CTRI US🌎 Centuri Holdings (CTRI) is demonstrating strong operating growth and a transition to sustainable profitability.
Key factors that could trigger a breakout from the range include:
record quarterly revenue, a strong order book providing transparency into future cash flows, and a strong market signal from Carl Icahn's large share purchase.
The stock is within the range and approaching its upper limit, while the upper slope of the RSI has been broken upwards.
CTRI
Centuri Holdings, Inc. (CTRI) AnalysisCompany Overview:
Centuri Holdings NYSE:CTRI is a leading North American utility infrastructure services provider focused on gas and electric grid modernization. It gives investors direct exposure to the energy transition, infrastructure resilience, and climate-hardening of aging utility networks.
Key Catalysts:
Contract Momentum:
Secured $950M+ in new awards (July–Sept 2025) tied to utility capital plans, grid hardening, and electrification.
This materially expands Centuri’s backlog and revenue visibility and reinforces its positioning as a go-to partner for grid reliability.
Post-Spinoff Flexibility:
After its full separation from Southwest Gas, Centuri now has a cleaner capital structure and more strategic flexibility to pursue M&A and regional expansion across a $100B+ utility services market.
Execution & Growth:
Q2 2025 revenue up 7.7% YoY to $724M.
Management raised FY25 guidance to $2.7–$2.85B, citing strong demand for high-margin electrification and modernization projects.
Why It Matters:
Utilities are spending heavily on grid upgrades, undergrounding, storm hardening, and EV-related infrastructure — Centuri sits right in that flow.
Secular tailwinds (electrification, resiliency, clean energy interconnects) support multi-year growth.
Investment Outlook:
Bullish above: $17.50–$18.00
Upside target: $30–$32
Supported by backlog strength, post-spin growth optionality, and exposure to long-cycle utility capex.
📢 CTRI — building the modern, climate-resilient grid. ⚡🏗️

