{"schema_version":"secwatch.filing_event.v1","accession":"0001104659-26-035201","form_type":"8-K","ticker":"AGX","cik":"0000100591","company_name":"ARGAN INC","filed_at":"2026-03-26T23:59:59+00:00","discovered_at":"2026-05-14T18:02:34.387857+00:00","generated_at":"2026-05-15T08:46:22.325810+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Argan posts record Q4 and FY2026 results; EPS $3.47 (Q4), $9.74 (FY); backlog doubles to $2.9B","bullets":["Q4 revenue $262.1M (+12.7% YoY); net income $49.2M ($3.47 diluted EPS vs $2.22).","FY2026 revenue $944.6M (+8.1%); net income $137.8M ($9.74 diluted EPS vs $6.15).","Gross margin improved to 25.0% (Q4) and 20.5% (FY) from 20.5% and 16.1% respectively.","Project backlog more than doubled to $2.9B from $1.4B; cash and investments $895M, no debt.","Quarterly dividend raised to $0.50 per share (from $0.375); full year dividend $1.75."],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-035201","json":"https://secwatch.observer/filing/0001104659-26-035201.json","markdown":"https://secwatch.observer/filing/0001104659-26-035201.md","text":"https://secwatch.observer/filing/0001104659-26-035201.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/100591/000110465926035201/0001104659-26-035201-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/100591/000110465926035201/agx-20260326x8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T08:46:22.325810+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"78ed972e4820fb7e6f460882235837ff3ca5eeaa","claim":"ARGAN INC reported fourth quarter and fiscal year ended January 31, 2026 results: revenue $ 262,050, net income $ 49,212, EPS 3.47.","evidence_excerpt":"Financial Highlights ($ in thousands, except per share data) ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ January 31, ​ ​ ​ For the Quarter Ended: ​ ​ ​ 2026 ​ ​ ​ 2025 ​ ​ ​ Change Revenues ​ $ 262,050 ​ $ 232,474 ​ $ 29,576 ​ Gross profit ​ 65,599 ​ 47,613 ​ 17,986 ​ Gross margin % ​ 25.0 % 20.5 % 4.5 % Net income ​ $ 49,212 ​ $ 31,369 ​ $ 17,843 ​ Diluted earnings per share ​","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/100591/000110465926035201/0001104659-26-035201-index.htm","confidence":0.99,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fourth quarter and fiscal year ended January 31, 2026"},{"label":"Revenue","value":"$ 262,050"},{"label":"Net income","value":"$ 49,212"},{"label":"EPS","value":"3.47"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}