Joshua Baugher

Senior Vice President and Chief Financial Officer, Argan

Search every verified Joshua Baugher interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Joshua Baugher, Senior Vice President and Chief Financial Officer at Argan, participated in the company’s second quarter fiscal 2027 earnings call on September 2, 2026. During the call, he discussed record consolidated revenue of $384 million, driven by 53% growth in the Power segment and 111% growth in the Industrial segment. He noted that backlog decreased to $2.5 billion from $2.9 billion, attributing the decline partly to regulatory uncertainty surrounding data center development. Baugher also highlighted the company’s expectation to add several new projects over the next 7–15 months and its capacity to execute 10–12 jobs simultaneously. Baugher addressed ongoing market conditions, stating that despite recent news of pauses and pushbacks on data centers, developer behavior has not changed and there remains urgency to build data centers and power plants. He also mentioned the company’s capital allocation strategy, including a share buyback program increased to $200 million and extended through January 31, 2030, and the acquisition of Valor Communication, which expanded Argan’s presence in New England. He expressed expectations for Teldata to potentially double revenues from fiscal year 2026 and drive further growth in coming quarters.