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CTRI

Centuri Holdings, Inc.
13 filings tracked
industrialsconstruction servicesMID ($2B-10B)

Signal Magnitude Chart

BEARISH | 60% | 5/6/2026 | earnings missBULLISH | 40% | 5/6/2026 | margin expansionNEUTRAL | 20% | 5/6/2026 | dilution riskBEARISH | 60% | 5/6/2026 | earnings missBULLISH | 40% | 5/6/2026 | margin expansionNEUTRAL | 20% | 5/6/2026 | dilution riskBEARISH | 60% | 5/6/2026 | earnings missBULLISH | 40% | 5/6/2026 | margin expansionNEUTRAL | 20% | 5/6/2026 | dilution riskBEARISH | 60% | 5/6/2026 | earnings missBULLISH | 40% | 5/6/2026 | margin expansionNEUTRAL | 20% | 5/6/2026 | dilution riskBEARISH | 60% | 5/6/2026 | earnings missBULLISH | 40% | 5/6/2026 | margin expansionNEUTRAL | 20% | 5/6/2026 | dilution riskBEARISH | 60% | 5/6/2026 | earnings missBULLISH | 40% | 5/6/2026 | margin expansionNEUTRAL | 20% | 5/6/2026 | dilution riskBEARISH | 60% | 5/6/2026 | earnings missBULLISH | 40% | 5/6/2026 | margin expansionNEUTRAL | 20% | 5/6/2026 | dilution riskBULLISH | 60% | 5/22/2026 | management changeBEARISH | 40% | 5/22/2026 | dilution riskNEUTRAL | 20% | 5/22/2026 | regulatory actionBULLISH | 60% | 5/22/2026 | management changeBEARISH | 40% | 5/22/2026 | dilution riskNEUTRAL | 20% | 5/22/2026 | regulatory actionBULLISH | 60% | 5/22/2026 | management changeBEARISH | 40% | 5/22/2026 | dilution riskNEUTRAL | 20% | 5/22/2026 | regulatory actionBULLISH | 60% | 5/22/2026 | management changeBEARISH | 40% | 5/22/2026 | dilution riskNEUTRAL | 20% | 5/22/2026 | regulatory actionBULLISH | 60% | 5/22/2026 | management changeBEARISH | 40% | 5/22/2026 | dilution riskNEUTRAL | 20% | 5/22/2026 | regulatory actionBULLISH | 60% | 5/22/2026 | management changeBEARISH | 40% | 5/22/2026 | dilution riskNEUTRAL | 20% | 5/22/2026 | regulatory actionMay 26May 26HIGHLOW
bullish
bearish
neutral

Signal Timeline

bullishMay 22

Successful re-election of the board of directors ensures leadership continuity.

management change
60%
bearishMay 22

Approval of the ESPP introduces potential equity dilution for shareholders.

dilution risk
40%
neutralMay 22

Ratification of PricewaterhouseCoopers LLP as independent auditor for the next fiscal year.

regulatory action
20%
bullishMay 22

Successful re-election of the board of directors ensures leadership continuity.

management change
60%
bearishMay 22

Approval of the ESPP introduces potential equity dilution for shareholders.

dilution risk
40%
neutralMay 22

Ratification of PricewaterhouseCoopers LLP as independent auditor for the next fiscal year.

regulatory action
20%
bullishMay 22

Successful re-election of the board of directors ensures leadership continuity.

management change
60%
bearishMay 22

Approval of the ESPP introduces potential equity dilution for shareholders.

dilution risk
40%
neutralMay 22

Ratification of PricewaterhouseCoopers LLP as independent auditor for the next fiscal year.

regulatory action
20%
bullishMay 22

Successful re-election of the board of directors ensures leadership continuity.

management change
60%
bearishMay 22

Approval of the ESPP introduces potential equity dilution for shareholders.

dilution risk
40%
neutralMay 22

Ratification of PricewaterhouseCoopers LLP as independent auditor for the next fiscal year.

regulatory action
20%
bullishMay 22

Successful re-election of the board of directors ensures leadership continuity.

management change
60%
bearishMay 22

Approval of the ESPP introduces potential equity dilution for shareholders.

dilution risk
40%
neutralMay 22

Ratification of PricewaterhouseCoopers LLP as independent auditor for the next fiscal year.

regulatory action
20%
bullishMay 22

Successful re-election of the board of directors ensures leadership continuity.

management change
60%
bearishMay 22

Approval of the ESPP introduces potential equity dilution for shareholders.

dilution risk
40%
neutralMay 22

Ratification of PricewaterhouseCoopers LLP as independent auditor for the next fiscal year.

regulatory action
20%
bearishMay 6

Company reported a net loss of $9.5 million and an operating loss of $4.7 million.

earnings miss
60%
bullishMay 6

Gross profit increased 75.9% YoY, with Base Gross Profit Margin rising to 4.1%.

margin expansion
40%
neutralMay 6

Increase in shares outstanding to 100.9 million following IPO and secondary offerings.

dilution risk
20%
bearishMay 6

Company reported a net loss of $9.5 million and an operating loss of $4.7 million.

earnings miss
60%
bullishMay 6

Gross profit increased 75.9% YoY, with Base Gross Profit Margin rising to 4.1%.

margin expansion
40%
neutralMay 6

Increase in shares outstanding to 100.9 million following IPO and secondary offerings.

dilution risk
20%
bearishMay 6

Company reported a net loss of $9.5 million and an operating loss of $4.7 million.

earnings miss
60%
bullishMay 6

Gross profit increased 75.9% YoY, with Base Gross Profit Margin rising to 4.1%.

margin expansion
40%
neutralMay 6

Increase in shares outstanding to 100.9 million following IPO and secondary offerings.

dilution risk
20%
bearishMay 6

Company reported a net loss of $9.5 million and an operating loss of $4.7 million.

earnings miss
60%
bullishMay 6

Gross profit increased 75.9% YoY, with Base Gross Profit Margin rising to 4.1%.

margin expansion
40%
neutralMay 6

Increase in shares outstanding to 100.9 million following IPO and secondary offerings.

dilution risk
20%
bearishMay 6

Company reported a net loss of $9.5 million and an operating loss of $4.7 million.

earnings miss
60%
bullishMay 6

Gross profit increased 75.9% YoY, with Base Gross Profit Margin rising to 4.1%.

margin expansion
40%
neutralMay 6

Increase in shares outstanding to 100.9 million following IPO and secondary offerings.

dilution risk
20%
bearishMay 6

Company reported a net loss of $9.5 million and an operating loss of $4.7 million.

earnings miss
60%
bullishMay 6

Gross profit increased 75.9% YoY, with Base Gross Profit Margin rising to 4.1%.

margin expansion
40%
neutralMay 6

Increase in shares outstanding to 100.9 million following IPO and secondary offerings.

dilution risk
20%
bearishMay 6

Company reported a net loss of $9.5 million and an operating loss of $4.7 million.

earnings miss
60%
bullishMay 6

Gross profit increased 75.9% YoY, with Base Gross Profit Margin rising to 4.1%.

margin expansion
40%
neutralMay 6

Increase in shares outstanding to 100.9 million following IPO and secondary offerings.

dilution risk
20%

Filing History

8-KMay 22, 2026

The 8-K filing confirms the successful completion of Centuri Holdings' 2026 Annual Meeting, with all primary proposals passing. While the company now operates with a cleared governance runway and a new employee incentive tool, the disparity in director support and the volume of non-votes introduce a layer of complexity. Investors must now weigh the benefit of a motivated workforce against the risks of dilution and latent institutional dissatisfaction.

10-QMay 6, 2026

The Q1 filing presents a company in a high-growth transition phase, balancing massive demand for energy infrastructure with the operational challenges of scaling a low-margin business. The revenue beat and backlog growth prove that the market demand is real and sustainable, driven by non-discretionary regulatory mandates. However, the disconnect between revenue growth and net profitability remains the central tension for investors. The overall impact of the filing is a mixed signal: the company has successfully separated from its former parent and is winning more work, but it has yet to prove it can convert that volume into consistent positive cash flow. The ability to improve margins on new MSAs and resolve the buildup in contract assets will be the primary determinants of whether Centuri can transition from a growth story to a profitable enterprise.