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Investor Relations14 Oct 2025
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Argan (AGX) investor relations material
Argan Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary4 Sep, 2025
Executive summary
Achieved record Q2 results with revenue of $237.7M–$238M, up 5% year-over-year and 23% sequentially, driven by Power Industry Services and major project wins.
Net income nearly doubled to $35.3M ($2.50 EPS), with EBITDA of $36.2M–$36.3M (15.2% margin) and gross margin of 18.6%.
Project backlog reached a record $2.0B as of July 31, 2025, reflecting robust demand and new contracts in power, industrial, and renewable sectors.
Strong cash position of $572M, net liquidity of $344M–$344.5M, and no debt.
Increased quarterly dividend to $0.375 per share and expanded share repurchase authorization to $150M.
Financial highlights
Q2 revenue: $237.7M–$238M, up 5% year-over-year; gross profit: $44.3M (18.6% margin), up from $31.1M (13.7%).
Net income: $35.3M ($2.50 per diluted share), up from $18.2M ($1.31) last year.
EBITDA: $36.2M–$36.3M (15.2% margin), up from $24.8M (10.9%).
Six-month revenue: $431.4M, up 12.1% year-over-year; net income: $57.8M ($4.09 per share).
Cash, cash equivalents, and investments totaled $572M at quarter-end.
Outlook and guidance
Expect to exceed prior year’s gross profit margins and anticipate backlog to surpass $2B by fiscal year-end.
Positioned for growth amid rising electricity demand, electrification, and AI/data center expansion.
Management expects strong EPC demand, especially in natural gas and renewables, with 26% of backlog expected to convert in fiscal 2026.
Focus on disciplined project execution, capital allocation, and long-term shareholder value.
What drove Power Industry Services margin gains?
Quantify tax benefit from stock option exercises.
What portion of backlog is in early revenue stages?
Gross margin drivers: sustainable or one-time?
Industrial segment's long-term growth potential?
Capacity expansion strategy for future demand?
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Next Argan earnings date
Q3 20264 Dec, 2025
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Frequently asked questions
Argan Inc is a holding company primarily engaged in the engineering, procurement, and construction of natural gas-fired power plants. Its subsidiaries also provide industrial fabrication and electrical infrastructure services. Argan operates within the industrial and energy sectors, serving utility companies and industrial clients. The company is headquartered in Rockville, Maryland, and its shares are listed on the NYSE.
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