8-K current report · filed Sep 2, 2026

ARGAN INC (AGX) 8-K Current Report: September 2, 2026

Item 2.02Item EX-99.1AGX overview

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ARGAN INC (AGX) filed an 8-K current report with the SEC on September 2, 2026 reporting Item 2.02 (Results of Operations and Financial Condition), Item EX-99.1 (Exhibit EX-99.1). Fiscal Q2 2026 results covered the three months ended July 31, 2026.

ARGAN INC 8-K event analysis

AI summary of each reported item and its exhibits

Item 2.02 · Results of Operations and Financial Condition

  • Fiscal Q2 2026 results covered the three months ended July 31, 2026
  • Press release issued September 2, 2026
  • Detailed financial results and management commentary in Exhibit 99.1

Item EX-99.1 · Exhibit EX-99.1

  • Q2 FY2027 revenue $384.0M, up 61.5% year over year, with record net income $53.3M and diluted EPS $3.76
  • Adjusted EBITDA $70.0M, up from $38.5M, while margin expanded to 18.2% from 16.2%
  • Power segment revenue grew 53% to $301M at 22% gross margin, supporting continued earnings momentum
  • Cash, equivalents and investments reached $1.03B with no debt, strengthening capacity for acquisitions, projects and shareholder returns
  • Backlog declined to $2.52B from $2.93B at January 31, creating a pipeline replenishment watchpoint despite record execution

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