Argan, Inc.
AGX
Jodie read · what matters now
Revenue increased 50.2% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to AGX, and whether its market group begins moving.
Latest filing assessment · baseline
Fundamentals strengthened in the latest filing
10-Q filed 2026-06-04 against the comparable filing from 2025-06-04.
What improved
- Revenue increased 50.2% versus the comparable filing period.
- Operating margin improved 3.0 percentage points.
- Net income increased 104.3% versus the comparable filing period.
What weakened
No thresholded deterioration was identified.
Filing receipts
“During the three months ended April 30, 2026, our net liquidity increased by $0.4 million to $421.4 million from $421.0 million as of January 31, 2026, due primarily to our net income, partially offset by the payment of cash dividends, common stock repurchases, and settlements of share-based awards, net of withholding taxes paid.”
“The gross profit percentage increased between periods primarily due to the changing mix of projects and contract types, as well as strong execution on the final Midwest Solar and Battery Project, which enabled us to reach substantial completion ahead of schedule.”
“The Company’s ETR for the three months ended April 30, 2025 differed from the U.S. federal statutory rate primarily due to the unfavorable effects of state income taxes.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind AGX
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 2 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
AGX is currently a Follower in the organic co-movement group Electrical Infrastructure Services. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.
Theme membership history
No durable theme membership has been observed for this name yet.