View ValuationArgan 将来の成長Future 基準チェック /36Argan利益と収益がそれぞれ年間13.6%と17.4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に37.3% 12.6%なると予測されています。主要情報13.6%収益成長率12.60%EPS成長率Construction 収益成長10.9%収益成長率17.4%将来の株主資本利益率37.33%アナリストカバレッジLow最終更新日09 Jun 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesRecent Insider Transactions • 2hDirector recently sold €28m worth of stockOn the 12th of June, William Griffin sold around 50k shares on-market at roughly €556 per share. This transaction amounted to 35% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €80m more than they bought in the last 12 months.Declared Dividend • Jun 14First quarter dividend of US$0.50 announcedShareholders will receive a dividend of US$0.50. Ex-date: 23rd July 2026 Payment date: 31st July 2026 Dividend yield will be 0.3%, which is lower than the industry average of 2.9%. Payout Ratios Payout ratio: 16%. Cash payout ratio: 6%.お知らせ • Jun 12Argan, Inc. announces Quarterly dividend, payable on July 31, 2026Argan, Inc. announced Quarterly dividend of USD 0.5000 per share payable on July 31, 2026, ex-date on July 23, 2026 and record date on July 23, 2026.Valuation Update With 7 Day Price Move • Jun 11Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €504, the stock trades at a forward P/E ratio of 50x. Average forward P/E is 13x in the Construction industry in Europe. Total returns to shareholders of 1,328% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €223 per share.Reported Earnings • Jun 06First quarter 2027 earnings released: EPS: US$3.30 (vs US$1.66 in 1Q 2026)First quarter 2027 results: EPS: US$3.30 (up from US$1.66 in 1Q 2026). Revenue: US$291.0m (up 50% from 1Q 2026). Net income: US$46.1m (up 104% from 1Q 2026). Profit margin: 16% (up from 12% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has increased by 164% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 22Argan, Inc. to Report Q1, 2027 Results on Jun 04, 2026Argan, Inc. announced that they will report Q1, 2027 results at 4:00 PM, US Eastern Standard Time on Jun 04, 2026お知らせ • Apr 22Argan, Inc., Annual General Meeting, Jun 10, 2026Argan, Inc., Annual General Meeting, Jun 10, 2026. Location: 4075 wilson boulevard, 2nd floor conference center, va 22203, arlington United Statesお知らせ • Apr 09Argan, Inc. Declares Regular Quarterly Cash Dividend on Common Share, Payable on April 30, 2026Argan, Inc. announced that its Board declared a regular quarterly cash dividend in the amount of $0.50 per common share. The dividend will be payable on April 30, 2026, to stockholders of record at the close of business on April 22, 2026.お知らせ • Mar 12Argan, Inc. to Report Q4, 2026 Results on Mar 26, 2026Argan, Inc. announced that they will report Q4, 2026 results After-Market on Mar 26, 2026お知らせ • Dec 12Argan, Inc. Declares Regular Quarterly Cash Dividend, Payable on January 30, 2026Argan, Inc. announced that its Board of Directors declared a regular quarterly cash dividend in the amount of $0.50 per share of common stock. The dividend will be payable on January 30, 2026, to stockholders of record at the close of business on January 22, 2026.お知らせ • Nov 20Argan, Inc. to Report Q3, 2026 Results on Dec 04, 2025Argan, Inc. announced that they will report Q3, 2026 results After-Market on Dec 04, 2025お知らせ • Sep 11Argan, Inc. Declares Increase in the Quarterly Cash Dividend, Payable on October 31, 2025Argan, Inc. announced that its Board of Directors declared a 33% increase in the quarterly cash dividend, raising it from $0.375 to $0.50 per common share. The dividend will be payable on October 31, 2025, to stockholders of record at the close of business on October 23, 2025.お知らせ • Aug 21Argan, Inc. to Report Q2, 2026 Results on Sep 04, 2025Argan, Inc. announced that they will report Q2, 2026 results After-Market on Sep 04, 2025お知らせ • Jun 30+ 3 more updatesArgan, Inc.(NYSE:AGX) dropped from Russell 3000E Growth IndexArgan, Inc.(NYSE:AGX) dropped from Russell 3000E Growth Indexお知らせ • Jun 18Argan, Inc. Announces Term Expiry of Rainer Bosselmann as DirectorArgan, Inc. thanks Rainer Bosselmann, Argan’s founder and former Chief Executive Officer and Chairman of the Board, who has completed his final term as a director. Rainer’s vision and entrepreneurial spirit laid the groundwork for the Company’s sustained performance and long-term value creation.お知らせ • May 21Argan, Inc. to Report Q1, 2026 Results on Jun 04, 2025Argan, Inc. announced that they will report Q1, 2026 results After-Market on Jun 04, 2025お知らせ • Apr 18Argan, Inc., Annual General Meeting, Jun 17, 2025Argan, Inc., Annual General Meeting, Jun 17, 2025. Location: 901 n. glebe road, suite 300, va 22203, arlington United Statesお知らせ • Apr 12Argan, Inc. announces Quarterly dividend, payable on April 30, 2025Argan, Inc. announced Quarterly dividend of USD 0.3750 per share payable on April 30, 2025, ex-date on April 22, 2025 and record date on April 22, 2025.お知らせ • Apr 10Argan, Inc. Appoints Lisa Larroque Alexander to Board of DirectorsArgan, Inc. announced the appointment of Lisa Larroque Alexander to its Board of Directors. Ms. Alexander serves as Senior Vice President at Sempra. She leads global corporate affairs and enterprise human resources, overseeing public policy, stakeholder engagement, talent development, pensions and trusts, and corporate ethics, sustainability, and human resources. With extensive experience at Sempra and its subsidiaries, Ms. Alexander has led strategy, research and development, public policy, industrial customer operations, and service delivery.お知らせ • Mar 13Argan, Inc. to Report Q4, 2025 Results on Mar 27, 2025Argan, Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Mar 27, 2025お知らせ • Feb 21Argan, Inc. Appoints Brian Orlandi as CEO of SMC Infrastructure SolutionsArgan, Inc. announced the appointment of Brian Orlandi as the Chief Executive Officer of its subsidiary, SMC Infrastructure Solutions (“SMCiS”). Brian Orlandi brings a wealth of experience and a proven track record in the infrastructure and construction sectors, making him the ideal leader to guide SMCiS into its next phase of growth and innovation. With over 25 years of industry experience, Mr. Orlandi has demonstrated exceptional leadership in driving operational excellence, fostering strategic partnerships, and spearheading transformative growth initiatives. Prior to joining SMCiS, Mr. Orlandi served as Vice President and General Manager for Timberline Communications Inc., led the New Site Build Team for Empire Telecom in New England, and held key leadership roles on major infrastructure projects for Vertex Towers, Varsity Wireless, American Tower, and Crown Castle. In his new role, Mr. Orlandi will focus on expanding the market presence of SMCiS, enhancing customer satisfaction, and driving sustainable growth through innovation and strategic execution. This appointment represents a significant step in aligning the operations of SMCiS with Argan’s commitment to excellence and innovation.お知らせ • Dec 13Argan, Inc. Declares Regular Quarterly Cash Dividend, Payable on January 31, 2025Argan, Inc. announced that its Board of Directors declared a regular quarterly cash dividend in the amount of $0.375 per common share. The dividend will be payable on January 31, 2025 to stockholders of record at the close of business on January 23, 2025.お知らせ • Nov 21Argan, Inc. to Report Q3, 2025 Results on Dec 05, 2024Argan, Inc. announced that they will report Q3, 2025 results After-Market on Dec 05, 2024Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €145, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 11x in the Construction industry in Europe. Total returns to shareholders of 300% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €83.56 per share.Recent Insider Transactions • Oct 22Director recently sold €2.6m worth of stockOn the 21st of October, Rainer Bosselmann sold around 21k shares on-market at roughly €120 per share. This transaction amounted to 8.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €20m more than they bought in the last 12 months.Valuation Update With 7 Day Price Move • Oct 16Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €118, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 11x in the Construction industry in Europe. Total returns to shareholders of 233% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €84.40 per share.Upcoming Dividend • Oct 16Upcoming dividend of US$0.38 per shareEligible shareholders must have bought the stock before 23 October 2024. Payment date: 31 October 2024. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.7%).お知らせ • Oct 11Argan, Inc. Announces Demise of W.G. Champion Mitchell, Board MemberArgan, Inc. announced that board member W.G. Champion Mitchell passed away on October 8, 2024. Mr. Mitchell joined Argan’s Board of Directors in October 2003 and served on the Executive Committee and the Nominating/Corporate Governance Committee. In addition to his board position with Argan, he served on the boards of two privately held companies, Direct Brands, Inc. and The 41stParameter, Inc. He was also a current member of the board of governors for RTI International and a former member of the board of governors for the University of North Carolina system that controls all state-owned universities and operates the larger hospital system in the state.Buy Or Sell Opportunity • Oct 11Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 55% to €102. The fair value is estimated to be €83.28, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 5.7%. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to grow by 75% in the next 2 years.Declared Dividend • Sep 23Second quarter dividend of US$0.38 announcedShareholders will receive a dividend of US$0.38. Ex-date: 23rd October 2024 Payment date: 31st October 2024 Dividend yield will be 1.4%, which is lower than the industry average of 2.9%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (10% cash payout ratio). The dividend has increased by an average of 4.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 83% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Sep 19Argan, Inc. Declares Quarterly Cash Dividend, Payable on October 31, 2024Argan, Inc. announced that on September 17, 2024, its Board of Directors declared a 25% increase in the quarterly cash dividend, raising it from $0.30 to $0.375 per common share. The dividend will be payable on October 31, 2024, to stockholders of record at the close of business on October 23, 2024.Valuation Update With 7 Day Price Move • Sep 12Investor sentiment improves as stock rises 26%After last week's 26% share price gain to €80.50, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 11x in the Construction industry in Europe. Total returns to shareholders of 136% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €84.31 per share.Recent Insider Transactions • Sep 12Director recently sold €2.3m worth of stockOn the 11th of September, Rainer Bosselmann sold around 28k shares on-market at roughly €81.38 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €3.6m. Insiders have been net sellers, collectively disposing of €14m more than they bought in the last 12 months.Reported Earnings • Sep 06Second quarter 2025 earnings released: EPS: US$1.36 (vs US$0.95 in 2Q 2024)Second quarter 2025 results: EPS: US$1.36 (up from US$0.95 in 2Q 2024). Revenue: US$227.0m (up 61% from 2Q 2024). Net income: US$18.2m (up 43% from 2Q 2024). Profit margin: 8.0% (down from 9.0% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 22+ 1 more updateArgan, Inc. to Report Q2, 2025 Results on Sep 05, 2024Argan, Inc. announced that they will report Q2, 2025 results After-Market on Sep 05, 2024Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €63.00, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 11x in the Construction industry in Europe. Total returns to shareholders of 75% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €96.56 per share.New Risk • Aug 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.8% average weekly change). Significant insider selling over the past 3 months (€7.5m sold).Recent Insider Transactions • Jul 29CEO, President & Director recently sold €1.1m worth of stockOn the 24th of July, David Watson sold around 15k shares on-market at roughly €71.67 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €3.6m. This was David's only on-market trade for the last 12 months.Buy Or Sell Opportunity • Jul 26Now 20% undervaluedOver the last 90 days, the stock has risen 22% to €69.50. The fair value is estimated to be €87.03, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 43% in 2 years. Earnings are forecast to grow by 83% in the next 2 years.Upcoming Dividend • Jul 16Upcoming dividend of US$0.30 per shareEligible shareholders must have bought the stock before 23 July 2024. Payment date: 31 July 2024. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.7%).Recent Insider Transactions • Jul 12Director recently sold €1.1m worth of stockOn the 10th of July, Rainer Bosselmann sold around 17k shares on-market at roughly €63.95 per share. This transaction amounted to 6.4% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €3.6m. Insiders have been net sellers, collectively disposing of €7.7m more than they bought in the last 12 months.お知らせ • Jul 03+ 1 more updateArgan, Inc.(NYSE:AGX) dropped from Russell 3000E Value IndexArgan, Inc.(NYSE:AGX) dropped from Russell 3000E Value IndexBuy Or Sell Opportunity • Jul 02Now 21% undervaluedOver the last 90 days, the stock has risen 46% to €68.00. The fair value is estimated to be €85.81, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 43% in 2 years. Earnings are forecast to grow by 83% in the next 2 years.Buy Or Sell Opportunity • Jun 28Now 20% undervaluedOver the last 90 days, the stock has risen 45% to €67.00. The fair value is estimated to be €83.87, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 43% in 2 years. Earnings are forecast to grow by 83% in the next 2 years.Declared Dividend • Jun 24First quarter dividend of US$0.30 announcedShareholders will receive a dividend of US$0.30. Ex-date: 23rd July 2024 Payment date: 31st July 2024 Dividend yield will be 1.6%, which is lower than the industry average of 2.9%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (12% cash payout ratio). The dividend has increased by an average of 4.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 93% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 21Argan, Inc. Declares Regular Quarterly Cash Dividend, Payable on July 31, 2024Argan, Inc. announced that its Board of Directors (the “Board”) declared a regular quarterly cash dividend in the amount of $0.30 per share of common stock. The dividend will be payable on July 31, 2024, to stockholders of record at the close of business on July 23, 2024.Recent Insider Transactions • Jun 19Director recently sold €3.6m worth of stockOn the 17th of June, Rainer Bosselmann sold around 50k shares on-market at roughly €71.54 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €6.6m more than they bought in the last 12 months.Reported Earnings • Jun 07First quarter 2025 earnings released: EPS: US$0.59 (vs US$0.16 in 1Q 2024)First quarter 2025 results: EPS: US$0.59 (up from US$0.16 in 1Q 2024). Revenue: US$157.7m (up 52% from 1Q 2024). Net income: US$7.88m (up 274% from 1Q 2024). Profit margin: 5.0% (up from 2.0% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 25Argan, Inc. to Report Q1, 2025 Results on Jun 06, 2024Argan, Inc. announced that they will report Q1, 2025 results After-Market on Jun 06, 2024お知らせ • May 01Argan, Inc., Annual General Meeting, Jun 20, 2024Argan, Inc., Annual General Meeting, Jun 20, 2024, at 11:00 Eastern Daylight. Location: One Church Street, Room #104 Rockville Maryland United States Agenda: To consider the election of ten directors to its Board, each to serve until our 2025 Annual Meeting of Stockholders and until his/her successor has been elected and qualified or until his/her earlier resignation, death or removal; to consider the non-binding advisory approval of executive compensation (the “say-on-pay” vote); and to consider the ratification of the appointment of Grant Thornton LLP as its independent registered public accountants for the fiscal year ending January 31, 2025 (“Fiscal 2025”).Recent Insider Transactions • Apr 21Director recently sold €846k worth of stockOn the 12th of April, William Griffin sold around 15k shares on-market at roughly €56.40 per share. This transaction amounted to 7.3% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €1.1m. Insiders have been net sellers, collectively disposing of €2.7m more than they bought in the last 12 months.Valuation Update With 7 Day Price Move • Apr 18Investor sentiment improves as stock rises 26%After last week's 26% share price gain to €57.50, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 11x in the Construction industry in Europe. Total returns to shareholders of 43% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €78.38 per share.Declared Dividend • Apr 15Fourth quarter dividend of US$0.30 announcedShareholders will receive a dividend of US$0.30. Ex-date: 19th April 2024 Payment date: 30th April 2024 Dividend yield will be 2.3%, which is lower than the industry average of 2.9%. Sustainability & Growth Dividend is well covered by both earnings (45% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 4.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 66% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Apr 12Full year 2024 earnings released: EPS: US$2.42 (vs US$2.35 in FY 2023)Full year 2024 results: EPS: US$2.42. Revenue: US$573.3m (up 26% from FY 2023). Net income: US$32.4m (down 2.2% from FY 2023). Profit margin: 5.6% (down from 7.3% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 4.0% growth forecast for the Construction industry in Europe.お知らせ • Apr 06Argan, Inc. to Report Q4, 2024 Results on Apr 11, 2024Argan, Inc. announced that they will report Q4, 2024 results After-Market on Apr 11, 2024Recent Insider Transactions • Jan 25Director recently sold €1.1m worth of stockOn the 23rd of January, Rainer Bosselmann sold around 27k shares on-market at roughly €41.27 per share. This transaction amounted to 8.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.0m more than they bought in the last 12 months.Upcoming Dividend • Jan 15Upcoming dividend of US$0.30 per share at 2.6% yieldEligible shareholders must have bought the stock before 22 January 2024. Payment date: 31 January 2024. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (3.9%).お知らせ • Dec 15Argan, Inc. Declares Regular Quarterly Cash Dividend, Payable on January 31, 2024Argan, Inc. announced that its Board of Directors declared a regular quarterly cash dividend in the amount of $0.30 per common share. Thedividend will be payable on January 31, 2024 to stockholders of record at the close of business on January 23, 2024.Reported Earnings • Dec 08Third quarter 2024 earnings released: EPS: US$0.41 (vs US$0.56 in 3Q 2023)Third quarter 2024 results: EPS: US$0.41 (down from US$0.56 in 3Q 2023). Revenue: US$163.8m (up 39% from 3Q 2023). Net income: US$5.46m (down 30% from 3Q 2023). Profit margin: 3.3% (down from 6.6% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Construction industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Nov 28Argan, Inc. to Report Q3, 2024 Results on Dec 06, 2023Argan, Inc. announced that they will report Q3, 2024 results at 4:00 PM, US Eastern Standard Time on Dec 06, 2023Upcoming Dividend • Oct 13Upcoming dividend of US$0.30 per share at 2.6% yieldEligible shareholders must have bought the stock before 20 October 2023. Payment date: 31 October 2023. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (3.9%).お知らせ • Sep 20Argan, Inc. Increases Quarterly Cash Dividend, Payable on October 31, 2023Argan, Inc. announced that its Board of Directors increased the Company’s quarterly cash dividend by 20% from $0.25 to $0.30 per common share. The dividend will be payable on October 31, 2023 to stockholders of record at the close of business on October 23, 2023.Reported Earnings • Sep 07Second quarter 2024 earnings released: EPS: US$0.95 (vs US$0.30 in 2Q 2023)Second quarter 2024 results: EPS: US$0.95 (up from US$0.30 in 2Q 2023). Revenue: US$141.3m (up 20% from 2Q 2023). Net income: US$12.8m (up 202% from 2Q 2023). Profit margin: 9.0% (up from 3.6% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 8.9% growth forecast for the Construction industry in Germany. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 24Argan, Inc. to Report Q2, 2024 Results on Sep 06, 2023Argan, Inc. announced that they will report Q2, 2024 results After-Market on Sep 06, 2023Upcoming Dividend • Jul 13Upcoming dividend of US$0.25 per share at 2.5% yieldEligible shareholders must have bought the stock before 20 July 2023. Payment date: 31 July 2023. Payout ratio is a comfortable 49% but the company is paying out more than the cash it is generating. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.0%).お知らせ • Jun 21Argan, Inc. Declares Regular Quarterly Cash Dividend, Payable on July 31, 2023Argan, Inc. announced that its board of directors declared a regular quarterly cash dividend in the amount of $0.25 per share of common stock, payable July 31, 2023 to stockholders of record at the close of business on July 21, 2023.Reported Earnings • Jun 09First quarter 2024 earnings released: EPS: US$0.16 (vs US$0.50 in 1Q 2023)First quarter 2024 results: EPS: US$0.16 (down from US$0.50 in 1Q 2023). Revenue: US$103.7m (up 3.4% from 1Q 2023). Net income: US$2.11m (down 72% from 1Q 2023). Profit margin: 2.0% (down from 7.5% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 21% p.a. on average during the next 2 years, compared to a 3.9% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • May 26Argan, Inc. to Report Q1, 2024 Results on Jun 08, 2023Argan, Inc. announced that they will report Q1, 2024 results at 4:00 PM, US Eastern Standard Time on Jun 08, 2023Reported Earnings • Apr 14Full year 2023 earnings released: EPS: US$2.35 (vs US$2.43 in FY 2022)Full year 2023 results: EPS: US$2.35 (down from US$2.43 in FY 2022). Revenue: US$455.0m (down 11% from FY 2022). Net income: US$33.1m (down 14% from FY 2022). Profit margin: 7.3% (down from 7.5% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 2.3% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jan 12Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 19 January 2023. Payment date: 31 January 2023. Payout ratio is a comfortable 67% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.9%).お知らせ • Dec 15Argan, Inc. Declares Regularly Quarterly Cash Dividend, Payable on January 31, 2023Argan, Inc. declared a regular quarterly cash dividend in the amount of $0.25 per share of common stock, payable January 31, 2023 to stockholders of record at the close of business on January 20, 2023.Reported Earnings • Dec 08Third quarter 2023 earnings released: EPS: US$0.56 (vs US$0.79 in 3Q 2022)Third quarter 2023 results: EPS: US$0.56 (down from US$0.79 in 3Q 2022). Revenue: US$117.9m (down 5.3% from 3Q 2022). Net income: US$7.76m (down 37% from 3Q 2022). Profit margin: 6.6% (down from 10.0% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 28% p.a. on average during the next 2 years, compared to a 2.9% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 6 highly experienced directors. CEO, President & Director David Watson was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Nov 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. CEO, President & Director David Watson was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Oct 13Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 20 October 2022. Payment date: 31 October 2022. Payout ratio is a comfortable 57% but the company is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (5.4%). Lower than average of industry peers (4.3%).Board Change • Oct 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. CEO, President & Director David Watson was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Sep 10Second quarter 2023 earnings released: EPS: US$0.30 (vs US$0.82 in 2Q 2022)Second quarter 2023 results: EPS: US$0.30 (down from US$0.82 in 2Q 2022). Revenue: US$118.1m (down 11% from 2Q 2022). Net income: US$4.22m (down 67% from 2Q 2022). Profit margin: 3.6% (down from 9.7% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 25% p.a. on average during the next 2 years, compared to a 3.4% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Sep 10Argan, Inc. Declares Quarterly Cash Dividend, Payable on October 31, 2022The Board of Directors of Argan, Inc. declared a regular quarterly cash dividend in the amount of $0.25 per share of common stock, payable October 31, 2022 to stockholders of record at the close of business on October 21, 2022.お知らせ • Aug 19+ 2 more updatesArgan, Inc. Names Richard H. Deily as Chief Financial OfficerArgan, Inc. announced that long time Corporate Controller, Richard H. Deily, will step into the Chief Financial Officer position, effective August 16, 2022. Mr. Deily joined the Company in October 2007 and has worked closely with Mr. Watson and Mr. Bosselmann over the years.Buying Opportunity • Aug 06Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 1.2%. The fair value is estimated to be €44.06, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 82%. Revenue is forecast to grow by 17% in a year. Earnings is forecast to grow by 15% in the next year.Upcoming Dividend • Jul 13Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 20 July 2022. Payment date: 29 July 2022. Payout ratio is a comfortable 44% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (4.2%).お知らせ • Jun 22Argan, Inc. Declares Regular Quarterly Dividend, Payable July 29, 2022Argan, Inc. announced that its Board of Directors declared a regular quarterly cash dividend in the amount of $0.25 per share of common stock, payable July 29, 2022 to stockholders of record at the close of business on July 21, 2022.Buying Opportunity • Jun 18Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 4.4%. The fair value is estimated to be €43.70, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 82%. Revenue is forecast to grow by 17% in a year. Earnings is forecast to grow by 15% in the next year.Reported Earnings • Jun 10First quarter 2023 earnings released: EPS: US$0.50 (vs US$0.69 in 1Q 2022)First quarter 2023 results: EPS: US$0.50 (down from US$0.69 in 1Q 2022). Revenue: US$100.3m (down 21% from 1Q 2022). Net income: US$7.49m (down 31% from 1Q 2022). Profit margin: 7.5% (down from 8.5% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to grow 17%, compared to a 7.6% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • May 03Argan, Inc., Annual General Meeting, Jun 21, 2022Argan, Inc., Annual General Meeting, Jun 21, 2022, at 11:00 US Eastern Standard Time. Location: Room #104 of the building where our offices are located, One Church Street Rockville Maryland United States Agenda: To consider and elect nine directors to our Board of Directors, each to serve until our 2023 Annual Meeting of Stockholders and until his/her successor has been elected and qualified or until his/her earlier resignation, death or removal; to consider and hold a non-binding advisory vote on our executive compensation (the say-on-pay" vote); to consider andratify the appointment of Grant Thornton LLP as our independent registered public accountants for the fiscal year ending January 31, 2023; and to consider the transact any other business that may properly come before the 2022 Annual Meeting of Stockholders or any adjournment or postponement of the meeting.Board Change • Apr 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 6 highly experienced directors. Independent Director Mano Koilpillai was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Buying Opportunity • Apr 20Now 24% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €44.94, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 46%. Revenue is forecast to grow by 38% in 2 years. Earnings is forecast to grow by 34% in the next 2 years.Reported Earnings • Apr 14Full year 2022 earnings released: EPS: US$2.43 (vs US$1.52 in FY 2021)Full year 2022 results: EPS: US$2.43 (up from US$1.52 in FY 2021). Revenue: US$509.4m (up 30% from FY 2021). Net income: US$38.2m (up 60% from FY 2021). Profit margin: 7.5% (up from 6.1% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 23%, compared to a 5.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Apr 12Argan, Inc. Declares Regular Quarterly Dividend of $0.25 Per Share, Payable April 29, 2022Argan, Inc. announced that on April 8, 2022, its Board of Directors declared a regular quarterly cash dividend in the amount of $0.25 per share of common stock, payable April 29, 2022 to stockholders of record at the close of business on April 21, 2022.Upcoming Dividend • Jan 13Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 20 January 2022. Payment date: 31 January 2022. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (3.0%).Reported Earnings • Dec 09Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: US$0.79 (up from US$0.60 in 3Q 2021). Revenue: US$124.5m (down 2.3% from 3Q 2021). Net income: US$12.4m (up 31% from 3Q 2021). Profit margin: 10.0% (up from 7.4% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 6.0%. Over the next year, revenue is forecast to grow 44%, compared to a 9.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Board Change • Dec 06Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 6 highly experienced directors. Independent Director Mano Koilpillai was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Oct 28Director recently sold €381k worth of stockOn the 25th of October, William Griffin sold around 10k shares on-market at roughly €38.15 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.8m more than they bought in the last 12 months.業績と収益の成長予測DB:1AW - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数1/31/20291,86224429730341/31/20281,60721027327951/31/20271,28216824625854/30/20261,042161487493N/A1/31/2026945138411415N/A10/31/2025915120283287N/A7/31/2025921117140146N/A4/30/2025910100179185N/A1/31/202587485161168N/A10/31/202480666142148N/A7/31/202471344169173N/A4/30/202462738133136N/A1/31/202457332114117N/A10/31/202352834132135N/A7/31/2023482365861N/A4/30/20234582858N/A1/31/202345533-33-30N/A10/31/202246222-89-86N/A7/31/202246826-77-76N/A4/30/202248335-29-29N/A1/31/2022509382728N/A10/31/2021501467475N/A7/31/202150443119120N/A4/30/202145835151153N/A1/31/202139224174176N/A10/31/20203437178180N/A7/31/2020274-9204210N/A4/30/2020250-14124130N/A1/31/2020239-43N/A54N/A10/31/2019259-38N/A3N/A7/31/20193172N/A-107N/A4/30/201939017N/A-88N/A1/31/201948252N/A-112N/A10/31/201856461N/A-149N/A7/31/201868146N/A-166N/A4/30/201880456N/A-175N/A1/31/201889372N/A-73N/A10/31/201793085N/A51N/A7/31/201787286N/A181N/A4/30/201777579N/A256N/A1/31/201767570N/A259N/A10/31/201658557N/A199N/A7/31/201652349N/A109N/A4/30/201645841N/A13N/A1/31/201641336N/A-33N/A10/31/201539936N/A-39N/A7/31/201541337N/A-6N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 1AWの予測収益成長率 (年間13.6% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: 1AWの収益 ( 13.6% ) German市場 ( 17% ) よりも低い成長が予測されています。高成長収益: 1AWの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 1AWの収益 ( 17.4% ) German市場 ( 6.6% ) よりも速いペースで成長すると予測されています。高い収益成長: 1AWの収益 ( 17.4% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 1AWの 自己資本利益率 は、3年後には高くなると予測されています ( 37.3 %)成長企業の発掘7D1Y7D1Y7D1YCapital-goods 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/17 07:48終値2026/06/16 00:00収益2026/04/30年間収益2026/01/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Argan, Inc. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。6 アナリスト機関Christopher MooreCJS Securities, Inc.Sergey GlinyanovFreedom BrokerDrew ChamberlainJ.P. Morgan3 その他のアナリストを表示
Recent Insider Transactions • 2hDirector recently sold €28m worth of stockOn the 12th of June, William Griffin sold around 50k shares on-market at roughly €556 per share. This transaction amounted to 35% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €80m more than they bought in the last 12 months.
Declared Dividend • Jun 14First quarter dividend of US$0.50 announcedShareholders will receive a dividend of US$0.50. Ex-date: 23rd July 2026 Payment date: 31st July 2026 Dividend yield will be 0.3%, which is lower than the industry average of 2.9%. Payout Ratios Payout ratio: 16%. Cash payout ratio: 6%.
お知らせ • Jun 12Argan, Inc. announces Quarterly dividend, payable on July 31, 2026Argan, Inc. announced Quarterly dividend of USD 0.5000 per share payable on July 31, 2026, ex-date on July 23, 2026 and record date on July 23, 2026.
Valuation Update With 7 Day Price Move • Jun 11Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €504, the stock trades at a forward P/E ratio of 50x. Average forward P/E is 13x in the Construction industry in Europe. Total returns to shareholders of 1,328% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €223 per share.
Reported Earnings • Jun 06First quarter 2027 earnings released: EPS: US$3.30 (vs US$1.66 in 1Q 2026)First quarter 2027 results: EPS: US$3.30 (up from US$1.66 in 1Q 2026). Revenue: US$291.0m (up 50% from 1Q 2026). Net income: US$46.1m (up 104% from 1Q 2026). Profit margin: 16% (up from 12% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has increased by 164% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 22Argan, Inc. to Report Q1, 2027 Results on Jun 04, 2026Argan, Inc. announced that they will report Q1, 2027 results at 4:00 PM, US Eastern Standard Time on Jun 04, 2026
お知らせ • Apr 22Argan, Inc., Annual General Meeting, Jun 10, 2026Argan, Inc., Annual General Meeting, Jun 10, 2026. Location: 4075 wilson boulevard, 2nd floor conference center, va 22203, arlington United States
お知らせ • Apr 09Argan, Inc. Declares Regular Quarterly Cash Dividend on Common Share, Payable on April 30, 2026Argan, Inc. announced that its Board declared a regular quarterly cash dividend in the amount of $0.50 per common share. The dividend will be payable on April 30, 2026, to stockholders of record at the close of business on April 22, 2026.
お知らせ • Mar 12Argan, Inc. to Report Q4, 2026 Results on Mar 26, 2026Argan, Inc. announced that they will report Q4, 2026 results After-Market on Mar 26, 2026
お知らせ • Dec 12Argan, Inc. Declares Regular Quarterly Cash Dividend, Payable on January 30, 2026Argan, Inc. announced that its Board of Directors declared a regular quarterly cash dividend in the amount of $0.50 per share of common stock. The dividend will be payable on January 30, 2026, to stockholders of record at the close of business on January 22, 2026.
お知らせ • Nov 20Argan, Inc. to Report Q3, 2026 Results on Dec 04, 2025Argan, Inc. announced that they will report Q3, 2026 results After-Market on Dec 04, 2025
お知らせ • Sep 11Argan, Inc. Declares Increase in the Quarterly Cash Dividend, Payable on October 31, 2025Argan, Inc. announced that its Board of Directors declared a 33% increase in the quarterly cash dividend, raising it from $0.375 to $0.50 per common share. The dividend will be payable on October 31, 2025, to stockholders of record at the close of business on October 23, 2025.
お知らせ • Aug 21Argan, Inc. to Report Q2, 2026 Results on Sep 04, 2025Argan, Inc. announced that they will report Q2, 2026 results After-Market on Sep 04, 2025
お知らせ • Jun 30+ 3 more updatesArgan, Inc.(NYSE:AGX) dropped from Russell 3000E Growth IndexArgan, Inc.(NYSE:AGX) dropped from Russell 3000E Growth Index
お知らせ • Jun 18Argan, Inc. Announces Term Expiry of Rainer Bosselmann as DirectorArgan, Inc. thanks Rainer Bosselmann, Argan’s founder and former Chief Executive Officer and Chairman of the Board, who has completed his final term as a director. Rainer’s vision and entrepreneurial spirit laid the groundwork for the Company’s sustained performance and long-term value creation.
お知らせ • May 21Argan, Inc. to Report Q1, 2026 Results on Jun 04, 2025Argan, Inc. announced that they will report Q1, 2026 results After-Market on Jun 04, 2025
お知らせ • Apr 18Argan, Inc., Annual General Meeting, Jun 17, 2025Argan, Inc., Annual General Meeting, Jun 17, 2025. Location: 901 n. glebe road, suite 300, va 22203, arlington United States
お知らせ • Apr 12Argan, Inc. announces Quarterly dividend, payable on April 30, 2025Argan, Inc. announced Quarterly dividend of USD 0.3750 per share payable on April 30, 2025, ex-date on April 22, 2025 and record date on April 22, 2025.
お知らせ • Apr 10Argan, Inc. Appoints Lisa Larroque Alexander to Board of DirectorsArgan, Inc. announced the appointment of Lisa Larroque Alexander to its Board of Directors. Ms. Alexander serves as Senior Vice President at Sempra. She leads global corporate affairs and enterprise human resources, overseeing public policy, stakeholder engagement, talent development, pensions and trusts, and corporate ethics, sustainability, and human resources. With extensive experience at Sempra and its subsidiaries, Ms. Alexander has led strategy, research and development, public policy, industrial customer operations, and service delivery.
お知らせ • Mar 13Argan, Inc. to Report Q4, 2025 Results on Mar 27, 2025Argan, Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Mar 27, 2025
お知らせ • Feb 21Argan, Inc. Appoints Brian Orlandi as CEO of SMC Infrastructure SolutionsArgan, Inc. announced the appointment of Brian Orlandi as the Chief Executive Officer of its subsidiary, SMC Infrastructure Solutions (“SMCiS”). Brian Orlandi brings a wealth of experience and a proven track record in the infrastructure and construction sectors, making him the ideal leader to guide SMCiS into its next phase of growth and innovation. With over 25 years of industry experience, Mr. Orlandi has demonstrated exceptional leadership in driving operational excellence, fostering strategic partnerships, and spearheading transformative growth initiatives. Prior to joining SMCiS, Mr. Orlandi served as Vice President and General Manager for Timberline Communications Inc., led the New Site Build Team for Empire Telecom in New England, and held key leadership roles on major infrastructure projects for Vertex Towers, Varsity Wireless, American Tower, and Crown Castle. In his new role, Mr. Orlandi will focus on expanding the market presence of SMCiS, enhancing customer satisfaction, and driving sustainable growth through innovation and strategic execution. This appointment represents a significant step in aligning the operations of SMCiS with Argan’s commitment to excellence and innovation.
お知らせ • Dec 13Argan, Inc. Declares Regular Quarterly Cash Dividend, Payable on January 31, 2025Argan, Inc. announced that its Board of Directors declared a regular quarterly cash dividend in the amount of $0.375 per common share. The dividend will be payable on January 31, 2025 to stockholders of record at the close of business on January 23, 2025.
お知らせ • Nov 21Argan, Inc. to Report Q3, 2025 Results on Dec 05, 2024Argan, Inc. announced that they will report Q3, 2025 results After-Market on Dec 05, 2024
Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €145, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 11x in the Construction industry in Europe. Total returns to shareholders of 300% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €83.56 per share.
Recent Insider Transactions • Oct 22Director recently sold €2.6m worth of stockOn the 21st of October, Rainer Bosselmann sold around 21k shares on-market at roughly €120 per share. This transaction amounted to 8.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €20m more than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • Oct 16Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €118, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 11x in the Construction industry in Europe. Total returns to shareholders of 233% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €84.40 per share.
Upcoming Dividend • Oct 16Upcoming dividend of US$0.38 per shareEligible shareholders must have bought the stock before 23 October 2024. Payment date: 31 October 2024. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.7%).
お知らせ • Oct 11Argan, Inc. Announces Demise of W.G. Champion Mitchell, Board MemberArgan, Inc. announced that board member W.G. Champion Mitchell passed away on October 8, 2024. Mr. Mitchell joined Argan’s Board of Directors in October 2003 and served on the Executive Committee and the Nominating/Corporate Governance Committee. In addition to his board position with Argan, he served on the boards of two privately held companies, Direct Brands, Inc. and The 41stParameter, Inc. He was also a current member of the board of governors for RTI International and a former member of the board of governors for the University of North Carolina system that controls all state-owned universities and operates the larger hospital system in the state.
Buy Or Sell Opportunity • Oct 11Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 55% to €102. The fair value is estimated to be €83.28, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 5.7%. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to grow by 75% in the next 2 years.
Declared Dividend • Sep 23Second quarter dividend of US$0.38 announcedShareholders will receive a dividend of US$0.38. Ex-date: 23rd October 2024 Payment date: 31st October 2024 Dividend yield will be 1.4%, which is lower than the industry average of 2.9%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (10% cash payout ratio). The dividend has increased by an average of 4.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 83% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Sep 19Argan, Inc. Declares Quarterly Cash Dividend, Payable on October 31, 2024Argan, Inc. announced that on September 17, 2024, its Board of Directors declared a 25% increase in the quarterly cash dividend, raising it from $0.30 to $0.375 per common share. The dividend will be payable on October 31, 2024, to stockholders of record at the close of business on October 23, 2024.
Valuation Update With 7 Day Price Move • Sep 12Investor sentiment improves as stock rises 26%After last week's 26% share price gain to €80.50, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 11x in the Construction industry in Europe. Total returns to shareholders of 136% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €84.31 per share.
Recent Insider Transactions • Sep 12Director recently sold €2.3m worth of stockOn the 11th of September, Rainer Bosselmann sold around 28k shares on-market at roughly €81.38 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €3.6m. Insiders have been net sellers, collectively disposing of €14m more than they bought in the last 12 months.
Reported Earnings • Sep 06Second quarter 2025 earnings released: EPS: US$1.36 (vs US$0.95 in 2Q 2024)Second quarter 2025 results: EPS: US$1.36 (up from US$0.95 in 2Q 2024). Revenue: US$227.0m (up 61% from 2Q 2024). Net income: US$18.2m (up 43% from 2Q 2024). Profit margin: 8.0% (down from 9.0% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 22+ 1 more updateArgan, Inc. to Report Q2, 2025 Results on Sep 05, 2024Argan, Inc. announced that they will report Q2, 2025 results After-Market on Sep 05, 2024
Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €63.00, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 11x in the Construction industry in Europe. Total returns to shareholders of 75% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €96.56 per share.
New Risk • Aug 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.8% average weekly change). Significant insider selling over the past 3 months (€7.5m sold).
Recent Insider Transactions • Jul 29CEO, President & Director recently sold €1.1m worth of stockOn the 24th of July, David Watson sold around 15k shares on-market at roughly €71.67 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €3.6m. This was David's only on-market trade for the last 12 months.
Buy Or Sell Opportunity • Jul 26Now 20% undervaluedOver the last 90 days, the stock has risen 22% to €69.50. The fair value is estimated to be €87.03, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 43% in 2 years. Earnings are forecast to grow by 83% in the next 2 years.
Upcoming Dividend • Jul 16Upcoming dividend of US$0.30 per shareEligible shareholders must have bought the stock before 23 July 2024. Payment date: 31 July 2024. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.7%).
Recent Insider Transactions • Jul 12Director recently sold €1.1m worth of stockOn the 10th of July, Rainer Bosselmann sold around 17k shares on-market at roughly €63.95 per share. This transaction amounted to 6.4% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €3.6m. Insiders have been net sellers, collectively disposing of €7.7m more than they bought in the last 12 months.
お知らせ • Jul 03+ 1 more updateArgan, Inc.(NYSE:AGX) dropped from Russell 3000E Value IndexArgan, Inc.(NYSE:AGX) dropped from Russell 3000E Value Index
Buy Or Sell Opportunity • Jul 02Now 21% undervaluedOver the last 90 days, the stock has risen 46% to €68.00. The fair value is estimated to be €85.81, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 43% in 2 years. Earnings are forecast to grow by 83% in the next 2 years.
Buy Or Sell Opportunity • Jun 28Now 20% undervaluedOver the last 90 days, the stock has risen 45% to €67.00. The fair value is estimated to be €83.87, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 43% in 2 years. Earnings are forecast to grow by 83% in the next 2 years.
Declared Dividend • Jun 24First quarter dividend of US$0.30 announcedShareholders will receive a dividend of US$0.30. Ex-date: 23rd July 2024 Payment date: 31st July 2024 Dividend yield will be 1.6%, which is lower than the industry average of 2.9%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (12% cash payout ratio). The dividend has increased by an average of 4.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 93% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 21Argan, Inc. Declares Regular Quarterly Cash Dividend, Payable on July 31, 2024Argan, Inc. announced that its Board of Directors (the “Board”) declared a regular quarterly cash dividend in the amount of $0.30 per share of common stock. The dividend will be payable on July 31, 2024, to stockholders of record at the close of business on July 23, 2024.
Recent Insider Transactions • Jun 19Director recently sold €3.6m worth of stockOn the 17th of June, Rainer Bosselmann sold around 50k shares on-market at roughly €71.54 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €6.6m more than they bought in the last 12 months.
Reported Earnings • Jun 07First quarter 2025 earnings released: EPS: US$0.59 (vs US$0.16 in 1Q 2024)First quarter 2025 results: EPS: US$0.59 (up from US$0.16 in 1Q 2024). Revenue: US$157.7m (up 52% from 1Q 2024). Net income: US$7.88m (up 274% from 1Q 2024). Profit margin: 5.0% (up from 2.0% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 25Argan, Inc. to Report Q1, 2025 Results on Jun 06, 2024Argan, Inc. announced that they will report Q1, 2025 results After-Market on Jun 06, 2024
お知らせ • May 01Argan, Inc., Annual General Meeting, Jun 20, 2024Argan, Inc., Annual General Meeting, Jun 20, 2024, at 11:00 Eastern Daylight. Location: One Church Street, Room #104 Rockville Maryland United States Agenda: To consider the election of ten directors to its Board, each to serve until our 2025 Annual Meeting of Stockholders and until his/her successor has been elected and qualified or until his/her earlier resignation, death or removal; to consider the non-binding advisory approval of executive compensation (the “say-on-pay” vote); and to consider the ratification of the appointment of Grant Thornton LLP as its independent registered public accountants for the fiscal year ending January 31, 2025 (“Fiscal 2025”).
Recent Insider Transactions • Apr 21Director recently sold €846k worth of stockOn the 12th of April, William Griffin sold around 15k shares on-market at roughly €56.40 per share. This transaction amounted to 7.3% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €1.1m. Insiders have been net sellers, collectively disposing of €2.7m more than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • Apr 18Investor sentiment improves as stock rises 26%After last week's 26% share price gain to €57.50, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 11x in the Construction industry in Europe. Total returns to shareholders of 43% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €78.38 per share.
Declared Dividend • Apr 15Fourth quarter dividend of US$0.30 announcedShareholders will receive a dividend of US$0.30. Ex-date: 19th April 2024 Payment date: 30th April 2024 Dividend yield will be 2.3%, which is lower than the industry average of 2.9%. Sustainability & Growth Dividend is well covered by both earnings (45% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 4.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 66% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Apr 12Full year 2024 earnings released: EPS: US$2.42 (vs US$2.35 in FY 2023)Full year 2024 results: EPS: US$2.42. Revenue: US$573.3m (up 26% from FY 2023). Net income: US$32.4m (down 2.2% from FY 2023). Profit margin: 5.6% (down from 7.3% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 4.0% growth forecast for the Construction industry in Europe.
お知らせ • Apr 06Argan, Inc. to Report Q4, 2024 Results on Apr 11, 2024Argan, Inc. announced that they will report Q4, 2024 results After-Market on Apr 11, 2024
Recent Insider Transactions • Jan 25Director recently sold €1.1m worth of stockOn the 23rd of January, Rainer Bosselmann sold around 27k shares on-market at roughly €41.27 per share. This transaction amounted to 8.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.0m more than they bought in the last 12 months.
Upcoming Dividend • Jan 15Upcoming dividend of US$0.30 per share at 2.6% yieldEligible shareholders must have bought the stock before 22 January 2024. Payment date: 31 January 2024. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (3.9%).
お知らせ • Dec 15Argan, Inc. Declares Regular Quarterly Cash Dividend, Payable on January 31, 2024Argan, Inc. announced that its Board of Directors declared a regular quarterly cash dividend in the amount of $0.30 per common share. Thedividend will be payable on January 31, 2024 to stockholders of record at the close of business on January 23, 2024.
Reported Earnings • Dec 08Third quarter 2024 earnings released: EPS: US$0.41 (vs US$0.56 in 3Q 2023)Third quarter 2024 results: EPS: US$0.41 (down from US$0.56 in 3Q 2023). Revenue: US$163.8m (up 39% from 3Q 2023). Net income: US$5.46m (down 30% from 3Q 2023). Profit margin: 3.3% (down from 6.6% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Construction industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Nov 28Argan, Inc. to Report Q3, 2024 Results on Dec 06, 2023Argan, Inc. announced that they will report Q3, 2024 results at 4:00 PM, US Eastern Standard Time on Dec 06, 2023
Upcoming Dividend • Oct 13Upcoming dividend of US$0.30 per share at 2.6% yieldEligible shareholders must have bought the stock before 20 October 2023. Payment date: 31 October 2023. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (3.9%).
お知らせ • Sep 20Argan, Inc. Increases Quarterly Cash Dividend, Payable on October 31, 2023Argan, Inc. announced that its Board of Directors increased the Company’s quarterly cash dividend by 20% from $0.25 to $0.30 per common share. The dividend will be payable on October 31, 2023 to stockholders of record at the close of business on October 23, 2023.
Reported Earnings • Sep 07Second quarter 2024 earnings released: EPS: US$0.95 (vs US$0.30 in 2Q 2023)Second quarter 2024 results: EPS: US$0.95 (up from US$0.30 in 2Q 2023). Revenue: US$141.3m (up 20% from 2Q 2023). Net income: US$12.8m (up 202% from 2Q 2023). Profit margin: 9.0% (up from 3.6% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 8.9% growth forecast for the Construction industry in Germany. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 24Argan, Inc. to Report Q2, 2024 Results on Sep 06, 2023Argan, Inc. announced that they will report Q2, 2024 results After-Market on Sep 06, 2023
Upcoming Dividend • Jul 13Upcoming dividend of US$0.25 per share at 2.5% yieldEligible shareholders must have bought the stock before 20 July 2023. Payment date: 31 July 2023. Payout ratio is a comfortable 49% but the company is paying out more than the cash it is generating. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.0%).
お知らせ • Jun 21Argan, Inc. Declares Regular Quarterly Cash Dividend, Payable on July 31, 2023Argan, Inc. announced that its board of directors declared a regular quarterly cash dividend in the amount of $0.25 per share of common stock, payable July 31, 2023 to stockholders of record at the close of business on July 21, 2023.
Reported Earnings • Jun 09First quarter 2024 earnings released: EPS: US$0.16 (vs US$0.50 in 1Q 2023)First quarter 2024 results: EPS: US$0.16 (down from US$0.50 in 1Q 2023). Revenue: US$103.7m (up 3.4% from 1Q 2023). Net income: US$2.11m (down 72% from 1Q 2023). Profit margin: 2.0% (down from 7.5% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 21% p.a. on average during the next 2 years, compared to a 3.9% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • May 26Argan, Inc. to Report Q1, 2024 Results on Jun 08, 2023Argan, Inc. announced that they will report Q1, 2024 results at 4:00 PM, US Eastern Standard Time on Jun 08, 2023
Reported Earnings • Apr 14Full year 2023 earnings released: EPS: US$2.35 (vs US$2.43 in FY 2022)Full year 2023 results: EPS: US$2.35 (down from US$2.43 in FY 2022). Revenue: US$455.0m (down 11% from FY 2022). Net income: US$33.1m (down 14% from FY 2022). Profit margin: 7.3% (down from 7.5% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 2.3% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jan 12Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 19 January 2023. Payment date: 31 January 2023. Payout ratio is a comfortable 67% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.9%).
お知らせ • Dec 15Argan, Inc. Declares Regularly Quarterly Cash Dividend, Payable on January 31, 2023Argan, Inc. declared a regular quarterly cash dividend in the amount of $0.25 per share of common stock, payable January 31, 2023 to stockholders of record at the close of business on January 20, 2023.
Reported Earnings • Dec 08Third quarter 2023 earnings released: EPS: US$0.56 (vs US$0.79 in 3Q 2022)Third quarter 2023 results: EPS: US$0.56 (down from US$0.79 in 3Q 2022). Revenue: US$117.9m (down 5.3% from 3Q 2022). Net income: US$7.76m (down 37% from 3Q 2022). Profit margin: 6.6% (down from 10.0% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 28% p.a. on average during the next 2 years, compared to a 2.9% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 6 highly experienced directors. CEO, President & Director David Watson was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Nov 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. CEO, President & Director David Watson was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Oct 13Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 20 October 2022. Payment date: 31 October 2022. Payout ratio is a comfortable 57% but the company is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (5.4%). Lower than average of industry peers (4.3%).
Board Change • Oct 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. CEO, President & Director David Watson was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Sep 10Second quarter 2023 earnings released: EPS: US$0.30 (vs US$0.82 in 2Q 2022)Second quarter 2023 results: EPS: US$0.30 (down from US$0.82 in 2Q 2022). Revenue: US$118.1m (down 11% from 2Q 2022). Net income: US$4.22m (down 67% from 2Q 2022). Profit margin: 3.6% (down from 9.7% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 25% p.a. on average during the next 2 years, compared to a 3.4% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Sep 10Argan, Inc. Declares Quarterly Cash Dividend, Payable on October 31, 2022The Board of Directors of Argan, Inc. declared a regular quarterly cash dividend in the amount of $0.25 per share of common stock, payable October 31, 2022 to stockholders of record at the close of business on October 21, 2022.
お知らせ • Aug 19+ 2 more updatesArgan, Inc. Names Richard H. Deily as Chief Financial OfficerArgan, Inc. announced that long time Corporate Controller, Richard H. Deily, will step into the Chief Financial Officer position, effective August 16, 2022. Mr. Deily joined the Company in October 2007 and has worked closely with Mr. Watson and Mr. Bosselmann over the years.
Buying Opportunity • Aug 06Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 1.2%. The fair value is estimated to be €44.06, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 82%. Revenue is forecast to grow by 17% in a year. Earnings is forecast to grow by 15% in the next year.
Upcoming Dividend • Jul 13Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 20 July 2022. Payment date: 29 July 2022. Payout ratio is a comfortable 44% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (4.2%).
お知らせ • Jun 22Argan, Inc. Declares Regular Quarterly Dividend, Payable July 29, 2022Argan, Inc. announced that its Board of Directors declared a regular quarterly cash dividend in the amount of $0.25 per share of common stock, payable July 29, 2022 to stockholders of record at the close of business on July 21, 2022.
Buying Opportunity • Jun 18Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 4.4%. The fair value is estimated to be €43.70, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 82%. Revenue is forecast to grow by 17% in a year. Earnings is forecast to grow by 15% in the next year.
Reported Earnings • Jun 10First quarter 2023 earnings released: EPS: US$0.50 (vs US$0.69 in 1Q 2022)First quarter 2023 results: EPS: US$0.50 (down from US$0.69 in 1Q 2022). Revenue: US$100.3m (down 21% from 1Q 2022). Net income: US$7.49m (down 31% from 1Q 2022). Profit margin: 7.5% (down from 8.5% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to grow 17%, compared to a 7.6% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • May 03Argan, Inc., Annual General Meeting, Jun 21, 2022Argan, Inc., Annual General Meeting, Jun 21, 2022, at 11:00 US Eastern Standard Time. Location: Room #104 of the building where our offices are located, One Church Street Rockville Maryland United States Agenda: To consider and elect nine directors to our Board of Directors, each to serve until our 2023 Annual Meeting of Stockholders and until his/her successor has been elected and qualified or until his/her earlier resignation, death or removal; to consider and hold a non-binding advisory vote on our executive compensation (the say-on-pay" vote); to consider andratify the appointment of Grant Thornton LLP as our independent registered public accountants for the fiscal year ending January 31, 2023; and to consider the transact any other business that may properly come before the 2022 Annual Meeting of Stockholders or any adjournment or postponement of the meeting.
Board Change • Apr 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 6 highly experienced directors. Independent Director Mano Koilpillai was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Buying Opportunity • Apr 20Now 24% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €44.94, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 46%. Revenue is forecast to grow by 38% in 2 years. Earnings is forecast to grow by 34% in the next 2 years.
Reported Earnings • Apr 14Full year 2022 earnings released: EPS: US$2.43 (vs US$1.52 in FY 2021)Full year 2022 results: EPS: US$2.43 (up from US$1.52 in FY 2021). Revenue: US$509.4m (up 30% from FY 2021). Net income: US$38.2m (up 60% from FY 2021). Profit margin: 7.5% (up from 6.1% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 23%, compared to a 5.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Apr 12Argan, Inc. Declares Regular Quarterly Dividend of $0.25 Per Share, Payable April 29, 2022Argan, Inc. announced that on April 8, 2022, its Board of Directors declared a regular quarterly cash dividend in the amount of $0.25 per share of common stock, payable April 29, 2022 to stockholders of record at the close of business on April 21, 2022.
Upcoming Dividend • Jan 13Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 20 January 2022. Payment date: 31 January 2022. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (3.0%).
Reported Earnings • Dec 09Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: US$0.79 (up from US$0.60 in 3Q 2021). Revenue: US$124.5m (down 2.3% from 3Q 2021). Net income: US$12.4m (up 31% from 3Q 2021). Profit margin: 10.0% (up from 7.4% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 6.0%. Over the next year, revenue is forecast to grow 44%, compared to a 9.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Board Change • Dec 06Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 6 highly experienced directors. Independent Director Mano Koilpillai was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Oct 28Director recently sold €381k worth of stockOn the 25th of October, William Griffin sold around 10k shares on-market at roughly €38.15 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.8m more than they bought in the last 12 months.