Centuri Holdings (CTRI) Is Up 7.1% After Record Q3 Revenue and Raised 2025 Outlook Has the Growth Story Shifted

• Centuri Holdings, Inc. reported record third quarter 2025 results, with revenue rising to US$850.04 million and net income of US$2.1 million, alongside a raised full-year revenue outlook driven by expanding base business.
• The company also reported a strong backlog of US$5.9 billion and secured approximately US$815 million in new bookings for the quarter, signaling ongoing demand for its services.
• Let's explore how Centuri Holdings' revenue growth and improved profitability contribute to its evolving investment narrative.

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What Is Centuri Holdings' Investment Narrative?

Centuri Holdings’ recent results will likely catch the eye of anyone looking at near-term drivers for the stock. Rising revenue and a return to profitability, paired with a record backlog and a higher revenue outlook, have directly addressed some of the key short-term catalysts: operational execution and contract wins. Materially, this news seems to enhance near-term optimism after a period when profitability and stable earnings quality were bigger concerns. At the same time, analyst price targets were already close to the current share price before these numbers, suggesting the upside from today's move may be less dramatic than headline results imply. Risks are still present, particularly around earnings quality given one-off items and relatively new management. For shareholders, the backdrop is now more about whether consistent profit and disciplined cost control can be sustained in the coming quarters after this positive momentum.

Yet, with recent profit showing improvement, questions remain about how one-off items might affect future earnings.

Centuri Holdings' shares have been on the rise but are still potentially undervalued by 11%. Find out what it's worth.

Exploring Other Perspectives

The Simply Wall St Community’s fair value estimates for Centuri Holdings span US$6.06 to US$24.27 across four individual forecasts. This wide spread reflects investors’ diverse expectations at a time when recent profit improvement and large contract wins may test whether bullish momentum can meaningfully alter the company’s valuation story. Consider how disagreement among market participants can signal both opportunity and caution.

Explore 4 other fair value estimates on Centuri Holdings - why the stock might be worth less than half the current price!

Build Your Own Centuri Holdings Narrative

Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Centuri Holdings research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Centuri Holdings research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Centuri Holdings' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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