Steven Cress is VP of Quantitative Strategy and Market Data at Seeking Alpha. Steve is also the creator of the platform’s quantitative stock rating system and many of the analytical tools on Seeking Alpha. His contributions form the cornerstone of the Seeking Alpha Quant Rating system, designed to interpret data for investors and offer insights on investment directions, thereby saving valuable time for users. He is also the Founder and Co-Manager of Alpha Picks, a systematic stock recommendation tool design ...

项目积压和合同 - 公司截至2024年10月31日的合并项目积压金额为0.8亿美元，主要来自电力行业服务报告分部[113] - 公司项目积压中约60.0%与可再生能源项目相关[115] - 2024年4月，GPS执行了一项LNTP，将在伊利诺伊州建设一个405 MW的公用事业规模太阳能场[119] - 2022年10月，GPS将Trumbull能源中心的EPC服务合同价值添加到项目积压中，该中心是一个950 MW的天然气发电厂，目前正在俄亥俄州Lordstown建设[120] - 2023年8月，GPS执行了三个太阳能和电池项目的LNTP，这些项目将在伊利诺伊州建设，总容量为160 MW的电力和22 MW的储能[121] - 2024年6月，GPS与TRC和APC合作，获得了安装五台90 MW燃气轮机的FNTP，用于路易斯安那州的一个液化天然气设施[122] - APC与GE Vernova签订了EPC服务合同，在爱尔兰Offaly郡建设一个264 MW的开式循环热电厂[123] - APC与ESB签订了工程和建设服务合同，在爱尔兰都柏林及其周边地区建设三个65 MW的燃气轮机灵活发电厂[124] - TRC的项目积压在2024年10月31日为6640万美元，而2024年1月31日为1.275亿美元[130] 财务表现 - 2024年10月31日止的三个月，公司总收入为2.57亿美元，同比增长56.9%[164] - 2024年10月31日止的三个月，电力行业服务收入为2.12亿美元，同比增长74.9%[165] - 2024年10月31日止的三个月，工业建设服务收入为4133.7万美元，同比增长7.6%[163] - 2024年10月31日止的三个月，毛利润为4432.7万美元，同比增长130.4%[163] - 2024年10月31日止的三个月，营业利润为3033.2万美元，同比增长285.9%[163] - 2024年10月31日止的三个月，税前利润为3697.8万美元，同比增长219%[163] - 2024年10月31日止的三个月，净利润为2801万美元，同比增长412.6%[163] - 工业建设服务收入增长7.6%至4130万美元[168] - 电信基础设施服务收入下降11.1%至360万美元[169] - 总收入成本增加47.2%至2.127亿美元[170] - 总毛利润增加至4430万美元，毛利率从11.7%提升至17.2%[171][172] - 销售、一般和管理费用为1400万美元，占总收入的5.4%[174] - 其他净收入为660万美元，主要来自投资收益[175] - 所得税费用为900万美元，有效税率为24.3%[177] - 净利润为2800万美元，每股摊薄收益为2.00美元[179] - 九个月总收入增加57.0%至6.417亿美元[180] - 九个月净利润为5410万美元，每股摊薄收益为3.91美元[196] 能源市场趋势 - 美国电力需求自2007年以来波动，但自那时起已达到20年来的最高水平，反映出新兴技术和经济转变推动的消费激增[131] - 2021年至2023年，公用事业规模的太阳能和风能设施在美国电力净发电量中的占比分别为12%、13%和15%[137] - 2024年，预计新增的62.8吉瓦公用事业规模电力发电能力中，太阳能和风能设施将占71%[138] - 2024年7月，PJM地区2025/2026交付年度的容量拍卖价格为269.92美元/兆瓦-天，较前一次拍卖的28.92美元/兆瓦-天大幅上涨[152] 财务状况和流动性 - 截至2024年10月31日，公司现金及现金等价物中约3.309亿美元投资于短期投资，包括CDs、美国国债和企业债务证券[201] - 2024年10月31日，公司净流动性从2024年1月31日的2.449亿美元增加至2.81亿美元，增加了3610万美元，主要由于当期净收入，部分被现金股利支付所抵消[202] - 2024年5月24日，公司与银行执行了新的信贷协议，将基础贷款承诺金额从5000万美元减少至3500万美元，并增加了3000万美元的额外承诺金额[203][205] - 截至2024年10月31日，公司未偿还的债券覆盖其他风险，包括保修义务和已完成活动的合同付款保留，金额为2290万美元[210] - 公司在2024财年投资了约510万美元于太阳能税收抵免实体，并在2024年10月31日前支付了330万美元的最终现金[212] - 截至2024年10月31日，公司未偿还的担保义务总额约为3亿美元[210] - 公司认为，手头的现金、现金等价物、短期投资和其他债务证券的到期收益以及未来运营产生的现金，将足以满足公司在可预见的未来的常规业务需求[213] - 2024年10月31日，公司未偿还的担保义务总额约为3亿美元[210] - 截至2024年10月31日，公司未偿还的担保义务总额约为3亿美元[210] - 截至2024年10月31日，公司未偿还的担保义务总额约为3亿美元[210]

Exhibit 99.1 Argan, Inc. Reports Third Quarter Fiscal 2025 Results December 5, 2024 – ROCKVILLE, MD – Argan, Inc. (NYSE: AGX) ("Argan" or the "Company") today announces financial results for its third quarter of fiscal year 2025 ended October 31, 2024. The Company will host an investor conference call today, December 5, 2024, at 5:00 p.m. ET. Consolidated Financial Highlights ($ in thousands, except per share data) | --- | --- | --- | --- | --- | |--------------------------------|----------------|-------|-- ...

Times have been very interesting for energy infrastructure company Argan, Inc. (NYSE: AGX ) and its investors. You see, back in August 2023, I wrote a bullish article about the company. Because of the firm's strongCrude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cash flow analyses of E& ...

Now retired, I am an income-oriented investor seeking high yield income to support my lifestyle in retirement.I became deeply interested in the stock market beginning in late 2007 (bad timing for me but worse for my uncle) when I received an unexpected inheritance. Since that time I have done considerable research and vowed to make smarter long-term investing decisions after suffering through the Great Recession with minimal losses to my inherited portfolio, after firing my financial advisor.I look for most ...

Construction and engineering company Argan (AGX -4.00%) stumbled on the stock market Tuesday. Following news of an analyst's recommendation downgrade, investors sold out of the stock to leave it with a 4% decline over the trading session. That was a worse performance than that of the bellwether S&P 500 index, which eked out a marginal gain of less than 0.1%.Approaching overvalued territory?The pundit responsible for the downgrade was Lake Street Capital Markets' Rob Brown, who changed his Argan recommendati ...

I conduct deep research into two main types of situations. The first type of situation is deep value stocks that are set to grow and underappreciated by the market. The second type of situation is when a change in the world kicks off an investment trend that we expect to continue for the medium-term. I spend time in understanding both change and growth. Change is important because it often marks the beginning of a new trend. While I am sector agnostic, I research the companies and themes with which we inves ...

Argan's (NYSE: AGX ) topline grew more than 50% in the first half of the year after strong double-digit growth in FY24, as it experienced strength across all the segments. This strong growth in the first half justifies theAs a finance enthusiast with years of experience in research, I am deeply engaged in studying diverse businesses, especially in the technology, industrial, and conglomerate sectors. I really like companies that have strong foundations and see them doing well in the long run. I enjoy writin ...

公司表现 - Argan股价在本月创下52周新高 主要原因是公司第二财季的销售和盈利增长强劲 [1] - 公司股价在周四下午再次上涨 涨幅达6 6% 原因是公司宣布增加股息 [1] - 公司过去12个月的正自由现金流达到1 69亿美元 使得股票的市现率仅为7 [3] 股息政策 - Argan计划在10月31日将季度股息从每股0 30美元提高至0 375美元 增幅为25% [2] - 年度股息将从1 20美元增加至1 50美元 股息收益率将从1 3%提升至1 6% [2][3] - 调整后的股息收益率将超过标普500指数的平均股息收益率 后者略低于1 5% [3] 行业前景 - 公司表示有能力增加股息 原因是电力行业正在建设传统燃气和可再生能源设施 以满足数据中心 制造业活动和电动汽车充电带来的能源需求激增 [3] - 公司预计未来盈利增长率为10% 结合低市现率 使其不仅是一个不错的股息股票 也是一个很好的价值股票 [3]

Ton Photograph/iStock via Getty Images Full disclosure, when I covered Argan as a 'Strong Buy' six months ago I was not expecting the upward move to be so ferocious, and that too within such a short span of time. SA The core of my thesis boiled down to the following - It could provide uncorrelated returns and also outperform the index which is rare to be found. Argan operates in the energy infrastructure sector, which benefits from rising global energy demands driven by population growth, urbanizatio ...