UAE Equity Research - Agility Global PLC 4Q25 - First Look Note
Net operating cash flow declined 35.7% YOY to USD 403 Mn in 2025, while capex and investments increased to USD 490 Mn, primarily driven by G2 acquisition and ALP expansion. ALP delivered 226k sqm of warehousing capacity, with exit run-rate reaching USD 86 Mn by the end of 2026.
UAE Equity Research - Agility Global PLC 4Q25 - Earnings Call Insight
Group revenue rose 19.1% YOY to USD 1,421 Mn in 4Q25, supported by healthy growth in Aviation Services, Fuel Logistics and Industrial Real Estate segment.
UAE Equity Research - Agility Global PLC 3Q25 - First Look Note
Revenues grew 6.7% YOY to USD 1,309 Mn in 3Q25 driven by healthy growth across all segments except Other Activities. Operating cash flow of USD 320 Mn in 9M25 and invested a net USD 317 Mn in capex and other investments during 9M25.
UAE Equity Research - Agility Global PLC 2Q25 - First Look Note
Revenue grew 8.3% YOY to USD 1,200 Mn in 2Q25 driven by healthy growth across all segments except Other Activities. Retail fuel margins are expected to improve in 2026 with efficiency gains and network growth, while the maritime segment continues to face headwinds but retains long-term potential.
UAE Equity Research - Agility Global PLC 1Q25 - First Look Note
Revenues grew 16.7% YOY to USD 1,143 Mn in 1Q25 driven by healthy growth across all segments. New businesses from Spain and Portugal and expansion in Serbia, increased winter activity, and improved yields supported Aviation services business.
UAE Equity Research - Agility Global PLC 3Q24 - First Look Note
Revenues grew 16.0% YOY to USD 1,227 Mn in 3Q24. New businesses from Spain and Portugal contributed to Menzies's growth of 23.7% YOY in 3Q24. Agility Logistics Parks announced the expansion of 100 thousand warehousing capacity in Riyadh valued at USD 65 Mn.
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