CTRI at a glance
Centuri Holdings, Inc. (CTRI, SEC CIK 1981599) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on August 12, 2026 and Form 4 insider filings as recently as September 21, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 28, 2025 (FY2025), Centuri Holdings, Inc. (CTRI) reported revenue of $3.0 billion (up 13.1% from FY2024) and net income of $22.4 million. Diluted EPS was $0.25.
- As of June 30, 2026, 33 institutional investment managers tracked by SignalX reported holding Centuri Holdings, Inc. (CTRI) shares worth $1.6 billion in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by DeMaria Dustin on September 18, 2026 of 5,200 shares at $19.27 per share.
- In the last 90 days, CTRI insiders reported 1 open-market purchase ($100K) and 0 open-market sales ($0) on Form 4, a net purchase of $100K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $3.0B
- +13.1% vs prior year
- Insiders · 90 days
- 1 buy · 0 sells
- Net +$100K
- 13F holders
- 33 funds
- $1.6B · +4 vs prior quarter
- Latest 8-K
- Aug 12, 2026
- Item 7.01 · Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 28, 2025
Business Overview
- Core business: North American utility and energy infrastructure services, focused on modernization of electric and gas utility infrastructure under long-term customer partnerships
- New emphasis: Expanded Canadian Operations segment to include Connect Atlantic acquisition, broadening services beyond gas to electric utilities and renewable energy projects
- Strategic shift: Separation from Southwest Gas Holdings via IPO in April 2024, full divestiture and independent Board Chair appointed in Sept 2025
- Quantitative highlight: Workforce grew to 9,687 full-time employees across 46 U.S. states and 6 Canadian provinces, 57% unionized
- Noteworthy fact: Maintained low fixed-price contract exposure at 21% of fiscal 2025 revenue, among the lowest in the industry to reduce project execution risk
Risk Factors
- Regulatory risk: U.S. federal and state mandates on system integrity management programs driving multi-year utility replacement programs
- Macroeconomic threat: Rising fuel, labor, and material costs potentially unrecouped due to capped price escalation provisions on contracts
- Operational vulnerability: Seasonality with Q1 revenues lowest due to winter weather; severe weather delays projects but may increase restoration demand
- Competitive risk: Decrease in storm restoration services revenue by $77.0 million in Non-Union Electric segment due to market activity shifts
- Financial risk: High leverage with $2.74 billion cost of revenue and interest expense $78.4 million partly driven by refinancing costs in fiscal 2025
AI summary of the CTRI 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 28, 2026
Risk Factors
- No newly added risk factors; filing reports no material changes from the 2025 Annual Report
- Carried-forward business risks could negatively affect operations, financial condition, results, and cash flows
- Unknown or unidentified risks may impair business operations beyond risks disclosed in the 2025 Annual Report
- Receivables financing amendment dated May 4, 2026, supported by a new performance guaranty favoring PNC Bank
AI summary of the CTRI 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item EX-99.1: Item EX-99.1
- Immediate CFO succession: Kelly Youngblood replaces Gregory A. Izenstark
- New legal and administrative chief: Danielle Hunter replaces Jason S. Wilcock as Corporate Secretary
Item 7.01: Regulation FD Disclosure
- August 12, 2026 press release disclosed previously described leadership changes
- Reg FD disclosure makes leadership update broadly available to investors
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Kelly Youngblood appointed CFO effective August 12, 2026, replacing Gregory A. Izenstark
- Youngblood brings prior CFO experience at MRC Global, BJ Services, and Diamond Offshore Drilling
Item 2.02: Results of Operations and Financial Condition
- Item 2.02 references company materials available at Centuri’s website
- No earnings figures, reporting period, or operating metrics included in the provided text
Item EX-99.1: Item EX-99.1
- Q2 revenue reached a record $962.0M, up 33%, but gross profit rose only 2% to $69.1M amid fuel and mobilization costs
- Adjusted net income increased 44% to $24.4M, while GAAP net income fell to $6.1M from $8.1M
Item 5.07: Submission of Matters to a Vote of Security Holders
- 89,191,565 shares represented at the May 19, 2026 annual meeting
- All nine director nominees elected, with Anne L. Mariucci receiving 16,922,527 withheld votes
AI summaries of CTRI 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for CTRI
Don't miss the next CTRI filing
- Alerts as it files. A push when CTRI files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut CTRI, by share count.
- Ask anything. An AI agent that reads every CTRI filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| DeMaria Dustin | Buy | Sep 18, 2026 | 5,200 | $19.27 |
| Youngblood Kelly | A | Aug 12, 2026 | 85,401 | - |
| Hunter Danielle E. | A | Aug 12, 2026 | 10,517 | - |
| Hunter Danielle E. | A | Aug 12, 2026 | 8,837 | - |
| Hunter Danielle E. | A | Aug 12, 2026 | 20,193 | - |
| Hunter Danielle E. | A | Aug 12, 2026 | 16,967 | - |
| Youngblood Kelly | A | Aug 12, 2026 | 72,864 | - |
| Dill Julie | A | May 19, 2026 | 4,067 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $2.6B | $3.0B |
| Gross Profit | - | $220.7M | $246.6M |
| Operating Income | - | $86.8M | $92.8M |
| Net Income | - | -$6.7M | $22.4M |
| Gross Margin | - | 8.4% | 8.3% |
| Op. Margin | - | 3.3% | 3.1% |
| Net Margin | - | -0.3% | 0.8% |
| Balance Sheet | |||
| Total Assets | $2.2B | $2.1B | $2.4B |
| Equity | - | $555.6M | $873.0M |
| ROE | - | -1.2% | 2.6% |
| Per Share | |||
| EPS | - | $-0.08 | $0.25 |
| Cash Flow | |||
| Operating CF | - | $158.2M | $78.1M |
| CapEx | $106.7M | $99.3M | $86.3M |
Source: XBRL data in Centuri Holdings, Inc. (CTRI)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate CTRI share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 33 | $1.60B |
| Q1 2026 | 29 | $1.55B |
| Q4 2025 | 27 | $1.23B |
| Q3 2025 | 26 | $865.2M |
| Q2 2025 | 25 | $488.9M |
| Q1 2025 | 17 | $232.1M |
| Q4 2024 | 11 | $253.3M |
| Q3 2024 | 7 | $67.9M |
- Dimensional Fund Advisors+590.7K (+66%)
- D.E. Shaw & Co+221.2K (+5%)
- JPMorgan Chase & Co+203.3K (+173%)
- Northern Trust+183.2K (+26%)
- Morgan Stanley+169.9K (+13%)
- FMR LLC (Fidelity)−811.5K (-13%)
- Vanguard Capital Management LLC−456.0K (-11%)
- Vanguard Portfolio Management LLC−428.8K (-10%)
- BlackRock−311.7K (-4%)
- Two Sigma Investments−130.1K (-5%)
- Millennium Management+510.8K
- Franklin Resources+20.6K
- Truist Financial+9.4K
- Principal Financial Group+6.8K
Source: 13F-HR filings on SEC EDGAR (aggregated from 175 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
CTRI filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| SC 13G | Aug 14, 2026 | - | - | |
| 8-K | Aug 12, 2026 | - | Analysis | - |
| 4 | Aug 12, 2026 | - | - | - |
| 4 | Aug 12, 2026 | - | - | - |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| 10-Q | Aug 4, 2026 | Jun 28, 2026 | Analysis | |
| 8-K | May 22, 2026 | - | Analysis | |
| 4 | May 20, 2026 | - | - | |
| 4 | May 20, 2026 | - | - | |
| 4 | May 20, 2026 | - | - | |
| 4 | May 20, 2026 | - | - | |
| 4 | May 20, 2026 | - | - | |
| 4 | May 20, 2026 | - | - | |
| 4 | May 20, 2026 | - | - | |
| 4 | May 20, 2026 | - | - | |
| 10-Q | May 6, 2026 | Mar 29, 2026 | Analysis | |
| 8-K | May 6, 2026 | - | Analysis | |
| 8-K | Mar 20, 2026 | - | - | - |
| 4 | Feb 26, 2026 | - | - | - |
| 10-K | Feb 26, 2026 | Dec 28, 2025 | Analysis | |
| 4 | Feb 26, 2026 | - | - | - |
| 4 | Feb 26, 2026 | - | - | - |
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CTRI SEC filings: frequently asked questions
Are CTRI insiders buying or selling?
In the last 90 days, Centuri Holdings, Inc. (CTRI) officers, directors and 10% owners reported 1 open-market purchase worth $100,204 by 1 insider and no open-market sales on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold CTRI stock?
As of June 30, 2026, the largest Centuri Holdings, Inc. (CTRI) holders among the 13F filers tracked by SignalX were Carl Icahn ($433.5 million), BlackRock ($208.1 million), FMR LLC (Fidelity) ($162.8 million), D.E. Shaw & Co ($149.3 million), Vanguard Portfolio Management LLC ($116.3 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was CTRI's revenue in fiscal year 2025?
For the fiscal year ended December 28, 2025 (FY2025), Centuri Holdings, Inc. (CTRI) reported revenue of $3.0 billion (up 13.1% from FY2024) and net income of $22.4 million. Diluted EPS was $0.25. The figures come from the XBRL data in the 10-K.
What are the main risks in CTRI's latest 10-K?
In the 10-K filed February 26, 2026, Centuri Holdings, Inc. (CTRI) flagged: Regulatory risk: U.S. federal and state mandates on system integrity management programs driving multi-year utility replacement programs. Macroeconomic threat: Rising fuel, labor, and material costs potentially unrecouped due to capped price escalation provisions on contracts. (AI summary of the Risk Factors section.)
What did CTRI report in its latest 8-K?
Centuri Holdings, Inc. (CTRI) filed an 8-K on August 12, 2026 reporting Item 7.01 (Regulation FD Disclosure) and Item 5.02 (Departure/Appointment of Directors or Principal Officers). Immediate CFO succession: Kelly Youngblood replaces Gregory A. Izenstark.
What are the latest CTRI SEC filings?
Centuri Holdings, Inc. (CTRI) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on August 12, 2026 and a Form 4 insider filing on September 21, 2026.
What is CTRI's SEC CIK number?
Centuri Holdings, Inc. (CTRI)'s SEC Central Index Key (CIK) is 1981599. EDGAR lists every CTRI filing under that number.
Ask anything about CTRI
The research agent reads CTRI's filings, financials, insider trades and 13F holders, then answers with sources.