Agility Global

1. Company Overview & Earnings Context

Agility Global PLC, a global logistics, aviation services, and infrastructure-focused group, reported its Q1 2026 results, delivering strong revenue growth and improved profitability supported by expansion across core segments.

2. Financial Performance Snapshot

• Revenue: AED 5.18B (USD 1.41B) (+~23% YoY)

• EBITDA: AED 681M (USD 185M) (+~7% YoY)

• EBIT: AED 379M (USD 103M)

• Net profit: AED 146M (USD 39.7M) (+~26% YoY)

• EPS: ~AED 0.0095

3. Operational Highlights & Key Metrics

• Segment revenue contribution:

• Aviation services: ~62% of revenue

• Fuel logistics: ~26%

• Others (incl. real estate & services): balance

• Geographic diversification:

• Middle East & Africa, Americas, Europe, Asia all contributing meaningfully

• Balance sheet & scale:

• Total assets: AED 48.5B (USD 13.2B)

• Total equity: AED 22.5B (USD 6.13B)

• Cash & equivalents: AED 2.19B (USD 597M)

• Cash flow:

• Operating cash flow: AED 339M (USD 92.3M)

4. Key Performance Drivers

• Strong growth in aviation services, particularly ground handling and airport operations

• Expansion in fuel logistics, supporting revenue diversification

• Global footprint across 100+ countries, reducing geographic concentration risk

• Contribution from investments and dividend income

• Operational scale and integrated logistics capabilities

5. Outlook & Forward Guidance

• Continued focus on:

• Scaling aviation and logistics operations globally

• Expanding industrial real estate and infrastructure assets

• Deploying capital into high-growth investments and emerging markets

• Positioned to benefit from:

• Global trade flows and logistics demand recovery

• Infrastructure and aviation sector growth

6. 🧾 Investor Takeaway

Agility delivered a strong Q1 2026 with solid revenue growth and improving profitability, supported by its diversified global operations and logistics platform, positioning it to benefit from long-term growth in trade, aviation, and infrastructure sectors.