US · Utilities · Utilities - Regulated Gas
EPS came in at 0.21 against a street estimate of 0.16 — a beat of 31.2%.
Analysts rate Centuri Holdings, Inc. a buy (3 buy, 2 hold, 2 sell out of 7) with an average price target of $28.43.
CONFIDENT Q2 hit record $962M revenue (+33% YoY), adjusted net income +44%. Base margins stable at 7.9% despite $9M fuel headwind and $3M capacity ramp costs. JJ White acquisition adds $20M+ annual gross profit. FY26 guidance raised; targeting 9% base margin 2H. Q2 2026 JJ White tuck-in expands Northeast/Midwest capacity for data centers and in-plant power. New transmission awards in Canada and Northeast validate organic growth in that segment. Analysts pressed margin conversion (why organic growth didn't flow to EBITDA) and confidence in 2H 9% margin. Brown emphasized non-linearity of business due to seasonality and ramp costs already incurred; margins improving on trailing 12-month basis despite quarterly volatility. 2026-08-04…
Full summary in the app.
| Fund | Stake |
|---|---|
| ICAHN CARL C | 14.20% |
| BlackRock Inc | 6.82% |
| Carronade Capital Management LP | 5.46% |
| FMR Inc | 5.33% |
| D. E. Shaw & Co LP | 4.89% |
| Hill City Capital, LP | 3.99% |
| Vanguard Portfolio Management, LLC | 3.81% |
| Reinhart Mahoney Capital Management Inc | 3.79% |
| Document | Date |
|---|---|
| Quarterly report · Q3 FY2027 HEADLINE NUMBERS • Fiscal Q3 2026 total revenue was $1,192,048, up from $850,044 in fiscal Q3 2025. • Fiscal Q3 2026 operating income was $61,031, c | 2026-11-05 |
| Results announced · Q4 FY2027 HEADLINE NUMBERS • Third-quarter 2026 revenue reached a company-record $1.2 billion, up 40% year over year, or $342.0 million. • Gross profit was a | 2026-11-05 |
| Board / officer change · Q3 FY2027 CENTURI HOLDINGS, INC. – FORM 8-K SUMMARY Filed: August 12, 2026 --- HEADLINE NUMBERS • New CFO base salary: $680,000 annually • New CFO signing bo | 2026-08-12 |
| Quarterly report · Q2 FY2027 CENTURI HOLDINGS, INC. - Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Revenue (6 months ended June 28, 2026): $1,685.2 million (up 32% from $1,274. | 2026-08-04 |
| Results announced · Q3 FY2027 CENTURI HOLDINGS, INC. – Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 Revenue: $962.0 million – 33% increase vs Q2 2025 ($724.1 million); com | 2026-08-04 |
| Shareholder vote results · Q2 FY2027 CENTURI HOLDINGS, INC. - DOCUMENT SUMMARY HEADLINE NUMBERS • Annual Meeting Date: May 19, 2026 • Shares Represented: 89,191,565 shares of common sto | 2026-05-22 |
| Quarterly report · Q1 FY2027 CENTURI HOLDINGS, INC. — Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Revenue (Q1 2026): $723.2 million, up 31.4% from $550.1 million in Q1 2025 • | 2026-05-06 |
| Results announced · Q2 FY2027 CENTURI HOLDINGS Q1 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Revenue: $723.2 million, up 31% year-over-year • Gross Profit: $35.8 million, up 76% y | 2026-05-06 |
Readable in the app.
| Announcement | Date |
|---|---|
| Icahn Partners acquires stake through private placement and common stock purchase Centuri Holdings, Inc. completed a public offering of common stock underwritten by J.P. Morgan Securities and Wells Fargo Securities on November 12, 2025. The company simultaneously conducte | 2025-11-14 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Centuri Holdings, Inc. — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.