Agx.Hno
AGX.HNO is a food processing company that generates revenue primarily through the production and sale of processed food products.
Business. Argan Inc (NYSE: AGX) is a diversified construction and engineering firm operating within the Industrials sector. The company provides construction and engineering services, generating revenue primarily through service-based models. Argan Inc is headquartered in the United States and is listed on the New York Stock Exchange under the ticker symbol AGX. Specific operating segments and geographic breakdowns are not disclosed in the available data.
Analyst recommendations
6 analysts · consensus BuyAt a glance
What drives this business
The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.
News & coverage
0Sector rotation
Developing storylines
Analysis
AI analysisOpportunity
Upcoming catalysts
Scheduled public events. Informational only — not investment advice.
- Company
- EarningsQ2 2026 earnings (expected)2026-08-28 · estimated
- Macro
- Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
- Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
- Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
- Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
- Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
- Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
- Macro & political
- ElectionSE Swedish Election2026-09-14 · SE
- ElectionUS U.S. Midterms2026-11-03 · US
- ElectionFR French Legislative2027-06-01 · FR
Pre-earnings brief
Argan Inc (AGX) has entered the analysis scope for the first time, establishing a baseline for future monitoring with no prior data available for comparative delta computation. This initial snapshot reveals a company structure characterized by 32 top holders, though it currently lacks coverage from analysts, index memberships, or reported executive officers in the available dataset. The most notable activity involves a significant modification in the holdings of investor ID 587, flagged as a major severity event. Data detected on June 24, 2026, indicates this investor increased their position from 1 share to 920 shares as of March 31, 2026. This adjustment raised the value of their holding from $0.000555 million to $0.501078 million, shifting their portfolio weight from negligible levels to approximately 0.000289%. A subsequent data correction or reversal was detected the following day, on June 25, 2026, showing the same investor’s position reverting from 920 shares back to 1 share for the same March 31, 2026, reporting period. This rapid oscillation in reported holdings suggests a potential data reconciliation event or filing correction rather than a sustained change in investment strategy, as the net position returned to its original minimal state. Given the absence of analyst coverage and index membership, Argan Inc remains a niche entity with limited public market scrutiny. The volatility in the reported holdings for investor ID 587 highlights the importance of verifying data integrity in early-stage tracking, while the static nature of the company’s broader profile underscores the need for continued monitoring to identify any future material developments.
Signals & dispatch
Composite-score breakdown
Synthesis
Argan Inc (NYSE: AGX) is a diversified construction and engineering firm operating within the Industrials sector. The company provides construction and engineering services, generating revenue primarily through service-based models. Argan Inc is headquartered in the United States and is listed on the New York Stock Exchange under the ticker symbol AGX. Specific operating segments and geographic breakdowns are not disclosed in the available data.
AGX.HNO maintains a strong capital structure with a debt-to-equity ratio of 0.0, indicating no long-term debt obligations. The company's liquidity position is robust, as evidenced by a current ratio of 9.94, which is significantly higher than the industry median and suggests ample short-term assets to cover liabilities. Free cash flow of 447.85 billion VND and operating cash flow of 408.71 billion VND further support its liquidity profile.
Profitability metrics for AGX.HNO are strong, with a return on equity (ROE) of 33.59% and a return on assets (ROA) of 30.74%. These figures exceed the typical benchmarks for the food processing industry, indicating efficient use of equity and assets to generate profit. The company's operating income of 626.20 billion VND and net income of 523.07 billion VND reflect a healthy margin structure.
AGX.HNO's revenue is concentrated within a single business segment, as disclosed in its financial reporting, with no geographic diversification provided in the available data. This lack of segmental and geographic detail limits the ability to assess exposure to regional or product-specific risks.
The company's growth trajectory is supported by strong operating performance, with a net income of 523.07 billion VND and a gross profit of 656.64 billion VND. While no forward-looking guidance is provided, the current financial performance suggests a stable and profitable operating model.
Risk factors for AGX.HNO are minimal, with no immediate liquidity or dilution flags detected in the latest filings. The company has not issued any new shares in the recent period, and there are no indications of near-term dilution pressure. The absence of long-term debt and the strong liquidity position further reduce financial risk.
Recent events for AGX.HNO include the publication of its latest financial results, which show a strong balance sheet and operating performance. No material regulatory or legal events have been disclosed in the available data.
Argan Inc (AGX) has entered the analysis scope for the first time, establishing a baseline for future monitoring with no prior data available for comparative delta computation. This initial snapshot reveals a company structure characterized by 32 top holders, though it currently lacks coverage from analysts, index memberships, or reported executive officers in the available dataset. The most notable activity involves a significant modification in the holdings of investor ID 587, flagged as a major severity event. Data detected on June 24, 2026, indicates this investor increased their position from 1 share to 920 shares as of March 31, 2026. This adjustment raised the value of their holding from $0.000555 million to $0.501078 million, shifting their portfolio weight from negligible levels to approximately 0.000289%. A subsequent data correction or reversal was detected the following day, on June 25, 2026, showing the same investor’s position reverting from 920 shares back to 1 share for the same March 31, 2026, reporting period. This rapid oscillation in reported holdings suggests a potential data reconciliation event or filing correction rather than a sustained change in investment strategy, as the net position returned to its original minimal state. Given the absence of analyst coverage and index membership, Argan Inc remains a niche entity with limited public market scrutiny. The volatility in the reported holdings for investor ID 587 highlights the importance of verifying data integrity in early-stage tracking, while the static nature of the company’s broader profile underscores the need for continued monitoring to identify any future material developments.
- AGX.HNO has a strong capital structure with no long-term debt and a high current ratio.
- The company's profitability metrics, including ROE and ROA, are well above industry norms.
- Revenue is concentrated in a single business segment, with no geographic diversification disclosed.
- No immediate liquidity or dilution risks are present based on the latest financial data.
- The company's strong operating cash flow and free cash flow support its liquidity and financial flexibility.
Bull / Bear case
Generated · model-assistedArgan generated $161 million in free cash flow for FY2025, demonstrating strong liquidity generation capabilities.
The company achieved a 29.1% return on equity, significantly outperforming the 9.89% median of its construction cohort.
Revenue grew at a 23.5% compound annual rate from FY2024 to FY2026, indicating robust top-line expansion.
Cash conversion of 3.01 is best-in-class, exceeding the 1.11 median for the diversified construction sector.
The company faces medium dilution risk, which could negatively impact existing shareholder value and earnings per share.
In focus — financials by report
Valuation
Revenue by segment
Business relationships
Supply chain
Peer comparison
Market position
Stress test
Predictor forecast
- FY2027 — next full year (forecast) · projected off FY2026 close, as of 2026-01-31 · conf —856,9MFORECAST
- FY2027 — next full year (forecast) · projected off FY2026 close, as of 2026-01-31 · conf —189,8MFORECAST
- FY2027 — next full year (forecast) · projected off FY2026 close, as of 2026-01-31 · conf —23,3MFORECAST
- FY2026 — reported · conf —785,0MREPORTED
- FY2025 — reported · conf —471,5MREPORTED
- FY2026 — reported · conf —189,9MREPORTED
- FY2025 — reported · conf —161,8MREPORTED
- FY2025 — reported · conf —16,1MREPORTED
- FY2026 — reported · conf —15,3MREPORTED
Options
Short squeeze
Earnings-call key lines
Estimate revisions
consensus EPS · 26-week trendSell-side observations
Themes
ESG
Risk factors
- No immediate filing-based liquidity or dilution flags were detected.
Benchmarks vs cohort
Corporate actions / M&A
FX exposure
Comparable transactions
Derivatives & instruments
Derivative transactions
- Director · Option to Purchase Common Stock → Common StockDisposed 1 000 @ $43,70exercise · 2026-06-30
- Director · Option to Purchase Common Stock → Common StockDisposed 5 000 @ $35,72exercise · 2026-06-30
- Chief Financial Officer · Option to Purchase Common Stock → Common StockDisposed 1 000 @ $61,22exercise · 2026-06-17
- Director, PRESIDENT AND CEO · Option to Purchase Common Stock → Common StockDisposed 667 @ $148,72exercise · 2026-06-16
- Director, PRESIDENT AND CEO · Option to Purchase Common Stock → Common StockDisposed 1 000 @ $61,22exercise · 2026-06-16
- Director, PRESIDENT AND CEO · Option to Purchase Common Stock → Common StockDisposed 1 666 @ $39,47exercise · 2026-06-16
- Director · Option to Purchase Common Stock → Common StockDisposed 5 000 @ $35,72exercise · 2026-06-15
- Director · Time-Based Restricted Stock Units → Common StockAcquired 189grant · 2026-06-10
- Director · Time-Based Restricted Stock Units → Common StockDisposed 530exercise · 2026-06-10
- Director · Time-Based Restricted Stock Units → Common StockAcquired 189grant · 2026-06-10
- Director · Time-Based Restricted Stock Unit → Common StockDisposed 530exercise · 2026-06-10
- Director · Time-Based Restricted Stock Unit → Common StockAcquired 189grant · 2026-06-10
- Director · Time-Based Restricted Stock Units → Common StockDisposed 530exercise · 2026-06-10
- Director · Time-Based Restricted Stock Units → Common StockDisposed 530exercise · 2026-06-10
- Director · Time-Based Restricted Stock Units → Common StockAcquired 189grant · 2026-06-10
- Director · Time-Based Restricted Stock Units → Common StockDisposed 530exercise · 2026-06-10
- Director · Time-Based Restricted Stock Units → Common StockAcquired 189grant · 2026-06-10
- Director · Time-Based Restricted Stock Units → Common StockDisposed 530exercise · 2026-06-10
- Director · Time-Based Restricted Stock Units → Common StockAcquired 189grant · 2026-06-10
- Director · Time-Based Restricted Stock Units → Common StockDisposed 530exercise · 2026-06-10
- Director · Time-Based Restricted Stock Units → Common StockAcquired 189grant · 2026-06-10
- CHIEF EXECUTIVE OFFICER, GEMMA · Option to Purchase Common Stock → Common StockDisposed 500 @ $61,22exercise · 2026-04-21
- CHIEF EXECUTIVE OFFICER, GEMMA · Option to Purchase Common Stock → Common StockDisposed 5 000 @ $36,78exercise · 2026-04-21
- CHIEF EXECUTIVE OFFICER, GEMMA · Option to Purchase Common Stock → Common StockDisposed 5 235 @ $33,81exercise · 2026-04-21
- CHIEF EXECUTIVE OFFICER, GEMMA · Option to Purchase Common Stock → Common StockDisposed 333 @ $148,72exercise · 2026-04-21
Actions
Ask Handelsavisen
- Market data
- Market data cache
- Issuer disclosures
- Public news
- Earnings transcripts
- Consensus estimates
- ESG data
- Dilution Ratio(shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
- Capex To Revenuecapital_expenditure / revenue
- Return On Equitynet_income / total_equity
- Debt To Equity(short_term_debt + long_term_debt) / total_equity
- Cash Conversion Ratiooperating_cash_flow / net_income
- Return On Assetsnet_income / total_assets
- AGX.HNO Market data — financials · 2026-05-27
Ownership & reference
Top holders
- Investment Managers · as of 2026-03-310,31 %$431M
- Investment Managers · as of 2026-03-310,12 %$230M
- Investment Managers · as of 2026-03-310,05 %$217M
- Investment Managers · as of 2026-03-310,04 %$71M
- Investment Managers · as of 2026-03-310,03 %$46M
- Investment Managers · as of 2026-03-310,03 %$176M
- Institutional Investor · as of 2026-03-310,03 %$164M
- Investment Managers · as of 2026-03-310,03 %$52M
- Investment Managers · as of 2026-03-310,03 %$58M
- Funds · as of 2026-03-310,02 %$143M
- Investment Managers · as of 2026-03-310,02 %$250M
- Investment Managers · as of 2026-03-310,01 %$95M
- Investment Managers · as of 2026-03-310,01 %$76M
- Investment Managers · as of 2026-03-310,01 %$17M
- Investment Managers · as of 2026-03-310,01 %$76M
- Investment Managers · as of 2026-03-310,01 %$282M
- Brokerage Firms · as of 2026-03-310,01 %$47M
- Institutional Investor · as of 2026-03-310,01 %$15M
- Brokerage Firms · as of 2026-03-310,01 %$24M
- Investment Managers · as of 2026-03-310,01 %$0M
- Investment Managers · as of 2026-03-310,01 %$22M
- Institutional Investor · as of 2026-03-310,01 %$23M
- Investment Managers · as of 2026-03-310,01 %$87M
- Investment Managers · as of 2025-12-310,00 %$259M
- Investment Managers · as of 2024-12-310,00 %$11M
- Investment Managers · as of 2026-03-310,00 %$9M
- Investment Managers · as of 2024-06-300,00 %$91M
- Investment Managers · as of 2026-03-310,00 %$5M
- Institutional Investor · as of 2026-03-310,00 %$6M
- Investment Managers · as of 2026-03-310,00 %$1M
- Institutional Investor · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$0M
Insider activity
- Director · Common StockOther 4 772 @ $35,72$170K · 2026-06-30
- Director · Common StockOther 944 @ $43,70$41K · 2026-06-30
- Director, GEMMA, NON-EXECUTIVE CHAIRMAN · Common StockSold 20 000 @ $760,43$15,2M · 2026-06-22
- Director, GEMMA, NON-EXECUTIVE CHAIRMAN · Common StockSold 30 000 @ $725,85$21,8M · 2026-06-18
- Director · Common StockSold 2 000 @ $699,00$1,4M · 2026-06-17
- Chief Financial Officer · Common StockOther 455 @ $61,22$28K · 2026-06-17
- Chief Financial Officer · Common StockSold 455 @ $732,83$333K · 2026-06-17
- Chief Financial Officer · Common StockSold 305 @ $734,00$224K · 2026-06-17
- Director · Common StockSold 300 @ $705,00$212K · 2026-06-17
- Director, PRESIDENT AND CEO · Common StockSold 1 880 @ $707,35$1,3M · 2026-06-16
- Director, PRESIDENT AND CEO · Common StockOther 430 @ $148,72$64K · 2026-06-16
- Director, PRESIDENT AND CEO · Common StockOther 588 @ $61,22$36K · 2026-06-16
- Director, PRESIDENT AND CEO · Common StockOther 862 @ $39,47$34K · 2026-06-16
- Director · Common StockSold 4 728 @ $708,65$3,4M · 2026-06-16
- Director · Common StockSold 2 596 @ $666,31$1,7M · 2026-06-15
- Director, PRESIDENT AND CEO · Common StockSold 9 993 @ $651,22$6,5M · 2026-06-15
- Director · Common StockOther 4 728 @ $35,72$169K · 2026-06-15
- Director, GEMMA, NON-EXECUTIVE CHAIRMAN · Common StockSold 50 000 @ $643,46$32,2M · 2026-06-12
- Director · Common StockOther 1 000 · 2026-06-10
- Director · Common StockOther 533 · 2026-06-10
- Director · Common StockOther 533 · 2026-06-10
- Director · Common StockOther 533 · 2026-06-10
- Director · Common StockOther 533 · 2026-06-10
- Director · Common StockOther 533 · 2026-06-10
- Director · Common StockOther 533 · 2026-06-10
Short positioning
Held by funds 1
- BlackRock (iShares) · ETF0,60 %80,0B $ · #36
Geographic breakdown
Intel & risk
Evidence & claims
From filings & derived data- Return on equity (FY 2026-01-31): 29.8%Derived (calculated)
- Debt-to-equity (FY 2026-01-31): 1.57xDerived (calculated)
- Return on assets (FY 2026-01-31): 11.6%Derived (calculated)
- Net margin (FY 2026-01-31): 14.6%Derived (calculated)
- Capex (YoY) (2026-01-31 vs 2025-01-31): -41.1%Derived (calculated)
- Current ratio (FY 2026-01-31): 1.59xDerived (calculated)
- Gross margin (FY 2026-01-31): 20.5%Derived (calculated)
- Operating income (YoY) (2026-01-31 vs 2025-01-31): 52.7%Derived (calculated)
- Total liabilities (YoY) (2026-01-31 vs 2025-01-31): 49.5%Derived (calculated)
- Cash & equivalents (YoY) (2026-01-31 vs 2025-01-31): 133.7%Derived (calculated)
- Cost of revenue (YoY) (2026-01-31 vs 2025-01-31): 2.4%Derived (calculated)
- EPS (basic) (YoY) (2026-01-31 vs 2025-01-31): 57.5%Derived (calculated)
- EPS (diluted) (YoY) (2026-01-31 vs 2025-01-31): 58.4%Derived (calculated)
- Gross profit (YoY) (2026-01-31 vs 2025-01-31): 37.4%Derived (calculated)
- Net income (YoY) (2026-01-31 vs 2025-01-31): 61.2%Derived (calculated)
- Operating cash flow (YoY) (2026-01-31 vs 2025-01-31): 147.5%Derived (calculated)
- Revenue (YoY) (2026-01-31 vs 2025-01-31): 8.1%Derived (calculated)
- Shareholders' equity (YoY) (2026-01-31 vs 2025-01-31): 31.4%Derived (calculated)
- Total assets (YoY) (2026-01-31 vs 2025-01-31): 41.9%Derived (calculated)
- Total assets (annual): USD 1.19BSEC XBRL filing
- EPS (basic) (annual): USD-PER-SHARES 10SEC XBRL filing
- Cost of revenue (annual): USD 750.93MSEC XBRL filing
- Operating cash flow (annual): USD 414.72MSEC XBRL filing
- Gross profit (annual): USD 193.68MSEC XBRL filing