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/research/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,, FIRST ADVISORS, RENAISSANCE TECHNOLOGIES. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/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 2026-06-04, the biggest revenue drivers are: Power ($226.7M, +41.4% YoY); Industrial ($58.3M, +99.8% YoY); Teledata ($6.0M, +45.2% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/research/AGX.

What are AGX's largest expenses?

ARGAN INC's latest 10-Q reports these as the largest expense items: Cost of revenues ($229.8M, +46.6% YoY); Selling, general and administrative expenses ($15.7M, +25.5% YoY); Provision for income taxes ($7.7M, +6.5% YoY). Sourced directly from SEC EDGAR filing text for Q1 FY2027 (quarter ended April 30, 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

79.2/100

Rank #61 of 2,879 stocksTOP 5%

View Industrials peers →

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

Revenue Growth

87.8/100

Profitability

82.2/100

Balance Sheet

88.8/100

Earnings Quality

93.4/100

Free Cash Flow

88.7/100

Institutional Flow

69.7/100

Revenue Scale

49.0/100

Dilution Risk

62.1/100

AGX Stock Analysis & AI Quality Score

AI stock analysis and institutional research for ARGAN INC (AGX), a Industrials sector company. 13F Pro's AI-powered ranking engine scores AGX at 79.2/100 on a 32-signal composite quality model, placing it at rank #61 of 2,879 stocks — the top 5% of the AI-ranked universe. AGX scores in the top quartile across earnings quality (93.4), balance sheet strength (88.8), free cash flow (88.7). Based on the latest XBRL financial filings (Q1 2027), ARGAN INC reports quarterly revenue of $291.0M, net income of $46.1M, an operating margin of 15.6%. Top institutional holders of AGX by reported 13-F value include BlackRock,, FIRST ADVISORS, RENAISSANCE TECHNOLOGIES, 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 8 and 82 since 2021, currently 79.2 — an improving long-term trajectory across 56 quarterly and live scoring snapshots.

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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

✓ 30/30 datapoints verified

AI-extracted from ARGAN INC's 10-Q filed 2026-06-04 — Q1 FY2027 (quarter ended April 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Net income doubled to $46.1M (+104% YoY) on consolidated revenues of $291.0M (+50% YoY), driven by Power segment growth and expanding Industrial operations.

Biggest Revenue Drivers

Total revenue: $291.0M+50.2% YoY

Power$226.7M+41.4% YoY

Increased construction activities on 1.4 GW Thermal, 700 MW Combined-Cycle, Sandow Lakes, and 860 MW projects, partially offset by Trumbull Energy Center wind-down.

Industrial$58.3M+99.8% YoY

Field services construction and vessel fabrication work increased significantly between periods.

Teledata$6.0M+45.2% YoY

Modest growth in power distribution and data network services.

Largest Expense Items

Cost of revenues$229.8M+46.6% YoY

Proportional increase with revenue growth across all segments.

Selling, general and administrative expenses$15.7M+25.5% YoY

Increased support costs for larger operations; represented 5.4% of revenues vs. 6.5% prior year.

Provision for income taxes$7.7M+6.5% YoY

Effective tax rate of 14.3% benefited from stock-based compensation windfall; prior year 24.3%.

Margins: Gross profit margin improved to 21.0% from 19.0% YoY, driven by changing project mix and strong execution on final Midwest Solar project. Operating margin expanded significantly with operating income up 86.5% to $45.4M.

Watch Items from the Filing

Project backlog of $2.8B as of April 30, 2026 (down from $2.9B at January 31, 2026); company estimates ~42% will be recognized in next 12 months, with remainder within 24 months.
Overseas U.K. project dispute: Company's subsidiary sued EP NI/UK for contract breach in March 2025; subsidiary provided termination notice; project owner drew full $9.9M letter of credit in May 2024, which company disputes as improper.
Top three Power customers represented 15%, 13%, and 12% of Q1 FY2027 consolidated revenues; Power segment accounts for 77.9% of total revenues, creating concentration risk.
Tariff exposure: Recent U.S. trade policy including tariffs on steel/aluminum could significantly impact power plant construction costs and project timelines; full effects remain uncertain.
Industrial segment awarded contract in November 2025 for ~2,000 pressure vessels for data center thermal storage; purchased land in Farmville, NC for new fabrication facility expected completion Q3 FY2027.

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

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

Revenue

Q1 2027

$291.0M

Net Income

Q1 2027

$46.1M

Free Cash Flow

Q1 2027

$111.0M

Operating Margin

Q1 2027

15.6%

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 $34.7MFY24 $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

Metric	FY 2026	FY 2025	FY 2024	FY 2023	FY 2021	FY 2019
Revenue	$944.6M +8.1%	$874.2M +52.5%	$573.3M +26.0%	$455.0M +16.0%	$392.2M -18.7%	$482.2M
Net Income	$137.8M +61.2%	$85.5M +164.1%	$32.4M -6.8%	$34.7M +45.5%	$23.9M -54.2%	$52.0M
Operating Income	$134.7M +52.7%	$88.2M +141.9%	$36.5M -12.5%	$41.7M +81.0%	$23.0M -42.8%	$40.2M
EPS (Diluted)	$9.74 +58.4%	$6.15 +157.3%	$2.39 +2.6%	$2.33 +54.3%	$1.51 -54.5%	$3.32
Total Assets	$1.19B +41.9%	$836.2M +39.8%	$598.2M +22.2%	$489.5M -18.8%	$602.6M +26.4%	$476.6M
Operating Cash Flow	$414.7M +147.5%	$167.6M +43.4%	$116.9M +488.7%	$-30.1M -117.1%	$176.0M +256.7%	$-112.3M

AI Insight: AGX Financial Trends

AGX posting record profitability and cash generation; revenue up 27% year-over-year to $291M in Q2 2026.

• Net income surged to $49M in Q1 2026, highest on record, then $46M in Q2 2026—averaging $42.5M last two quarters vs. $20.5M average in 2024.

• Operating cash flow totaled $172M in Q4 2025 and Q1 2026 combined, exceptional levels supporting $462M→$474M equity growth.

• Revenue climbed from $227M (Q3 2024) to $291M (Q2 2026), 28% growth over 18 months despite Q2 2025 dip to $194M.

⚠ Q2 2026 operating cash flow fell to $113M from $172M in prior quarter—normalize or signal working-capital headwind.

⚠ Equity grew $166M (54%) in just 8 quarters with no debt disclosure; confirm capital structure strategy and shareholder return expectations.

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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.
$1.2B2,123,299 sh
FIRST TRUST ADVISORS LP
$431.0M791,353 sh
RENAISSANCE TECHNOLOGIES LLC
$332.7M610,899 sh
STATE STREET CORP
$281.9M517,656 sh
MAVERICK CAPITAL LTD
$253.1M464,759 sh
GEODE CAPITAL MANAGEMENT, LLC
$250.2M459,303 sh
AMERICAN CENTURY COMPANIES INC
$229.7M421,648 sh
DIMENSIONAL FUND ADVISORS LP
$216.7M397,962 sh
LONE PINE CAPITAL LLC
$214.1M393,134 sh
UBS Group AG
$176.5M324,036 sh

Fund	Value	Shares
BlackRock, Inc.	$1.2B	2,123,299
FIRST TRUST ADVISORS LP	$431.0M	791,353
RENAISSANCE TECHNOLOGIES LLC	$332.7M	610,899
STATE STREET CORP	$281.9M	517,656
MAVERICK CAPITAL LTD	$253.1M	464,759
GEODE CAPITAL MANAGEMENT, LLC	$250.2M	459,303
AMERICAN CENTURY COMPANIES INC	$229.7M	421,648
DIMENSIONAL FUND ADVISORS LP	$216.7M	397,962
LONE PINE CAPITAL LLC	$214.1M	393,134
UBS Group AG	$176.5M	324,036

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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.

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.