Cantor Hosting E&C Houston Bus Tour: CTRI; FIX (NC); PRIM; STRL | June 16 - 17 (Houston, TX)

Research evidence excerpt

Cantor Hosting E&C Houston Bus Tour: CTRI; FIX (NC); PRIM; STRL | June 16 - 17 (Houston, TX)

May 20, 2026

strongest into 2026–2027 and how project scope is evolving

●Margin durability vs. mix: how contracting structures and scope shape

the “quality of margin” as projects scale

●Project risk management: bid discipline, risk selection, GMP/

fixed-price exposure, subcontractor/material content, change-order

capture, and how teams protect schedule and returns as complexity

rises

●Cash conversion as the next re-rating catalyst: working capital

discipline, billing cadence, and the bridge from EBITDA to FCF

●Capital allocation & M&A: where capability expansion creates the

highest ROI (regional density, recurring maintenance, specialized

electrical/mechanical) without adding integration/execution risk

Logistical Information

Recommended Hotel:

C. Baldwin, Curio Collection By Hilton

400 Dallas St Houston Tx 77002, Houston, 77002

Recommended Arrival/Departure Airport:

George Bush Intercontinental Airport (IAH)

Transportation:

Transportation will be provided between meetings.

** Please Note: Attendees are responsible for getting themselves from the

airport to the hotel on Tuesday. **

Company Description

Centuri Holdings, Inc. (CTRI; OW)

https://centuri.com/

Centuri Holdings, Inc. (CTRI) is a publicly traded utility infrastructure

services provider specializing in the installation, replacement, repair,

and maintenance of natural gas distribution, electric distribution, and

transmission infrastructure. Headquartered in Phoenix, Arizona, the

company became publicly listed in 2024 following its separation from

Southwest Gas Holdings. Centuri delivers a comprehensive suite of

infrastructure services to regulated utilities and municipal customers across

the United States and Canada.