NYSE · Consumer Discretionary

ARGAN INC AGX

Argan, Inc., through its subsidiaries, provides engineering, procurement, construction, commissioning, maintenance, project development, and technical consulting services to the power generation market in the United States, Republic of Ireland, and the United Kingdom.

Engineering & Construction

Company profile

Business mix

  • It operates through three segments: Power, Industrial, and Teledata.
  • This segment serves independent power producers, public utilities, power plant equipment suppliers, and other commercial firms.
  • The company’s Industrial segment provides field services that support new plant construction and additions.
  • Its Teledata segment offers trenchless directional boring and excavation for underground communication and power networks; aerial cabling; high and low voltage electric lines; and private area outdoor lighting systems, as well as installs buried cable.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in engineering & construction?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 61.06 FCF 5% Buyback -0.91%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Lone Pine Capital Stephen Mandel 1.7% $214.1M 2026-03-31

Recent trading changes over the last 2 quarters

Net buyers 1 Last 2 13F filing periods
Net reducers 0 Last 2 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $214.1M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares New +393,134 / 0
Lone Pine Capital Stephen Mandel 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$214.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 2 periods +393,134 (New) Total shares 393,134 Value $214.1M
Duquesne Family Office Stanley Druckenmiller 2 filing periods
13F 2025-12-31 Filed 2026-02-17
New Shares - 13F value change +$9,400
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$9,400
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 2 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.