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 following the release of its quarterly results. Results were mixed, with revenues of US$850m exceeding expectations, even as statutory earnings per share (EPS) fell badly short. Earnings were US$0.02 per share, -90% short of analyst expectations. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year.

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Following the latest results, Centuri Holdings' seven analysts are now forecasting revenues of US$3.02b in 2026. This would be a credible 6.4% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to leap 1,907% to US$0.57. In the lead-up to this report, the analysts had been modelling revenues of US$2.91b and earnings per share (EPS) of US$0.62 in 2026. So it's pretty clear consensus is mixed on Centuri Holdings after the latest results; whilethe analysts lifted revenue numbers, they also administered a minor downgrade to per-share earnings expectations.

See our latest analysis for Centuri Holdings

The consensus price target was unchanged at US$24.00, suggesting the business is performing roughly in line with expectations, despite some adjustments to profit and revenue forecasts. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. Currently, the most bullish analyst values Centuri Holdings at US$28.00 per share, while the most bearish prices it at US$20.00. As you can see, analysts are not all in agreement on the stock's future, but the range of estimates is still reasonably narrow, which could suggest that the outcome is not totally unpredictable.

These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Centuri Holdings' past performance and to peers in the same industry. We can infer from the latest estimates that forecasts expect a continuation of Centuri Holdings'historical trends, as the 5.1% annualised revenue growth to the end of 2026 is roughly in line with the 5.8% annual growth over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to see their revenues grow 9.7% per year. So although Centuri Holdings is expected to maintain its revenue growth rate, it's forecast to grow slower than the wider industry.

The Bottom Line

The most important thing to take away is that the analysts downgraded their earnings per share estimates, showing that there has been a clear decline in sentiment following these results. They also upgraded their revenue estimates for next year, even though it is expected to grow slower than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.

With that in mind, we wouldn't be too quick to come to a conclusion on Centuri Holdings. Long-term earnings power is much more important than next year's profits. We have forecasts for Centuri Holdings going out to 2027, and you can see them free on our platform here.

We don't want to rain on the parade too much, but we did also find 2 warning signs for Centuri Holdings (1 makes us a bit uncomfortable!) that you need to be mindful of.

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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.