Stocks Consumer discretionary AGX
NYSE · Consumer discretionaryArgan Inc (AGX)
Argan Inc brought in $1.2B of revenue over the twelve months to July 31, 2026, up 29.0% from a year earlier. Net income was $179.3M, a net margin of 15.1%. Operating cash flow minus capital spending left $410.8M of free cash flow in fiscal 2026. At July 31, 2026 it held $364.5M in cash. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on September 2, 2026.
Key facts about Argan Inc
- Net worth
- Argan Inc has a market value (market cap) of $4.3B at the latest share price, and shareholders' equity of $506.8M on its balance sheet at July 31, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2026 revenue was $944.6M (+8.1% year on year), with net income of $137.8M. Over the 12 months to July 31, 2026: revenue $1.2B, net income $179.3M.
- Cash flow
- In fiscal 2026 operations brought in $414.7M of cash; after $3.9M of capital spending, free cash flow was $410.8M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on September 2, 2026 and covers the period to July 31, 2026. Open on SEC EDGAR
- Next earnings report
- Argan Inc's next report is expected around December 3, 2026. That is an estimate from its filing rhythm, not a date the company has announced.
- Dividend
- Argan Inc declared dividends of $1.75 per share in fiscal 2026, a yield of 0.57% at the current price.
What Argan Inc does
Argan Inc is registered with the SEC under industry code SIC 1700 (Construction - Special Trade Contractors). Its shares trade on NYSE under the ticker AGX.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2026 | $944.6M | $137.8M | $9.74 | $410.8M |
| 2025 | $874.2M | $85.5M | $6.15 | $161M |
| 2024 | $573.3M | $32.4M | $2.39 | $114.1M |
| 2023 | $455M | $33.1M | $2.33 | -$33.4M |
| 2022 | $509.4M | $38.2M | $2.40 | $27M |
| 2021 | $392.2M | $23.9M | $1.51 | $174.3M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where AGX ranks in Consumer discretionary
Dividends
Argan Inc declared $1.75 per share in fiscal 2026. At the current price that is a yield of 0.57%. It paid out $24.3M in cash dividends, 18% of its net income.
| Fiscal year | Per share | Paid out | Of profit |
|---|---|---|---|
| 2026 | $1.75 | $24.3M | 18% |
| 2025 | $1.35 | $18.3M | 21% |
| 2024 | $1.10 | $14.7M | 45% |
| 2023 | $1.00 | $14M | 42% |
| 2022 | $1.00 | $15.7M | 41% |
| 2021 | $3.00 | $47M | 197% |
Latest SEC filings
What Argan Inc has filed recently, newest first. Each links to the original document on SEC EDGAR.
- October 30, 2026Passive stake (5% or more) SCHEDULE 13G
- September 9, 2026Other event 8-K
- September 2, 2026Quarterly report 10-Q · period to July 31, 2026Revenue rose 62% to $384M versus the same quarter last year; diluted EPS $3.76 versus $2.50.
- September 2, 2026
- August 4, 2026Other event 8-K
- July 31, 2026Passive stake (5% or more) SCHEDULE 13G
- June 10, 2026
- June 4, 2026Quarterly report 10-Q · period to April 30, 2026Revenue rose 50% to $291M versus the same quarter last year; diluted EPS $3.24 versus $1.60.
- June 4, 2026
- April 27, 2026Passive stake (5% or more) SCHEDULE 13G
What is AGX worth? A DCF from its reported cash flow
Insider trades
What the people running Argan Inc did with its shares, from the Form 4 filings they must send the SEC within two business days.
No insider bought or sold shares on the open market in the last 90 days. The 1 reported changes were pay in shares, option exercises, shares withheld for tax or gifts.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| September 22, 2026 | Getsinger Peter WDirector | Exercised options | 895 | $35.9K |
| July 31, 2026 | Jeffrey John Ronald Jr.Director | Sold | 5,716 | $3.3M |
| June 30, 2026 | Jeffrey John Ronald Jr.Director | Exercised options | 4,772 | $170.5K |
| June 30, 2026 | Jeffrey John Ronald Jr.Director | Exercised options | 944 | $41.3K |
| June 22, 2026 | Griffin William F JrDirector | Soldindirect | 20,000 | $15.2M |
| June 18, 2026 | Griffin William F JrDirector | Soldindirect | 30,000 | $21.8M |
| June 17, 2026 | Baugher Joshua ScottChief Financial Officer | Exercised options | 455 | $27.9K |
| June 17, 2026 | Baugher Joshua ScottChief Financial Officer | Sold | 455 | $333.4K |
Who owns AGX
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| First Trust Portfolios L.P.13G, passive with 2 related filers | 5.89% | April 27, 2026 |
| Vanguard Portfolio Management13G, passive | 5.65% | July 31, 2026 |
| Vanguard Capital Management13G, passive | 5.09% | October 30, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 563 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| BlackRock, Inc. | 2,209,112 | +85,813 |
| Vanguard Portfolio Management LLC | 778,042 | +260,418 |
| First Trust Advisors LP | 754,403 | -36,950 |
| Renaissance Technologies LLC | 648,379 | +37,480 |
| Vanguard Capital Management LLC | 594,781 | +7,315 |
| State Street Corp | 544,200 | +26,544 |
| Geode Capital Management, LLC | 506,133 | +46,830 |
| American Century Companies Inc | 447,983 | +26,335 |
| Lone Pine Capital LLC | 368,673 | -24,461 |
| Dimensional Fund Advisors LP | 356,845 | -41,117 |
| Invesco Ltd. | 273,125 | +11,204 |
| Morgan Stanley | 214,895 | +54,925 |
| Jacobs Levy Equity Management, Inc | 186,216 | -52,522 |
| Epoch Investment Partners, Inc. | 180,661 | -21,817 |
| Goldman Sachs Group Inc | 173,812 | -1,316 |
| TD Asset Management Inc | 173,601 | -34,101 |
| Bank of New York Mellon Corp | 165,147 | -135,232 |
| UBS Group AG | 156,861 | -167,175 |
| Northern Trust Corp | 151,510 | +11,685 |
| SurgoCap Partners LP | 149,983 | new |
Insiders
11 insiders reported holding 199,771 shares in total, about $60.8M at the last price.
| Holder | Shares |
|---|---|
| Griffin William F JrDirector | 40,97640,976 held indirectly |
| Watson David HibbertPRESIDENT AND CEO, Director | 40,005 |
| Leimkuhler William F.Director | 37,528500 held indirectly |
| Collins Charles Edwin IVCHIEF EXECUTIVE OFFICER, GEMMA | 30,320 |
| Flanders CynthiaDirector | 23,144 |
| Quinn James WDirector | 15,580 |
| Getsinger Peter WDirector | 5,775 |
| Jeffrey John Ronald Jr.Director | 2,533 |
| Sweeney KarenDirector | 1,548 |
| Baugher Joshua ScottChief Financial Officer | 1,479 |
Questions about AGX
What does Argan Inc do?
Argan Inc is a company in the Consumer discretionary sector, listed on NYSE as AGX. Its shares trade on NYSE under the ticker AGX.
What is Argan Inc's net worth?
Argan Inc has a market value (market cap) of $4.3B at the latest share price, and shareholders' equity of $506.8M on its balance sheet at July 31, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Argan Inc profitable?
Yes. Over the twelve months to July 31, 2026 it reported net income of $179.3M on revenue of $1.2B, a net margin of 15.1%.
How much revenue does Argan Inc make?
Over the twelve months to July 31, 2026 Argan Inc reported revenue of $1.2B. That is 29.0% more than a year earlier.
When did Argan Inc last report?
Its most recent periodic report is the quarterly report (10-Q) filed on September 2, 2026. It covers the period to July 31, 2026. Its newest filing of any kind is the passive stake (5% or more) from October 30, 2026.
When is Argan Inc's next earnings report?
Argan Inc's next report is expected around December 3, 2026. That is an estimate from its filing rhythm, not a date the company has announced.
Does Argan Inc pay a dividend?
Yes. Argan Inc declared dividends of $1.75 per share in fiscal 2026, a yield of 0.57% at the current price.
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Where the numbers come from
Financial figures are the values Argan Inc tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.