AGX Argan (AGX) Q4 FY26 earnings call
Argan delivered record top and bottom-line performance in Q4 FY26 and for the full fiscal year, driven by strong execution in its Power segment and significant new contract additions. The company's robust backlog, particularly in gas-fired power facilities, and a strong balance sheet position it to capitalize on urgent demand for new power generation capacity. Management remains confident in its ability to execute multiple large projects simultaneously and is actively pursuing further opportunities.
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AGX operating KPIs by quarter
| KPI | This call Jan 2026 Q4 FY26 | Apr 2026 Q1 FY27 | Jul 2026 Q2 FY27 | Change vs prior quarter |
|---|---|---|---|---|
| Backlog Power | $2.7BPretax book income was $55 million, and the Power segment closed the year with backlog of $2.7 billion.Source: earnings call transcript | $2.5BPretax book income was $52 million, and the Power segment had backlog of $2.5 billion at the close of the first quarter.Source: earnings call transcript | — | -7.4% |
| Backlog Industrial | $253MBacklog for the Industrial segment was $253 million at January 31, 2026.Source: earnings call transcript | $225MBacklog for the Industrial segment was $225 million at April 30, 2026.Source: earnings call transcript | $210MBacklog for the Industrial segment was $210 million at July 31, 2026, and construction on our second fabrication facility is progressing well.Source: earnings call transcript | -6.7% |
| Backlog Teledata | $8.4MThe segment closed fiscal 2026 with backlog of $8.4 million.Source: earnings call transcript | $8MThe segment exited the first quarter with backlog of $8 million.Source: earnings call transcript | — | -4.8% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.