:CTRI ) shareholders are probably feeling a little disappointed, since its shares fell...
Analysis Article Feb 04

Centuri Holdings, Inc.'s (NYSE:CTRI) Popularity With Investors Is Under Threat From Overpricing

With a median price-to-sales (or "P/S") ratio of close to 1.1x in the Construction industry in the United States, you...
Analysis Article Dec 31

Does Centuri Holdings (NYSE:CTRI) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...

Earnings and Revenue Growth Forecasts

NYSE:CTRI - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/20284,481741362263
12/31/20274,089751151995
12/31/20263,67834761575
6/28/20263,39429-1574N/A
3/29/20263,15631-5626N/A
12/28/20252,98322-878N/A
9/28/20252,8413-4755N/A
6/29/20252,711-3132230N/A
3/30/20252,6590104201N/A
12/29/20242,637-759158N/A
9/29/20242,585-228110203N/A
6/30/20242,640-2084104N/A
3/31/20242,774-202-2189N/A
12/31/20232,899-18661167N/A
1/1/20232,760-168-3595N/A
1/2/20222,15941-1109N/A
1/3/20211,9486467200N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: CTRI's forecast earnings growth (41.3% per year) is above the savings rate (3.7%).

Earnings vs Market: CTRI's earnings (41.3% per year) are forecast to grow faster than the US market (16.8% per year).

High Growth Earnings: CTRI's earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: CTRI's revenue (12% per year) is forecast to grow slower than the US market (12.9% per year).

High Growth Revenue: CTRI's revenue (12% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: CTRI's Return on Equity is forecast to be low in 3 years time (12.1%).


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/08/11 01:54
End of Day Share Price 2026/08/11 00:00
Earnings2026/06/28
Annual Earnings2025/12/28

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Centuri Holdings, Inc. is covered by 11 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Justin HaukeBaird
Andrew WittmannBaird
Sherif El-SabbahyBofA Global Research