Centuri Holdings, Inc. · Natural Gas Transmisison & Distribution

CTRI

Low riskNext report: Nov 5 (confirmed)

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The short version

A profitable company with growing sales.

Going well

Sales up 33% in the latest quarter vs a year ago
Profitable
Sales up 13% last year

Watch out for

Share count growing 8% a year

Money moves

No insider buying or selling in the last 30 days
Institutions cut 0.5% from their holdings in the quarter ending June 2026 (162 bought, 94 sold)
Held by Carl Icahn

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$20.15+4.1% that day

Company value: $2.0B; Share price times all shares
Price vs profit (P/E): 61.1x; You pay about $61 for each $1 of yearly profit
Price vs sales: 0.60x; Company value is 0.60 times a year of sales
Cash vs value: 2%; Cash as a share of company value
Debt vs value: 36%; Debt as a share of company value

From CTRI's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jun '26

$962.0M+33% vs a year earlier

Oct '23Tap a barJun '26

Last 12 months: $3.4B, up 25% from the 12 months before.

What the price assumes

Your guesses, our math

Move the sliders to your own view of CTRI. Starting points are the company's recent numbers.

Sales growth+25% a yearRecently: +25% a yearProfit margin1%Last 12 months: 0.9%P/E at the end40xToday: 61.1x. Many steady companies trade at 12x to 25xShare count change+9% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$10.4B

Profit in 5 years$104M

Price these guesses point to$26.67+32% vs $20.15 todayAbout +5.8% a year, before dividends

What today's price needs: with a 1% margin and a 40x P/E, sales would have to grow about 18% a year for 5 years just to match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

0/6Weak

MissReturn on equity 15%+Earns a lot on the money owners have in the business.3.1%
MissDebt under half of equityNot relying on borrowed money.0.84x equity
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.0.8%
MissFree cash flow positiveBrings in more cash than it spends to run and grow.-$8.2M
MissShare count not growingNot diluting owners. Falling means buybacks.+26.0% in 3 years
MissGross margin 40%+Pricing power: sells for well above what it costs to make.8.3%

Revenue: $3.0B; +13.1% vs prior year
Total debt: $737.6M; 0.84x equity
Current ratio: 1.78x; short-term assets / bills due
Free cash flow: -$8.2M; -0.3% of revenue

From annual reports filed with the SEC. Not in this company's SEC data, so not scored: profitable every year. A checklist is a starting point for research, not a verdict.