What is the 13F Pro Quality Score for CTRI?

13F Pro ranks Centuri Holdings, Inc. (CTRI) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View CTRI's current score at https://13fpro.ai/company/CTRI (free sign-up required for the full ranking).

Which hedge funds own the most CTRI stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of CTRI include ICAHN CARL C, BlackRock,, CARRONADE CAPITAL MANAGEMENT,. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/CTRI as soon as new 13F filings post.

Where does 13F Pro source CTRI data?

All Centuri Holdings, Inc. fundamentals and ownership data come directly from SEC EDGAR. Centuri Holdings, Inc. files with the SEC under CIK 1981599. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is CTRI in?

Centuri Holdings, Inc. (CTRI) is classified in the Energy sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/energy.

What drives CTRI's revenue?

Per Centuri Holdings, Inc.'s latest 10-Q filed with the SEC on 2026-08-04, the biggest revenue drivers are: U.S. Gas ($489.5M, +45.3% YoY); Union Electric ($224.2M, +23.0% YoY); Non-Union Electric ($166.9M, +11.3% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/CTRI.

What are CTRI's largest expenses?

Centuri Holdings, Inc.'s latest 10-Q reports these as the largest expense items: Cost of revenue ($892.8M, +36.1% YoY); Selling, general and administrative expenses ($37.2M, +28.6% YoY); Amortization of intangible assets ($7.8M, +16.1% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 28, 2026).

How often is CTRI research updated on 13F Pro?

CTRI's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Centuri Holdings, Inc.(CTRI)Stock Analysis

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SEC EDGAR: CIK 1981599 CTRI stock profile & AI dashboard →

13F Pro Quality Score

51.9/100

Rank #1,496 of 2,961 stocks

View Energy peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

68.0/100

Profitability

39.5/100

Balance Sheet

46.7/100

Earnings Quality

58.3/100

Free Cash Flow

26.1/100

Institutional Flow

18.9/100

Revenue Scale

72.1/100

Dilution Risk

83.3/100

Email me the moment this company reports earnings

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Why CTRI Scores 52/100

exact factor attribution · 2026-09-11

CTRI's composite is driven by revenue growth and scale, held back by free cash flow and profitability. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Revenue growth

+3.6 pts

68th pct

Scale

+3.3 pts

72th pct

Shareholder dilution

+1.7 pts

83th pct

Earnings quality

+0.8 pts

58th pct

Capital efficiency

-0.3 pts

47th pct

Earnings growth

-0.4 pts

42th pct

Institutional flow

-1.6 pts

19th pct

Profitability

-1.6 pts

40th pct

Free cash flow

-3.6 pts

26th pct

Latest change (2026-08-04): 43 → 49 · ↑ Revenue growth 34→57

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

CTRI Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for Centuri Holdings, Inc. (CTRI), a Energy sector company. 13F Pro's AI-powered ranking engine scores CTRI at 51.9/100 on a 32-signal composite quality model, placing it at rank #1,496 of 2,961 stocks — the bottom half of the AI-ranked universe. Areas of concern include institutional flow (18.9) and free cash flow (26.1), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), Centuri Holdings, Inc. reports quarterly revenue of $962.0M, net income of $6.1M, an operating margin of 2.5%. Top institutional holders of CTRI by reported 13-F value include ICAHN CARL C, BlackRock, CARRONADE CAPITAL MANAGEMENT, based on the most recent SEC filings. CTRI trades on the NYSE exchange and files with the SEC under CIK 1981599. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CTRI daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Centuri Holdings, Inc. directly from SEC EDGAR. Centuri Holdings, Inc.'s 13F Pro composite quality score has ranged between 37 and 54 since 2025, currently 51.9 — an improving long-term trajectory across 52 quarterly and live scoring snapshots.

What's Driving CTRI's Business? Latest 10-Q Breakdown

✓ 29/29 datapoints verified

AI-extracted from Centuri Holdings, Inc.'s 10-Q filed 2026-08-04 — Q2 FY2026 (quarter ended June 28, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Centuri delivered $962M in Q2 revenue (+32.9% YoY), but gross margin compressed to 7.2% from 9.4% due to a $9M City of Chicago contract reversal, elevated fuel costs, and workforce scaling expenses.

Biggest Revenue Drivers

U.S. Gas$489.5M+45.3% YoY

Driven by new bid and MSA contracts and increased volumes on existing MSAs.

Union Electric$224.2M+23.0% YoY

Increase driven primarily by new bid projects.

Biggest Revenue Drivers

Total revenue: $962.0M+32.9% YoY

U.S. Gas$489.5M+45.3% YoY

Driven by new bid and MSA contracts and increased volumes on existing MSAs.

Union Electric$224.2M+23.0% YoY

Increase driven primarily by new bid projects.

Non-Union Electric$166.9M+11.3% YoY

Due primarily to higher volumes on new and existing MSAs.

Canadian Operations$81.4M+47.8% YoY

Driven by the acquisition of Connect, which contributed approximately $22.3M in revenue.

Largest Expense Items

Cost of revenue$892.8M+36.1% YoY

Increased in line with revenue growth; margin pressure from elevated fuel costs and workforce scaling expenses.

Selling, general and administrative expenses$37.2M+28.6% YoY

Increased by $1.7M in One Centuri strategy implementation costs and $1.4M in acquisition costs; also higher bonus and stock-based compensation.

Amortization of intangible assets$7.8M+16.1% YoY

Interest expense, net$12.1M-33.6% YoY

Decrease due to reduction in average debt balance and lower interest rates on variable-rate borrowings.

Margins: Gross margin declined to 7.2% from 9.4% YoY, driven by a $9M City of Chicago contract revenue reversal (non-recurring), elevated fuel costs impacting particularly U.S. Gas and Non-Union Electric segments, and costs to scale up workforce for new contracts. Excluding the reversal, adjusted gross margin would have been approximately 8.1%.

Watch Items from the Filing

City of Chicago contract dispute: $9M revenue reversal in Q2 due to court order requiring reassessment of variable consideration; remaining outstanding balances not billable until further developments; material exposure on legacy contract remains uncertain.
One Non-Union Electric customer represented 11% of total revenue ($187.4M) in H1 2026 and 20% of combined accounts receivable and contract assets ($150.6M) as of June 28, 2026; significant concentration risk.
Operating cash flow negative $15.0M in H1 2026 vs. negative $11.0M in H1 2025; working capital challenges from milestone-based bid project billings and customer approval delays offsetting $40M securitization benefit.
Backlog of $6.4B as of June 28, 2026 (83% from MSAs) provides revenue visibility; however, MSAs lack contractual volume commitments and are terminable on notice, creating execution risk.
Connect acquisition (Nov 2025) contributed $22.3M revenue in Q2 but carries lower margins (16.0%) than legacy gas operations; integration underway with $1.7M post-closing working capital adjustment paid in Q2.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$962.0M

Net Income

Q2 2026

$6.1M

Free Cash Flow

Q2 2026

$-7.9M

Operating Margin

Q2 2026

2.5%

ROIC

Q2 2026

6.1%

D/E Ratio

Q2 2026

0.83

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+13.1% YoY

$2.98BFY 2025

FY22 $2.76BFY23 $2.90BFY24 $2.64BFY25 $2.98B

Net Income

+433.1% YoY

$22.4MFY 2025

FY22 $-168.1MFY23 $-186.2MFY24 $-6.7MFY25 $22.4M

Operating Income

+7.0% YoY

$92.8MFY 2025

FY22 $-101.4MFY23 $-77.6MFY24 $86.8MFY25 $92.8M

EPS (Diluted)

+412.5% YoY

$0.25FY 2025

FY22 $-2.35FY23 $-2.60FY24 $-0.08FY25 $0.25

Total Assets

+16.1% YoY

$2.41BFY 2025

FY22 —FY23 $2.19BFY24 $2.07BFY25 $2.41B

Total Debt

-15.6% YoY

$737.6MFY 2025

FY22 —FY23 $1.15BFY24 $873.9MFY25 $737.6M

Op. Cash Flow

-50.6% YoY

$78.1MFY 2025

FY22 $94.6MFY23 $167.5MFY24 $158.2MFY25 $78.1M

Free Cash Flow

-113.9% YoY

$-8.2MFY 2025

FY22 $-35.0MFY23 $60.8MFY24 $58.9MFY25 $-8.2M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Revenue	$2.98B +13.1%	$2.64B -9.0%	$2.90B +5.0%	$2.76B	—
Net Income	$22.4M +433.1%	$-6.7M +96.4%	$-186.2M -10.7%	$-168.1M	—
Operating Income	$92.8M +7.0%	$86.8M +211.9%	$-77.6M +23.5%	$-101.4M	—
EPS (Diluted)	$0.25 +412.5%	$-0.08 +96.9%	$-2.60 -10.6%	$-2.35	—
Total Assets	$2.41B +16.1%	$2.07B -5.3%	$2.19B	—	—
Total Debt	$737.6M -15.6%	$873.9M -24.1%	$1.15B	—	—
Operating Cash Flow	$78.1M -50.6%	$158.2M -5.5%	$167.5M +77.0%	$94.6M	—
Free Cash Flow	$-8.2M -113.9%	$58.9M -3.2%	$60.8M +274.0%	$-35.0M	—

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Available Research

13F Pro tracks comprehensive data for Centuri Holdings, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of CTRI

ICAHN CARL C
$433.5M14,336,044 sh
BlackRock, Inc.
$208.1M6,881,738 sh
CARRONADE CAPITAL MANAGEMENT, LP
$166.8M5,516,741 sh
FMR LLC
$162.7M5,381,938 sh
D. E. Shaw & Co., Inc.
$149.3M4,935,944 sh
Hill City Capital, LP
$121.9M4,030,000 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$116.3M3,844,587 sh
VANGUARD CAPITAL MANAGEMENT LLC
$114.5M3,786,058 sh
TWO SIGMA INVESTMENTS, LP
$78.2M2,584,448 sh
GEODE CAPITAL MANAGEMENT, LLC
$73.7M2,437,856 sh

Fund	Value	Shares
ICAHN CARL C	$433.5M	14,336,044
BlackRock, Inc.	$208.1M	6,881,738
CARRONADE CAPITAL MANAGEMENT, LP	$166.8M	5,516,741
FMR LLC	$162.7M	5,381,938
D. E. Shaw & Co., Inc.	$149.3M	4,935,944
Hill City Capital, LP	$121.9M	4,030,000
VANGUARD PORTFOLIO MANAGEMENT LLC	$116.3M	3,844,587
VANGUARD CAPITAL MANAGEMENT LLC	$114.5M	3,786,058
TWO SIGMA INVESTMENTS, LP	$78.2M	2,584,448
GEODE CAPITAL MANAGEMENT, LLC	$73.7M	2,437,856

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Is CTRI a good stock to buy?

13F Pro's AI-powered analysis of Centuri Holdings, Inc. (CTRI) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Energy sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for CTRI are available on the CTRI stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. CTRI is classified as a mid company.

Which hedge funds own CTRI?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling CTRI. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Centuri Holdings, Inc.'s investment landscape.