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AGX Earnings

Argan Inc
$
227.760
-11.29(-4.723%)1D
  • Overview
  • Forecast
  • Valuation
  • Earnings

Earning Analysis

Welcome to our in-depth analysis of Argan Inc(AGX) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of Argan Inc earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.

Earnings Forecast

Revenue
EPS
Currency: USD
Actual
Estimate

Surprise Analysis

Name
EPS
Revenue
Price Reaction
Fiscal QuarterEarning DateTimeEstimateActualSurprise%EstimateActualSurprise%1D5D
FY2026Q12025-06-04After Hours1.091.60+46.79193.75M193.66M-0.05+8.01-3.83
FY2025Q42025-03-27After Hours1.142.22+94.74197.50M232.47M+17.71+19.86+13.83
-2024-12-04After Hours-------0.11-0.55
FY2025Q22024-09-05After Hours0.971.31+35.05191.05M227.02M+18.82+26.04+24.11
FY2025Q12024-06-06--0.58-134.75M157.68M+17.02+0.38+11.16
FY2024Q42024-04-11--0.89-162.05M164.55M+1.55-0.36+21.24

AGX Earnings Analysis

Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, Argan Inc reported performance for FY2026Q1, announced on 2025-06-04. The company achieved an EPS of 1.60, compared to analyst estimates of 1.09 by 46.79% . Revenue for the quarter reached 193.66M compared to expectations of 193.75M by -0.05% .
The stock price reacted with a 8.01% one-day change and a -3.83% five-day change following the earnings release. These movements reflect market reaction in Argan Inc growth trajectory and strategic initiatives.

AGX Earnings Forecast

Looking ahead, Argan Inc(AGX) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2026/Q2 project quarter revenue of 243.97M and an EPS of 1.64.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2026 have been Revise Upward by 0.51%, while EPS estimates have been No Change by 0%. For the upcoming Q2 2026, revenue estimates have been adjusted Revise Upward by 6.12% . These revisions correlate with a 29.76% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in Argan Inc long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.

Estimate Revision

The chart shows the correlation between AGX's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2026
Revise Upward
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+0.51%
In Past 3 Month
EPS Estimates for FY2026
No Change
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0.00%
In Past 3 Month
Revenue Estimates for Q2 2026
Revise Upward
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+6.12%
In Past 3 Month
Stock Price
Go Up
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+29.76%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2026
Currency: USD
--
Revenue Estimate-Annual FY 2026:958.40M
--
EPS Estimate-Annual FY 2026:5.78
Stock Price227.76

AGX Revenue and EPS Performance: A Historical Perspective

Argan Inc revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2026Q1 (2025-06-04,After Hours):
EPS: 1.60 (Actual) vs.1.09 (Estimate) (46.79%)
Revenue: 193.66M (Actual) vs. 193.75M (Estimate) (-0.05%)
Price Reaction: 8.01%(1-Day), -3.83%(5-Day)
FY2025Q4 (2025-03-27,After Hours):
EPS: 2.22 (Actual) vs.1.14 (Estimate) (94.74%)
Revenue: 232.47M (Actual) vs. 197.50M (Estimate) (17.71%)
Price Reaction: 19.86%(1-Day), 13.83%(5-Day)
(2024-12-04,After Hours):
EPS: (Actual) vs. (Estimate) (%)
Revenue: 0.00 (Actual) vs. 0.00 (Estimate) (%)
Price Reaction: -0.11%(1-Day), -0.55%(5-Day)
Earnings Reaction
The chart below shows how AGX performed 10 days before and after its earnings report, based on data from the past quarters. Typically, AGX sees a -1.92% change in stock price 10 days leading up to the earnings, and a +12.39% change 10 days following the report. On the earnings day itself, the stock moves by -0.82%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in APR/2025, the stock changed 8.01% on the day following the earnings release and then changed by -5.32% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.

Transcript Summary

Argan Inc (AGX) Q1 2026 Earnings Call Summary
Positive
2025-06-04
The earnings call summary shows strong financial performance with significant revenue and net income growth, a robust backlog, and increased dividends and share repurchases. The Q&A section revealed optimism about future backlog and revenue growth, despite some uncertainties in management's responses. The overall sentiment is positive, driven by strong financial results, optimistic guidance, and enhanced shareholder returns, suggesting a likely positive stock price movement.
Argan Inc (AGX) Q4 2025 Earnings Call Summary
Positive
2025-03-27
The earnings call summary indicates strong financial performance with a 52% revenue increase, improved margins, and significant net income growth. The Q&A section supports this with positive insights on project execution and future backlog additions. Additionally, the company announced a 25% dividend increase and a robust share buyback program, which are favorable for shareholders. Despite some uncertainties in project execution risks, the overall sentiment is highly positive, likely leading to a strong positive stock price movement over the next two weeks.
Argan Inc (AGX) Q4 2025 Earnings Call Summary
Positive
2025-03-27
The company demonstrated strong financial performance with significant revenue, net income, and EBITDA growth, alongside improved margins. The increased backlog and strong project pipeline, particularly in renewables, are positive indicators. Management's commitment to shareholder returns through dividend hikes and share buybacks further supports a positive outlook. The Q&A session highlighted strong execution and potential for future growth, despite some uncertainties in project specifics. Overall, these factors suggest a positive stock price movement over the next two weeks.
Argan, Inc. (AGX) Q3 2024 Earnings Call Summary
Positive
2024-12-06
The earnings call highlights strong financial performance with significant revenue growth, improved margins, and increased net income. The company announced a 25% dividend increase and a strong project backlog, indicating future growth potential. Despite some concerns about project management risks and regulatory challenges, management's optimistic guidance and strategic focus on energy demand growth are positive indicators. The Q&A session reveals continued high activity levels and expansion plans, further supporting a positive outlook. Overall, the sentiment is positive, suggesting a likely stock price increase of 2% to 8% over the next two weeks.
Argan, Inc. (AGX) Q2 2025 Earnings Call Summary
Positive
2024-09-06
The earnings call summary shows strong financial performance with a 61% revenue increase, improved net income, and a robust cash position. The backlog exceeding $1 billion, with significant renewable projects, indicates growth potential. The Q&A section highlights challenges in turbine demand and interconnect agreements but also shows optimism for future gas projects. The 20% dividend increase and share repurchase program further enhance shareholder value. Despite some risks and unclear responses, the overall sentiment is positive, suggesting a likely stock price increase of 2% to 8% in the next two weeks.

FAQ

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What were the key highlights of AGX’s latest earnings report for FY2026Q1?

AGX reported its FY2026Q1 earnings on 2025-06-04, showcasing a revenue of 193.66M against an estimate of 193.75M, resulting in a -0.05% surprise. The EPS was 1.6, surpassing the expected 1.09 by 46.79% . The stock experienced a 8.01% price change on the earnings day and a -3.83% change over the next five days, reflecting market reactions to the results.
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How did AGX’s stock price react after the FY2026Q1 earnings release?

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What are the revenue and EPS estimates for AGX for 2026/Q2?

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How does AGX’s stock price correlate with earnings forecast revisions?

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What should investors expect from AGX’s next earnings report?

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What is the sentiment in Argan Inc (AGX) Q1 2026 Earnings Call Summary?