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David Watson

President and Chief Executive Officer, Argan

Search every verified David Watson interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. David Watson, president and CEO of Argan, discussed the company's second-quarter fiscal 2027 results during a September 2026 earnings call. He noted that consolidated revenue reached a record $384 million, with growth of 53% in the Power segment and 111% in the Industrial segment. Watson also addressed a decrease in backlog to $2.5 billion from $2.9 billion, attributing it partly to regulatory uncertainty surrounding data center development. He stated that despite recent news of pauses and pushbacks on data centers, there has been "no change in terms of developer behavior," citing ongoing milestones such as power purchase agreements, permits, and financing. Watson highlighted Argan's capital allocation efforts, including a third consecutive year of dividend increases, a share repurchase program with total authorization raised to $200 million, and the acquisition of Valor Communication to expand into New England. He expressed confidence in the company's ability to execute 10-12 jobs simultaneously and expected to add several new projects over the next 7-15 months. In closing, he credited the company's field teams for its performance and reiterated Argan's positioning to capitalize on demand for power infrastructure.

Recent appearances

  • ARGAN INC Q2 FY27 Earnings Call | Full Recording | AGX

    September 02, 2026 · 📺 Alfa finder USA

    Full ARGAN INC (AGX) Q2 FY27 earnings call — complete recording with CEO/CFO commentary and analyst Q&A. 📰 Argan to Complete New North Carolina Fabrication Facility Later This Year 📈 Growth: Consolidated revenue hit a record $384 million, driven by 53% growth in Power and 111% growth in the Industrial segment. ⚠️ Risks: Backlog decreased to $2.5 billion from $2.9 billion, with management noting regulatory uncertainty surrounding data center development. 🎯 Outlook: The company expects to add several new projects over 7-15 months and is positioned to execute 10-12 jobs simultaneously. Q2 FY27…

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  • Argan (AGX) Q1 2026 Earnings – Full Coverage

    June 05, 2025 · 📺 Fyfull

    Argan (NYSE: AGX) reported Q1 2026 revenue of $193.7M (+23% YoY), net income of $22.6M ($1.60/share), and a record $1.9B backlog. Join CEO David Watson and CFO Josh Bacher for insights on natural gas project growth and robust power demand pipeline! ⏱️ Timestamps (based on transcript): 00:00 – Introduction by Operator 00:35 – Jennifer Belodeau (IMS IR): Opening Remarks and Safe Harbor 01:53 – CEO David Watson: Q1 Operational Highlights 03:33 – David Watson: Power Demand and Pipeline 06:35 – David Watson: Segment Performance Overview 10:56 – David Watson: Backlog and Major Projects…

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