Argan Resultados de beneficios anteriores
Pasado controles de criterios 6/6
Argan ha aumentado sus beneficios a una tasa media anual de 35.6%, mientras que los beneficios de la industria de Construction han experimentado un crecimiento de 24.2% anual. Los ingresos han ido creciendo a una tasa media de 18.5% al año. La rentabilidad financiera de Argan es de 34.1%, y sus márgenes netos son de 15.5%.
Información clave
35.64%
Tasa de crecimiento de los beneficios
38.27%
Tasa de crecimiento del BPA
| Crecimiento de la industria Construction | 20.19% |
| Tasa de crecimiento de los ingresos | 18.53% |
| Rentabilidad financiera | 34.06% |
| Margen neto | 15.48% |
| Última actualización de beneficios | 30 Apr 2026 |
Actualizaciones de resultados anteriores recientes
Recent updates
Seeking Alpha • Jun 07
Argan: Still Fueling America's AI
Summary Argan is a premier beneficiary of surging U.S. power infrastructure demand driven by AI, data centers, and electrification. AGX delivered robust quarterly results: revenue and EPS handily beat estimates, margins expanded, and backlog remains 3.5x higher than two years ago. The company boasts a capital-light model with a 38% FCF margin, zero debt, nearly $1B in cash, and increased buyback authorization. Despite a premium valuation (P/E > 50x), I maintain a buy rating, citing operational excellence, backlog visibility, and unique market positioning. Read the full article on Seeking Alpha
Actualización de narrativa • Jun 03
AGX: AI Power Demand Tailwind Will Likely Overpromise Future Project Execution
The analyst price target for Argan has been raised by a combined $169, as analysts point to a stronger Q4 showing, fresh upgrades, and increasing interest in the company’s exposure to rising power demand from AI and data centers. Analyst Commentary Recent research coverage on Argan clusters around its exposure to growing power needs from AI and data centers, as well as the impact of the latest Q4 report on expectations for execution and returns on new projects.Actualización de narrativa • May 14
AGX: AI Power Demand Hype Will Likely Outrun Execution Risks
Argan's analyst price target has been lifted by $169 overall, as analysts point to recent upgrades, higher targets from multiple firms and expectations that growing AI and data center power demand could support the company's longer term earnings profile. Analyst Commentary Bullish Takeaways Bullish analysts are pointing to a series of higher price targets, including increases of $50 and $119, as a sign that the recent upgrades are being backed by higher valuation frameworks rather than small, incremental tweaks.Actualización de narrativa • Apr 26
AGX: AI Power Demand Tailwinds Will Likely Overpromise Versus Execution
Narrative Update Analysts have lifted their average Argan price target by roughly $170, pointing to recent target hikes from Lake Street and Goldman Sachs and citing renewed interest following JPMorgan's upgrade and expectations that growing AI and data center power demand could support the company's project pipeline. Analyst Commentary Recent research coverage on Argan highlights both optimism and caution, with price target changes and rating moves framing how different analysts are weighing the stock's risk and reward trade off.
Nueva narrativa • Apr 11
AI Power Demand Will Drive Riskier Gas Projects And Weaker Margins Ahead
Catalysts About Argan Argan provides engineering, procurement and construction services for large power generation, industrial and teledata projects, with a heavy focus on complex natural gas facilities. What are the underlying business or industry changes driving this perspective?Actualización de narrativa • Apr 10
AGX: AI Power Demand Tailwinds Will Likely Prove Overdiscounted
Analyst fair value estimates for Argan have been reset higher from $373.80 to $473.20. The shift is tied to updated views on revenue growth, profitability and valuation following recent price target increases and upgrades from several firms that highlight potential benefits from rising power demand linked to AI and data centers.
Nueva narrativa • Mar 28
Electrification And Aging Power Infrastructure Will Support Long Term Earnings Strength
Catalysts About Argan Argan provides engineering, procurement and construction services for large, complex power generation, industrial and data infrastructure projects across its Power, Industrial and Teledata segments. What are the underlying business or industry changes driving this perspective?Actualización de narrativa • Mar 27
AGX: AI Power Demand And Index Additions Will Shape Future Returns
Narrative Update on Argan The analyst price target for Argan now sits at $425, with analysts pointing to potential benefits from rising power demand tied to AI and data centers. This increased demand could accelerate the need for firm generation capacity.Actualización de narrativa • Mar 11
AGX: AI Power Demand Reliance Will Sustain Excessive Optimism
Analysts have nudged their fair value estimate for Argan from $361.0 to $373.8, citing updated assumptions for revenue growth, profit margins and future P/E, alongside fresh Street research that highlights potential benefits from rising power demand tied to AI and data centers. Analyst Commentary Recent Street research frames Argan as a company with clear exposure to rising power demand tied to AI and data centers, but also as a name where investors need to weigh execution risk and valuation discipline.Actualización de narrativa • Feb 25
AGX: Completed Buyback And M&A Hunt Will Sustain Excessive Optimism
Analysts have kept Argan's price target steady at $361.00, with only minor tweaks to inputs such as the discount rate and future P/E. This reflects updated assumptions rather than a change in the overall view.Actualización de narrativa • Feb 10
AGX: Buybacks And M&A Pipeline Will Shape Balanced Future Returns
Analysts have kept their fair value estimate for Argan steady at US$361.00, with only marginal tweaks to inputs such as discount rate, revenue growth, profit margin and future P/E assumptions. This reflects a reaffirmed view rather than a material shift in outlook.Actualización de narrativa • Jan 27
AGX: Texas Gas Power Backlog And Execution Risks Will Shape Future Returns
Narrative Update on Argan Analysts have lifted their price target for Argan to $397, citing fresh Buy initiations and upgrades that describe the company as a pure-play way to gain exposure to combined cycle gas power generation and a growing backlog of gas-fired projects in Texas. Analyst Commentary Recent research on Argan focuses on its role as a pure-play contractor tied to combined cycle and gas-fired power projects, particularly in Texas, and what that could mean for execution risk and valuation if the current project pipeline plays out as expected.Artículo de análisis • Jan 17
Optimistic Investors Push Argan, Inc. (NYSE:AGX) Shares Up 29% But Growth Is Lacking
Argan, Inc. ( NYSE:AGX ) shareholders have had their patience rewarded with a 29% share price jump in the last month...Actualización de narrativa • Jan 11
AGX: AI-Fueled Gas Power Backlog Will Drive Future Earnings Potential
Analysts have nudged their price expectations for Argan higher, with the average target rising from $361 to $397 as they highlight the company’s pure play exposure to combined cycle gas power generation, growing gas-fired project backlog, and what they see as strong earnings potential tied to AI driven power demand. Analyst Commentary Recent research takes a mostly constructive view on Argan, with analysts focusing on its exposure to combined cycle gas power projects and the role of its Gemma Power Systems unit in supplying new gas-fired capacity tied to growing power needs, including AI related demand.Actualización de narrativa • Dec 26
AGX: AI-Driven Gas Projects Will Support Backlog While Execution Risks Will Persist
Analysts have modestly raised their blended price target on Argan to $369 from $361, as they factor in accelerating gas-fired power project awards, a strengthening multi-year backlog in combined cycle generation, and greater earnings leverage from the AI-driven power demand cycle. Analyst Commentary Bullish analysts highlight that Argan is increasingly viewed as a direct, pure-play way to participate in the combined cycle gas power buildout, which they see as a multi-year structural growth theme supported by rising AI-related electricity demand.Actualización de narrativa • Dec 11
AGX: AI-Driven Gas Projects Will Support Backlog While Execution Risks Persist
Analysts have raised their price target on Argan to $361 from $295.75, citing the company’s unique leverage to growing combined cycle gas power generation demand, a deepening multi-year backlog, and expanding gas turbine pricing tailwinds that support a higher future earnings multiple, despite slightly tempered growth and margin assumptions. Analyst Commentary Bullish analysts emphasize that Argan’s role as a pure play contractor on combined cycle gas projects positions the company as a direct beneficiary of structurally higher power demand, particularly from artificial intelligence data centers.Actualización de narrativa • Nov 27
AGX: Record Project Backlog Will Raise Risks From Construction Delays Ahead
Argan's analyst price target has risen substantially to $295.75 from $262.00. Analysts expect stronger backlog growth, margin expansion, and a leading role in gas power generation project activity to drive significant value for shareholders.Artículo de análisis • Nov 22
Optimistic Investors Push Argan, Inc. (NYSE:AGX) Shares Up 25% But Growth Is Lacking
Argan, Inc. ( NYSE:AGX ) shares have continued their recent momentum with a 25% gain in the last month alone. The last...Actualización de narrativa • Nov 11
AGX: Rising Backlog Exposure Will Heighten Risks From Project Delays Ahead
Analysts have maintained Argan's fair value estimate at $262. This decision reflects continued industry optimism and increased project activity, supported by rising backlogs and margin expectations despite a modest uptick in the discount rate.Actualización de narrativa • Oct 27
Power Demand Cycle And Project Backlog Will Drive Multi-Year Expansion
Argan's analyst price target has risen significantly, with projections now at $315 from the prior $220. Analysts cite surging demand for AI-driven power infrastructure and robust project backlogs as key factors supporting a more optimistic outlook.Actualización de narrativa • Oct 13
North American Grid Modernization And AI Demand Will Drive Projects
Argan's analyst price target has been raised from $230.33 to $262.00 per share. Analysts cite record project backlogs, improving margins, and robust demand from accelerating power infrastructure investment as key drivers for the upward revision.Artículo de análisis • Oct 08
Earnings Not Telling The Story For Argan, Inc. (NYSE:AGX) After Shares Rise 27%
The Argan, Inc. ( NYSE:AGX ) share price has done very well over the last month, posting an excellent gain of 27%. The...Actualización de narrativa • Sep 06
Texas Gas And Illinois Solar Projects Will Expand Capacity
Analysts raised Argan’s price target to $230.33, citing stronger-than-expected Q2 margins, an improving operating environment, and supportive demand outlook. Analyst Commentary Better-than-expected Q2 margins delivered by the company.Artículo de análisis • Jul 15
Are Argan, Inc. (NYSE:AGX) Investors Paying Above The Intrinsic Value?
Key Insights Argan's estimated fair value is US$177 based on 2 Stage Free Cash Flow to Equity Argan is estimated to be...Artículo de análisis • Jun 28
If EPS Growth Is Important To You, Argan (NYSE:AGX) Presents An Opportunity
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Nueva narrativa • Jun 05
Argan's Revenue Set to Soar with a 13.31% Growth in the Coming Decade
Material and Labor InflationConstruction material costs (steel, concrete, lumber) have risen 15–20% since 2020 due to supply chain disruptions and tariffs. For AGX, which relies on these inputs for poSeeking Alpha • Apr 18
Argan: Don't Be Fooled Into Buying This Dip
Summary Argan stock survived a 45% steep drop into the abyss, and has recovered admirably from its March lows. AGX's growth prospects are driven by electricity demand from AI data centers, manufacturing reshoring, and renewable energy. However, Trump's tariffs policy whiplash has threatened to scupper its bullish thesis, while navigating tremendous uncertainties in infra spending outlook. AGX's valuation multiples seem primed for a deeper compression if its growth outlook were to falter amidst tougher economic conditions or trade tensions. I argue why this isn't the type of dips I will buy into, and urge investors to consider sitting this one out. Read the full article on Seeking AlphaDesglose de ingresos y gastos
Desglose de ingresos y gastos
Cómo gana y gasta dinero Argan. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).
Historial de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Gastos G+A | Gastos de I+D |
|---|---|---|---|---|
| 30 Apr 26 | 1,042 | 161 | 58 | 0 |
| 31 Jan 26 | 945 | 138 | 55 | 0 |
| 31 Oct 25 | 915 | 120 | 53 | 0 |
| 31 Jul 25 | 921 | 117 | 52 | 0 |
| 30 Apr 25 | 910 | 100 | 50 | 0 |
| 31 Jan 25 | 874 | 85 | 49 | 0 |
| 31 Oct 24 | 806 | 66 | 46 | 0 |
| 31 Jul 24 | 713 | 44 | 44 | 0 |
| 30 Apr 24 | 627 | 38 | 42 | 0 |
| 31 Jan 24 | 573 | 32 | 41 | 0 |
| 31 Oct 23 | 528 | 34 | 38 | 0 |
| 31 Jul 23 | 482 | 36 | 39 | 0 |
| 30 Apr 23 | 458 | 28 | 39 | 0 |
| 31 Jan 23 | 455 | 33 | 39 | 0 |
| 31 Oct 22 | 462 | 22 | 44 | 0 |
| 31 Jul 22 | 468 | 26 | 43 | 0 |
| 30 Apr 22 | 483 | 35 | 43 | 0 |
| 31 Jan 22 | 509 | 38 | 42 | 0 |
| 31 Oct 21 | 501 | 46 | 36 | 0 |
| 31 Jul 21 | 504 | 43 | 34 | 0 |
| 30 Apr 21 | 458 | 35 | 33 | 0 |
| 31 Jan 21 | 392 | 24 | 33 | 0 |
| 31 Oct 20 | 343 | 7 | 34 | 0 |
| 31 Jul 20 | 274 | -9 | 37 | 0 |
| 30 Apr 20 | 250 | -14 | 38 | 0 |
| 31 Jan 20 | 239 | -43 | 37 | 0 |
| 31 Oct 19 | 259 | -38 | 35 | 0 |
| 31 Jul 19 | 317 | 2 | 34 | 0 |
| 30 Apr 19 | 390 | 17 | 34 | 0 |
| 31 Jan 19 | 482 | 52 | 34 | 0 |
| 31 Oct 18 | 564 | 61 | 37 | 0 |
| 31 Jul 18 | 681 | 46 | 36 | 0 |
| 30 Apr 18 | 804 | 56 | 37 | 0 |
| 31 Jan 18 | 893 | 72 | 37 | 0 |
| 31 Oct 17 | 930 | 85 | 38 | 0 |
| 31 Jul 17 | 872 | 86 | 38 | 0 |
| 30 Apr 17 | 775 | 79 | 35 | 0 |
| 31 Jan 17 | 675 | 70 | 28 | 0 |
| 31 Oct 16 | 585 | 57 | 33 | 0 |
| 31 Jul 16 | 523 | 49 | 28 | 0 |
| 30 Apr 16 | 458 | 41 | 26 | 0 |
| 31 Jan 16 | 413 | 36 | 25 | 0 |
| 31 Oct 15 | 399 | 36 | 22 | 0 |
| 31 Jul 15 | 413 | 37 | 22 | 0 |
Ingresos de calidad: AGX tiene ganancias de alta calidad.
Margen de beneficios creciente: Los actuales márgenes de beneficio (15.5%) de AGX son superiores a los del año pasado (11%).
Análisis del flujo de caja libre vs. Beneficios
Análisis del crecimiento de los beneficios en el pasado
Tendencia de beneficios: En los últimos 5 años, los beneficios de lAGX han crecido significativamente en un 35.6% al año.
Acelerando crecimiento: El crecimiento de los beneficios de AGX en el último año (61.1%) supera su media de 5 años (35.6% al año).
Beneficios vs. Industria: El crecimiento de los beneficios de AGX en el último año (61.1%) superó al de la industria Construction 33.2%.
Rentabilidad financiera
Alta ROE: La rentabilidad financiera (34.1%) de AGX se considera alta.
Rentabilidad económica
Rendimiento del capital invertido
Descubre empresas con buenos resultados en el pasado
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/09 11:03 |
| Precio de las acciones al final del día | 2026/06/09 00:00 |
| Beneficios | 2026/04/30 |
| Ingresos anuales | 2026/01/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Argan, Inc. está cubierta por 6 analistas. 5 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Christopher Moore | CJS Securities, Inc. |
| Sergey Glinyanov | Freedom Broker |
| Drew Chamberlain | J.P. Morgan |