AIR Global Earnings Call Transcripts
Fiscal Year 2026
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Q3 revenue and adjusted EBITDA grew despite cost pressure, with FSM volume recovery and resilient demand. Guidance was reiterated, while leverage expectations rose; refinancing, planned shareholder returns, and the Crown Switch PMTA mark key developments.
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AIR Global overcame early 2026 supply chain disruptions to deliver 3.7% H1 revenue growth, driven by strong pricing power and resilient demand. The company maintains guidance for 4–6% top-line growth and low single-digit EBITDA growth, with medium-term targets of mid-single digit revenue and high single-digit EBITDA growth. New product innovation and digital channels support further expansion.
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First half 2026 saw 3.7% revenue growth and stable adjusted EBITDA despite major supply chain disruption and significant one-time listing costs. Strong price/mix gains offset volume declines, with U.S. and MEAA regions leading growth. Strategic investment in Greentank supports next-gen product expansion.