AGXARGAN INC
Construction - Special Trade Contractors
- Revenue
- $945M
- 8.1% YoY
- Operating margin
- 14.3%
- 41% YoY
- EBITDA
- $137M
- 52% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear301% of net incomeCash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear8% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear2% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $509M | $455M | $573M | $874M | $945M | 8.1% |
| Operating income | $45M | $42M | $36M | $88M | $135M | 53% |
| Net income | $36M | $35M | $32M | $85M | $138M | 61% |
| Operating cash flow | $28M | −$30M | $117M | $168M | $415M | 147% |
| Capex | $1M | $3M | $3M | $7M | $4M | 41% |
| Stock-based comp | $3M | $4M | $4M | $4M | $8M | 76% |
| Buybacks | $20M | $68M | $12M | $2M | $10M | 548% |
| Dividends | $16M | $14M | $15M | $18M | $24M | 33% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2026 | — | — | 886 | 440 |
| FY2025 | — | — | 347 | 280 |
| FY2024 | — | — | 111 | 181 |
| FY2023 | — | — | 95 | 161 |
| FY2022 | — | — | 88 | 125 |