AI brief of an SEC Form 8-K · Argan (AGX)

Argan fourth-quarter revenue rises 12.7% to $262.1 million; diluted EPS $3.47

Positive Impact 3 of 5 earnings Written later

Argan reported fourth-quarter fiscal 2026 results for the quarter ended January 31, 2026, with revenue up 12.7% to $262.1 million and net income of $49.2 million, or $3.47 per diluted share, versus $2.22 a year earlier. For the full fiscal year, revenue rose 8.1% to $944.6 million and diluted EPS reached $9.74, compared with $6.15, while project backlog grew to approximately $2.9 billion.

Key points

  • Q4 revenue $262.1 million, up $29.6 million or 12.7% from $232.5 million; gross margin 25.0% vs 20.5%
  • Q4 net income $49.2 million, or $3.47 per diluted share, vs $31.4 million, or $2.22, a year earlier
  • Fiscal 2026 net income $137.8 million, or $9.74 per diluted share, vs $85.5 million, or $6.15, in fiscal 2025
  • Project backlog approximately $2.9 billion at January 31, 2026, vs approximately $1.4 billion a year earlier; the company reported no debt

The filing

CompanyArgan (AGX)
Form8-K, current report
Filed with the SECMar 26, 2026, 4:10 PM ET
Accession number0001104659-26-035201

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:01 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on March 26, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.