ARGAN INC — Form 8-K
Filed September 2, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 72/100
What the filing says
For Q2 FY2027 (ended July 31, 2026), Argan reported consolidated revenues of $383.976 billion, up 61.5% YoY from $237.743M, with net income of $53.3M (up 51% from $35.3M prior year) and diluted EPS of $3.76 vs. $2.50. Six-month revenue was $674.9M (up 56.5% YoY), net income $99.4M (+72% YoY), EPS $7.01 vs. $4.09. Gross margin expanded 70 bps to 19.3% (Q2) and 130 bps to 20.1% (6M). Power segment grew revenue 53% YoY to $301M at 22% gross margin. Cash position strengthened to $1.028B from $895M; project backlog $2.518B; company acquired ValCor Communications in Teledata segment; dividend raised to $0.50/share (from $0.375).
Why this rating
Record revenue/earnings growth of 50%+ with margin expansion, strong cash generation, and strategic acquisition signal momentum. Represents ~3.6% of market cap in incremental H1 earnings; material for mid-cap industrials.
Tradability signal
NO TRADE
No trade: positive news with only -7.8% moved so far — good news prices in within seconds and long-side continuation has shown no measured edge (this cell: -1.94% over 4 hrs, n=9).
Derived from this site's own measured outcomes + live price/liquidity at analysis time. An experiment, not investment advice.
Price action (we called it positive)
before filing · preread $448.00 ▲ 8.43% | at our read · unknown $413.16 | +10 min · unknown $410.40 ▼ 0.67% | +30 min · unknown $410.40 ▼ 0.67% | +1 hr pending | +4 hrs pending |
The stock had already moved -7.78% between hitting EDGAR and our read finishing — deltas above are measured from our read.
Quotes via Yahoo Finance at capture time; sessions other than regular hours are labeled. Not investment advice. How accurate are our calls? →
See more from September 2, 2026.
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