Centuri: A Utility Contractor Becoming An Integrated Power-Buildout Platform
Seeking Alpha rated Centuri Holdings a Buy with a $36 fair value estimate, citing recurring utility MSAs, expanding data center work, and the J.J. White acquisition as drivers of margin expansion and EPS growth. The firm reported Q1 2026 results with 31% revenue growth, nearly doubled base gross profit, and a 34% increase in adjusted EBITDA.
Why it matters — The item outlines CTRI's strategic positioning as an integrated power-buildout platform and highlights accelerating financial improvement that could shape investor expectations for the company's growth trajectory.