Will Centuri Holdings’ (CTRI) New Gas Segment Leader Reshape Its Competitive Edge?

• On October 15, 2025, Centuri Holdings announced the appointment of Ryan Palazzo as President of its U.S. Gas segment, entrusting him with leadership of a division that contributes about half of the company’s revenue.
• Palazzo’s decades of experience and leadership roles at prominent pipeline and energy infrastructure companies may provide a fresh operational advantage for Centuri’s gas infrastructure services.
• We’ll explore how Palazzo’s industry expertise and operational background could influence Centuri Holdings’ investment narrative going forward.

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What Is Centuri Holdings' Investment Narrative?

To believe in Centuri Holdings, investors are essentially betting that leadership change can quickly sharpen the company's performance and extract more from its major U.S. Gas segment, which now has Ryan Palazzo at the helm. With Centuri still unprofitable and facing ongoing board turnover, short term catalysts hinge on securing consistent large customer awards and translating growing revenues into improving bottom-line results. Palazzo’s arrival brings decades of industry know-how, which could help address operational inefficiencies and improve execution, especially in an environment where profit growth is expected but not yet realized. However, risks tied to management inexperience remain relevant, as recent price performance lags both the construction sector and the broader market. If Palazzo’s leadership sparks faster progress, these risks could shift, but for now, most short term risks are unchanged until tangible financial improvement is seen.
But management turnover may still make the path forward less predictable for now.

Centuri Holdings' share price has been on the slide but might be up to 10% below fair value. Find out if it's a bargain.

Exploring Other Perspectives

Centuri Holdings’ fair value estimates from three Simply Wall St Community members span from US$6.06 to US$23.25. Some see very low value while others are much more optimistic. This range reflects how recent executive changes could reshape expectations and why different investors may weigh new leadership and ongoing management turnover quite differently. Explore these perspectives for a broader view.

Explore 3 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 2 key rewards 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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