Argan Inkomsten in het verleden
Verleden criteriumcontroles 6/6
Argan heeft de winst zien groeien met een gemiddeld jaarlijks percentage van 35.6%, terwijl de Construction-industrie de winst zag groeien met 24.2% per jaar. De inkomsten zijn gegroeid met een gemiddeld jaarlijks percentage van 18.5%. Het rendement op eigen vermogen van Argan is 34.1%, en het heeft een nettomarge van 15.5%.
Belangrijke informatie
35.64%
Groei van de winst
38.27%
Groei van de winst per aandeel
| Construction Groei van de industrie | 20.19% |
| Inkomstengroei | 18.53% |
| Rendement op eigen vermogen | 34.06% |
| Nettomarge | 15.48% |
| Laatste winstupdate | 30 Apr 2026 |
Recente prestatie-updates uit het verleden
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
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.
Nieuw narratief • 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?Narratiefupdate • 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.
Nieuw narratief • 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?Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Analyseartikel • 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...Analyseartikel • 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...
Nieuw narratief • 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 AlphaOpbrengsten en kosten
Opbrengsten en kosten
Hoe Argan geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.
Inkomsten en omzetgeschiedenis
| Datum | Inkomsten | Inkomsten | G+A Uitgaven | R&D-uitgaven |
|---|---|---|---|---|
| 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 |
Kwaliteitswinsten: AGX heeft hoge kwaliteitsinkomsten.
Groeiende winstmarge: De huidige netto winstmarges (15.5%) AGX } zijn hoger dan vorig jaar (11%).
Analyse vrije kasstroom versus winst
Analyse van de winstgroei in het verleden
Winsttrend: De winst van AGX is de afgelopen 5 jaar aanzienlijk gegroeid met 35.6% per jaar.
Versnelling van de groei: De winstgroei van AGX over het afgelopen jaar ( 61.1% ) overtreft het 5-jarig gemiddelde ( 35.6% per jaar).
Winst versus industrie: De winstgroei AGX over het afgelopen jaar ( 61.1% ) overtrof de Construction -sector 33.2%.
Rendement op eigen vermogen
Hoge ROE: Het Rendement op eigen vermogen ( 34.1% ) van AGX wordt als hoog beschouwd.
Rendement op activa
Rendement op geïnvesteerd vermogen
Ontdek sterk presterende bedrijven uit het verleden
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/06/09 12:10 |
| Aandelenkoers aan het einde van de dag | 2026/06/09 00:00 |
| Inkomsten | 2026/04/30 |
| Jaarlijkse inkomsten | 2026/01/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Argan, Inc. wordt gevolgd door 6 analisten. 5 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Christopher Moore | CJS Securities, Inc. |
| Sergey Glinyanov | Freedom Broker |
| Drew Chamberlain | J.P. Morgan |