AGX · Argan Inc
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY27 earnings call · Sep 2, 2026TL;DR. Argan reported record Q2 FY2027 results with consolidated revenue up 62% to $384 million and record adjusted EBITDA of $70 million, while backlog declined to $2.5 billion from $2.9 billion at fiscal year start and management indicated Q3 sequential revenue growth may be limited due to pull-forward and lower industrial revenues.
- + Record Q2 consolidated revenue of $384 million, up 62% year over year.
- + Record Q2 net income of $53.3 million and record adjusted EBITDA of $70 million at 18.2% margin.
- + Power segment revenue grew 53% to $301 million and Industrial revenue grew 111% to $76 million, with Teledata up 40%.
- + Balance sheet remains strong with approximately $1 billion of cash and investments, net liquidity of $440 million and no debt.
- − Consolidated backlog declined to $2.5 billion from $2.9 billion at fiscal year start, with no major power projects added in the quarter.
- − Industrial segment gross margin of 7.3% was below expectations, with management indicating margins may run below historical norms for a quarter or two as challenged projects wind down.
- − Management indicated Q3 sequential revenue growth may be limited due to Q2 pull-forward and decreased industrial revenues for the rest of the year.
- − Consolidated gross margin stepped down to 19.3% in Q2 from 25% in Q4 FY2026, reflecting earlier-stage project revenues in the power segment.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | $126.47M | Six Months Ended July 31, 2026 | — |
| Adjusted EBITDA margin non-GAAP | 18.7% | Six Months Ended July 31, 2026 | +0.0% |
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Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Engineering & Construction — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
AGX
this stock
Argan Inc
|
$5.01B | +20.6% | +8.1% | 28.2 | 9.3% |
|
PWR
Quanta Services, Inc.
|
$97.59B | +52.2% | +13.4% | 74.4 | 2.1% |
|
FIX
Comfort Systems USA Inc
|
$58.38B | +77.2% | -73.9% | 40.8 | 2.4% |
|
FER
Ferrovial N.V.
|
$40.22B | -16.3% | — | — | 0.6% |
|
EME
EMCOR Group, Inc.
|
$33.62B | +23.3% | +16.6% | 23.7 | 2.1% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| AGX | +1.0% | -6.6% | -38.0% | -11.1% | +20.6% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | +1.6% | -6.7% | -50.1% | -10.5% | +8.8% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.