Jun 2026 (Q2 FY26) — Aug 4, 2026
Centuri Q2 FY26 — Record Revenue and Backlog Growth Driven by Data Centers and Strategic Acquisitions
Read the full callCenturi earnings: last reported Tue, 4 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 962 | +32.9% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 2.5 | −1.9 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 6.1 | −24.3% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $20.49 on 14 Oct 2025 → $19.76. High $41.8 (6 May 2026), low $19.07 (15 Sept 2026).
Overview
Call summaries
Centuri Q2 FY26 — Record Revenue and Backlog Growth Driven by Data Centers and Strategic Acquisitions
Read the full callEvery analysed call
Financials
Net profit, year on year: −24% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 720 | 717 | 550 | 724 | 850 | 859 | 723 | 962 |
| Operating profit | 42 | 34 | -13 | 32 | 36 | 37 | -5 | 24 |
| Operating margin | 5.8% | 4.7% | −2.3% | 4.4% | 4.3% | 4.3% | −0.7% | 2.5% |
| Profit before tax | 18 | 13 | -31 | 14 | 10 | 21 | -17 | 12 |
| Tax rate | 119.9% | 22.2% | 42.3% | 43.4% | 78.9% | −42.3% | 45.0% | 50.0% |
| Net profit | -4 | 10 | -18 | 8 | 2 | 30 | -10 | 6 |
| EPS ($ per share) | -0.04 | — | -0.20 | 0.09 | 0.02 | — | -0.09 | 0.06 |
| Line item | Jan 2023 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|
| Equity capital | — | 0 | 1 | 1 |
| Reserves | — | -144 | -151 | -128 |
| Total liabilities | — | 1,865 | 1,514 | 1,529 |
| Fixed assets | — | 545 | 511 | 467 |
| Total assets | — | 2,190 | 2,074 | 2,408 |
| Line item | Jan 2023 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|
| Cash from operations | 95 | 167 | 158 | 78 |
| Cash from investing | -117 | -95 | -89 | -88 |
| Cash from financing | -27 | -103 | -53 | 89 |
| Net cash flow | -51 | -31 | 16 | 79 |
| Capital expenditure | -130 | -107 | -99 | -86 |
| Free cash flow | -35 | 61 | 59 | -8 |
35 filings between Nov 14, 2025 and Sep 18, 2026.
Purchases
$75.10M
2 purchases by 2 insiders
Sales
$174.2K
1 sale by 1 insider
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| ICAHN CARL C | $75.00M | — | Nov 14, 2025 |
| Brown Christian | — | $174.2K | Dec 4, 2025 |
| DeMaria Dustin | $100.2K | — | Sep 18, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 18, 2026 | DeMaria Dustin Director | Purchase | 5,200 | $100.2K |
| Aug 12, 2026 | Hunter Danielle E. See Remarks | Award | 10,517 | $0 |
| Aug 12, 2026 | Hunter Danielle E. See Remarks | Award | 20,193 | $0 |
| Aug 12, 2026 | Youngblood Kelly See Remarks | Award | 85,401 | $0 |
| May 19, 2026 | Patton Charles R. Director | Award | 4,067 | $0 |
| May 19, 2026 | Dill Julie Director | Award | 4,067 | $0 |
| May 19, 2026 | MARIUCCI ANNE L Director | Award | 4,067 | $0 |
| May 19, 2026 | Haller Karen S Director | Award | 4,067 | $0 |
| May 19, 2026 | Evans Andrew W Director | Award | 4,067 | $0 |
| May 19, 2026 | DeMaria Dustin Director | Award | 7,736 | $0 |
| May 19, 2026 | Krummel Christopher A Director | Award | 4,067 | $0 |
| May 19, 2026 | NIELSEN STEVEN E Director | Award | 5,290 | $0 |
| May 18, 2026 | MARIUCCI ANNE L Director | Option exercise | 7,338 | — |
| May 18, 2026 | Dill Julie Director | Option exercise | 7,338 | — |
| May 18, 2026 | Krummel Christopher A Director | Option exercise | 7,338 | — |
| May 18, 2026 | Patton Charles R. Director | Option exercise | 7,338 | — |
| May 18, 2026 | Haller Karen S Director | Option exercise | 7,338 | — |
| May 18, 2026 | Evans Andrew W Director | Option exercise | 7,338 | — |
| Feb 25, 2026 | Chilton Kendra SVP, Chief Accounting Officer | Tax withheld | 454 | $14.1K |
| Feb 25, 2026 | Wilcock Jason S. See Remarks | Tax withheld | 1,984 | $61.4K |
| Feb 25, 2026 | Brown Christian Chief Executive Officer | Tax withheld | 4,893 | $151.5K |
| Feb 25, 2026 | Izenstark Gregory A. Chief Financial Officer | Tax withheld | 2,868 | $88.8K |
| Feb 17, 2026 | Wilcock Jason S. See Remarks | Award | 9,455 | $0 |
| Feb 17, 2026 | Wilcock Jason S. See Remarks | Option exercise | 10,586 | — |
| Feb 17, 2026 | Brown Christian Chief Executive Officer | Award | 45,683 | $0 |
| Feb 17, 2026 | Brown Christian Chief Executive Officer | Option exercise | 31,417 | — |
| Feb 17, 2026 | Izenstark Gregory A. Chief Financial Officer | Award | 11,309 | $0 |
| Feb 17, 2026 | Izenstark Gregory A. Chief Financial Officer | Option exercise | 16,111 | — |
| Feb 17, 2026 | Chilton Kendra SVP, Chief Accounting Officer | Award | 3,114 | $0 |
| Feb 17, 2026 | Chilton Kendra SVP, Chief Accounting Officer | Option exercise | 2,186 | — |
| Jan 30, 2026 | Connell James W. Jr. See Remarks | Tax withheld | 5,280 | $146.9K |
| Jan 30, 2026 | Connell James W. Jr. See Remarks | Option exercise | 19,011 | — |
| Dec 4, 2025 | Brown Christian Chief Executive Officer | Sale | 7,108 | $174.2K |
| Dec 3, 2025 | Brown Christian Chief Executive Officer | Option exercise | 29,197 | — |
| Nov 14, 2025 | ICAHN CARL C 10% owner | Purchase | 3,488,372 | $75.00M |
| Sep 5, 2025 | Southwest Gas Holdings, Inc. 10% owner | Sale | 27,362,210 | $536.30M |
| Aug 11, 2025 | Southwest Gas Holdings, Inc. 10% owner | Sale | 18,823,500 | $367.06M |
| Jul 8, 2025 | Southwest Gas Holdings, Inc. 10% owner | Sale | 1,060,240 | $22.00M |
| Jun 18, 2025 | Southwest Gas Holdings, Inc. 10% owner | Sale | 11,212,500 | $232.66M |
| May 22, 2025 | Southwest Gas Holdings, Inc. 10% owner | Sale | 13,207,142 | $231.12M |
| May 12, 2025 | Izenstark Gregory A. Chief Financial Officer | Tax withheld | 13,071 | $255.3K |
| May 12, 2025 | Connell James W. Jr. See Remarks | Option exercise | 6,060 | — |
| May 12, 2025 | Connell James W. Jr. See Remarks | Tax withheld | 1,600 | $31.2K |
| May 12, 2025 | Chilton Kendra SVP, Chief Accounting Officer | Option exercise | 5,050 | — |
| May 12, 2025 | Chilton Kendra SVP, Chief Accounting Officer | Tax withheld | 1,333 | $26.0K |
| May 12, 2025 | Wilcock Jason S. See Remarks | Option exercise | 30,303 | — |
| May 12, 2025 | Wilcock Jason S. See Remarks | Tax withheld | 8,779 | $171.5K |
| May 12, 2025 | Izenstark Gregory A. Chief Financial Officer | Option exercise | 40,404 | — |
| Apr 30, 2025 | Dill Julie Director | Option exercise | 6,904 | — |
| Apr 30, 2025 | Haller Karen S Director | Option exercise | 6,904 | — |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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