NYSE$CTRI

Centuri Holdings Inc · Q4 2025 earnings

Q4 2025 earnings · · Before market open

Briefing

Centuri reported record Q4 2025 revenue of $858.6 million, up 20% year over year, with net income of $30.4 million.

Centuri posted record Q4 2025 revenue of $858.6 million (+20% YoY) with base revenue of $855.1 million (+28%) and gross profit of $80.5 million (+13.2%). Net income was $30.4 million; adjusted EBITDA was $77.7 million. The company generated $83.9 million of operating cash flow and $105.7 million of free cash flow in the quarter with $814 million of bookings (93% new awards). Full-year 2025 revenue reached a record $2.98 billion (+13% YoY).

  • Record Q4 revenue $858.6M (+20% YoY) and record annual revenue ~$3.0B.
  • Q4 net income $30.4M; adjusted EBITDA $77.7M; FCF $105.7M.
  • Q4 bookings $814M with 93% new awards vs MSA renewals.
  • Base revenue and base gross profit up 28% and 50% YoY in Q4.

Headline financials

Total Revenue

$859M

No prior period
EPS (adj)

$0.17

No prior period
Gross Profit Margin

9.4%

No prior period
Base Gross Profit Margin

9.3%

No prior period
Adjusted EBITDA

$77.7M

No prior period
Adjusted EBITDA Margin

9.1%

No prior period
Net Debt to Adjusted EBITDA

2.5

No prior period
Free Cash Flow

$106M

No prior period
Net Income

$30.4M

No prior period
Operating Income

$80.5M

No prior period
Gross Profit

$80.5M

No prior period

Revenue & EPS history

Centuri Holdings Inc · Revenue · Quarterly

$859M

Q4 2025
Beat estimate in 2 of 2 quarters(100%)
ActualEstimate

Forward guidance

Management emphasized record backlog and utility infrastructure demand; detailed 2026 quantitative guidance should be read from Centuri’s investor presentation and 10-K filings accompanying the release.

Tailwinds

  • Strong cash conversion with Q4 FCF over $100M.
  • Double-digit full-year revenue growth at utility infrastructure scale.
  • Robust new-award bookings mix supports revenue visibility.

Headwinds

  • Gross profit growth lagged revenue growth in Q4 (+13% vs +20%).
  • Execution and labor availability risks on large infrastructure programs.
  • Interest-rate and utility capex cycle sensitivity.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 7 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

-1.0%

Avg return

Earnings day

-2.9%

Avg return

5 days after

+2.1%

Avg return

30 days after

25%

2 / 8 earnings

Positive

+11.3%

Q3 2025

Best reaction

-8.5%

Q1 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.5%-20.2%-28.4%
Q4 2025-0.9%-0.1%-5.1%
Q3 2025+11.3%+9.9%+29.9%
Q2 2025-2.2%-7.5%-1.2%
Q1 2025-8.5%-8.4%+8.2%
Q3 2024-2.0%+10.0%+9.7%
Q2 2024-6.3%-5.8%-0.4%
Q1 2024-0.2%-1.1%+3.7%

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