What is the 13F Pro Quality Score for AGX?

13F Pro ranks ARGAN INC (AGX) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View AGX's current score at https://13fpro.ai/company/AGX (free sign-up required for the full ranking).

Which hedge funds own the most AGX stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of AGX include BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, FIRST ADVISORS. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/AGX as soon as new 13F filings post.

Where does 13F Pro source AGX data?

All ARGAN INC fundamentals and ownership data come directly from SEC EDGAR. ARGAN INC files with the SEC under CIK 100591. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is AGX in?

ARGAN INC (AGX) is classified in the Industrials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/industrials.

What drives AGX's revenue?

Per ARGAN INC's latest 10-Q filed with the SEC on 2026-09-02, the biggest revenue drivers are: Power ($301.2M, +52.9% YoY); Industrial ($76.2M, +111.2% YoY); Teledata ($6.6M, +39.5% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/AGX.

What are AGX's largest expenses?

ARGAN INC's latest 10-Q reports these as the largest expense items: Cost of revenues ($309.8M, +60.1% YoY); Selling, general and administrative expenses ($17.4M, +22.5% YoY); Provision for income taxes ($13.6M, +3,663.4% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2027 (quarter ended July 31, 2026).

How often is AGX research updated on 13F Pro?

AGX's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

ARGAN INC(AGX)Stock Analysis

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13F Pro Quality Score

81.4/100

Rank #19 of 2,961 stocksTOP 1%

View Industrials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

88.2/100

Profitability

76.0/100

Balance Sheet

93.6/100

Earnings Quality

83.9/100

Free Cash Flow

93.5/100

Institutional Flow

93.3/100

Revenue Scale

53.3/100

Dilution Risk

62.3/100

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Why AGX Scores 81/100

exact factor attribution · 2026-09-11

AGX's composite is driven by revenue growth and free cash flow. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Revenue growth

+7.6 pts

88th pct

Free cash flow

+6.5 pts

94th pct

Capital efficiency

+4.4 pts

94th pct

Profitability

+3.9 pts

76th pct

Earnings quality

+3.4 pts

84th pct

Earnings growth

+2.3 pts

96th pct

Institutional flow

+2.2 pts

93th pct

Shareholder dilution

+0.6 pts

62th pct

Scale

+0.5 pts

53th pct

Latest change (2026-09-06): 80 → 68 · ↓ Free cash flow 88→46; ↓ earnings_quality 82→26

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

Unusual Activity in AGX

Events flagged as statistical outliers against AGX's own multi-year baseline — not fixed dollar thresholds.

Score shock2026-09-06
AGX quality score dropped 12 points (80→68) on a new filing
View source filing →

AGX Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for ARGAN INC (AGX), a Industrials sector company. 13F Pro's AI-powered ranking engine scores AGX at 81.4/100 on a 32-signal composite quality model, placing it at rank #19 of 2,961 stocks — the top 1% of the AI-ranked universe. AGX scores in the top quartile across balance sheet strength (93.6), free cash flow (93.5), institutional flow (93.3). Based on the latest XBRL financial filings (Q2 2026), ARGAN INC reports quarterly revenue of $384.0M, net income of $53.3M, an operating margin of 14.8%. Top institutional holders of AGX by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, FIRST ADVISORS, based on the most recent SEC filings. AGX trades on the NYSE exchange and files with the SEC under CIK 100591. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate AGX daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for ARGAN INC directly from SEC EDGAR. ARGAN INC's 13F Pro composite quality score has ranged between 40 and 81 since 2021, currently 81.4 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.

✦

Fun facts about ARGAN INC

Quirks, history, and lore behind AGX — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. industrial services company · small-cap · listed on the NYSE · headquartered in New Jersey.
2
The Numbers
Annual revenue in the range of $300–$500 million, with impressively fat margins for a contractor — this is not a company that wins on volume.
3
The History
Founded in the 1960s, it built its reputation as a specialist engineering and construction contractor focused on a single, highly technical sector of the power industry.
4
The Secret
It is one of the few publicly traded pure-plays on natural gas-fired power plant construction in the United States — a very short list of companies that do what it does.
5
The Lore
As America scrambles to add grid capacity for AI data centers and electrification, this niche contractor keeps its backlog stuffed with combined-cycle plant projects.
6
The Giveaway
Ticker AGX, named after a Mediterranean oil-rich country — yet it builds power plants in America's backyard, one combined-cycle gas turbine at a time.

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What's Driving AGX's Business? Latest 10-Q Breakdown

✓ 35/35 datapoints verified

AI-extracted from ARGAN INC's 10-Q filed 2026-09-02 — Q2 FY2027 (quarter ended July 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Argan's Q2 revenue surged 61.5% YoY to $384.0M, driven by power segment growth and industrial segment acceleration, with net income up 51.1% to $53.3M.

Biggest Revenue Drivers

Power$301.2M+52.9% YoY

Increased quarterly construction activities for 1.4 GW Thermal Project, 700 MW Combined-Cycle Project, 1.2 GW Power Station, and 860 MW Thermal Project.

Industrial$76.2M+111.2% YoY

Field services construction activities and vessel fabrication work increased substantially between periods.

Biggest Revenue Drivers

Total revenue: $384.0M+61.5% YoY

Power$301.2M+52.9% YoY

Increased quarterly construction activities for 1.4 GW Thermal Project, 700 MW Combined-Cycle Project, 1.2 GW Power Station, and 860 MW Thermal Project.

Industrial$76.2M+111.2% YoY

Field services construction activities and vessel fabrication work increased substantially between periods.

Teledata$6.6M+39.5% YoY

Segment provides project management, construction, installation, maintenance, repair, and emergency response services for power and data networks.

Largest Expense Items

Cost of revenues$309.8M+60.1% YoY

Increased primarily due to higher consolidated revenues; gross margin improved to 19.3% from 18.6% due to project mix and strong Power segment execution.

Selling, general and administrative expenses$17.4M+22.5% YoY

Represented 4.5% of consolidated revenues compared to 6.0% in prior year quarter.

Provision for income taxes$13.6M+3,663.4% YoY

Effective tax rate of 20.3% differed from 21% statutory rate due to favorable tax benefits from stock option exercises.

Margins: Gross profit margin improved to 19.3% from 18.6% YoY, driven by changing project mix and strong Power segment execution, partially offset by decreased performance in Industrial and Teledata segments. Operating income margin expanded significantly as SG&A expenses declined as a percentage of revenue to 4.5% from 6.0%.

Watch Items from the Filing

Four major Power customers represented 15%, 15%, 13%, and 13% of Q2 revenues; two Power customers represented 27% and 23% in prior year, indicating some customer concentration reduction but still elevated.
Industrial segment gross margin compressed to 7.3% in Q2 2026 from 12.5% in Q2 2025; filing notes decreased performance on certain Industrial and Teledata projects.
Company has $2.5B in remaining unsatisfied performance obligations as of July 31, 2026, with 48% expected to be recognized within next 12 months; subject to project delays, cancellations, and scope adjustments.
U.K. subsidiary in ongoing litigation related to overseas power project; customer made $9.8M letter-of-credit draw deemed improper by company; receivable included in accounts receivable with significant unresolved contract variations pending.
ValCor acquisition closed July 31, 2026 for $9.4M; contingent consideration may be owed over three years upon satisfaction of conditions; purchase price subject to post-closing adjustments.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$384.0M

Net Income

Q2 2026

$53.3M

Free Cash Flow

Q2 2026

$91.7M

Operating Margin

Q2 2026

14.8%

ROIC

Q2 2026

44.8%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+8.1% YoY

$944.6MFY 2026

FY23 $455.0MFY24 $573.3MFY25 $874.2MFY26 $944.6M

Net Income

+61.2% YoY

$137.8MFY 2026

FY23 $33.1MFY24 $32.4MFY25 $85.5MFY26 $137.8M

Operating Income

+52.7% YoY

$134.7MFY 2026

FY23 $41.7MFY24 $36.5MFY25 $88.2MFY26 $134.7M

EPS (Diluted)

+58.4% YoY

$9.74FY 2026

FY23 $2.33FY24 $2.39FY25 $6.15FY26 $9.74

Total Assets

+41.9% YoY

$1.19BFY 2026

FY23 $489.5MFY24 $598.2MFY25 $836.2MFY26 $1.19B

Op. Cash Flow

+147.5% YoY

$414.7MFY 2026

FY23 $-30.1MFY24 $116.9MFY25 $167.6MFY26 $414.7M

Free Cash Flow

+155.2% YoY

$410.8MFY 2026

FY23 $-33.4MFY24 $114.1MFY25 $161.0MFY26 $410.8M

Metric	FY 2026	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Revenue	$944.6M +8.1%	$874.2M +52.5%	$573.3M +26.0%	$455.0M -10.7%	$509.4M +29.9%	$392.2M
Net Income	$137.8M +61.2%	$85.5M +164.1%	$32.4M -2.2%	$33.1M -13.5%	$38.2M +60.3%	$23.9M
Operating Income	$134.7M +52.7%	$88.2M +141.9%	$36.5M -12.5%	$41.7M -6.4%	$44.5M +93.3%	$23.0M
EPS (Diluted)	$9.74 +58.4%	$6.15 +157.3%	$2.39 +2.6%	$2.33 -2.9%	$2.40 +58.9%	$1.51
Total Assets	$1.19B +41.9%	$836.2M +39.8%	$598.2M +22.2%	$489.5M -11.6%	$553.6M -8.1%	$602.6M
Operating Cash Flow	$414.7M +147.5%	$167.6M +43.4%	$116.9M +488.7%	$-30.1M -205.8%	$28.4M -83.9%	$176.0M
Free Cash Flow	$410.8M +155.2%	$161.0M +41.1%	$114.1M +441.3%	$-33.4M -223.9%	$27.0M -84.5%	$174.3M

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Available Research

13F Pro tracks comprehensive data for ARGAN INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of AGX

BlackRock, Inc.
$1.8B2,209,112 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$621.3M778,042 sh
FIRST TRUST ADVISORS LP
$602.4M754,403 sh
RENAISSANCE TECHNOLOGIES LLC
$517.8M648,379 sh
VANGUARD CAPITAL MANAGEMENT LLC
$475.0M594,781 sh
STATE STREET CORP
$434.6M544,200 sh
GEODE CAPITAL MANAGEMENT, LLC
$404.2M506,133 sh
AMERICAN CENTURY COMPANIES INC
$357.7M447,983 sh
PRICE T ROWE ASSOCIATES INC /MD/
$335.5M420,104 sh
LONE PINE CAPITAL LLC
$294.4M368,673 sh

Fund	Value	Shares
BlackRock, Inc.	$1.8B	2,209,112
VANGUARD PORTFOLIO MANAGEMENT LLC	$621.3M	778,042
FIRST TRUST ADVISORS LP	$602.4M	754,403
RENAISSANCE TECHNOLOGIES LLC	$517.8M	648,379
VANGUARD CAPITAL MANAGEMENT LLC	$475.0M	594,781
STATE STREET CORP	$434.6M	544,200
GEODE CAPITAL MANAGEMENT, LLC	$404.2M	506,133
AMERICAN CENTURY COMPANIES INC	$357.7M	447,983
PRICE T ROWE ASSOCIATES INC /MD/	$335.5M	420,104
LONE PINE CAPITAL LLC	$294.4M	368,673

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Is AGX a good stock to buy?

13F Pro's AI-powered analysis of ARGAN INC (AGX) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for AGX are available on the AGX stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. AGX is classified as a mid company.

Which hedge funds own AGX?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling AGX. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of ARGAN INC's investment landscape.