Could the New US$500 Million Awards and 2026 Backlog Insights Alter Centuri Holdings' (CTRI) Story?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 14 2025
0mins
Source: Yahoo Finance
Recent Awards and Financial Performance: Centuri Holdings secured nearly US$500 million in new customer awards, boosting its year-to-date bookings to approximately US$4.30 billion and locking in over 90% of its 2026 plan under Master Service Agreements.
Investment Narrative and Risks: The company's evolving investment narrative hinges on the successful execution of long-term infrastructure projects, though risks remain regarding thin profitability and tight interest coverage, with shares potentially overextended by 37%.
Divergent Fair Value Estimates: Fair value estimates for Centuri Holdings range from US$6 to US$24 per share, indicating a wide disagreement on the stock's future performance amidst its growing backlog and fragile margins.
Research and Analysis Tools: Simply Wall St offers a comprehensive analysis of Centuri Holdings, highlighting key rewards and warning signs, and encourages investors to conduct their own research before making investment decisions.
Discover Tomorrow's Bullish Stocks Today
Receive free daily stock recommendations and professional analysis to optimize your portfolio's potential.
Sign up now to unlock expert insights and stay one step ahead of the market trends.
Analyst Views on CTRI
Wall Street analysts forecast CTRI stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for CTRI is 25.75 USD with a low forecast of 22.00 USD and a high forecast of 30.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
5 Analyst Rating
2 Buy
1 Hold
2 Sell
Hold
Current: 27.930
Low
22.00
Averages
25.75
High
30.00
Current: 27.930
Low
22.00
Averages
25.75
High
30.00
About CTRI
Centuri Holdings, Inc. is a utility infrastructure services company that partners with regulated utilities to build and maintain the energy network that powers millions of homes and businesses across the United States and Canada. The Company's segments include U.S. Gas Utility Services (U.S. Gas), Canadian Gas Utility Services (Canadian Gas), Union Electric Utility Services (Union Electric), and Non-Union Electric Utility Services (Non-Union Electric). The U.S. Gas and Canadian Gas segments provide comprehensive services, including maintenance, replacement, repair and installation for local natural gas distribution utilities (LDCs) focused on the modernization of customers’ infrastructure throughout the United States and Canada. The Union Electric segment provides a comprehensive set of electric utility services encompassing maintenance, replacement, repair, upgrade and expansion services for urban transmission and local distribution infrastructure within union markets.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Centuri Secures Over $870 Million in New Bookings, Totaling $4.5 Billion for 2025
- Significant Order Growth: Centuri Holdings has recently secured over $870 million in new bookings, with approximately $178 million achieved before year-end, reflecting strong customer demand for energy infrastructure and positioning the company for revenue and earnings growth in 2026.
- Service Agreement Renewals: About 80% of the new bookings consist of renewals of existing Master Service Agreements (MSAs) with current customers, while the remaining 20% includes strategic bids and new MSAs with new clients, showcasing the company's robust competitiveness in the East Coast and Southwest markets.
- Project Diversification: The new awards encompass upgrades to natural gas storage and compression facilities, as well as comprehensive pipeline and compressor station enhancements, highlighting Centuri's core capabilities in energy infrastructure solutions and addressing market demand for integrated services.
- Enhanced Strategic Confidence: Centuri's CEO stated that the strong order momentum validates the company's strategy and customer trust, anticipating predictable returns for shareholders while supporting clients in enhancing resilience and expanding capacity to meet unprecedented load growth.
Continue Reading
Centuri Releases 2025 Sustainability Report, Achieves 14% Reduction in Scope 1 Emissions
- Sustainability Report Release: Centuri's 2025 Sustainability Report outlines the company's efforts to address energy challenges while emphasizing the importance of transparent communication to build trust and credibility among customers and stakeholders.
- Significant Emission Reductions: The report highlights a 14% reduction in Scope 1 emissions since 2019, which not only enhances environmental sustainability but also showcases Centuri's proactive engagement in clean energy projects across North America.
- Increased Community Support: Centuri demonstrates its commitment to economic empowerment and community building through over $1 million in philanthropic contributions, thereby strengthening its ties with local communities and stakeholders.
- Safety Performance Exceeds Industry Standards: The company outperforms industry averages in Bureau of Labor Statistics metrics, including Total Recordable Incident Rate and Days Away, Restricted, or Transferred, indicating enhanced employee safety through rigorous training and behavior-based programs, which bolsters corporate reputation.
Continue Reading