Argan, Inc. (AGX) Q4 2026 Earnings Call Transcript

SA Transcripts159.13K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Argan, Inc. (AGX) Q4 2026 Earnings Call March 26, 2026 5:00 PM EDT Company Participants David Watson - CEO, President & DirectorJoshua Baugher - Senior VP, CFO & Treasurer Conference Call Participants Jennifer Belodeau - Institutional Marketing Services, Inc.Robert Brown - Lake Street Capital Markets, LLC, Research DivisionChristopher Moore - CJS Securities, Inc.Ati Modak - Goldman Sachs Group, Inc., Research DivisionMichael Fairbanks - JPMorgan Chase & Co, Research Division Presentation Operator Good evening, ladies and gentlemen, and welcome to the Argan, Inc. earnings release conference call for the fourth quarter and fiscal year ended January 31, 2026. This call is being recorded. [Operator Instructions] There is a slide presentation that accompanies today's remarks, which can be accessed via the webcast. At this time, it's my pleasure to turn the floor over to your host for today, John Nesbett and Jennifer Belodeau of IMS Investor Relations. Please go ahead. Jennifer BelodeauInstitutional Marketing Services, Inc. Thank you. Good evening, and welcome to our conference call to discuss Argan's results for the fourth quarter and fiscal year ended January 31, 2026. On the call today, we have David Watson, Chief Executive Officer; and Josh Baugher, Chief Financial Officer. I'll take a moment to read the safe harbor statement. Statements made during this conference call and presented in the presentation that are not based on historical facts are forward-looking statements. Such statements include, but are not limited to, projections or statements of future goals and targets regarding the company's revenues and profits. These statements are subject to known and unknown factors and risks. The company's actual results, performance or achievements may differ materially from those expressed or implied by these forward-looking statements, and some of the factors and risks that could cause or contribute to such material differences have been described in this afternoon's press release and in Argan's