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Argan(AGX) - 2026 Q2 - Earnings Call Presentation
2025-09-04 21:00
P R E S E N T A T I O N Second Quarter Fiscal 2026 Results • Consolidated Q2 revenues increased 5% year over year and grew 23% sequentially compared to 1Q26; Q2 consolidated gross margin of 19% • Record Q2 earnings per diluted share of $2.50, up $1.19 year over year • Q2 EBITDA of $36M, or 15.2% as a percentage of revenue • Record project backlog of $2.0 billion at July 31, 2025 • Q2 backlog additions include: • 170 MW thermal power plant in Ireland • Industrial segment contract for a recycling and water tr ...
Argan(AGX) - 2026 Q1 - Earnings Call Presentation
2025-06-05 08:11
业绩总结 - 第一季度合并收入同比增长23%[4] - 第一季度每股摊薄收益为1.60美元,同比增加1.02美元[4] - 第一季度EBITDA为3000万美元,占收入的15.6%[4] - 第一季度EBITDA同比增长150%,从1200万美元增至3000万美元[26] 用户数据 - 第一季度的电力行业服务收入占总收入的83%,为1.6亿美元[9] 未来展望 - 截至2025年4月30日,项目积压创纪录达到19亿美元[4] - 第一季度新增项目积压包括1.2 GW的超高效天然气发电项目[4] 财务状况 - 第一季度现金及净流动性为5.46亿美元,且无债务[27] - 截至2025年4月30日,现金及现金等价物和投资总额为5.46亿美元[27] - 每股季度股息为0.375美元,较上年增加25%[31]