Argan, Inc.

NYSE:AGX Aktierapport

Börsvärde: US$9.4b

Argan Tidigare resultatutveckling

Tidigare kriterier kontrolleras 6/6

Argan har ökat intäkterna med en genomsnittlig årlig takt på 32.9%, medan Construction -branschen såg intäkterna växer på 19% årligen. Intäkterna har varit växande med en genomsnittlig takt på 18% per år. Argan s avkastning på eget kapital är 29.8% och den har en nettomarginal på 14.6%.

Viktig information

32.92%

Tillväxttakt i vinsten

36.12%

Tillväxttakt för EPS

Construction Tillväxt i branschen20.19%
Intäkternas tillväxttakt17.99%
Avkastning på eget kapital29.80%
Nettomarginal14.59%
Senaste uppdateringen av resultatet31 Jan 2026

Senaste uppdateringar av tidigare prestationer

Recent updates

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.

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?

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.

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?

Argan's Exuberant Momentum Meets Excellent Monetization - Maintain Hold

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.

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.

Argan Inc. (AGX): The Energy Transition Architect – Scaling Gas and Renewables with a $3 Billion Backlog in 2026.

Argan Inc. (AGX) is currently positioned as a critical infrastructure engine in the power generation sector, trading at $439.59 as of the March 3, 2026, close.

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.

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.

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.

Optimistic Investors Push Argan, Inc. (NYSE:AGX) Shares Up 29% But Growth Is Lacking

Jan 17
Optimistic Investors Push Argan, Inc. (NYSE:AGX) Shares Up 29% But Growth Is Lacking

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.

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.

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.

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.

Optimistic Investors Push Argan, Inc. (NYSE:AGX) Shares Up 25% But Growth Is Lacking

Nov 22
Optimistic Investors Push Argan, Inc. (NYSE:AGX) Shares Up 25% But Growth Is Lacking

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.

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.

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.

Earnings Not Telling The Story For Argan, Inc. (NYSE:AGX) After Shares Rise 27%

Oct 08
Earnings Not Telling The Story For Argan, Inc. (NYSE:AGX) After Shares Rise 27%

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.

Are Argan, Inc. (NYSE:AGX) Investors Paying Above The Intrinsic Value?

Jul 15
Are Argan, Inc. (NYSE:AGX) Investors Paying Above The Intrinsic Value?

If EPS Growth Is Important To You, Argan (NYSE:AGX) Presents An Opportunity

Jun 28
If EPS Growth Is Important To You, Argan (NYSE:AGX) Presents An Opportunity

Weekly Picks: 📊 OXY's Diversification Strategy, AGX's Tailwinds, and SAP's Valuation Risks

Jun 10
Weekly Picks: 📊 OXY's Diversification Strategy, AGX's Tailwinds, and SAP's Valuation Risks

OXY's

Jun 10
OXY's
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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 po

Market Participants Recognise Argan, Inc.'s (NYSE:AGX) Earnings Pushing Shares 34% Higher

May 27
Market Participants Recognise Argan, Inc.'s (NYSE:AGX) Earnings Pushing Shares 34% Higher

We Like Argan's (NYSE:AGX) Returns And Here's How They're Trending

May 22
We Like Argan's (NYSE:AGX) Returns And Here's How They're Trending

Argan: Don't Be Fooled Into Buying This Dip

Apr 18

Fördelning av intäkter och kostnader

Hur Argan tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.

Resultat- och intäktshistorik

NYSE:AGX Intäkter, kostnader och resultat (USD Millions )
DatumIntäkterIntäkterG+A KostnaderFoU-kostnader
31 Jan 26945138550
31 Oct 25915120530
31 Jul 25921117520
30 Apr 25910100500
31 Jan 2587485490
31 Oct 2480666460
31 Jul 2471344440
30 Apr 2462738420
31 Jan 2457332410
31 Oct 2352834380
31 Jul 2348236390
30 Apr 2345828390
31 Jan 2345533390
31 Oct 2246222440
31 Jul 2246826430
30 Apr 2248335430
31 Jan 2250938420
31 Oct 2150146360
31 Jul 2150443340
30 Apr 2145835330
31 Jan 2139224330
31 Oct 203437340
31 Jul 20274-9370
30 Apr 20250-14380
31 Jan 20239-43370
31 Oct 19259-38350
31 Jul 193172340
30 Apr 1939017340
31 Jan 1948252340
31 Oct 1856461370
31 Jul 1868146360
30 Apr 1880456370
31 Jan 1889372370
31 Oct 1793085380
31 Jul 1787286380
30 Apr 1777579350
31 Jan 1767570280
31 Oct 1658557330
31 Jul 1652349280
30 Apr 1645841260
31 Jan 1641336250
31 Oct 1539936220
31 Jul 1541337220

Kvalitetsintäkter: AGX har inkomster av hög kvalitet.

Växande vinstmarginal: AGX s nuvarande netto vinstmarginaler (14.6%) är högre än förra året (9.8%).

Fritt kassaflöde vs resultatanalys

Analys av tidigare vinsttillväxt

Resultatutveckling: AGX s intäkter har ökat markant med 32.9% per år under de senaste 5 åren.

Accelererande tillväxt: AGX s intäktstillväxt under det senaste året ( 61.2% ) överstiger sitt 5-åriga genomsnitt ( 32.9% per år).

Resultat vs industri: AGX vinsttillväxt under det senaste året ( 61.2% ) översteg Construction branschen 34.1%.

Avkastning på eget kapital

Hög ROE: AGX s avkastning på eget kapital ( 29.8% ) anses vara hög.

Avkastning på tillgångar

Avkastning på sysselsatt kapital

Upptäck starka bolag som tidigare presterat bra

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Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/01 13:24
Aktiekurs vid dagens slut2026/05/01 00:00
Intäkter2026/01/31
Årlig intjäning2026/01/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Argan, Inc. bevakas av 6 analytiker. 5 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Christopher MooreCJS Securities, Inc.
Sergey GlinyanovFreedom Broker
Drew ChamberlainJ.P. Morgan