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    Should Centuri’s US$4.3 Billion in 2025 Utility Awards and Renewals Require Action From CTRI Investors?

    Simply Wall St·12/20/2025 13:15:43
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    • In December 2025, Centuri Holdings, Inc. announced it had secured nearly US$500 million in new customer awards and renewals across its core electric and gas infrastructure services, lifting year-to-date bookings to about US$4.30 billion.
    • The mix of mostly new work, spanning large natural gas distribution, pipeline replacement, and substation upgrade projects in the U.S. and Canada, underscores Centuri’s role in supporting essential energy and telecom infrastructure.
    • Next, we’ll examine how this influx of mostly new utility and infrastructure contracts shapes Centuri’s investment narrative and future project visibility.

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    What Is Centuri Holdings' Investment Narrative?

    To own Centuri, you need to believe that regulated utilities will keep outsourcing critical gas, electric, and telecom work to a specialist that is finally edging into consistent profitability. The December 2025 US$500 million of mostly new awards adds to an already strong US$4.30 billion booking year and, in my view, reinforces near term revenue visibility rather than changing the story outright. It supports the existing catalyst of earnings improving off a low base, especially after the company raised its 2025 revenue outlook in November. At the same time, it does not remove key risks: a young management team and board still proving themselves, low current returns on equity, and interest costs that are not yet comfortably covered by earnings. Recent equity issuance and a share price above some fair value estimates also feed into execution and valuation risk.

    However, there is one financial pressure point here that investors should not overlook. Centuri Holdings' share price has been on the slide but might be up to 35% below fair value. Find out if it's a bargain.

    Exploring Other Perspectives

    CTRI 1-Year Stock Price Chart
    CTRI 1-Year Stock Price Chart
    Five Simply Wall St Community fair value views span roughly US$6 to US$25, reflecting sharply different expectations. Set against Centuri’s fresh US$500 million in contracts, that spread underlines how differently people weigh execution risk and the path to stronger profitability.

    Explore 5 other fair value estimates on Centuri Holdings - why the stock might be worth less than half the current price!

    Build Your Own Centuri Holdings Narrative

    Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.